http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 27 Aug 2026 14:05:04 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Corporate+News/Sunrun+to+provide+home+battery+capacity+to+Voltus+for+AI+data+centers/26935149.html <p>Sunrun (NASDAQ: RUN) announced an agreement with Voltus to supply energy capacity from residential solar-plus-storage systems to support Voltus's Bring Your Own Capacity (BYOC) program for AI hyperscalers, according to a press release dated Aug. 17, 2026.</p><p>Under the agreement, Sunrun will contribute capacity from a portion of its residential battery storage systems located in the PJM and MISO grid regions. Voltus will orchestrate those distributed resources — including batteries and smart thermostats — to reduce energy demand when the grid requires it, with participating households and businesses receiving compensation.</p><p>Voltus launched its BYOC program to allow large electricity consumers, such as http://www.streetinsider.com/Corporate+News/Sunrun+to+provide+home+battery+capacity+to+Voltus+for+AI+data+centers/26935149.html Mon, 17 Aug 2026 08:04:35 -0400 RUN http://www.streetinsider.com/Press+Releases/Sunrun+to+Supply+Voltus+with+Energy+Capacity+for+AI+Hyperscaler+Agreements/26935004.html <p><strong>Voltus will tap into Sunrun’s storage-plus-solar systems to deliver immediate Bring Your Own Capacity™ megawatts to AI hyperscalers, strengthening grid reliability while creating economic benefits for customers across the PJM and MISO regions</strong></p><p>SAN FRANCISCO, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of residential battery storage, solar, and home-to-grid power plants, today announced an agreement with Voltus, a leading distributed energy resource platform, to support Voltus’s Bring Your Own Capacity™ programs for AI hyperscalers. Under the agreement, Sunrun will provide energy capacity from a portion of its thousands of residential storage-plus-solar systems in PJM and MISO http://www.streetinsider.com/Press+Releases/Sunrun+to+Supply+Voltus+with+Energy+Capacity+for+AI+Hyperscaler+Agreements/26935004.html Mon, 17 Aug 2026 08:00:00 -0400 RUN RUN http://www.streetinsider.com/Press+Releases/Sunrun+to+Supply+Voltus+with+Energy+Capacity+for+AI+Hyperscaler+Agreements/26935004.html <p><strong>Voltus will tap into Sunrun’s storage-plus-solar systems to deliver immediate Bring Your Own Capacity™ megawatts to AI hyperscalers, strengthening grid reliability while creating economic benefits for customers across the PJM and MISO regions</strong></p><p>SAN FRANCISCO, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of residential battery storage, solar, and home-to-grid power plants, today announced an agreement with Voltus, a leading distributed energy resource platform, to support Voltus’s Bring Your Own Capacity™ programs for AI hyperscalers. Under the agreement, Sunrun will provide energy capacity from a portion of its thousands of residential storage-plus-solar systems in PJM and MISO http://www.streetinsider.com/Press+Releases/Sunrun+to+Supply+Voltus+with+Energy+Capacity+for+AI+Hyperscaler+Agreements/26935004.html Mon, 17 Aug 2026 08:00:00 -0400 RUN RUN http://www.streetinsider.com/Globe+Newswire/Sunrun+to+Supply+Voltus+with+Energy+Capacity+for+AI+Hyperscaler+Agreements/26935004.html <p><strong>Voltus will tap into Sunrun’s storage-plus-solar systems to deliver immediate Bring Your Own Capacity™ megawatts to AI hyperscalers, strengthening grid reliability while creating economic benefits for customers across the PJM and MISO regions</strong></p><p>SAN FRANCISCO, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of residential battery storage, solar, and home-to-grid power plants, today announced an agreement with Voltus, a leading distributed energy resource platform, to support Voltus’s Bring Your Own Capacity™ programs for AI hyperscalers. Under the agreement, Sunrun will provide energy capacity from a portion of its thousands of residential storage-plus-solar systems in PJM and MISO http://www.streetinsider.com/Globe+Newswire/Sunrun+to+Supply+Voltus+with+Energy+Capacity+for+AI+Hyperscaler+Agreements/26935004.html Mon, 17 Aug 2026 08:00:00 -0400 RUN RUN http://www.streetinsider.com/Globe+Newswire/Sunrun+to+Supply+Voltus+with+Energy+Capacity+for+AI+Hyperscaler+Agreements/26935004.html <p><strong>Voltus will tap into Sunrun’s storage-plus-solar systems to deliver immediate Bring Your Own Capacity™ megawatts to AI hyperscalers, strengthening grid reliability while creating economic benefits for customers across the PJM and MISO regions</strong></p><p>SAN FRANCISCO, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of residential battery storage, solar, and home-to-grid power plants, today announced an agreement with Voltus, a leading distributed energy resource platform, to support Voltus’s Bring Your Own Capacity™ programs for AI hyperscalers. Under the agreement, Sunrun will provide energy capacity from a portion of its thousands of residential storage-plus-solar systems in PJM and MISO http://www.streetinsider.com/Globe+Newswire/Sunrun+to+Supply+Voltus+with+Energy+Capacity+for+AI+Hyperscaler+Agreements/26935004.html Mon, 17 Aug 2026 08:00:00 -0400 RUN RUN http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++Sunrun+Inc.++++++++++++++++++++++++++++Filed+by%3A+Greenvale+Capital+LLP/26925760.html si-local-file:///var/storage/secattach/20260814/26925760.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++Sunrun+Inc.++++++++++++++++++++++++++++Filed+by%3A+Greenvale+Capital+LLP/26925760.html Fri, 14 Aug 2026 09:23:00 -0400 O.06732007 RUN http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++Sunrun+Inc.++++++++++++++++++++++++++++Filed+by%3A+Greenvale+Capital+LLP/26925760.html si-local-file:///var/storage/secattach/20260814/26925760.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++Sunrun+Inc.++++++++++++++++++++++++++++Filed+by%3A+Greenvale+Capital+LLP/26925760.html Fri, 14 Aug 2026 09:23:00 -0400 O.06732007 RUN http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2417+at+Wells+Fargo/26925375.html Wells Fargo analyst Praneeth Satish lowered the price target on Sunrun (NASDAQ: RUN) to $17.00 (from $22.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2417+at+Wells+Fargo/26925375.html Fri, 14 Aug 2026 08:51:37 -0400 RUN http://www.streetinsider.com/Options/Sunrun+%28RUN%29+7K+contracts+of+September+13+calls+trade%2C+share+price+up+5%25/26889166.html <p>Sunrun (NASDAQ: RUN) 30-day option implied volatility is at 81; compared to its 52-week range of 65 to 110 with a focus on 7K contracts of September 13 calls as share price up 5%.</p> http://www.streetinsider.com/Options/Sunrun+%28RUN%29+7K+contracts+of+September+13+calls+trade%2C+share+price+up+5%25/26889166.html Fri, 07 Aug 2026 10:53:19 -0400 RUN http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2410.50+at+BMO+Capital/26887948.html BMO Capital analyst Ameet Thakkar lowered the price target on Sunrun (NASDAQ: RUN) to $10.50 (from $14.00) while maintaining a Market Perform rating. http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2410.50+at+BMO+Capital/26887948.html Fri, 07 Aug 2026 08:22:14 -0400 RUN http://www.streetinsider.com/Analyst+PT+Change/Citi+cuts+Sunrun+price+target+to+%2416%2C+keeps+Buy+rating/26880711.html <p>Citi analyst Vikram Bagri lowered the price target on Sunrun (NASDAQ: RUN) to $16 from $20 while maintaining a Buy rating, according to a research note.</p><p>Bagri cited Sunrun's second-quarter contracted net value creation coming in at the low end of its guidance, along with a miss on free cash flow estimates. The analyst attributed the shortfall to higher costs tied to a slow ramp in direct sales volumes following the hiring of 1,500 people year-to-date.</p><p>Sunrun also reduced its full-year cash guidance by $62.5 million, as its volume growth outlook worsened from an approximately 11% decline year-over-year to approximately 20%, driven http://www.streetinsider.com/Analyst+PT+Change/Citi+cuts+Sunrun+price+target+to+%2416%2C+keeps+Buy+rating/26880711.html Thu, 06 Aug 2026 09:36:20 -0400 RUN http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2416+at+TD+Cowen/26879471.html TD Cowen analyst Jeff Osborne lowered the price target on Sunrun (NASDAQ: RUN) to $16.00 (from $21.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2416+at+TD+Cowen/26879471.html Thu, 06 Aug 2026 08:12:26 -0400 RUN http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2414+at+RBC+Capital/26878187.html RBC Capital analyst Christopher Dendrinos lowered the price target on Sunrun (NASDAQ: RUN) to $14.00 (from $18.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2414+at+RBC+Capital/26878187.html Thu, 06 Aug 2026 06:58:41 -0400 RUN http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2415+at+Goldman+Sachs/26877841.html Goldman Sachs analyst Brian Lee lowered the price target on Sunrun (NASDAQ: RUN) to $15.00 (from $18.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2415+at+Goldman+Sachs/26877841.html Thu, 06 Aug 2026 06:34:30 -0400 RUN http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2420+at+Oppenheimer/26877389.html <p>Oppenheimer analyst Colin Rusch lowered the price target on Sunrun (NASDAQ: RUN) to $20.00 (from $25.00) while maintaining a Outperform rating.</p><p>The analyst comments "With RUN reducing guidance for 2026 as it focuses on its direct sales business and manages though headwinds on rates, we continue to see value in the company's portfolio and capacity to build, own, and operate distributed power assets. We note deployments and rates are key headwinds which are driving our reduced price target and estimates. However, even with an 8% discount rate on its existing portfolio we see $14/share in value on the portfolio with potential http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2420+at+Oppenheimer/26877389.html Thu, 06 Aug 2026 06:03:23 -0400 RUN http://www.streetinsider.com/Analyst+Comments/Sunrun+%28RUN%29+PT+Lowered+to+%2420+at+Oppenheimer/26877389.html <p>Oppenheimer analyst Colin Rusch lowered the price target on Sunrun (NASDAQ: RUN) to $20.00 (from $25.00) while maintaining a Outperform rating.</p><p>The analyst comments "With RUN reducing guidance for 2026 as it focuses on its direct sales business and manages though headwinds on rates, we continue to see value in the company's portfolio and capacity to build, own, and operate distributed power assets. We note deployments and rates are key headwinds which are driving our reduced price target and estimates. However, even with an 8% discount rate on its existing portfolio we see $14/share in value on the portfolio with potential http://www.streetinsider.com/Analyst+Comments/Sunrun+%28RUN%29+PT+Lowered+to+%2420+at+Oppenheimer/26877389.html Thu, 06 Aug 2026 06:03:23 -0400 RUN http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2418+at+Mizuho/26877210.html <p>Mizuho analyst Maheep Mandloi lowered the price target on Sunrun (NASDAQ: RUN) to $18.00 (from $22.00) while maintaining a Outperform rating.</p><p>The analyst comments "Sunrun cut FY26 cash-gen guidance ~18% at midpoint, citing a slower direct-sales ramp (new-rep onboarding), deeper affiliate cuts (−60% y/y, incl. Freedom Forever bankruptcy), and higher rates, echoing the softer US resi-solar demand inverter makers flagged, though Sunrun attributes it to ramp timing, not tax-equity access. We cut our DCF-based PT 18% to $18 and now model 713 MWs in 2026. The guide cut may push potential capital return past year-end, but we stay Outperform on Sunrun's http://www.streetinsider.com/Analyst+PT+Change/Sunrun+%28RUN%29+PT+Lowered+to+%2418+at+Mizuho/26877210.html Thu, 06 Aug 2026 05:37:50 -0400 RUN http://www.streetinsider.com/Analyst+Comments/Sunrun+%28RUN%29+PT+Lowered+to+%2418+at+Mizuho/26877210.html <p>Mizuho analyst Maheep Mandloi lowered the price target on Sunrun (NASDAQ: RUN) to $18.00 (from $22.00) while maintaining a Outperform rating.</p><p>The analyst comments "Sunrun cut FY26 cash-gen guidance ~18% at midpoint, citing a slower direct-sales ramp (new-rep onboarding), deeper affiliate cuts (−60% y/y, incl. Freedom Forever bankruptcy), and higher rates, echoing the softer US resi-solar demand inverter makers flagged, though Sunrun attributes it to ramp timing, not tax-equity access. We cut our DCF-based PT 18% to $18 and now model 713 MWs in 2026. The guide cut may push potential capital return past year-end, but we stay Outperform on Sunrun's http://www.streetinsider.com/Analyst+Comments/Sunrun+%28RUN%29+PT+Lowered+to+%2418+at+Mizuho/26877210.html Thu, 06 Aug 2026 05:37:50 -0400 RUN http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++Sunrun+Inc.+++++++++++++++For%3A+Jun+30/26874519.html si-local-file:///var/storage/secattach/20260805/26874519.html http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++Sunrun+Inc.+++++++++++++++For%3A+Jun+30/26874519.html Wed, 05 Aug 2026 16:15:00 -0400 O.06732007 RUN