Bank of America identifies five stocks with growth potential.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 23 2025
0mins
Should l Buy RUN?
Source: CNBC
Bank of America's Stock Recommendations: Bank of America identifies several quality stocks with growth potential, including Levi Strauss, TKO, Live Nation, TransDigm, and PACCAR.
Levi Strauss Growth Potential: Analyst Christopher Nardone highlights Levi's strong growth avenues through product expansion, direct-to-consumer momentum, and diversification beyond denim, leading to a 23% increase in shares this year.
TKO's Revenue Streams: Analyst Brent Navon expresses optimism for TKO's future growth driven by media rights deals for WWE and UFC, as well as opportunities in live events, resulting in a 31% share price increase in 2025.
TransDigm's Market Position: Despite a recent selloff, analyst Ronald Epstein believes TransDigm's fundamentals remain strong, citing management's positive outlook on margin opportunities and the company's resilience amid market fluctuations.
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Analyst Views on RUN
Wall Street analysts forecast RUN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RUN is 23.53 USD with a low forecast of 19.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
11 Buy
5 Hold
0 Sell
Moderate Buy
Current: 18.970
Low
19.00
Averages
23.53
High
30.00
Current: 18.970
Low
19.00
Averages
23.53
High
30.00
About RUN
Sunrun Inc. is a provider of clean energy as a subscription service. It is engaged in the design, development, installation, sale, ownership and maintenance of residential solar energy systems (Projects) in the United States. It provides clean, solar energy typically at savings compared to traditional utility energy. Its primary customers are residential homeowners. It also offers battery storage along with solar energy systems to its customers in select markets and sells its services to certain commercial developers through its multi-family and new homes offerings. It installs solar energy systems on its customers’ homes and provides them with the solar power produced by those systems for typically a 20- or 25-year initial term. It monitors, maintains and insures the system during the term of the contract. It also provides electric vehicle (EV) chargers, battery retrofits, re-powered or expanding systems, home energy management services, and other home electrification products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Rising Market Demand: As electricity demand driven by AI and extreme weather increases, Sunrun's 17 programs leverage 217,000 home battery systems to support the grid during critical hours, effectively reducing energy costs for all ratepayers.
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- Conference Call Details: The company will hold a conference call at 1:30 p.m. Pacific Time to discuss the earnings results, allowing investors to participate by dialing (877) 407-5989 or (201) 689-8434, enhancing interaction and transparency with stakeholders.
- Audio Replay Service: An audio replay of the call will be available on the Sunrun Investor Relations website for approximately one month following the meeting, ensuring that investors who cannot attend live can access important information, thereby improving information accessibility.
- Company Background: Sunrun is the largest provider of home battery storage and solar solutions in the U.S., utilizing a no-upfront-cost subscription model that empowers customers with greater energy control and independence, showcasing its leadership in the renewable energy sector.
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- Surging Electricity Demand: U.S. electricity demand is surging due to electric vehicles, data centers, and extreme temperatures, leading to increased reliance on variable wind and solar power as traditional coal and gas plants retire faster than replacements can be built.
- Rise of Virtual Power Plants: Utilities are deploying Virtual Power Plants (VPPs) that utilize thousands of small energy resources, including smart thermostats and home batteries, to create a cloud-based network that enhances grid flexibility and reliability during peak demand periods.
- National Grid's Growth Potential: National Grid's ConnectedSolutions program, launched in under four months, now boasts 250 megawatts of peak shaving capacity, with a reported underlying profit of £2.29 billion (approximately $3.1 billion), reflecting a 12% year-over-year increase and highlighting its strong performance amid rising energy demands.
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- Surging Market Demand: U.S. electricity demand is soaring due to electric vehicles, data centers, and extreme temperatures, prompting utilities to adopt virtual power plants (VPPs) to ensure grid stability as traditional coal and gas plants retire rapidly.
- National Grid's Performance Growth: National Grid's stock has risen nearly 40% over the past year, reporting an underlying profit of £2.29 billion, up 12% year-over-year in its half-year report, reflecting successful implementation in the VPP sector amid strong market demand.
- Sunrun's Expansion Plans: As the largest home-to-grid distributed power plant operator in the U.S., Sunrun has enrolled 106,000 customers in 17 VPP programs and collaborated with three utilities to provide a 500-megawatt VPP, aimed at preventing rolling blackouts during peak times.
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See More
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- Power Bottleneck Issue: Musk highlighted the significant electrical bottleneck created by the rapid growth of AI, asserting that solar energy is essential as the primary power source for AI data centers, thereby establishing a fundamental demand floor that reassures investors about the industry's prospects.
- Criticism of U.S. Tariffs: Musk's direct criticism of U.S. solar tariffs as 'artificial barriers' that inflate deployment costs signals a potential shift towards technological competition rather than protectionism, which could reshape market dynamics and benefit companies like First Solar.
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