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Wire

Sunrun Faces Some Near-Term Ramping Challenges, RBC Says

Sunrun (RUN) is still poised for growth and margin expansion, although they may take longer than previously expected, RBC Capital Markets said in a Thursday note."RUN continues to manage its growth but is seeing some near-term ramping challenges which are leading to a lower cash gen guide for the year," the report said.In recent Q2 results, Sunrun reduced its full-year outlook for cash generation to $200 million to $375 million from the previous guidance of $250 million to $450 million due to lower order volumes, as well as higher capital costs.The report also said customer additions are expected to have bottomed after coming in at about 25% below RBC estimates.RBC cut its price target to $14 from $18 while keeping its outperform rating.Price: $9.72, Change: $-0.78, Percent Change: -7.39%

$RUN
Insider Trading

Sunrun Insider Sold Shares Worth $498,115, According to a Recent SEC Filing

Lynn Michelle Jurich, Director, on August 03, 2026, sold 50,000 shares in Sunrun (RUN) for $498,115. Following the Form 4 filing with the SEC, Jurich has control over a total of 1,967,405 common shares of the company, with 367,405 shares held directly and 1,600,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1469367/000146936726000055/xslF345X05/wk-form4_1785853978.xmlPrice: $10.71, Change: $+0.28, Percent Change: +2.70%

$RUN
Wire

Eversource, National Grid, EnergyHub, Sunrun to Jointly Test Vehicle-to-Grid Program

Eversource Energy (ES), National Grid (NGG), Alarm.com (ALRM) subsidiary EnergyHub, Sunrun (RUN) and Mobility House will jointly test vehicle-to-grid capabilities in Massachusetts, according to a statement Thursday.Under this joint effort, qualifying residential customers of Eversource and National Grid in Massachusetts can enroll their vehicle-to-grid capable electric vehicle in the ConnectedSolutions program and receive incentives if they send stored energy in their EVs back to the grid during peak periods, according to the statement.Price: $74.30, Change: $-0.14, Percent Change: -0.19%

$ALRM$ES$NGG$RUN
Wire

Sunrun Launches Distributed AI Compute Pilot Program

Sunrun (RUN) launched a distributed AI compute pilot program, marking its entry into distributed edge computing, the company said Wednesday.The launch follows a proof of concept that demonstrated revenue generation and demand for distributed compute.Sunrun plans to expand the pilot by installing compute nodes in homes equipped with its solar and battery storage systems. The company said its base of more than 1.1 million customers represents a potential deployment network, with participating homeowners to be compensated for hosting the compute nodes.Sunrun added that it is coordinating the sale of AI inference capacity to enterprise compute buyers and expects to complete the pilot over the coming months before deciding whether to pursue a broader rollout.Shares of Sunrun were down nearly 5% in Wednesday trading.Price: $11.61, Change: $-0.59, Percent Change: -4.84%

$RUN
Sunrun Shares Rise on Deal With Tesla, Renew Home to Supply Power for Data Centers
US Markets

Sunrun Shares Rise on Deal With Tesla, Renew Home to Supply Power for Data Centers

Sunrun (RUN) shares jumped 13% in Wednesday trading after the company agreed with Tesla (TSLA) and Renew Home to deliver more than 16 gigawatts of flexible energy capacity to hyperscalers and utilities.The companies will aggregate existing residential battery systems, smart thermostats, and electric vehicles across the country into a unified "virtual power plant" without any additional hardware, software, interconnection, water, or land usage, according to a joint press release. Financial terms of the partnership were not disclosed.The power will be drawn from hundreds of thousands of home battery systems operated by Sunrun and Tesla, alongside flexible peak capacity from more than 8 million smart thermostats and devices managed by Renew Home."America's grid faces mounting pressure from data centers, electrification, and manufacturing growth that no single infrastructure solution can solve fast enough," Colby Hastings, Tesla's director of residential energy, said in the statement. "A huge piece of the answer is already in place."The companies have more than 300 megawatts available for immediate deployment in Virginia's Data Center Alley and projects the capacity will grow to at least 500 megawatts by 2030.Tesla shares fell 1.4%.Price: $14.45, Change: $+1.64, Percent Change: +12.76%

$RUN$TSLA
Sectors

Sector Update: Energy Stocks Decline Late Afternoon

Energy stocks were lower late Wednesday afternoon, with the NYSE Energy Sector Index dropping 2.4% and the State Street Energy Select Sector SPDR ETF (XLE) falling 1.9%.The Philadelphia Oil Service Sector Index slumped 3.7%, and the Dow Jones US Utilities Index was up 0.7%.In sector news, ships have started sailing through the Strait of Hormuz under a new scheme by the International Maritime Organization to evacuate trapped vessels, a spokesperson told Reuters on Wednesday. The initiative will enable hundreds of ships with some 11,000 seafarers stranded in the Gulf to sail through Hormuz.Front-month West Texas Intermediate crude oil fell 4.4% to $70.01 a barrel, and the global benchmark Brent crude contract dropped 5% to $73.25 a barrel. Henry Hub natural gas futures rose 2.6% to $3.23 per 1 million BTU.US crude oil stocks, including those in the Strategic Petroleum Reserve, fell by 15.1 million barrels in the week ended June 19 following a decrease of 17.2 million barrels in the previous week. Excluding inventories in the SPR, commercial crude oil stocks declined by 6.1 million barrels after an 8.3-million-barrel decline in the previous week, a larger decrease than the 3.6 million barrel decrease expected in a survey compiled by Bloomberg.In corporate news, Chevron's (CVX) Project Kilby, a planned 2.7-gigawatt power project for Microsoft's (MSFT) data centers in West Texas, could be expanded over time as Microsoft's power needs exceed the project's initial capacity, UBS Securities said following meetings with the company at an industry conference. Chevron shares were shedding 2.2%.TotalEnergies (TTE) said Wednesday it has acquired a 10% stake in the Bab Gas Cap Concession in Abu Dhabi, joining an international consortium to develop the major onshore gas field. TotalEnergies shares were down 2%.Sunrun (RUN) shares jumped 14% after the company agreed with Tesla (TSLA) and Renew Home to deliver more than 16 gigawatts of flexible energy capacity to hyperscalers and utilities.Consolidated Edison (ED) Chief Executive Tim Cawley said the company needs to expand parts of its grid equipment to weather longer and more intense heat waves, Reuters reported Tuesday, citing Cawley's remarks at a forum held the same day. Consolidated Edison shares were rising 1.7%.

$CVX$ED$RUN$TTE
Sectors

Sector Update: Energy Stocks Decline Wednesday Afternoon

Energy stocks were lower Wednesday afternoon, with the NYSE Energy Sector Index dropping 2.5% and the State Street Energy Select Sector SPDR ETF (XLE) falling 2.1%.The Philadelphia Oil Service Sector Index slumped 3.7%, and the Dow Jones US Utilities Index was up 0.2%.In sector news, ships have started sailing through the Strait of Hormuz under a new scheme by the International Maritime Organization to evacuate trapped vessels, a spokesperson told Reuters on Wednesday. The initiative will enable hundreds of ships with some 11,000 seafarers stranded in the Gulf to sail through Hormuz.Front-month West Texas Intermediate crude oil fell 3.8% to $70.45 a barrel, and the global benchmark Brent crude contract dropped 3.7% to $73.97 a barrel. Henry Hub natural gas futures rose 2% to $3.24 per 1 million BTU.US crude oil stocks, including those in the Strategic Petroleum Reserve, fell by 15.1 million barrels in the week ended June 19 following a decrease of 17.2 million barrels in the previous week. Excluding inventories in the SPR, commercial crude oil stocks declined by 6.1 million barrels after an 8.3-million-barrel decline in the previous week, a larger decrease than the 3.6 million barrel decrease expected in a survey compiled by Bloomberg.In corporate news, XCF Global (SAFX) said its New Rise Renewables Reno facility is progressing through final system validation and commissioning steps needed before initial production. Its shares were down more than 8%.Baker Hughes (BKR) and Mantle Reach Power said Wednesday they have signed a new commercial agreement for the large-scale deployment of geothermal energy in North America. Baker Hughes shares were shedding 4.8%.Sunrun (RUN) shares jumped past 19% after the company agreed with Tesla (TSLA) and Renew Home to deliver more than 16 gigawatts of flexible energy capacity to hyperscalers and utilities.

$BKR$RUN$SAFX
Research

Research Alert: CFRA Maintains Hold Rating On Sunrun Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We are maintaining our $15 price target, applying an improved multiple of 1x (previously 0.88x) to our 2027 sales-per-share estimate of $15.00, representing a discount to RUN's three- and five-year average of ~1.3x-3x. Our valuation reflects a conservative view of revenue quality concerns and execution risks as the company navigates towards a new business strategy emphasizing direct sales and storage-first offerings. We are lowering our 2026 and 2027 sales estimates by ~$800M and $430M, respectively, reflecting ongoing pressure from the strategic transition. However, we are raising our 2026 and 2027 EPS estimates to $0.94 and $1.01, respectively, from $0.15 and $0.45, to reflect the high-margin and increasingly prominent storage-first aspect of RUN's business. We see declining subscriber addition growth, elevated creation costs, and lower volume offsetting positive core revenue growth and net subscriber value expansion. In our view, the stock trades at a relatively fair price.

$RUN
Research

Research Alert: Run Posts Strong Margins, But Cash Burn Disappointed

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:RUN reported Q1 sales of $722M (+43% Y/Y), beating consensus estimates of ~$639M, though we view this as largely an accounting presentation issue rather than fundamental business acceleration. Operational metrics show significant volume declines with storage capacity installed (282 MWh, -15% Y/Y), solar capacity (154 MW, -19% Y/Y), and subscriber additions (17,665, -25% Y/Y) all declining. We view RUN's storage-first positioning as strategic for long-term distributed energy opportunities, with storage attachment rate reaching a record 73% (+400 bps Y/Y), though monetization remains in early innings. Management maintained 2026 cash generation guidance of $250M-$450M despite Q1 cash burn of $59M (vs. +$56M in Q1 2025). We view the improvement in net subscriber value to $11,892 (+14% Y/Y) as encouraging, driven by larger system sizes and lower cost of capital, but broader industry headwinds are playing an increasingly significant role.

$RUN
Insider Trading

Sunrun Insider Sold Shares Worth $644,510, According to a Recent SEC Filing

Lynn Michelle Jurich, Director, on May 01, 2026, sold 50,000 shares in Sunrun (RUN) for $644,510. Following the Form 4 filing with the SEC, Jurich has control over a total of 2,107,947 common shares of the company, with 507,947 shares held directly and 1,600,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1469367/000146936726000033/xslF345X05/wk-form4_1777906248.xmlPrice: $12.91, Change: $-0.15, Percent Change: -1.13%

$RUN

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