Sunrun's latest quarter showed a business quietly strengthening underneath the stock’s volatility.Toronto-based Maple Rock Capital Partners disclosed a reduction in its Sunrun (RUN 1.05%) stake, cutting 692,800 shares in the third quarter, according to a November 14 SEC filing.What HappenedAccording to an SEC filing dated November 14, Maple Rock Capital Partners sold 692,800 shares of Sunrun during the third quarter. The value of the position fell by about $62.1 million in the period. Following the sale, th ...

The U.S. solar industry is experiencing strong underlying momentum, with utilities, businesses and households increasingly adopting solar and storage. Installations reached 11.7 GWdc in the third quarter of 2025, while project delays eased. However, recent federal policy changes have created near-term uncertainty, complicating permitting, procurement and supply-chain planning. Despite a 12% drop in module prices, elevated U.S. tariffs have pushed commercial and utility-scale system costs higher. These polic ...

We recently published December Disappointments: 10 Big Names Troubled Early. Sunrun Inc. (NASDAQ:RUN) is one of the worst performers of last week. Sunrun dropped its share prices by 13.18 percent week-on-week, as investor sentiment was dampened by a proposal to register nearly 40 million new shares. In a filing with the Securities and Exchange Commission on Thursday, Sunrun Inc. (NASDAQ:RUN) said that it intends to register 34.7 million shares to its 2015 Equity Incentive Plan (EIP) as well as 4.2 millio ...

We recently published 10 Stocks Already Hurting in December. Sunrun Inc. (NASDAQ:RUN) is one of the top performers on Monday. Sunrun fell by 8.40 percent on Monday to close at $18.55 apiece as investors resorted to profit-taking following five straight days of gains, while unloading positions ahead of the looming deadline for tax credits on clean energy investments. At present, solar customers are enjoying as much as 30 percent tax credits from the government, a subsidy which will expire on December 31, ...

Sunrun’s big rebound is gaining traction—but does Canyon’s move suggest the recovery is still fragile?Dallas-based Canyon Capital Advisors reported on November 14 that it sold 300,000 shares of Sunrun in the third quarter. The fund’s position value fell by approximately $13 million from quarter to quarter.What HappenedCanyon Capital Advisors disclosed in its Securities and Exchange Commission (SEC) Form 13F filing on November 14 that it reduced its stake in Sunrun (RUN 8.37%) by 300,000 shares during the th ...

Core Insights - Sunrun Inc. (NASDAQ:RUN) is identified as a top short squeeze stock, with Mizuho maintaining an Outperform rating and a $25 price target, highlighting the company's ability to generate upfront sales and new customer originations [1] Financial Performance - In Q3, Sunrun reported revenues of $724.56 million, surpassing forecasts by 20.64%, while EPS was $0.06, which was 53.85% below the estimated $0.13 [2] - The company generated approximately $108 million in cash during the quarter, despite a lower net margin [2] Growth Potential - Mizuho's analysis indicates that Sunrun's safe harbor data suggests potential customer growth could double over the next four years, aligning with the company's growth projections [3] Company Overview - Sunrun is a leading provider of residential solar and battery storage solutions, focusing on subscription services that require minimal upfront costs, and it also manages energy services for households and the electrical grid [4]

Core Insights - Whales have adopted a bearish stance on Sunrun, with 50% of trades being bearish and only 33% bullish [1] - The total amount for put trades is $299,021, while call trades amount to $241,132 [1] - The expected price range for Sunrun is between $17.0 and $20.0 over the past quarter [2] Options Activity - A detailed analysis of options trading shows significant interest in Sunrun's options, particularly within the $17.0 to $20.0 strike price range [3] - Noteworthy options activity includes a bullish call trade with a total price of $94.1K at a strike price of $20.00, and a bearish put trade with a total price of $48.9K at a strike price of $19.00 [8] Company Overview - Sunrun specializes in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the U.S. [10] - The company typically engages customers through long-term agreements of 20 to 25 years for utilizing its solar energy systems [10] Market Position - Analysts have set a consensus target price of $24.0 for Sunrun, with one maintaining an Overweight rating at a price target of $21 and another upgrading to Buy with a target of $27 [12] - The current stock price of Sunrun is $17.34, reflecting a decrease of 2.64% [14]

Core Insights - Sunrun has achieved first-place recognition across all categories in the Alternative Energy sector and has been named a Most Honored Company for its excellence in executive leadership, corporate governance, and investor relations [1][2]. Company Performance - In the 2025 Extel All-America Executive Team survey, Sunrun secured the No. 1 ranking in all seven evaluated categories within the Alternative Energy sector [1][3]. - The survey results were based on the opinions of 3,497 money managers and buy-side analysts, along with over 340 sell-side researchers, evaluating more than 1,400 companies across various sectors [3]. Leadership and Strategy - Sunrun's CEO, Mary Powell, emphasized the recognition reflects the strength of the leadership team, commitment to transparency, and focus on disciplined, margin-accretive growth [2]. - The company aims to provide customers with the ability to generate and store their own energy, enhancing their independence and security [2]. Company Overview - Sunrun Inc. is recognized as America's largest provider of home battery storage, solar, and home-to-grid power plants, pioneering home energy systems through a no-upfront-cost subscription model [4]. - The company supports the grid by providing on-demand dispatchable power, which helps prevent blackouts and lower energy costs [4]. Awards and Recognitions - Sunrun received multiple accolades, including Best CEO (Mary Powell), Best CFO (Danny Abajian), Best IR Professional (Patrick Jobin), Best Company Board, Best ESG Program, Best IR Program, and Best IR Team [5].

Core Viewpoint - Guggenheim upgraded Sunrun Inc. from Neutral to Buy with a price target of $27.00, citing an attractive entry opportunity due to recent stock selloff and improving cash generation potential [1][2] Group 1: Company Performance - Sunrun's third-quarter 2025 results showed solid business execution despite a challenging solar industry environment, indicating efficient operational management [2] - Analysts noted a 16% drop in Sunrun's shares, which was seen as an overreaction compared to a 0.13% rise in the S&P 500, labeling the decline as "excessive" [2] Group 2: Financial Outlook - Guggenheim highlighted improving prospects for consistent cash flow generation and future shareholder returns [2] - The new valuation approach is based on a two-stage discounted cash flow model focused on expected cash generation, moving away from the previous net earning asset growth model [2] - Despite industry challenges, Sunrun's financial fundamentals are strengthening [2]

Market Overview - The stock market is experiencing a strong recovery, attributed to news regarding the potential end of the government shutdown, which is expected to reduce market uncertainty [3] - A recent bipartisan agreement saw a vote of 60 to 40, advancing the process towards resolving the shutdown [3] Nvidia (NVDA) - Nvidia is projected to report sales of $56.8 billion next week, exceeding analyst expectations of $54.6 billion [5][7] - Citi has raised its price target for Nvidia from $210 to $220, maintaining a buy rating [7] - Bank of America also reiterated a buy rating, highlighting Nvidia's strong positioning in healthcare and artificial intelligence sectors [8] - UBS anticipates Nvidia's fourth-quarter revenue guidance to be between $63 billion and $64 billion, with a price target of $235 [9] Sunrun (RUN) - Guggenheim upgraded Sunrun to a buy rating with a price target of $27, citing attractive entry points and solid capital return prospects for 2026 [5][9] - Jefferies previously upgraded Sunrun to a buy with a price target increase from $11 to $21, anticipating strong cash generation [10] - BMO also upgraded Sunrun to market perform with a price target of $19, noting potential for stock buybacks and dividends due to cash generation [10] Eli Lilly (LLY) - Eli Lilly has been upgraded to an outperform rating by Leerink, with expectations of multiple catalysts for obesity treatment adoption by January 2027 [11] - A deal was struck to reduce Medicare and Medicaid prices for GLP-1 treatments to $245 per month starting mid-2026, potentially increasing access for millions of older adults [12][13] - Under the agreement, some Medicare patients will pay only $50 per month for approved GLP-1 treatments [13]