Is this U.S.-China selloff a buy? A top Wall Street voice weighs in
Paul S. Dickson, President & Chief Revenue Officer at Sunrun Inc (NASDAQ:RUN), sold 20,627 shares of common stock on October 6th and 7th, 2025, at prices ranging from $19.175 to $20.085, totaling approximately $407,404.
The sales consisted of two transactions. On October 6th, Dickson sold 8,134 shares at a price of $19.3429, for a total of $157,335. On October 7th, Dickson sold 12,493 shares at a price of $20.0168, for a total of $250,069.
On October 7th, Dickson also exercised options to acquire 1,785 shares at $6.28 and 10,708 shares at $9.46, for a total of $112,507.
These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on August 26, 2024. Following the reported transactions, Dickson directly owns 647,600 shares of Sunrun Inc.
In other recent news, Sunrun has been active in the financial markets, completing a $510 million securitization of leases and power purchase agreements, marking its fifth such issuance in 2025. Goldman Sachs has reiterated its Buy rating on Sunrun, maintaining a price target of $19, citing the company’s recent securitization activities. Meanwhile, Barclays has maintained its Equalweight rating on Sunrun with a $15 target, noting the company’s strategic momentum and strong positioning for future market transitions. In the broader solar sector, U.S. solar stocks have seen a lift as China’s efforts to combat deflation are showing signs of success, leading to a gradual price recovery. Despite this, Daiwa continues to hold a negative view on the China solar sector, pointing to unchanged photovoltaic glass prices and steady operational capacity. Additionally, President Donald Trump has criticized renewable energy sources, including solar, for their economic impact. These developments reflect ongoing dynamics and differing perspectives within the solar industry.
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