Jim Cramer and Wall Street Are Watching Sunrun Inc. (RUN)

We recently published a list of 10 Stocks on Jim Cramer and Wall Street’s Radar. In this article, we are going to take a look at where Sunrun Inc. (NASDAQ:RUN) stands against other stocks on Jim Cramer and Wall Street’s radar.

During an episode at the end of April, Cramer remarked the following about Sunrun Inc. (NASDAQ:RUN):

“No, a bad couple quarters. I can’t be there. And by the way, look, First Solar’s a really good company. It got clubbed the other day. I think the group is very fraught right now. It’s fraught.”

A field of solar panels glistening in the afternoon sun, symbolizing the company’s renewable energy ambitions.

Sunrun Inc. (NASDAQ:RUN) is a residential solar energy company that designs, installs, and maintains solar systems and battery storage. On May 22, BMO Capital analyst Ameet Thakkar downgraded Sunrun’s (NASDAQ:RUN) rating to Underperform from Market Perform and also lowered the price target to $4 from $9. The firm believes changes proposed in President Trump’s “One Big Beautiful Bill Act” could block the company from claiming solar investment tax credits on residential leases under Section 48E starting in fiscal 2026.

Although the bill is not yet final and may be revised, the recent draft dropped Section 25D credits, and there appears to be little support in the Senate to bring back residential credits. Since most of Sunrun’s (NASDAQ:RUN) customers lease their systems and the company keeps the tax benefits, losing access to 48E poses a serious threat to its business model.

Overall, RUN ranks 3rd on our list of stocks on Jim Cramer and Wall Street’s radar. While we acknowledge the potential of RUN as an investment, our conviction lies in the belief that 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.

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