Is this U.S.-China selloff a buy? A top Wall Street voice weighs in
Sunrun Inc. NASDAQ:RUN Chief Accounting Officer Maria Barak reported selling 1,005 shares of common stock on April 10, 2025, for a total of $19,434. The price per share for the sale ranged from $19.15 to $19.45, near the stock’s current trading level of $19.40. The sale comes amid a remarkable 202% surge in Sunrun’s share price over the past six months, though InvestingPro analysis indicates high price volatility.
According to a Form 4 filing with the Securities and Exchange Commission, Barak also acquired 39,393 shares of Sunrun common stock on April 10, 2025. These shares were granted as restricted stock units, with 25% vesting on April 6, 2026, and the remainder vesting quarterly thereafter, contingent upon continued service. The acquisition was valued at $0, with a price of $0.0 per share. With Sunrun’s overall Financial Health Score rated as WEAK by InvestingPro, tracking insider transactions becomes crucial for investors seeking comprehensive market insights.
Following these transactions, Barak directly owns 94,803 shares of Sunrun, which includes 61,199 restricted stock units subject to forfeiture until vested. The stake represents a small portion of Sunrun’s $4.47 billion market capitalization, with the company trading close to its 52-week high of $20.25.
In other recent news, Sunrun has been in the spotlight following several developments. Goldman Sachs reiterated its Buy rating on Sunrun, maintaining a price target of $19, after the company’s recent securitization activities, which included a $510 million issuance of leases and power purchase agreements. Meanwhile, Barclays maintained its Equalweight rating with a $15 target, citing Sunrun’s strategic momentum and storage-first approach as key strengths. The investment bank also noted Sunrun’s robust safe harbor positioning through 2029 and its favorable outlook due to the solar Investment Tax Credit.
In a broader context, U.S. solar stocks, including Sunrun, have seen a lift as China’s efforts to combat deflation have shown signs of success, contributing to a gradual price recovery in the solar sector. Despite these positive developments, President Donald Trump recently criticized renewable energy, including solar power, for its economic impact, claiming it leads to increased energy costs. In China, Daiwa maintained a negative outlook on the solar sector, despite a nine-week decline in inventory levels and stable average selling prices for photovoltaic glass. These recent developments highlight the dynamic nature of the solar industry and the varying perspectives among analysts and political figures.
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