Sunrun Option Alert: Jun, 2026 $8 Puts at the Bid: 2500 vs 8139 OI; Earnings 8/5 After Close [est] 

Sunrun Option Alert: Jun, 2026 $8 Puts at the Bid: 2500 @ $2.54 vs 8139 OI; Earnings 8/5 After Close [est] Ref=$8.91

Sunrun Option Alert: Jan 16 $5 Puts at the Bid: 7000 vs 15084 OI; Earnings 8/5 After Close [est] 

Sunrun Option Alert: Jan 16 $5 Puts at the Bid: 7000 @ $0.82 vs 15084 OI; Earnings 8/5 After Close [est] Ref=$7.9

Sunrun Option Alert: Nov 21 $8 Puts at the Bid: 3780 vs 428 OI; Earnings 8/5 After Close [est] 

Sunrun Option Alert: Nov 21 $8 Puts at the Bid: 3780 @ $2.36 vs 428 OI; Earnings 8/5 After Close [est] Ref=$7.5485

Sunrun Option Alert: Jun, 2026 $8 Puts at the Bid: 6120 vs 2078 OI; Earnings 8/5 After Close [est] 

Sunrun Option Alert: Jun, 2026 $8 Puts at the Bid: 6120 @ $3.16 vs 2078 OI; Earnings 8/5 After Close [est] Ref=$7.455

Sunrun (NASDAQ:RUN) Azioni

SUNRUN INC

Sunrun

Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.

Wall-street-shutter3

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EXLS

FIVE

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Due titoli del settore dei beni di consumo discrezionali mostrano segnali di ipercomprato secondo l&#39;analisi dell&#39;RSI.

Queste 2 azioni potrebbero implodere a maggio: ecco quali sono

Jim Cramer

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Jim Cramer &#34;consiglia&#34; questo big del risparmio, ma lancia anche un allarme

Long Ideas

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Esploriamo le migliori opportunità di investimento in azioni industriali, che potrebbero offrire rendimenti significativi.

3 titoli industriali che potrebbero salvare il tuo portafoglio questo mese

Sunrun Inc

Rune - United States Dollar

REUNION INDUSTRIES INC by Reunion Industries, Inc.

Reunion Industries Inc

Running Oak Efficient Growth ETF

RUNNING FOX RES CORP by Running Fox Resource Corp.

Running Fox Resource Corp

Runway Growth Finance Corp. - Common Stock

Runway Growth Finance Corp

Runway Growth Finance Corp. - 7.50% Notes due 2027

Runway Growth Finance Corp. - 8.00% Notes due 2027

Investors with a lot of money to spend have taken a bullish stance on Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with RUN, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 19 uncommon options trades for Sunrun.
This isn't normal.
The overall sentiment of these big-money traders is split between 47% bullish and 47%, bearish.
Out of all of the special options we uncovered, 3 are puts, for a total amount of $165,500, and 16 are calls, for a total amount of $995,457.
<h3>What's The Price Target?</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $5.0 to $15.0 for Sunrun over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Sunrun's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Sunrun's substantial trades, within a strike price spectrum from $5.0 to $15.0 over the preceding 30 days.
<h3>Sunrun Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751572872_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$0.75</td>
<td>$0.65</td>
<td>$0.7</td>
<td>$15.00</td>
<td>$342.9K</td>
<td>55.7K</td>
<td>5.1K</td>
</tr>
<tr>
<td>RUN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$0.84</td>
<td>$0.82</td>
<td>$0.87</td>
<td>$8.00</td>
<td>$85.6K</td>
<td>10.1K</td>
<td>3.1K</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$1.11</td>
<td>$1.04</td>
<td>$1.1</td>
<td>$10.00</td>
<td>$68.1K</td>
<td>44.7K</td>
<td>2.2K</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$3.1</td>
<td>$2.9</td>
<td>$2.89</td>
<td>$7.50</td>
<td>$57.8K</td>
<td>2.8K</td>
<td>314</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$1.82</td>
<td>$1.79</td>
<td>$1.8</td>
<td>$10.00</td>
<td>$53.4K</td>
<td>29.4K</td>
<td>720</td>
</tr>
</tbody>
</table>

<h3>About Sunrun</h3>
Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.
<h3>Current Position of Sunrun</h3>
<ul>
<li>Currently trading with a volume of 33,781,697, the RUN's price is up by 15.46%, now at $10.38. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 33 days.</li>
</ul>
<h3>Professional Analyst Ratings for Sunrun</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $4.8.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Jefferies downgraded its action to Underperform with a price target of $5. 
&#x2A; Reflecting concerns, an analyst from Keybanc lowers its rating to Underweight with a new price target of $6. 
&#x2A; An analyst from Wells Fargo persists with their Overweight rating on Sunrun, maintaining a target price of $8. 
&#x2A; In a cautious move, an analyst from RBC Capital downgraded its rating to Sector Perform, setting a price target of $5. 
&#x2A; An analyst from GLJ Research has revised its rating downward to Sell, adjusting the price target to $0. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Sunrun, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Spotlight on Sunrun: Analyzing the Surge in Options Activity

<h3>Gainers</h3>
<ul>
<li>HUHUTECH International Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HUHU#NASDAQ">HUHU</a>) stock rose 23.8% to $7.5 during Thursday's regular session. The market value of their outstanding shares is at $128.3 million. </li>
<li>Surf Air Mobility (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRFM#NYSE">SRFM</a>) stock moved upwards by 23.42% to $4.11. The company's market cap stands at $114.5 million. </li>
<li>NET Power (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NPWR#NYSE">NPWR</a>) stock rose 22.83% to $3.12. The company's market cap stands at $197.4 million. </li>
<li>Concorde Intl Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIGL#NASDAQ">CIGL</a>) stock rose 19.04% to $22.19. The company's market cap stands at $416.1 million. </li>
<li>Galaxy Payroll Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GLXG#NASDAQ">GLXG</a>) stock rose 18.16% to $0.65. The company's market cap stands at $9.9 million. </li>
<li>Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) shares increased by 17.18% to $10.54. The company's market cap stands at $2.0 billion. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Air T (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIRT#NASDAQ">AIRT</a>) stock decreased by 20.0% to $16.9 during Thursday's regular session. As per the news, the Q4 earnings report came out 4 days ago. </li>
<li>Nuburu (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/BURU#AMEX">BURU</a>) stock declined by 9.47% to $0.36. The market value of their outstanding shares is at $24.8 million. </li>
<li>Franklin Covey (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FC#NYSE">FC</a>) shares fell 9.31% to $21.92. The market value of their outstanding shares is at $313.9 million. The company's, Q3 earnings came out yesterday. </li>
<li>EuroDry (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EDRY#NASDAQ">EDRY</a>) shares declined by 9.24% to $8.84. The company's market cap stands at $27.5 million. </li>
<li>Clean Energy Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CETY#NASDAQ">CETY</a>) stock fell 8.15% to $0.21. The company's market cap stands at $14.5 million. </li>
<li>Pinnacle Food Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PFAI#NASDAQ">PFAI</a>) stock declined by 7.82% to $1.65. The company's market cap stands at $20.9 million. 
See Also: <a href="http://www.benzinga.com/money/best-industrials-stocks/" title="www.benzinga.com/money/best-industrials-stocks/">www.benzinga.com/money/best-industrials-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Movers

AIRT

CETY

CIGL

EDRY

GLXG

HUHU

NPWR

PFAI

SRFM

12 Industrials Stocks Moving In Thursday's Intraday Session

U.S. stocks were higher, with the Dow Jones index gaining over 200 points on Thursday.
Shares of Olo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OLO#NYSE">OLO</a>) rose sharply during Thursday's session after the company announced that it entered into a definitive agreement to be <a href="https://www.benzinga.com/quote/OLO">acquired by Thoma Bravo</a>.
Olo shares jumped 13.5% to $10.11 on Thursday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Regencell Bioscience Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGC#NASDAQ">RGC</a>) shares jumped 48.8% to $15.41.</li>
<li>Bitmine Immersion Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMNR#NYSE">BMNR</a>) gained 36% to $80.00.</li>
<li>Concorde International Group Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIGL#NASDAQ">CIGL</a>) gained 21.7% to $22.68.</li>
<li>Tripadvisor, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRIP#NASDAQ">TRIP</a>) jumped 18% to $17.70 after activist investor Starboard Value acquired a 9% stake in the company.</li>
<li>DeFi Development Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DFDV#NASDAQ">DFDV</a>) rose 16.4% to $23.71. DeFi Development purchased 17,760 SOL.</li>
<li>Aebi Schmidt Holding AG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEBI#NASDAQ">AEBI</a>) gained 16.4% to $13.01 after making its Nasdaq debut following its merger with the Shyft Group.</li>
<li>So-Young International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SY#NASDAQ">SY</a>) gained 15.6% to $3.85. So-Young regained compliance with Nasdaq Minimum Bid Price Requirement.</li>
<li>Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) jumped 13% to $10.16.</li>
<li>Datadog, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) gained 11.88% to $150.98 after it was announced the company is set to join the S&amp;P 500.</li>
<li>TMC the metals company Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMC#NASDAQ">TMC</a>) rose 10.3% to $7.03.</li>
<li>Symbotic Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SYM#NASDAQ">SYM</a>) rose 8.6% to $45.85.</li>
<li>GDS Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDS#NASDAQ">GDS</a>) jumped 8.4% to $33.39.</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) gained 8.4% to $184.79.</li>
<li>Lucid Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) rose 5.6% to $2.1650 after the company reported second-quarter production of 3,863 vehicles and deliveries of 3,309.</li>
</ul>
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Photo via Shutterstock

Intraday Update

AEBI

BMNR

DDOG

DFDV

FSLR

LCID

TRIP

Olo, Tripadvisor, Aebi Schmidt Holding And Other Big Stocks Moving Higher On Thursday

Stocks in the solar sector are trading higher Wednesday on possible continued momentum after the U.S. Senate passed the <a href="https://www.benzinga.com//node/46204187">&#8220;One Big Beautiful Bill&#8221;.</a>
What To Know: According to Reuters, the bill would allow another year for wind and solar projects to begin construction while still qualifying for federal tax credits, giving developers extended time to leverage incentives. It also modifies the eligibility timeline tied to Inflation Reduction Act credits, requiring that projects begin construction by 2026 rather than be placed in service by that date.
Furthermore, the Senate dropped a proposed excise tax that would have applied to wind and solar developments failing to meet strict domestic content and labor standards.&nbsp;The change came after pressure from a group of bipartisan senators, including Joni Ernst, Chuck Grassley, and Lisa Murkowski, who opposed the added costs for developers.
Shares of renewable energy stocks may be trading higher as the removal of financial penalties and extension of tax credit deadlines contribute to investor optimism. Some of the stocks in the solar sector that are trading higher include Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>), JinkoSolar Holding Company Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JKS#NYSE">JKS</a>) and Enphase Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>).
Related Link: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46226562/bigbear-ai-bbai-stock-is-up-55-over-the-past-week-whats-going-on">BigBear.ai (BBAI) Stock Is Up 55% Over The Past Week: What&#8217;s Going On?</a>
RUN Price Action: At the time of writing, Sunrun stock is trading 2.38% higher at $9.25, JinkoSolar stock is trading 10.8% higher at $23.91 and Enphase stock is trading 1.48% higher at $41.53 according to data from <a href="https://www.google.com/url?sa=t&amp;source=web&amp;rct=j&amp;opi=89978449&amp;url=https://www.benzinga.com/pro/&amp;ved=2ahUKEwj79_u6zZ6OAxXXElkFHbkyKbcQFnoECAwQAQ&amp;usg=AOvVaw0xIsPvjIcIIsWev01-6zR2">Benzinga Pro</a>.
Image via Shutterstock

ENPH

Solar Stocks Are Climbing Higher Wednesday: What's Going On?

A mixed trading session took shape Tuesday on Wall Street, as investors rotated out of high-flying tech stocks <a href="https://www.benzinga.com/markets">and into lagging sectors.</a>
By midday in New York, the Nasdaq 100 dropped 0.7% to 22,500 points, while small caps in the Russell 2000 jumped 1.9% and the Dow Jones Industrial Average climbed 1.2%, reflecting strength in blue-chip and small-cap names. The S&amp;P 500 was flat at 6,200 points.
Shares of Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) fell 4% despite a lack of major news, as investors appeared willing to take some profits following a year-to-date rally of over 70%.
<h1 class="wp-block-heading">Powell Keeps July Rate Cut On the Table</h1>
Speaking at the European Central Bank's symposium in Sintra, Fed Chair Jerome Powell signaled that most officials still expect to cut interest rates later this year. 
Notably, Powell rejected the speculation that a July rate cut is off the table, reaffirming the Fed's data-dependent stance. 
Meanwhile, the U.S. Senate approved President Donald Trump's One Big Beautiful Bill. 
The U.S. dollar index held steady as the greenback attempted to snap a nine-day losing streak against the euro — the longest stretch of declines since 2003. Treasury yields edged slightly higher, with the 10-year note rising three basis points to 4.26%.
On the sector front, materials outperformed, breaking above their 200-day moving average for the first time in 2025. Technology lagged. 
In industry highlights, solar stocks rallied after the Senate approved a tax-and-spending bill that scrapped a proposed excise tax on renewable energy projects. Upward momentum was seen from Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>), up 10%; SolarEdge Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>), up 9.7% and Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), up 4%, while the Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) surged 5.4%.
Commodities advanced broadly, with gold gaining 1% to $3,340 per ounce and silver rising 0.5% to $36.20. Copper edged up 0.2%, reaching its highest level since late March, while oil climbed 1% to $65.71 a barrel.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) softened 1% to $106,000.
<h1 class="wp-block-heading">Tuesday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day chg. %</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,209.86</td>
<td>+1.9%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,532.74</td>
<td>+1.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,203.82</td>
<td>0.0%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>22,530.87</td>
<td>-0.7%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 1:00 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) edged 0.1% up to $568.25.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $444.24.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;eased 0.7% to $547.62.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.2% to $218.26.</li>
<li>The&nbsp;Materials&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) outperformed, up 3%; the&nbsp;Technology&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) lagged, down 0.8%.</li>
</ul>
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Equities

Large Cap

Macro Economic Events

Eurozone

Economics

Federal Reserve

Tech

ETFs

$BTC

SPDR Dow Jones Industrial Average ETF Trust

MSTR

PLTR

SEDG

Palantir Stumbles, Solar Stocks Rally As Senate Approves Tax Bill: What's Moving Markets Tuesday?

WIIM

ARRY

CSIQ

SHLS

Shares of companies related to solar and wind projects are trading higher possibly after the US Senate passed the "One Big Beautiful Bill Act". The bill would allow another year for wind and solar projects to begin construction and would cut China from the supply chain. Additionally, the Senate dropped the excise tax from the bill.

<a href="https://www.cnn.com/politics/live-news/trump-big-beautiful-bill-vote-07-01-25">https://www.cnn.com/politics/live-news/trump-big-beautiful-bill-vote-07-01-25</a>

General

SPWR

TSLA

'Republicans Relax Some Restrictions On Wind And Solar Projects'- CNN

U.S. equities opened higher on the final trading day of the first half, with tech-heavy indexes extending record highs by midday <a href="https://www.benzinga.com/markets">trading in New York.</a>
Risk appetite remained firm as geopolitical tensions eased and hopes grew that upcoming U.S. trade talks could yield tangible progress. Market sentiment was further supported by rising expectations of a Federal Reserve rate cut, with Fed futures currently assigning a 93% chance of a rate cut in September.
The S&amp;P 500 and Nasdaq 100 rose 0.4% and 0.6%, respectively, while the Dow Jones Industrial Average climbed nearly 200 points, breaking above the 44,000 mark.
President Donald Trump signaled openness to extending the July 9 deadline for reinstating reciprocal tariffs, adding that he remained optimistic about reaching key agreements in the coming weeks. Meanwhile, Canada's withdrawal of its digital services tax helped improve the outlook for U.S. tech firms and reignited momentum in trade negotiations with Washington.
In currency markets, the U.S. Dollar Index is set for its fifth consecutive monthly decline, marking its longest losing streak since 2017 and its worst half-year performance since 1991, with a 10.5% drop year-to-date.
Treasury yields edged lower, with the 10-year yield dipping to 4.25% and the 30-year yield retreating to 4.80%, snapping a three-month streak of increases.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) slipped 1% to $107,330, consolidating after a strong second-quarter rally of 30%.
See Also: <a href="https://www.benzinga.com/markets/forex/25/06/46175116/weaker-dollar-stocks-beneficiaries-foreign-revenue">Dollar&#8217;s Biggest Crash In Decades: These 7 Stocks Could Win Big</a>
<h1 class="wp-block-heading">Monday&#8217;s Performance In Major US Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day chg. %</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>22,668.63</td>
<td>0.6%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,027.78</td>
<td>0.5%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,196.12</td>
<td>0.4%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,173.65</td>
<td>0.1 %</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:40 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 0.4% to $617.00.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.5% to $440.00.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;soared 0.5% to $550.93.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.2% higher $215.86.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 0.8%; the&nbsp;Consumer Discretionary&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) lagged, down 0.6%.</li>
</ul>
<h1 class="wp-block-heading">Monday&#8217;s Stock Movers</h1>
<ul class="wp-block-list">
<li>Hewlett Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) shares jumped 13% after reaching a settlement with the U.S. Department of Justice over its $14 billion acquisition of Juniper Networks Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>), pending final court approval.</li>
<li>First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) shares rose 9% to $163 after the U.S. Senate advanced a bill preserving solar leasing tax credits.</li>
<li>Other solar stocks also rallied, with SolarEdge Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>), up 5% and SunRun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>), up 15%. Read now:</li>
<li><a href="https://www.benzinga.com/news/25/06/46171994/emerging-markets-stocks-dollar-outlook">A Weaker Dollar Just Unlocked A Surprise 2025 Winner — And Smart Money Is Moving In</a> Photo: khunkornStudio via Shutterstock</li>
</ul>

Broad U.S. Equity ETFs

Econ #s

JNPR

Select Sector SPDR-Consumer Discretionary

Wall Street Extends Record Highs, Dow Jones Hits 44,000: What's Driving Markets Monday?

Clean energy stocks reacted on Monday after President Donald Trump's new spending bill introduced a tax on wind and solar projects that use components made in China and accelerated the phase-out of tax credits compared to earlier versions <a href="https://www.benzinga.com/news/politics/25/06/46166058/elon-musk-birthday-trump-tax-bill-economy">of the legislation.</a>
The Details: Shares of major companies dropped, with NextEra Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>)—the largest U.S. energy developer—down 4%, and solar firms like Array Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) Enphase Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) and Nextracker, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>) declining between 4% and 9%.
Read Next: <a href="https://www.benzinga.com/markets/tech/25/06/46130084/cathie-woods-alpha-surge-250-million-circle-windfall-big-amd-buys?utm_source=articleShare">Cathie Wood&#8217;s Alpha Surge: $250 Million Circle Windfall, Big AMD Buys</a>
The Senate is preparing to vote on the bill, which would eliminate the two main tax incentives for solar and wind projects that begin operations after 2027, according to <a href="https://www.cnbc.com/2025/06/30/solar-stocks-fall-as-trump-bill-taxes-components-from-china.html">CNBC</a>. 
Elon Musk, CEO of Tesla, criticized the bill on X, calling it "utterly insane and destructive" and warning it would destroy American jobs and harm the country's strategic interests while favoring older industries over emerging ones.
Earlier versions of the bill were more favorable to clean energy, allowing projects started before 2027 to qualify for investment and production tax credits. The newest version of the bill also imposes a tax on solar and wind projects that begin after 2027 if they include Chinese-made components.
Despite the overall negative impact, some areas benefited: rooftop solar companies saw gains, with Sunrun, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) shares rising over 7% and SolarEdge Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) up more than 3%. 
The bill appears to preserve tax credits for leased rooftop systems through the end of 2027, a change from previous drafts.&nbsp;
First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) stock also rose by more than 8%, as the legislation seems to maintain manufacturer credits for components and products. 
Why It Matters: GLJ Research analyst Gordon L. Johnson II recently downgraded Sunrun&#8217;s stock from Hold to Sell, <a href="https://www.benzinga.com/analyst-stock-ratings/downgrades/25/06/45981680/sunrun-receives-downgrade-as-analyst-warns-business-model-relies-on-inflated-system-values-for-tax-credits" target="_blank" rel="noopener">stating that the</a> Senate&#8217;s spending bill poses a potential existential threat to Sunrun and other industry players.
The analyst said that the only thing keeping Sunrun afloat has been its ability to securitize loans or power purchase agreements (PPAs), bringing in new funds to cover gaps between actual and reported O&amp;M expenses. 
Should the Senate bill pass and Sunrun and its competitors lose the ability to securitize, Johnson warned the company would quickly become unable to service its systems, with sponsor equity investors likely to exit rapidly.
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46117473/sofi-stock-gets-supercharged-with-return-to-crypto?utm_source=articleShare">SoFi Stock Gets Supercharged With Return To Crypto</a></li>
</ul>
Image: Shutterstock&nbsp;

Politics

Legal

Trump's Big Bill Rocks Clean Energy Stocks, Except Rooftop Solar

<a href="https://www.politico.com/live-updates/2025/06/30/congress/murkowski-plans-amendment-to-ease-solar-wind-tax-credit-phaseouts-00432508" title="https://www.politico.com/live-updates/2025/06/30/congress/murkowski-plans-amendment-to-ease-solar-wind-tax-credit-phaseouts-00432508">https://www.politico.com/live-updates/2025/06/30/congress/murkowski-plans-amendment-to-ease-solar-wind-tax-credit-phaseouts-00432508</a>

'Murkowski Plans Amendment To Ease Solar, Wind Tax Credit Phaseouts' - Politico

Global

Live On CNBC, Director Of The National Economic Council Of The U.S. Says Solar Is Going To Be In People's Grids, There's Not A Penalty

Shares of solar stocks are trading lower. The sector has been volatile amid uncertainty surrounding solar credits in the budget bill.

Wells Fargo analyst Michael Blum maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Overweight and lowers the price target from $10 to $8.

Price Target

Analyst Ratings

Wells Fargo Maintains Overweight on Sunrun, Lowers Price Target to $8

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
Escalating tensions between Israel and Iran, and President Donald Trump's renewed attacks on Fed Chair Jerome Powell, unsettled markets this week. The Federal Reserve held rates at 4.25-4.5%, cut its 2026 rate‑cut outlook, and signaled two cuts in 2025 amid growing inflation concerns. Trump called Powell "an American disgrace," renewing calls for outsized rate cuts.
Markets fluctuated on geopolitical and central‑bank uncertainty. Energy and defense stocks lagged, while treasury yields climbed modestly as investors weighed inflation risks. Renewables fell following proposed tax‑credit rollbacks.
Looking ahead, investors are watching Fed nominations — Trump hinted at replacing Powell — as well as developments in the Middle East and next week's economic data. Any signals on Fed independence or geopolitical escalation could significantly sway sentiment.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46030182/circle-stock-rockets-540-cathie-wood-says-weve-just-begun">"Circle stock rockets 540%: Cathie Wood says ‘we've just begun'"</a>, by Erica Kollmann, reports that Circle Internet Group Inc. (NYSE: CRCL) shares have surged 540% since their June 5 IPO — hitting $199.59 — after a Senate vote on the GENIUS Act and bullish remarks from ARK Invest's Cathie Wood, who said "we've just begun on a very big journey here."
<a href="https://www.benzinga.com/markets/commodities/25/06/45994711/uranium-stocks-on-11-week-tear-their-longest-winning-streak-in-history">"Uranium stocks on 11‑week tear — their longest winning streak in history"</a>, by Surbhi Jain, reports that uranium equities and ETFs — including Global X Uranium ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URA#NYSE">URA</a>) and Sprott Uranium Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URNM#NYSE">URNM</a>) — have rallied for 11 consecutive weeks, marking their longest uninterrupted winning streak on record.
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46007657/gorilla-technology-stock-surges-on-q1-earnings-as-momentum-builds">"Gorilla Technology stock surges on Q1 earnings as momentum builds"</a>, by Adam Eckert, reports that Gorilla Technology Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRRR#NASDAQ">GRRR</a>) shares climbed sharply after Q1 results showed revenue doubled to $18.26 million year-over-year and adjusted earnings swung to a $0.23 profit from a $1.47 loss, while its $5 billion pipeline and $33.8 million cash position bolstered investor confidence.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/news/health-care/25/06/45999930/aptevo-therapeutics-touts-data-from-investigational-drug-trial-for-aggressive-blood-cancer">Aptevo Therapeutics Touts Data From Investigational Drug Trial For Aggressive Blood Cancer</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46007657/gorilla-technology-stock-surges-on-q1-earnings-as-momentum-builds">Oklo Stock Is Rising Again: What's Going On?</a>
<a href="https://www.benzinga.com/markets/tech/25/06/45982049/vertiv-holdings-stock-25-off-highs-is-now-riding-nvidias-ai-wave">Vertiv Holdings Stock, 25% Off Highs, Is Now Riding Nvidia's AI Wave</a>

The Bears
<a href="https://www.benzinga.com/analyst-stock-ratings/downgrades/25/06/45981680/sunrun-receives-downgrade-as-analyst-warns-business-model-relies-on-inflated-system-values-for-tax-credits">"Sunrun receives downgrade as analyst warns business model relies on inflated system values for tax credits"</a>, by Anusuya Lahiri, reports that Sunrun Inc. (NASDAQ: RUN) was downgraded to Sell by GLJ Research's Gordon L. Johnson II, who warned that the company depends on overstating solar system values to claim tax credits — an exposure that the pending Senate bill could curtail and threaten its cash flow.
<a href="https://www.benzinga.com/news/travel/25/06/45983684/jetblue-ceo-more-cuts-ahead-as-airline-faces-prolonged-losses">"JetBlue CEO: More cuts ahead as airline faces prolonged losses"</a>, by Erica Kollmann, reports that CEO Joanna Geraghty warned employees that weak travel demand has forced JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) to implement further flight and cost reductions and to delay its break-even target, potentially prolonging losses despite planned capacity cuts and route eliminations.
<a href="https://www.benzinga.com/trading-ideas/technicals/25/06/46000107/mcdonalds-stock-slips-below-200-day-line-can-the-big-arch-reverse-the-slide">"McDonald's stock slips below 200‑day line — can ‘The Big Arch' reverse the slide"</a>, by Surbhi  Jain, reports that McDonald's Corp. (NYSE: MCD) shares have fallen below their 200‑day moving average — alongside key technical indicators like an RSI of 25.75 and a bearish MACD — while options markets reflect little optimism despite the launch of the "Big Arch" burger.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/markets/earnings/25/06/45984979/beyond-air-stock-dips-after-mixed-q4-results-heres-what-to-know">Beyond Air Stock Dips After Mixed Q4 Results: Here's What To Know</a>
<a href="https://www.benzinga.com/cannabis/25/06/45997534/canadian-medical-marijuana-firm-aurora-cannabis-expects-weak-demand-in-international-market">Canadian Medical Marijuana Firm Aurora Cannabis Expects Weak Demand In International Market</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/45995637/houston-american-energy-stock-is-sinking-wednesday-heres-why">Houston American Energy Stock Is Sinking Wednesday: Here's Why</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

APVO

CRCL

GRRR

HUSA

JBLU

OKLO

URNM

XAIR

Benzinga Bulls And Bears: Circle, Sunrun, JetBlue — And Mideast Has Markets Nervous

Investor caution dominated Wall Street this week, as escalating tensions between Israel and Iran fueled fears of potential U.S. involvement. Plus, the Federal Reserve's decision to keep rates as is peeved President Donald Trump.
The Federal Reserve kept interest rates steady at 4.25%-4.5% for the fourth consecutive meeting, <a href="https://www.benzinga.com/markets/economic-data/25/06/46004338/no-rate-cuts-yet-fed-flags-slower-growth-sticky-inflation">reaffirming its cautious stance. </a>
Overall economic uncertainty has &#8220;diminished&#8221; since March, but the Fed warns that risks remain elevated. Policymakers maintain their median projection of two rate cuts in 2025, while trimming the 2026 outlook from three cuts to two — signaling a slightly more hawkish stance.
See Also: <a href="https://www.benzinga.com/markets/equities/25/06/46035360/stock-market-today-news-sp500-nasdaq-trump-iran-bitcoin">S&amp;P 500 Extends Retreat From Highs, Bitcoin Falls Below $103,000: What&#8217;s Driving Markets Friday?</a>
<h3 class="wp-block-heading">Powell Defends The Decision</h3>
Federal <a href="https://www.benzinga.com/news/politics/25/06/45999380/trump-powell-again-markets-breathe-iran-rejects-demands">Reserve Chair Jerome Powell</a> defended the pause. He argues that while inflation has moderated, it is still too high to justify rate reductions. He cited new inflationary pressures stemming from tariffs tied to <a href="https://www.benzinga.com/topic/tariffs">trade policy changes</a>.
The Fed now forecasts 2025 headline inflation at 3%, up from 2.7% in March. Meanwhile, GDP growth was revised downward to 1.4% in 2025, from a prior estimate of 1.7%.
However, in a Friday interview with CNBC, Federal Reserve Governor Christopher Waller said the U.S. central bank could start cutting interest rates <a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46035535/fed-guv-says-rate-cuts-july-rate-sensitive-etfs-fed-pivot-looms">as early as July</a>.
Waller is a Trump appointee.
Trump, meanwhile, took to calling Powell names in a social media post, labeling the Fed Chair "an American disgrace," arguing that the Fed&#8217;s inaction costs the U.S. billions in higher interest payments.
Federal Housing Finance Agency Director Bill Pulte echoed the sentiment, calling for Powell's immediate resignation and blaming him for damaging the housing market. <a href="https://www.benzinga.com/markets/25/06/45814493/its-a-buyers-market-redfin-reports-there-are-34-more-sellers-in-the-market-than-buyers" target="_blank" rel="noreferrer noopener">Homes are sitting on the market</a> for weeks or even months while <a href="https://www.benzinga.com/news/25/03/44218740/kevin-oleary-says-prices-arent-going-down-eggs-energy-and-housing-remain-sky-high-but-he-thinks-its-part-of-a-bigger-strategy" target="_blank" rel="noreferrer noopener">prices remain sky high</a> and <a href="https://www.benzinga.com/money/mortgage-rates" target="_blank" rel="noreferrer noopener">mortgage rates</a> remain near 6.8%.
Read Also: <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/46006680/powell-holds-line-on-interest-rates-blames-tariff-uncertainty-for-delay-in-cuts">Why Powell Held Rates Steady, And What Trump&#8217;s Iran Comments Could Mean For Markets</a>
<h3 class="wp-block-heading">Energy Sector</h3>
Oil prices, which spiked in the prior week, steadied near $73 per barrel. Powell dismissed parallels with the 1970s oil shocks, stating that while further price spikes are possible, they are unlikely to generate persistent inflationary effects.
Meanwhile, two major Congressional developments shaped market action. The Senate's draft tax bill proposed phasing out clean energy and solar tax credits earlier than anticipated, sparking a steep sell-off in renewables. 
<ul class="wp-block-list">
<li>First Solar Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) tumbled 13% on the week</li>
<li>Enphase Energy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) dropped 18%, and </li>
<li>Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) plunged 35%.</li>
</ul>
On The Crypto Front: Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) surged 27% on the week after the Senate passed a bill establishing a federal framework for dollar-pegged cryptocurrencies, known as stablecoins.
The bill offers what its supporters argue is <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46025145/saks-stablecoin-bill-treasury-buying-trump-ties-cloud-push">long-awaited regulatory clarity</a> that could unleash capital from institutional investors. Critics, mostly Democrats, say it&#8217;s a conflict of interest <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45995223/genius-stablecoin-bill-clears-senate-but-trumps-crypto-profits-loom-over-momentum">for the Trump family</a>.
Now Read:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/eurozone/25/06/46026714/this-rare-market-dynamic-preceded-the-dot-com-crash-its-back-in-2025">This Rare Market Dynamic Preceded The Dot-Com Crash — It&#8217;s Back In 2025 </a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Government

Regulations

COIN

Wall Street Wavers As Geopolitical Tensions Flare, Trump Renews Attacks On Fed Chair Powell: This Week In Markets

Shares of Sunrun Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) cratered by more than 40% Tuesday, leading a widespread downturn in the solar energy sector. Following Tuesday&#8217;s dramatic sell-off, shares are staging a modest recovery in early Wednesday trading.
What To Know: Tuesday&#8217;s sharp sell-off followed the unveiling of a <a href="https://www.benzinga.com/markets/tech/25/06/45971345/sunrun-first-solar-plunge-solar-stocks-hit-hard-by-trump-tax-bill-latest">new tax bill</a> by the U.S. Senate Finance Committee that proposes a significant rollback of renewable energy incentives.
The draft legislation, spearheaded by Senate Republicans, aims to accelerate the phase-out of tax credits for solar and wind energy, incentives that were originally bolstered by the Inflation Reduction Act of 2022. 
The new proposal would slash these credits to 60% of their value by 2026, dropping to 20% in 2027 before being completely eliminated for projects beginning after 2028.
Read Also: <a href="https://www.benzinga.com/news/25/06/45998126/nike-expectations-too-high-analyst-cuts-price-target-ahead-earnings">Nike Expectations &#8216;Too High,&#8217; Analyst Cuts Price Target Ahead Of Earnings</a>
Adding to the industry&#8217;s woes, the bill also seeks to <a href="https://www.benzinga.com/markets/tech/25/06/45971345/sunrun-first-solar-plunge-solar-stocks-hit-hard-by-trump-tax-bill-latest">terminate</a> residential solar tax credits and consumer incentives for energy efficiency upgrades within 180 days of its enactment. This potential legislative shift sent shares of top renewable energy players tumbling in Tuesday&#8217;s trading.
In a contrasting move, the proposed bill extends tax incentives for nuclear energy until 2036, signaling a potential pivot in federal energy policy and boosting stocks in that sector. While Senate Republicans are pushing for a swift passage of the bill before the July 4th recess, the legislative timeline remains fluid.
Price Action: According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, Sunrun&#8217;s stock is surging 5% Wednesday morning to $6.07, putting pressure on bearish investors as its short interest remains significantly high at 31.41% of the float.
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45995593/whats-going-on-with-ast-spacemobile-stock-3">What&#8217;s Going On With AST SpaceMobile Stock?</a>
<h2 class="wp-block-heading">How To Buy RUN Stock</h2>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in Sunrun&#8217;s case, it is in the Industrials sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
Image: Shutterstock

Sunrun (RUN) Stock Is Rising: What's Going On?

RBC Capital analyst Christopher Dendrinos downgrades Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) from Outperform to Sector Perform and lowers the price target from $12 to $5.

Downgrades

RBC Capital Downgrades Sunrun to Sector Perform, Lowers Price Target to $5

Elon Musk has voiced concerns over the future of American energy independence in response to his brother Kimball Musk and Jesse Peltan, co-founder and CTO of HODL Ranch, about the impact of new legislation on renewable energy growth.
What Happened: Kimball Musk&#8217;s post criticized President Donald Trump&#8216;s &#8216;Big, Beautiful Bill&#8217; that he believes will halt the growth of solar and wind energy in the United States. He argued that the bill would necessitate the construction of 25 new natural gas plants per year to replace the renewable energy growth that the bill would terminate. 
&#8220;The new bill will drive solar and wind energy growth to zero. Zero,&#8221; posted Kimball Musk
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">American Energy Independence is critical to our national security. The new bill will drive solar and wind energy growth to zero. Zero. Where are we going to get our energy from to compete with China? We will need 25 new natural gas plants built per year to replace our…
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Elon Musk Echoes Brother's Frustration Over Trump's 'Big Beautiful Bill' Ending Green Tax Credits: 'They Sure Don't...'

U.S. stocks traded lower toward the end of trading, with the Nasdaq Composite falling more than 150 points on Tuesday.
The Dow traded down 0.70% to 42,217.89 while the NASDAQ fell 0.87% to 19,530.08. The S&amp;P 500 also fell, dropping, 0.79% to 5,985.31.
Check This Out: <a href="https://www.benzinga.com/trading-ideas/dividends/25/06/45968628/wall-streets-most-accurate-analysts-weigh-in-on-3-financial-stocks-with-over-15-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Financial Stocks With Over 15% Dividend Yields</a>
Leading and Lagging Sectors Energy shares jumped by 1.4% on Tuesday.
In trading on Tuesday, health care stocks fell by 0.7%.
Top Headline
Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) reported better-than-expected third-quarter results on Tuesday.
The company reported quarterly adjusted earnings per share of $2.55, beating the analyst consensus estimate of $2.31. Quarterly sales of $7.83 billion outpaced the analyst consensus estimate of $7.06 billion.
This positive performance was further bolstered by an optimistic outlook for the upcoming quarter and fiscal year 2025, and a significant investment announcement for expanding its footprint in the Southeast United States, specifically to support cloud and AI data center infrastructure customers.
Equities Trading UP &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<ul class="wp-block-list">
<li>Processa Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCSA#NASDAQ">PCSA</a>) shares shot up 113% to $0.48 after the company signed a binding term sheet granting Intact Therapeutics an exclusive option to license PCS12852 for gastroparesis.</li>
<li>Shares of Acurx Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACXP#NASDAQ">ACXP</a>) got a boost, surging 144% to $0.75 after the company announced publication of its Phase 2 ibezapolstat study results in The Lancet.</li>
<li>CERo Therapeutics Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CERO#NASDAQ">CERO</a>) shares were also up, gaining 258% to $24.62 after the company received FDA Orphan Drug Designation for CER-1236 for the treatment of acute myeloid leukemia.</li>
</ul>
Equities Trading DOWN
<ul class="wp-block-list">
<li>Stardust Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SDST#NASDAQ">SDST</a>) shares dropped 55% to $0.17 after the company announced the pricing of a $4.3 million public offering of 21.5 million shares at $0.20 per share.</li>
<li>Shares of Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) were down 42% to $5.64 after GLJ Research downgraded the stock from Hold to Sell. Keybanc analyst Sophie Karp also downgraded Sunrun from Sector Weight to Underweight.</li>
<li>Solaredge Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) was down, falling 37% to $15.04 after GLJ Research downgraded the stock from Hold to Sell. Keybanc analyst Sophie Karp downgraded the stock from Sector Weight to Underweight.</li>
</ul>
Commodities In commodity news, oil traded up 3.7% to $74.43 while gold traded down 0.4% at $3,403.10.
Silver traded up 2.1% to $37.215 on Tuesday, while copper fell 1.2% to $4.7805.
Euro zone
European shares were lower today. The eurozone's STOXX 600 declined 0.72%, while Spain's IBEX 35 Index dipped 1.23%. London's FTSE 100 fell 0.39%, Germany's DAX 40 declined 0.88% and France's CAC 40 fell 0.70% during the session.
Asia Pacific Markets
Asian markets closed mixed on Tuesday, with Japan's Nikkei gaining 0.59%, Hong Kong's Hang Seng Index falling 0.34%, China's Shanghai Composite falling 0.04% and India's BSE Sensex falling 0.26%.
Economics
<ul class="wp-block-list">
<li>U.S. retail sales fell 0.9% month-over-month in May compared to a revised 0.1% decline in April and versus market estimates of a 0.7% fall.</li>
<li>U.S. import prices came in unchanged from the previous month in May, while export prices declined 0.9% month-over-month in May.</li>
<li>U.S. industrial production declined 0.2% in May, versus market estimates of a 0.1% gain.</li>
<li>The NAHB/Wells Fargo Housing Market Index declined two points to 32 for June, recording the lowest reading since December 2022.</li>
<li>U.S. business inventories came in flat month-over-month in April following a 0.1% gain in the previous month.</li>
</ul>
Now Read This:
<ul class="wp-block-list">
<li> <a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/45970767/top-3-health-care-stocks-that-are-ticking-portfolio-bombs">Top 3 Health Care Stocks That Are Ticking Portfolio Bombs</a> </li>
</ul>
Photo via Shutterstock

Earnings

Commodities

ACXP

CERO

PCSA

SDST

Crude Oil Rises Sharply; Jabil Earnings Top Views

Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) shares are trading lower on Tuesday after GLJ Research analyst Gordon L. Johnson II issued a <a href="https://www.benzinga.com/quote/RUN/analyst-ratings" target="_blank" rel="noreferrer noopener">downgrade for the stock</a> from Hold to Sell.
Johnson noted the underlying equity is worthless unless SunRun can inflate the value of its solar systems to collect tax credits.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45971345/sunrun-first-solar-plunge-solar-stocks-hit-hard-by-trump-tax-bill-latest" rel="noreferrer noopener">Sunrun, First Solar Plunge—Solar Stocks Hit Hard By Trump Tax Bill: Latest</a>
SunRun&#8217;s first-quarter 2025 financial disclosure, he said, currently has over one million systems on its balance sheet.
Johnson said that assuming each of SunRun&#8217;s systems is underwater by ~$600, SunRun burns $644.56 million annually in cash when considering the current systems it has in service, which assumes the company has stopped growing.
But, if SunRun stops growing, it cannot plug the -$644.56 million annual cash burn, creating a circular problem (the more SunRun grows, the more cash it burns), the analyst noted.
One of the benefits of perpetually understating O&amp;M costs is that it allows the overstatement of the value of the systems, enabling companies like SunRun, Sunnova and SunPower to claim tax credits beyond what would otherwise be available, he noted.
However, as detailed in the language from the U.S. Senate&#8217;s tax-and-spend bill, Johnson noted that residential solar finance companies would no longer be able to sell tax credits to third parties, which is potentially an existential threat to both SunRun and SolarEdge Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) and, to a lesser extent, Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>). Also, the analyst said the 45 times credits for solar production were left unchanged, marking an incremental positive for First Solar Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>).
In short, he noted that removing SunRun&#8217;s ability to sell tax credits to third parties and considering the company&#8217;s never making money creates a massive problem.
According to Johnson (like Sunnova and SunPower before it), covering the ~$600 per system hole inherent in SunRun&#8217;s business will quickly overwhelm the company, barring its ability to overstate the value of its systems and then garner tax credits on these overstated values. 
The key factor allowing SunRun to stay afloat has always been its ability to securitize loans or PPAs, bringing in hundreds of millions of new dollars each year, as per the analyst. 
He said that the company&#8217;s ability to securitize allowed it to cover the gap in its real O&amp;M expenses versus those it represented to the investing public. Yet, with the ability to securitize no longer there for SunRun (should the Senate&#8217;s version of the tax-and-spend pass), the company will quickly be unable to service its systems, Johnson said. 
The analyst noted that this task would fall on the sponsor equity, draining most of its cash flow, as it is below the tax equity investors in the partnership flip capital stack. This also means the sponsor equity investors in SunRuns&#8217; asset-backed security (&#8220;ABS&#8221;) bonds will quickly &#8220;head for the hills,&#8221; he added.
RUN Price Action: RUN stock is down 39.32% at $5.85 at publication on Tuesday.
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Photo: Shutterstock

Sunrun Receives Downgrade As Analyst Warns Business Model Relies On Inflated System Values For Tax Credits

Press Releases

Sunrun Earns Best Company's 2025 Platinum Solar Award and Preferred Partner Award

Sunrun and PG&E Harness Home Storage and Solar to Alleviate Local Grid Constraints

Sunrun Announces Date for First Quarter 2025 Earnings Report

Sunrun Installs Solar Projects at Three Affordable Apartment Communities in Southern California, Providing Energy Bill Savings to 800 Renters

Sunrun's Distributed Power Plant Quadruples in Size to 75,000 Solar-Powered Batteries to Support California's Grid

Introducing Sunrun Flex, a Superior Solar and Storage Solution for Consumers

Sunrun Reports First Quarter 2025 Financial Results

Scanifly Integrates with SnapNrack  to Accelerate PV Design and Plan Set Workflows, Saving Installers 2+ Hours Per Project

Sunrun's Distributed Power Plant Capacity Surpasses 650 Megawatts, Ready to Support Grid Reliability Ahead of Summer Heat and Hurricanes

Sunrun Dispatches More Than 340 Megawatts of Power in Single Evening to Support the Grid from Coast to Coast

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American Superconductor

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Atkore

Acuity

Emerson Electric

EnerSys

Enovix

Eos Energy Enterprises, Inc. - Common Stock

Eos Energy Enterprises

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Fluence Energy, Inc. - Class A Common Stock

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Preformed Line Products Company - Common Stock

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Powell Industries

Rockwell Automation

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Shoals Technologies Group, Inc. - Class A Common Stock

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Thermon Group Holdings, Inc. Common Stock

Thermon Group Holdings

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Vertiv Holdings, LLC Class A Common Stock

Comments

Sunrun

Unusual Options Activity for

Notizie

PARTNER/COLLABORATORE

BENZINGA NEL MONDO

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
01:00 PMJul 01, 2025	PUT	$8.00	Jun 18, 2026	346	2500	2500	31	8139	TRADE	BULLISH
10:50 AMJul 01, 2025	PUT	$5.00	Jan 16, 2026	193	7001	7000	46	15084	TRADE	BULLISH
11:28 AMJun 27, 2025	PUT	$8.00	Nov 21, 2025	137	3820	3780	893	428	TRADE	BULLISH
10:41 AMJun 27, 2025	PUT	$8.00	Jun 18, 2026	346	0	6120	0	2078	TRADE	BULLISH