Sunrun(US:RUN) Yahoo Finance·2026-02-05 07:27Company Performance - Sunrun Inc. (NASDAQ:RUN) experienced a significant stock rally, increasing by 12.24% to close at $20.73, driven by positive investor sentiment regarding its future growth prospects [1][7] - The company reported a remarkable expansion of its customer base, growing from 20,000 in 2024 to 106,000 in 2025, marking a 430% year-on-year increase [2] Energy Production and Demand - In 2025, Sunrun dispatched nearly 18 GWh of power from batteries, which supported grids across the US, providing energy to approximately 15 million homes for one hour, with a peak output of 416 MW [2] - The CEO of Sunrun highlighted that the company's distributed power plants scaled at a crucial time when grid operators required assistance to meet rising energy demand, indicating a record-breaking year for both US power demand and Sunrun's energy delivery capabilities [3] Future Outlook - Sunrun has a positive outlook for its business, anticipating a 25% increase in electricity demand over the next four years, driven by factors such as the growing energy needs of AI data centers [4] - The company is positioned to address the challenges of electricity demand outpacing supply and rising prices by leveraging home battery storage in conjunction with solar energy, as stated by the President and Chief Revenue Officer [5]