Posts on RUN

Latest ideas and analyses related to Sunrun Inc. Common Stock

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RUN , PLUG , AES

+10 pts



The IRA Is a Big Deal for US Clean Tech; Increasing Growth and Price Targets

By mooreideas on Aug. 18, 2022, 12:24 p.m.
Tagged topics: analyst downgrade , analyst upgrade , Inflation Reduction Act

Views: 1, Votes: 1, Responses: 0, Attachments: 1
RUN , NOVA , ARRY , ENPH , SEDG , SPWR , SHLS , FSLR

+67 pts



Comin’ in Hot: Initiating on Solar

By mooreideas on Aug. 5, 2022, 11:22 a.m.
Tagged topics: deep dive , initiation report , solar power

Views: 48, Votes: 7, Responses: 1, Attachments: 1
RUN , AES , PLUG , SHLS , ARRY , AMPS , NEE

+33 pts



Clean Energy: Deflationary Nature Outweighs Lack of Federal Legislation

By mooreideas on July 18, 2022, 11:21 a.m.
Tagged topics: buying opportunity

Views: 7, Votes: 4, Responses: 0, Attachments: 1
ARRY , AES , RUN , SPWR , FSLR , NEE , SHLS , CSIQ , JKS

+34 pts



US Solar Trade Restrictions: Some Near-Term Noise, but Bottom-Line Growth Outlook Is Constructive

By realmomobags on July 8, 2022, 2:08 a.m.
Tagged topics: renewables , solar

Views: 18, Votes: 3, Responses: 0, Attachments: 1
AEP , EXC , ATO , ED , ETR , PNW , PPL , ARRY , SHLS , RUN , PLUG

+40 pts



Utility and Clean Tech Recession Playbook

By mooreideas on June 29, 2022, 9:08 a.m.
Tagged topics: recession

Views: 24, Votes: 4, Responses: 1, Attachments: 1
SPWR , NOVA , RUN

+41 pts



Taking a more selective stance on resi solar on potential consumer headwinds; SPWR to Sell, NOVA to Neutral

By ethonomics on June 22, 2022, 12:34 p.m.
Tagged topics: analyst downgrade

Views: 23, Votes: 4, Responses: 0, Attachments: 1
STEM , RUN , MAXN , ENPH

+50 pts



Americas Clean Technology: Solar: Takeaways: West coast solar and storage bus tour

By ethonomics on April 4, 2022, 3 p.m.
Tagged topics: non deal roadshow

Views: 51, Votes: 7, Responses: 1, Attachments: 1
RUN , SPWR , PLUG , FSLR , AES , BE , NEE , SEDG

+44 pts



MS Energy & Power Conference - Takeaways for Clean Tech

By realmomobags on March 9, 2022, 8:10 a.m.
Tagged topics: clean energy , clean tech , renewables

Views: 62, Votes: 5, Responses: 0, Attachments: 1
RUN

+43 pts



$RUN - not immune to Omicron (as requested)

By cassie on Feb. 22, 2022, 12:10 p.m.
Tagged topics: earnings results

Views: 36, Votes: 3, Responses: 1, Attachments: 2
RUN

+3 pts



Does anyone have report on $RUN

By malcolmstem on Feb. 22, 2022, 6:55 a.m.
Tagged topics: solar power

Views: 24, Votes: 2, Responses: 1, Attachments: 0
AER , AES , ALK , ALL , AMZN , AAPL , ASND , BAC , BBWI , BERY , BMRN , BLMN , BYD , AVGO , CAT , CVE , DXCM , DIS , DLB , DOW , DRVN , EWTX , LLY , EQT , FRC , FISV , GL , HTZ , HON , HUM , INTA , JLL , KLAC , MAN , MAXR , MSFT , MHK , MDLZ , NMIH , NSC , OLPX , PHR , PLUG , PCOR , RLAY , SLB , SWTX , STLD , SUM , RUN , TRGP , TMO , TMUS

+91 pts



Top stock picks by sector and strategy for 2022

By mooreideas on Dec. 7, 2021, 12:20 p.m.
Tagged topics: deep dive , analyst top pick , 2022 outlook

Views: 361, Votes: 20, Responses: 3, Attachments: 2
BE , FSLR , RUN

+37 pts



$BE $FSLR $RUN earnings show strong fundamental demand growth, potential benefits from legislation, but supply chain stresses

By josiebe on Nov. 5, 2021, 11:05 a.m.
Tagged topics: secular growth , clean energy , solar power

Views: 468, Votes: 6, Responses: 0, Attachments: 1
ENPH , SEDG , NOVA , FSLR , RUN , STEM , CSIQ

+41 pts



Goldman sees waning #geopoliticalrisks and improving supply chain for solar, but some EPS risks, prefers $ENPH $SEDG $NOVA

By josiebe on Oct. 20, 2021, 10:27 a.m.
Tagged topics: Goldman Sachs , clean energy , solar power

Views: 214, Votes: 2, Responses: 1, Attachments: 2
RUN

+34 pts



$RUN raises funds at its lowest ever cost of capital

By josiebe on Oct. 7, 2021, 4:57 p.m.
Tagged topics: Morgan Stanley , clean energy , solar power , cost of capital

Views: 51, Votes: 2, Responses: 1, Attachments: 2
APTV , ST , APH , TEL , TSLA , NEE , PEG , EXC , SRE , EIX , NEP , NRG , GE , ETN , SHLS , STEM , NOVA , RUN , FCX , AA

+45 pts



Goldman sees increased EV penetration driving higher power demand and identifies list of potential beneficiaries

By bbern3 on July 27, 2021, 2 p.m.
Tagged topics: electric vehicles , secular growth , Goldman Sachs , clean energy

Views: 978, Votes: 6, Responses: 0, Attachments: 2
NOVA , RUN

+38 pts



Goldman says inflation, financing, and policy are among the biggest drivers of solar stock performance, recommends buying $NOVA and $RUN (deep dive)

By josiebe on July 2, 2021, 3:11 p.m.
Tagged topics: Goldman Sachs , clean energy , clean tech , solar power

Views: 429, Votes: 3, Responses: 0, Attachments: 12
ENPH , SEDG , STEM , SPWR , RUN , NOVA

+36 pts



Goldman says US residential demand for solar robust, and supply challenges at least not getting worse

By josiebe on June 18, 2021, 12:35 p.m.
Tagged topics: non deal roadshow , supply constrained , Goldman Sachs , clean energy , strong demand , solar power

Views: 258, Votes: 2, Responses: 0, Attachments: 8
RUN

+36 pts



$RUN - Morgan Stanley says Sunrun is 'the most compelling clean energy stock' given its strong growth ahead and discount valuation

By josiebe on June 16, 2021, 1:13 p.m.
Tagged topics: discount valuation , electric vehicles , analyst top pick , analyst raises target , Morgan Stanley , clean energy

Views: 224, Votes: 2, Responses: 0, Attachments: 19
SEDG , SHLS , NOVA , RUN , ENPH , ARRY

+39 pts



$SEDG, $SHLS - Goldman upgrades to Buy on new products ramping up and earnings upside

By josiebe on May 20, 2021, 1:43 p.m.
Tagged topics: analyst upgrade , Goldman Sachs , clean energy , solar power , upside to estimates

Views: 198, Votes: 3, Responses: 2, Attachments: 29
RUN , SEDG , SPWR

+36 pts



$RUN - Goldman says strong results confirm strong demand growth for solar industry and indicate supply concerns overdone

By josiebe on May 6, 2021, 12:27 p.m.
Tagged topics: supply constrained , beat and raise , Goldman Sachs , strong demand , solar power , buy the dip , solar roof , concerns overblown

Views: 227, Votes: 2, Responses: 2, Attachments: 5