RBC Capital Markets Upgrades This Solar Stock to Outperform Following Tax Credit Clarification

RBC Capital Markets upgrades this solar stock to outperform following tax credit clarification

RBC Capital Markets believes that Sunrun's cash generation in 2026 could climb to $550 million from $308 million in 2025.

Solar Shares Rise as Trump Hit to Credits Softer Than Feared

In a surprising turn for the renewable energy sector, solar stocks have surged following the Trump administration’s latest guidance on tax credits for wind and solar projects. Released on August 15, 2025, the new rules from the Treasury Department tighten eligibility requirements but fall short of the draconian measures many in the industry had anticipated. This “softer than feared” approach has injected optimism into the market, driving signifi…