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NASDAQ:RUN News 16 December 2025 - 4 February 2026

Sunrun stock jumps 12% as RUN touts record growth in “distributed power plant” programs

Sunrun stock jumps 12% as RUN touts record growth in “distributed power plant” programs

Sunrun shares jumped 12.2% to $20.72 Wednesday after the company reported a fivefold increase in customer participation for its battery grid-services programs in 2025. Over 106,000 customers are now enrolled, with nearly 18 gigawatt-hours dispatched. Trading volume reached 12 million shares by mid-afternoon. Investors await Sunrun’s earnings report on Feb. 26 for updates on cash flow and guidance.
4 February 2026
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Enphase Energy stock jumps 13% as Goldman turns bullish, with ENPH traders eyeing Feb. 3 earnings

Enphase Energy stock jumps 13% as Goldman turns bullish, with ENPH traders eyeing Feb. 3 earnings

Enphase Energy shares jumped 12.6% to $40.51 Thursday after Goldman Sachs upgraded the stock to Buy and raised its price target to $45. Trading volume topped 11 million shares, and options activity surged 29% above average. SolarEdge and Sunrun also advanced. Enphase will report earnings and hold a conference call on Feb. 3.
22 January 2026
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First Solar stock: FSLR sits steady into MLK Day shutdown as tariff headlines stir futures

First Solar stock: FSLR sits steady into MLK Day shutdown as tariff headlines stir futures

First Solar shares closed nearly flat at $243.73 on Friday, with about 2 million shares traded. U.S. markets will be closed Monday for Martin Luther King Jr. Day, delaying updates until Tuesday. Traders weighed new tariff threats and interest-rate outlooks, sending S&P 500 futures down 0.9% overnight. Activity in solar stocks was muted ahead of the holiday.
19 January 2026
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First Solar stock slides 10% on Jefferies downgrade as 2026 orders come into focus

First Solar stock slides 10% on Jefferies downgrade as 2026 orders come into focus

New York, January 7, 2026, 18:48 (EST) — After-hours Shares of First Solar (FSLR) fell 10.3% to $241.11 on Wednesday after Jefferies downgraded the U.S. solar panel maker to “hold” from “buy” and cut its price target to $260 from $269. The brokerage cited “limited booking visibility” for 2026 and said a hoped-for “S232” tailwind — shorthand for potential Section 232 duties that can be imposed after a Commerce Department national-security investigation — could “underwhelm investor expectations,” flagging possible carve-outs for Germany and developers moving ahead of any levies. The stock opened at $254.02 and touched $239.26 at its low;
8 January 2026
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Sunrun stock slides as RUN lags solar peers with jobs report, Goldman conference in focus

Sunrun stock slides as RUN lags solar peers with jobs report, Goldman conference in focus

New York, Jan 5, 2026, 14:26 EST — Regular session Sunrun Inc shares fell 5.6% on Monday, a sharp underperformer in U.S. solar, as investors weighed fresh U.S. economic data and looked ahead to a key jobs report later this week. The stock was down $1.08 at $18.36 in afternoon trade. The move matters because Sunrun’s rooftop solar business leans heavily on financing, and shifts in interest-rate expectations can quickly change customer economics and investor appetite for the sector. Traders were also scanning for any read-through on demand and pricing as the first full week of 2026 gets underway. Reuters
5 January 2026
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Sunrun stock drops today as Treasury yields tick higher in year-end trading

Sunrun stock drops today as Treasury yields tick higher in year-end trading

NEW YORK, December 31, 2025, 15:30 ET — Regular session Sunrun Inc. shares fell 3.8% to $18.37 in afternoon trading on Wednesday, extending a pullback in rate-sensitive solar names on the final session of the year. The Nasdaq-listed stock opened at $19.06 and traded between $18.34 and $19.20. The move matters now because residential solar installers are closely tied to interest rates: higher borrowing costs can raise customer monthly payments and pressure the economics of financing-heavy business models. U.S. Treasury yields edged higher after a surprise drop in jobless claims, with the 10-year yield up about 1 basis point —
31 December 2025
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Sunrun Stock (NASDAQ: RUN) News Today: NRG Texas Virtual Power Plant Deal, Tax-Credit Deadline, and Analyst Targets as Markets Rally

Sunrun Stock (NASDAQ: RUN) News Today: NRG Texas Virtual Power Plant Deal, Tax-Credit Deadline, and Analyst Targets as Markets Rally

New York — Friday, December 26, 2025 (10:35 a.m. ET). Sunrun Inc. (NASDAQ: RUN) stock is trading in the middle of a deceptively important moment for U.S. equities: the market is open for a full post‑Christmas session, volumes are typically thinner, major indexes are near record territory, and investors are rapidly repricing what “lower rates” might mean for 2026. AP News As of about 10:20 a.m. ET, Sunrun shares traded near $19.78, after opening around $20.10, with an intraday range of roughly $19.66 to $20.15 and early volume near 428,000 shares. For Sunrun specifically, the market is juggling three big
26 December 2025
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Sunrun (RUN) Stock News Today: Insider Sale, Clear Street Raises Target, and the Solar Tax Credit Deadline Driving Volatility (Dec. 23, 2025)

Sunrun (RUN) Stock News Today: Insider Sale, Clear Street Raises Target, and the Solar Tax Credit Deadline Driving Volatility (Dec. 23, 2025)

Sunrun Inc. (NASDAQ: RUN) is having one of those “welcome to equities” weeks: a sharp rally followed by an equally attention-grabbing pullback, with traders juggling insider-sale headlines, fresh analyst forecasts, and a major U.S. residential solar tax-credit deadline that lands in just days. On Dec. 23, 2025, Sunrun shares fell about 3% after jumping nearly 11% on Dec. 22, a reversal that highlights how sensitive the stock remains to near-term catalysts and sentiment shifts. StockAnalysis Below is a full roundup of the current (Dec. 23, 2025) news, forecasts, and analysis shaping Sunrun stock—plus what investors are watching next. Sunrun stock
23 December 2025
Sunrun Stock (NASDAQ: RUN) Jumps on Dec. 22, 2025: Tax-Credit Deadline, Analyst Targets, and the NRG Partnership in Focus

Sunrun Stock (NASDAQ: RUN) Jumps on Dec. 22, 2025: Tax-Credit Deadline, Analyst Targets, and the NRG Partnership in Focus

Sunrun Inc. (NASDAQ: RUN) is back in the spotlight on December 22, 2025, with shares trading sharply higher as investors weigh a fast-approaching U.S. residential solar tax-credit cutoff, a fresh wave of bullish (and less-bearish) Wall Street commentary, and new momentum around Sunrun’s grid-services strategy. By early afternoon, RUN was trading around $19.7–$19.8, up roughly 8% on the day after a prior close near $18.26, with the session range pushing up toward roughly $20. Investing.com+2Finviz+2 That single-day move matters because it’s landing in the middle of a bigger story: Sunrun’s business model is increasingly being priced as a policy-and-financing play
22 December 2025
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Energy Storage Stocks Surge at Midday as Grid Scarcity, Texas Battery Buildout, and Analyst Upgrades Refocus Wall Street

Energy Storage Stocks Surge at Midday as Grid Scarcity, Texas Battery Buildout, and Analyst Upgrades Refocus Wall Street

NEW YORK — December 18, 2025 (12:00 p.m. ET) — Energy storage stocks are firmly in focus on U.S. markets today, with many battery and storage-adjacent names posting strong midday gains as investors weigh three converging themes: improving rate-cut optimism, tightening grid capacity (especially in PJM and Texas), and a fresh wave of deal flow in grid-scale batteries and virtual power plants (VPPs). From residential “solar-plus-storage” installers to grid-scale battery integrators—and even upstream lithium suppliers—the sector is reacting to a news cycle dominated by power demand growth, reliability concerns, and accelerating deployment pipelines. Energy Storage Stocks Today: Midday U.S. Market Snapshot
18 December 2025
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Renewable Energy Stocks Today (Dec. 16, 2025): Sunrun, Enphase, SolarEdge and First Solar in Focus

Renewable Energy Stocks Today (Dec. 16, 2025): Sunrun, Enphase, SolarEdge and First Solar in Focus

Renewable energy stocks in the U.S. are trading mixed in Tuesday’s session as investors balance a softer risk tone on Wall Street with a powerful long-term tailwind: rapidly rising electricity demand—especially from AI data centers—and the buildout of “time-to-power” infrastructure like utility-scale solar, battery storage, and distributed energy resources. By early afternoon in New York (around 1:45–2:30 p.m. ET), major indexes were lower, with energy among the weakest S&P 500 sectors as crude slid to its lowest level since 2021, according to Reuters. Reuters That macro setup matters for clean energy too: many renewable developers and equipment makers are highly sensitive to
16 December 2025
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Energy Storage Stocks Today: Tesla, Fluence, Enphase, Sunrun and Albemarle React as AI Data Centers, Policy Deadlines and Lithium Forecasts Collide (Dec. 16, 2025)

Energy Storage Stocks Today: Tesla, Fluence, Enphase, Sunrun and Albemarle React as AI Data Centers, Policy Deadlines and Lithium Forecasts Collide (Dec. 16, 2025)

NEW YORK — Tuesday, Dec. 16, 2025 (early afternoon ET). Energy storage stocks are back in the spotlight on the U.S. stock market today, driven by three forces that rarely hit at the same time: (1) a fast-moving surge in electricity demand tied to AI data centers, (2) shifting incentives and supply-chain rules that are reshaping solar-plus-storage and grid batteries, and (3) a new round of lithium demand forecasts that explicitly prioritize energy storage system (ESS) shipments—not just installations. That mix is creating unusually sharp differentiation inside the “energy storage” theme. Some names are moving on customer wins, partnerships and project pipelines; others
16 December 2025
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Stock Market Today

IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

7 February 2026
IREN shares closed up 5.1% at $41.83 Friday after reporting a $155.4 million quarterly loss and $184.7 million in revenue. The company announced $3.6 billion in GPU financing for its Microsoft contract, with $2.8 billion in cash as of Jan. 31. Bitcoin mining revenue fell, while AI cloud services rose. Traders await bitcoin’s weekend move and Monday’s market reaction.
Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

7 February 2026
Cadence Bank shares have been delisted following Huntington Bancshares’ takeover, with each Cadence share converted into 2.475 Huntington shares. Huntington closed Friday at $19.27 and named Senthil Kumar as chief risk officer ahead of new regulatory requirements. The merger leaves Cadence as a brand under Huntington, with customer account conversions planned for mid-2026. Huntington executives will address investors at a UBS conference on Tuesday.
NIO stock jumps on profit alert, with Monday’s open in focus

NIO stock jumps on profit alert, with Monday’s open in focus

7 February 2026
NIO shares jumped 7.23% to $5.04 Friday after the company forecast a swing to adjusted operating profit of up to 1.2 billion yuan for the fourth quarter. Trading volume reached 90.8 million shares, far above average. Nio’s deliveries rose 72% to 124,807 vehicles in the quarter. The company said results are preliminary and unaudited, with final figures due in March.
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