Is this U.S.-China selloff a buy? A top Wall Street voice weighs in
Sunrun Inc. NASDAQ:RUN Chief Executive Officer Mary Powell sold 11,699 shares of the company’s common stock on October 6, 2025, according to a Form 4 filing with the Securities and Exchange Commission. The shares were sold at a weighted average price of $19.3436, resulting in a total transaction value of approximately $226,300. The price per share ranged from $19.18 to $19.48. The transaction occurred near current trading levels, with the stock showing remarkable strength, up over 200% in the past six months. According to InvestingPro data, Sunrun’s stock typically exhibits high volatility, with a beta of 2.42.
The transaction was executed to cover tax obligations arising from the settlement of vested restricted stock units. Following the sale, Powell directly owns 876,590 shares of Sunrun, which includes 595,301 restricted stock units subject to vesting. With Sunrun’s market capitalization at $4.47 billion and its next earnings report due in 20 days, investors tracking insider activity can access comprehensive insider trading analysis and 14 additional key insights through InvestingPro’s detailed research reports.
In other recent news, Sunrun has been in the spotlight following its latest financial activities and analyst evaluations. Goldman Sachs has reiterated its Buy rating on Sunrun, maintaining a price target of $19.00, following the company’s successful securitization of leases and power purchase agreements worth $510 million. This marks the company’s fifth issuance in 2025 and the third in the third quarter alone. Meanwhile, Barclays has maintained an Equalweight rating on Sunrun with a $15.00 price target, citing the company’s strategic momentum and robust positioning through 2029. Barclays highlighted Sunrun’s storage-first approach and the favorable conditions for its solar Investment Tax Credit and storage strategy. In a broader context, U.S. solar stocks have shown resilience, buoyed by China’s efforts to combat deflation, which have led to a price recovery in the solar sector. However, Daiwa has expressed a negative outlook on the China solar sector despite a decline in inventory levels. Additionally, former President Donald Trump has criticized renewable energy sources, highlighting their economic impact and expressing disapproval of solar and wind energy reliance.
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