11 Best Performing Energy Stocks in 2025

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4. Sunrun Inc. (NASDAQ:RUN

YTD Gains as of December 26: 100.49%

Sunrun Inc. (NASDAQ:RUN) is America’s leading provider of clean energy as a subscription service, offering residential solar and energy storage with no upfront costs.

On December 23, Clear Street raised its price target on Sunrun Inc. (NASDAQ:RUN) from $21 to $23, while maintaining a ‘Buy’ rating on the shares. The target revision is driven by the contribution potential of the company’s recently announced ‘compelling’ partnership with NRG Energy in the second half of 2026 and 2027, as well as its continued success with new homebuilders.

Sunrun Inc. (NASDAQ:RUN) announced a multi-year partnership with NRG Energy on December 16, combining the former’s solar-plus-storage systems with optimized rate plans and smart battery programming through the utility’s retail electricity provider, Reliant. The agreement will allow participating customers to supply power to Texas’s electric grid to help meet the increased demand in the ERCOT market.

Clear Street increased its FY2027 cash generation forecast for Sunrun Inc. (NASDAQ:RUN) by 8% to $565 million. For reference, the energy operator generated $108 million in cash during Q3 2025, marking its sixth consecutive quarter of positive cash flow. The company also narrowed its cash generation guidance for FY2025 to $250- $450 million.

As of the writing of this piece, the share price of Sunrun Inc. (NASDAQ:RUN) has doubled since the beginning of 2025.

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