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Sunrun Dispatches Emergency Power to Help Prevent Grid Blackouts During Energy Shortages
Globenewswire· 2025-07-21 12:00
Amid emergency conditions from summer heat and power generation shortfalls, Sunrun answers urgent utility requests to dispatch energy from home batteries to improve grid reliabilitySAN FRANCISCO, July 21, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), the nation’s leading provider of clean energy as a subscription service, has begun dispatching more than 37,000 home batteries to provide emergency power to Puerto Rico’s grid operator to address insufficient centralized electricity generation coinciding with ...
Sunrun Prices $431 million Senior Securitization of Residential Solar Systems
Globenewswire· 2025-07-18 23:41
Core Viewpoint - Sunrun has successfully priced its 14th public securitization of leases and power purchase agreements, marking its third issuance in 2025, which reflects the company's strong asset performance and market confidence [1][2]. Group 1: Securitization Details - The third securitization transaction of 2025 involves refinancing a seasoned pool of residential solar assets, with strong execution acknowledged by the CFO [2]. - The transaction includes two classes of A- rated notes (Class A-1 and Class A-2) and one class of BB- rated notes (Class B), with the Class A-1 Notes totaling $331 million and Class A-2 Notes totaling $100 million [2][3]. - Class A Notes carry a coupon of 6.15%, with Class A-1 Notes being oversubscribed and priced at a spread of 240 basis points, yielding 6.374% [2]. Group 2: Asset and Portfolio Information - The securitization is backed by a diversified portfolio of 63,318 solar systems across 12 states and Washington D.C., covering 40 utility service territories [3]. - The weighted average customer FICO score for the portfolio is 757, indicating a strong credit quality of the customer base [3]. Group 3: Transaction Timeline and Partners - The transaction is expected to close by July 30, 2025, with Bank of America serving as the sole structuring agent and joint bookrunner alongside Citigroup, Keybanc, and Truist [3].
美股太阳能股评级“大洗牌”!Sunrun(RUN.US)成小摩首选股
智通财经网· 2025-07-16 02:29
Core Viewpoint - Morgan Stanley has adjusted ratings for several U.S. solar stocks due to market and policy changes, downgrading Enphase Energy and SolarEdge Technologies to "Neutral" while favoring Sunrun as a preferred stock [1][2]. Group 1: Enphase Energy - Morgan Stanley downgraded Enphase Energy's rating from "Overweight" to "Neutral" and reduced the target price from $64 to $37, reflecting downward pressure on stock prices and profit margins due to the industry's shift towards third-party systems [1]. - Despite the downgrade, the firm believes that Enphase remains one of the few consistently profitable solar companies with a net cash position [1]. - Analyst Mark Strouse noted that the recent "Inflation Reduction Act" may lead to a lack of positive momentum in the U.S. residential solar market, potentially impacting Enphase's market share and gross margins [1]. Group 2: SolarEdge Technologies - SolarEdge Technologies' rating was also downgraded from "Overweight" to "Neutral," with a target price set at $23, following a 34% increase in the stock's performance this month [2]. - Strouse maintains that SolarEdge holds a relatively favorable position in the U.S. residential inverter market, as the residential solar sector shifts towards third-party ownership models [2]. - New foreign entity regulatory frameworks have reduced competitive pressure in the market [2]. Group 3: Sunrun - Morgan Stanley is optimistic about Sunrun, assigning it an "Overweight" rating and raising the target price from $13 to $16, due to improved visibility in solar leasing and power purchase agreements [2]. - Sunrun is expected to meet the 48E tax credit eligibility by the end of 2027 and continue to benefit from storage incentives until the end of 2032 [2].
Sunrun Announces Date for Second Quarter 2025 Earnings Report
GlobeNewswire· 2025-07-14 12:00
Core Viewpoint - Sunrun is set to release its second quarter 2025 earnings report on August 6, 2025, after market close, indicating ongoing financial transparency and engagement with investors [1]. Group 1: Earnings Release Details - The earnings report will be issued after market close on August 6, 2025 [1]. - A conference call to discuss the earnings results is scheduled for 1:30 p.m. Pacific Time on the same day [2]. - The conference call will be accessible via the Sunrun Investor Relations website and by phone, with an audio replay available for approximately one month [2]. Group 2: Company Overview - Sunrun Inc. has been a leader in the solar industry since 2007, focusing on removing financial barriers to renewable energy access [3]. - The company offers residential solar and storage solutions as a subscription service with no upfront costs, enhancing energy security and predictability for customers [3]. - Sunrun also manages energy services that provide benefits to communities, utilities, and the electric grid, thereby increasing customer value [3].
Sunrun Stock To $7?
Forbes· 2025-07-14 10:35
Core Insights - Sunrun Inc. is the leading residential solar installer in the U.S. but faces instability due to policy changes, financial pressures, and market dynamics [2] - The company has a market capitalization of $2.5 billion and has experienced a 36% loss in value over the past year, with a current share price of $11 [3] - Recent legislative actions have expedited the expiration of key federal tax credits, complicating Sunrun's ability to leverage these incentives [4][5] Financial Performance - Sunrun's stock has historically underperformed during market downturns, with a 67.4% decline in the 2022 inflation-driven selloff compared to the S&P 500's 25.4% decline [6] - The stock is currently trading at 1.1x price-to-sales, below its 3-year average of 1.5x and significantly lower than the S&P 500 average of 3.1x [9] Business Model and Strategy - The company's business model heavily relies on tax credits for its leasing and power purchase agreements, making it vulnerable as these incentives diminish [5] - Sunrun is adapting by expanding into energy storage and changing billing models, but investor concerns remain regarding the effectiveness of these adjustments [8]
7月9日早餐 | 科创板或迎首家具身智能企业;中报预告密集披露
Xuan Gu Bao· 2025-07-09 00:08
Group 1 - US stock market showed mixed results with Dow Jones down 0.37%, Nasdaq up 0.03%, and S&P 500 down 0.07% [1] - Tesla rebounded by 1.32% and Nvidia increased by 1.12%, both reaching new highs [1] - Meta Platforms and Apple saw increases of up to 0.32%, while Microsoft decreased by 0.22% and Google A dropped by 1.37% [1] Group 2 - Trump seeks to tighten clean energy tax regulations, leading to a decline in solar stocks, with SunRun falling over 11% [2] - Trump announced a 50% tariff on copper and a 200% tariff on pharmaceuticals, resulting in the largest increase in copper futures since 1968 [2] Group 3 - Meta invested $3.5 billion in EssilorLuxottica to advance its AI glasses strategy [3] Group 4 - SpaceX, owned by Musk, achieved a valuation of approximately $400 billion during a stock sale [4][11] Group 5 - Hugging Face released an open-source top model featuring dual-mode reasoning and 128K context, marking a significant advancement in AI [5] Group 6 - The 2025 Esports World Cup will be held in Riyadh, Saudi Arabia, with a total prize pool exceeding $70 million [6] Group 7 - Germany warned that the EU is prepared to retaliate if a fair trade agreement cannot be reached [7] Group 8 - Morgan Stanley predicts TSMC will continue to exceed expectations in Q2, with strong advanced process orders, although the appreciation of the New Taiwan Dollar may pose profitability challenges [8] Group 9 - The Chinese government is promoting the application of new technologies like AI in public services, as outlined in a recent policy document [9] Group 10 - Pacific Securities noted that multiple indices broke through their consolidation ranges, indicating a strong short-term market trend [10] - Everbright Securities suggested that if the Shanghai Composite Index surpasses 3500 points, it could further boost market confidence and attract more capital [10] Group 11 - Shentong Express partnered with Cainiao to accelerate the application of unmanned delivery vehicles, aiming to deploy 2000 unmanned vehicles by the end of the year [12] - Guohai Securities highlighted that the development of regulations for unmanned vehicles is paving the way for the logistics industry's standardization [12] Group 12 - The National Development and Reform Commission and six other departments released a plan to enhance the childcare service system, projecting the market size for childcare services in China to reach 151.81 billion yuan by 2024 [16]
Sunrun (RUN) Suffers a Larger Drop Than the General Market: Key Insights
ZACKS· 2025-07-08 23:16
Sunrun (RUN) closed the most recent trading day at $9.84, moving -11.43% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.07%. Meanwhile, the Dow lost 0.37%, and the Nasdaq, a tech-heavy index, added 0.03%. The solar energy products distributor's shares have seen an increase of 34.34% over the last month, surpassing the Oils-Energy sector's gain of 3.17% and the S&P 500's gain of 3.94%.The investment community will be closely monitoring the performance of Sun ...
Helius Medical Technologies, Sunrun And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
Benzinga· 2025-07-08 12:01
U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Tuesday.Shares of Helius Medical Technologies, Inc. HSDT fell sharply in today's pre-market trading.Helius Medical Technologies filed prospectus for $25 million share offering.Helius Medical Technologies shares dipped 10.9% to $8.42 in the pre-market trading session.Here are some other stocks moving lower in pre-market trading.Blue Gold Limited BGL shares tumbled 15.6% to $63.00 in pre-market trading after dipping 30% on ...
《大而美法案》取消风能和太阳能项目消费税 美股太阳能股应声大涨
智通财经网· 2025-07-02 02:06
智通财经APP获悉,在经历了数日紧张的谈判之后,美国参议院通过了美国总统特朗普最新版的税收和 支出法案,共和党在最后一刻取消了针对风能和太阳能项目的消费税。受该消息影响,美股太阳能类股 票周二大涨。 截至周二美股收盘,Shoals Technologies(SHLS.US)涨近24%,Array Technologies(ARRY.US)涨近13%, Sunrun(RUN.US)涨近11%,Fluence Energy(FLNC.US)涨超9%,SolarEdge Technologies(SEDG.US)涨超 7%,Nextracker(NXT.US)涨近6%。 一些美国制造商支持这项拟议的税收,他们表示美国需要摆脱对中国的清洁能源供应链的依赖。但这一 政策却引起了可再生能源开发商的担忧,他们称这可能会增加太阳能和风力发电场的成本,因为这些发 电场仍依赖一些外国零部件和中国主导的供应链。 该法案仍规定从2026年开始逐步取消太阳能和风能的税收抵免,到2028年完全取消,并且要求太阳能或 风能项目必须在2027年底前投入运行才能获得税收抵免;核电税收抵免将持续到2036年,氢能税收抵免 将于2028年取消。 ...
华尔街见闻早餐FM-Radio | 2025年7月2日
Hua Er Jie Jian Wen· 2025-07-01 23:15
华见早安之声 请各位听众升级为见闻最新版APP,以便成功收听以下音频。 市场概述 美国劳动力市场强劲叠加鲍威尔重申观望,美联储降息预期减弱,美债价格走低。投资者撤离科技股,道指涨逾400点,罗素小盘股表现优异,纳指100下 挫。 特马再度反目,特斯拉一度跌超7%。最新版"大漂亮"法案中没有针对风能和太阳能的税收,光伏股全面走高。华尔街大行提高股息、增加回购,盘后银行 股延续当日涨势。 10年期美债收益率上行逾4个基点,2年期上行约6个基点。美元先跌后涨,日内较低点一度涨超0.6%,尾盘有所回落。黄金两连涨,涨超1%。原油震荡。 亚洲时段,A股全天分化,创新药午后爆发,国债上涨,人民币再创去年11月以来新高,商品下跌。 要闻 万斯"一票破局",美国参议院惊险通过"大漂亮"法案,还有众议院投票关。清洁能源松口气,美参院终版"大漂亮"法案不含进口相关组件新征 税,光伏股走高。 关键时刻,马斯克猛喷"大漂亮法案",誓言"全力让支持者明年输掉中选"。特朗普炮轰马斯克:没有补贴你早就回南非了;马斯克回应:全部削 减,就现在!是否驱逐马斯克?特朗普:"得看一下"。 鲍威尔未排除7月降息可能,称若非关税已降息,关税料将对通胀 ...