Sunrun Inc

Sunrun announced a cooperation with Voltus to make the capacities of its home battery systems available in PJM and MISO for AI hyperscalers, with Voltus taking over control of the feed‑in. Investors reacted negatively after the company reported weak new-customer growth in Q2 2026 and cut its annual guidance for Aggregate Subscriber Value and cash generation. Prospects are further weighed down by possible expirations of a property‑tax exemption in California and tariff pressure on solar components, so the partnership is unlikely to trigger a sustainable revaluation in the near term. » More on de.investing.com

Sunrun shares fall about 10.2% in premarket trading and approach the 52-week low of $9.31. Despite quarterly earnings of $0.42 per share and revenue of roughly $870 million, management lowered the annual targets: aggregate customer value now $4.6–4.9 billion (previously $4.8–5.2 billion) and expected cash generation $200–375 million (previously $250–450 million). Causes cited include partner sales collapsing by more than 70%, a slower build-out of direct sales, higher cost of capital, a 31% drop in subscribers and a 44% lower net customer value, despite a high battery storage installation rate of 74%. » More on de.investing.com

Sunrun is launching a pilot program that would allow homeowners to lease the computing power of their rooftop solar systems to technology customers in exchange for several hundred dollars per month. CEO Mary Powell said the company is in talks with potential buyers and views it as an alternative revenue source amid rising demand for data-center capacity. Economic details are still unclear; Sunrun’s stock fell about 2–3% on the trading day. » More on de.investing.com