Third - Party Ownership (TPO) Model

Search documents
Sunrun Poised To Gain Market Share As Policy Shifts Boost Its Solar Model: Analyst
Benzingaยท 2025-08-18 17:02
RBC Capital's Christopher Dendrinos upgraded Sunrun RUN to Outperform with a $16 price target. There is clearer long-term growth visibility after the recent U.S. Treasury guidance eased regulatory uncertainty, he explained.Dendrinos noted that the updated framework strengthens demand, supports cash generation. It also positions Sunrun to gain market share as policy shifts favor its third-party ownership (TPO) model.Treasury clarification on "commence construction" rules removes much of the prior uncertainty ...