Sunrun (RUN) Price Target Raised Amid ‘Compelling’ Partnership with NRG Energy

Group 1 - Sunrun Inc. is recognized as one of the 11 Best Performing Energy Stocks in 2025 [1] - The company is a leading provider of clean energy as a subscription service, focusing on residential solar and energy storage with no upfront costs [2] - Clear Street raised its price target for Sunrun from $21 to $23, maintaining a 'Buy' rating, due to the potential of a partnership with NRG Energy and success with new homebuilders [3] Group 2 - Sunrun announced a multi-year partnership with NRG Energy, integrating solar-plus-storage systems with optimized rate plans through Reliant, aimed at supplying power to Texas's electric grid [4] - Clear Street increased its FY2027 cash generation forecast for Sunrun by 8% to $565 million, with the company generating $108 million in cash during Q3 2025, marking six consecutive quarters of positive cash flow [5] - Sunrun narrowed its cash generation guidance for FY2025 to $250 million to $450 million, and its share price has doubled since the beginning of 2025 [5]