Can Sunrun Weather the Policy Storm? Analysts Weigh Potential Solar ITC Cuts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 08 2025
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Source: Benzinga
Strong Q1 Performance: Sunrun Inc. reported better-than-expected first-quarter results with an EPS of 20 cents, surpassing analyst estimates, and revenue of $504.27 million, exceeding the consensus estimate of $484.06 million.
Future Challenges and Strategies: Analysts express concerns about policy-related challenges, particularly regarding the solar Investment Tax Credit (ITC), which could impact cash flow, while also noting that Sunrun has strategies to adapt and maintain profitability amidst these uncertainties.
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: 17.820
Low
19.00
Averages
23.53
High
30.00
Current: 17.820
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.
