After reaching an important support level, Sunrun (RUN) could be a good stock pick from a technical perspective. RUN surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.The 50-day simple moving average is a widely used technical indicator that helps determine support or resistance levels for different types of securities. It's one of three major moving averages, but takes precedent because it's the first sign of an up or down trend.RUN has rallied 19.4% over the past fou ...

We recently published 10 Stocks With Monster Gains. Sunrun Inc. (NASDAQ:RUN) was one of the top performers on Wednesday. Sunrun rallied for a second day on Wednesday, jumping 12.24 percent to close at $20.73 apiece as investor sentiment was boosted by hints of a strong 2025 following news that it expanded its customer base by 430 percent year-on-year. The company is set to release the results of its earnings performance in the fourth quarter and full-year 2025 after market close on February 26. However, ...

Group 1: Insurance Sector - Insurance stocks are experiencing significant declines, with China Life (02628) down 3.75%, New China Life (01336) down 3.28%, and China Pacific Insurance (02601) down 2.74%. The government plans to issue approximately 200 billion yuan in special bonds to inject capital into major insurance companies, marking the first time this method will be used for insurance firms in China [1] Group 2: Logistics and Delivery - ZTO Express (02057) has seen an increase of over 2.3%. The company estimates that its total revenue for 2025 will be between 48.5 billion yuan and 50 billion yuan, representing a growth of approximately 9.5% to 12.9% compared to 44.2807 billion yuan in 2024 [1] Group 3: Biotechnology - Innovent Biologics (09969) has risen over 4%, with a current increase of 3.25%. The company anticipates achieving revenue of 2.37 billion yuan in 2025, a year-on-year growth of approximately 134%, and expects to turn a profit with a net profit of around 630 million yuan [1] Group 4: Coal Sector - Coal stocks are generally declining, with Yancoal Australia (03668) down 6.63%, Shougang Resources (00639) down 7.83%, and China Shenhua (01088) down 2.47%. This decline follows reports that the Indonesian government has proposed a production cut plan, leading to a 40% to 70% reduction in production quotas for major miners [2] Group 5: Medical Devices - GigaGen (02367) has increased over 8%, currently up 4.11%. The company recently announced that its "recombinant type I α1 collagen and sodium hyaluronate composite solution" has been approved as a medical device, marking a significant milestone as the first product of its kind for improving facial smoothness [2] Group 6: Semiconductor Sector - Semiconductor stocks are all declining, with Hua Hong Semiconductor (01347) down 5.91% and SMIC (00981) down 3.49%. This follows a significant drop in AMD's stock price by 17.31% after its fourth-quarter report indicated that while revenue exceeded expectations, the guidance for the first quarter was below market expectations [3] Group 7: Restaurant Sector - Restaurant stocks are performing well, with Yum China (09987) up 8.41% and Haidilao (06862) up 2.69%. The restaurant industry has shown signs of recovery, with retail sales in the sector growing by 3.8%, 3.2%, and 2.2% year-on-year in the last quarter of 2025, significantly outpacing overall retail growth [3] Group 8: Consumer Goods - Miniso (09896) has risen over 5.1% after announcing its partnership with the Central Radio and Television Station for the 2026 Spring Festival Gala. This collaboration is seen as a significant marketing move to elevate the brand's visibility in the mainstream market [4] Group 9: Gold Sector - Gold stocks are declining, with China Gold International (02099) down 6.8% and Zijin Mining (02899) down 6.29%. Recent volatility in the international gold market has been noted, with expectations that geopolitical tensions and liquidity easing by the Federal Reserve may drive gold prices higher [4] Group 10: Cryptocurrency - Cryptocurrency ETFs and related stocks are continuing to decline, with significant drops in prices, including Bitcoin falling below $72,000 for the first time in 15 months. The price has decreased by over 42% from its peak last October [5] Group 11: US Market Highlights - Boston Scientific (BSX.US) fell 17.59% after providing lower-than-expected guidance for fiscal year 2026. The company expects adjusted earnings per share to be between $3.43 and $3.49, slightly below analyst expectations [6] - Solar stocks surged, with Enphase Energy (ENPH.US) rising 38.6% following reports of interest from Elon Musk's teams in the Chinese solar supply chain [6]

Shares of Sunrun (RUN) have gained 0.9% over the past four weeks to close the last trading session at $18.47, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $23.14 indicates a potential upside of 25.3%.The mean estimate comprises 20 short-term price targets with a standard deviation of $2.72. While the lowest estimate of $19.00 indicates a 2.9% increase from the current price l ...

智通财经APP获悉，周三，光伏太阳能股全线冲高，Enphase Energy(ENPH.US)暴涨近36%，晶科能源 (JKS.US)涨超16%，Sunrun(RUN.US)涨超9%，阿特斯太阳能(CSIQ.US)、大全新能源(DQ.US)涨超4%。 消息面上，据报道，马斯克团队近期"摸底"中国光伏产业链 ，已有异质结设备厂签单。据知情人士 称，近期马斯克旗下的SPACE X团队和Tesla团队"摸底"中国光伏企业，其中TESLA团队目前仅是验厂 阶段，到访多家产业链企业;SPACE X团队主要到访光伏设备厂，并与国内某头部异质结设备厂有订单 合作，但基于商业保密要求等因素，未作公开。有企业人士表示，目前能整线供应异质结设备的企业较 少，此前马斯克团队曾向国内某异质结企业稳定采购，且合作还在持续。 ...

Sunrun scales the nation’s largest distributed power plant with 400% growth, 17 programs, major partnerships, and record grid dispatches as AI-driven electricity demand surgesSAN FRANCISCO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- With rising electricity costs, growing risk of power outages, and a widening gap between power supply and demand, Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, rapidly delivered new, dispatchable energy to the grid at scal ...

Core Viewpoint - The solar industry is experiencing significant growth, driven by increasing demand for reliable and stable energy solutions among consumers, as well as advancements in energy storage technology [1][2]. Company Performance - Sunrun's stock has increased by 123% over the past year, reflecting strong investor interest and market momentum in the solar sector [1]. - The company has seen a rise in customer additions, growing from 797,000 customers in 2012 to 1.14 million by the third quarter of the previous year, indicating a robust demand for solar solutions [2]. Market Dynamics - The solar industry is facing challenges related to tariffs on solar panels, although Sunrun has shifted its sourcing strategy away from China to Southeast Asia, mitigating some of the tariff impacts [3][4]. - The Federal Reserve Chair has indicated that tariffs may peak and then decline, which could positively affect solar panel pricing in the future [5]. Energy Independence and Reliability - Sunrun emphasizes its role in enhancing energy independence for Americans, particularly during major storms when traditional power plants may go offline [7][8]. - The company is focused on providing a distributed power model, which is seen as more reliable compared to centralized power generation [8]. Pricing and Customer Control - Sunrun maintains stable pricing for its solar energy solutions, offering customers a way to control their energy costs amidst rising utility prices [9]. - The company has adapted to the end of the solar tax credit, which affected a small portion of its business, allowing it to continue providing affordable energy solutions to customers [12][13]. Strategic Partnerships - Sunrun has formed partnerships with companies like NRG Energy and Tesla to support the Texas power grid, showcasing its commitment to enhancing energy resilience in various states [10][11].

Core Viewpoint - Sunrun is set to release its fourth quarter and full-year 2025 earnings report on February 26, 2026, after market close [1] Group 1: Earnings Announcement - The earnings report will be discussed in a conference call scheduled for 1:30 p.m. Pacific Time [2] - The conference call will be accessible via the Sunrun Investor Relations website and through a toll-free phone number [2] - An audio replay and transcript of the conference call will be available on the Sunrun Investor Relations website for approximately one month [2] Group 2: Company Overview - Sunrun Inc. is the largest provider of home battery storage, solar, and home-to-grid power plants in America [3] - The company offers home energy systems through a no-upfront-cost subscription model, enhancing customer energy control and independence [3] - Sunrun contributes to grid stability by providing on-demand dispatchable power, which helps prevent blackouts and reduce energy costs [3]

Industry Overview - U.S. electricity demand is increasing significantly due to the rise of electric vehicles (EVs), data centers, and extreme temperatures, while traditional coal and gas plants are retiring faster than new replacements are being built, leading to a reliance on variable wind and solar power [2] - To address the gap in energy supply, utilities are increasingly adopting virtual power plants (VPPs), which utilize a network of small energy resources to manage demand and supply [2][3] Virtual Power Plants (VPPs) - VPPs are cloud-based networks that aggregate various small energy resources, such as smart thermostats, EV chargers, and home batteries, to function as a single power source [3] - During peak demand periods, VPPs can discharge power from interconnected home batteries and adjust smart appliances to reduce overall demand [3] Company Insights: National Grid - National Grid is a multinational power company that operates as a monopoly in the UK and serves over 20 million customers in the U.S. [5] - The company has seen its shares rise nearly 40% over the past year and offers a dividend yield of approximately 3.7% [6] - In its half-year report, National Grid reported an underlying profit of £2.29 billion (around $3.1 billion), reflecting a 12% year-over-year increase, with earnings per share rising 6% to 29.8 pence (around $0.39) [7] Company Insights: Sunrun - Sunrun has experienced a stock price increase of 94% over the past year, benefiting from the growing demand for VPPs and the need for energy supply during peak times [9] Financial Considerations - National Grid has trimmed its annual dividend payout by 54% this year due to rising energy demand costs, but it plans to invest nearly $82 billion over the next five years to enhance long-term profitability [8]

Company Performance - Sunrun's stock closed at $20.01, reflecting a +2.62% increase from the previous day, outperforming the S&P 500's daily gain of 0.5% [1] - Over the last month, Sunrun's shares have decreased by 4.74%, while the Oils-Energy sector gained 7.06% and the S&P 500 gained 0.18% [1] Earnings Expectations - Analysts expect Sunrun to report earnings of -$0.08 per share, indicating a year-over-year decline of 105.67% [2] - Revenue is anticipated to be $656.91 million, representing a 26.7% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, analysts project earnings of $1.32 per share and revenue of $2.46 billion, reflecting changes of -0.75% and 0% respectively from the previous year [3] - Recent adjustments to analyst estimates are crucial as they indicate confidence in Sunrun's business performance and profit potential [3] Valuation and Ranking - Sunrun has a Forward P/E ratio of 53.54, which is a premium compared to the industry average Forward P/E of 22.05 [5] - The Zacks Rank for Sunrun is currently 2 (Buy), with a significant increase of 469.69% in the Zacks Consensus EPS estimate over the past month [5] Industry Overview - The solar industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 70, placing it in the top 29% of over 250 industries [6] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating a strong performance potential for the solar industry [6]