Sunrun (RUN) News Today

Shares of Sunrun Inc. (NASDAQ:RUN) moved on Friday following a flurry of analyst rating changes, mixed earnings forecasts and notable insider sales. Key developments include:

• Positive Sentiment: Jefferies Financial Group upgraded RUN from “underperform” to “hold” and raised its price target to $11.00. Sunrun (NASDAQ:RUN) Upgraded by Jefferies Financial Group to Hold Rating
• Positive Sentiment: Sunrun shares rose after Jefferies noted a “less-than-feared” impact of potential Trump administration policies on the solar sector. Sunrun Stock Rises After Jefferies Upgrades
• Positive Sentiment: BNP Paribas Exane upgraded RUN to an “outperform” rating, while BNP Paribas raised it to “strong-buy,” highlighting improving growth visibility. Sunrun Upgraded by BNP Paribas Exane to Outperform
• Neutral Sentiment: KeyCorp maintained a Sector Weight rating and issued Q3 EPS estimates of ($0.24) and Q2 EPS of ($0.26), reflecting ongoing profitability challenges. KeyCorp Predicts Sunrun’s Q3 Earnings
• Neutral Sentiment: A Yahoo Finance piece laid out a bull-case scenario for Sunrun’s long-term growth, focusing on its scale and battery storage push. Sunrun Inc. (RUN): A Bull Case Theory
• Neutral Sentiment: Sunrun was featured in a utilities roundup noting defensive demand amid declining Treasury yields. Utilities Up on Defensive Demand (Utilities Roundup)
• Negative Sentiment: Several insiders—including the CEO, CFO, CRO and CAO—sold shares at roughly $10.80 each on July 7, modestly trimming their holdings. Insider Selling by Sunrun Executives

Overall, investor sentiment is buoyed by upward analyst revisions but tempered by ongoing loss forecasts and insider liquidation. Balance the positive momentum from upgrades against these cautions when considering RUN’s near-term outlook.