11 Most Profitable Renewable Energy Stocks Right Now

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6. Sunrun Inc. (NASDAQ:RUN)

Net Profit Margin TTM: 15.3%

Sunrun Inc. (NASDAQ:RUN) was the subject of a target revision on April 21, when Barclays lowered its price objective to $14 from $23 while maintaining an Equal Weight rating on the shares. The firm stated that first-quarter results are likely to reflect affiliate reductions and normal seasonal volume softness, while also suggesting the company may rely more heavily on asset sales in 2026 to offset softer tax equity markets. Barclays added that shareholder capital returns appear more likely in the second half of 2026 or 2027 once leverage and covenant thresholds are achieved.

On the same day, Citi reduced its price target on Sunrun Inc. (NASDAQ:RUN) to $20 from $26 while reiterating a Buy rating. The firm adjusted estimates across the alternative energy equipment and services sector as part of a first-quarter preview, noting expectations for a challenging earnings season for many companies in the group.

Sunrun Inc. (NASDAQ:RUN) is a residential solar, battery storage, and home energy services provider in the United States. Founded in 2007, the company pioneered the solar-as-a-service model, allowing homeowners to adopt rooftop solar systems with limited upfront cost through leases and power purchase agreements. Sunrun is headquartered in San Francisco, California.

Although analysts reduced near-term targets, both firms continue to recognize Sunrun’s strategic relevance within the residential energy transition and the eventual potential for shareholder returns once balance sheet metrics improve. As financing markets normalize and demand for distributed solar-plus-storage solutions expands, the company remains positioned to benefit from long-term clean energy adoption trends.

While we acknowledge the potential of RUN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than RUN and that has 100x upside potential, check out our report about the cheapest AI stock.

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