Bank of America identifies five stocks with growth potential.
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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- Surge in Customer Participation: Sunrun reported that customer participation in its distributed power plant programs for 2025 exceeded 106,000, increasing nearly fivefold from last year, indicating strong demand for home battery storage and solar solutions, thereby solidifying its market position.
- Enhanced Dispatchable Capacity: The company expects to have 10 gigawatt-hours of dispatchable capacity online by the end of 2028, with recent dispatches of 18 gigawatt-hours capable of powering 15 million homes for one hour, showcasing its ability to meet surging electricity demand.
- Strong Stock Performance: Sunrun's shares jumped over 12% on Wednesday, marking its best session in nearly four months, reflecting investor optimism about the company's power plant programs, with the stock up nearly 13% year-to-date.
- 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.
- Earnings Report: Enphase Energy's fourth-quarter earnings and revenue exceeded expectations.
- Stock Performance: The positive earnings report led to a significant boost in Enphase Energy's stock price.
- Earnings Release Schedule: Sunrun announced it will issue its Q4 and full-year 2025 earnings report after market close on February 26, 2026, which is expected to provide investors with critical financial performance data to assess the company's operational status.
- 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.
- 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.
- Sunrun's Market Opportunities: As the largest home-to-grid distributed power plant operator in the U.S., Sunrun's stock has surged over 100% in the past year, reporting $725 million in revenue for Q3, a 35% year-over-year increase, and partnering with HA Sustainable Infrastructure Capital to finance an additional 300 megawatts of capacity, further solidifying its market position.
- 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.
- Future Investment Potential: With solar power's share in the U.S. rising from 1% to 8% over the past 15 years, Sunrun's partnership with HA Sustainable Infrastructure Capital is expected to finance an additional 300 megawatts of capacity, further solidifying its market position and driving future growth.

- Positive Market Reaction: Elon Musk's declaration at the 2026 World Economic Forum that solar energy is the 'linchpin' of the global power transition has led to a rally in solar stocks, particularly Canadian Solar (CSIQ), which saw a 6.85% increase, reflecting market optimism about solar's future.
- 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.
- Space Solar Prospects: Musk predicted that the lowest-cost energy for AI would soon come from space-based solar satellites launched by SpaceX, aiming for viability within two to three years, a visionary outlook that could revolutionize the energy landscape.










