Sunrun (RUN) News Today

Sunrun Inc. (NASDAQ:RUN) is trading higher after a series of strong second-quarter results, analyst upgrades and rising targets. Below are the key drivers for investors to watch:

• Positive Sentiment: Sunrun beat Q2 2025 expectations with GAAP revenue of $569.3 million versus estimates of $559.4 million and saw EPS jump 95%. Sunrun Second Quarter 2025 Earnings: Beats Expectations
• Positive Sentiment: The company’s battery attachment rate hit 70%, up 54% year-over-year, underscoring strong demand for storage solutions. Sunrun battery attachment rate hits 70%
• Positive Sentiment: Shares surged over 32%, snapping a four-day slide as investors cheered the earnings beat and growth outlook. Sunrun Ends (RUN) 4-Day Slide With 32.3% Bang
• Positive Sentiment: UBS raised its price target to $16.00 with a “buy” rating (35.1% upside). Benzinga: UBS Price Target Raise
• Positive Sentiment: JPMorgan upgraded to “overweight” and lifted its target to $20.00 (68.8% upside). Benzinga: JPMorgan Price Target Raise
• Positive Sentiment: Oppenheimer increased its objective to $21.00 with an “outperform” rating. Oppenheimer Price Target Increase
• Positive Sentiment: Susquehanna upped its target to $13.00 and maintained a positive rating. Susquehanna Price Target Raise
• Positive Sentiment: TD Cowen boosted its target to $14.00 with a “buy” rating (23.7% upside). TD Cowen Price Target Raise
• Positive Sentiment: The company raised its 2025 net value creation outlook to $1.3 billion and is targeting 10 GWh of storage by 2029. MSN: Net Value Creation Outlook
• Neutral Sentiment: Unusual trading saw 101,039 call options purchased—a 47% increase over the daily average—suggesting bullish positioning. High Volume of Sunrun Call Options
• Neutral Sentiment: Featured among top movers on Benzinga as part of a broad market rally in high-growth names. Benzinga Movers
• Neutral Sentiment: PV-Tech highlights Sunrun’s Q2 revenue of $569 million and anticipates strong returns post-OBBB milestones. PV-Tech: Financial Returns Outlook
• Negative Sentiment: A Seeking Alpha analysis cautions that profitability depends on non-controlling interests and tax incentives (48E phase-out), raising long-term sustainability questions. Seeking Alpha Cautionary Analysis
• Negative Sentiment: BMO Capital Markets raised its price target to $10.00 but retains an “underperform” rating, signaling continued caution. BMO Underperform Rating