Street Calls of the Week
Paul S. Dickson, President and Chief Revenue Officer of Sunrun Inc. (NASDAQ:RUN), sold 2,577 shares of common stock on September 8, 2025. The shares were sold at a weighted average price of $16.924, for a total value of $43,613. The sale comes amid a remarkable 133.77% surge in Sunrun’s stock price over the past six months, with the company currently valued at $3.78 billion. According to InvestingPro analysis, the stock is currently trading near its Fair Value.
The price per share ranged from $16.465 to $17.31. The sale was executed to cover tax obligations arising from the settlement of vested restricted stock units. Following the transaction, Dickson directly owns 676,467 shares of Sunrun, including 471,392 restricted stock units that are subject to vesting. InvestingPro data shows the stock exhibits high volatility with a beta of 2.21, making it particularly sensitive to market movements. Subscribers can access 14 additional ProTips and a comprehensive analysis through the Pro Research Report.
In other recent news, Sunrun has been the focus of several key developments. RBC Capital upgraded Sunrun’s stock rating from Sector Perform to Outperform, increasing the price target from $12.00 to $16.00. This upgrade is attributed to increased certainty about long-term opportunities following clarity on investment tax credits (ITC). Similarly, GLJ Research upgraded Sunrun from Sell to Hold, citing favorable guidance from the U.S. Treasury for the residential solar sector. Barclays maintained its Equalweight rating with a $15.00 price target, noting Sunrun’s strategic momentum and strong foundation for navigating market shifts.
The solar sector has also been positively impacted by China’s efforts to combat deflation, which has led to a gradual price recovery in solar wares. This recovery provides a positive backdrop for companies like Sunrun. Meanwhile, former President Donald Trump reiterated his criticism of renewable energy, particularly wind and solar, focusing on their economic impact. Despite this, Sunrun continues to benefit from recent regulatory clarifications, which provide a favorable environment for its solar and storage strategies.
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