Sunrun rally looks at 16 GW deal numbers, squeezes shorts
Sunrun surged 12.57% to $14.42 after announcing a 16 GW flexible capacity deal with Tesla and Renew Home, but analysts say only 0.5 GW is Sunrun’s actual battery fleet; with 26% short interest and slowing core business, the rally reflects hopes for new revenue streams despite limited near-term impact.