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Barclays Reaffirms Hold Rating, $15 PT on Sunrun (RUN) Despite Record Q2 Performance

Sunrun Inc. (NASDAQ:RUN) is one of the best performing solar stocks to buy now. On September 4, Christine Cho CFA from Barclays reiterated a Hold rating on Sunrun, with a price target of $15.00. The company’s shares closed today at $16.49. Before this sentiment was reiterated, Sunrun announced its financial results for Q2 2025, where the company delivered a record performance from strong growth in its residential battery storage business.

The company reported a record Contracted Net Value Creation of $376 million, or $1.64 per share, marking a 316% increase year-over-year. This was achieved by expanding margins by 17 percentage points compared to the prior year, leading to the strongest Upfront Net Subscriber Value ever reported by the company. The company also saw a 40% year-over-year growth in its Aggregate Subscriber Value, which reached $1.6 billion in Q2.

Sunrun’s focus on residential battery storage is paying off. The company’s storage attachment rate hit an all-time high of 70% in Q2, up from 54%. Customer additions with storage increased by 50%. Sunrun has now installed more than 195,000 solar and storage systems, accumulating over 3.2 gigawatt-hours of Networked Storage Capacity. This has allowed Sunrun to operate as a large-scale distributed power plant, providing over 650 megawatts of peak power to the grid and helping to avoid blackouts, including a significant dispatch of over 340 megawatts during a heat wave in June.

Sunrun Inc. (NASDAQ:RUN) designs, develops, installs, sells, owns, and maintains residential solar energy systems in the US.

While we acknowledge the potential of RUN to grow, 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 this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

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