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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.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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

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

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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.

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