What Happened?
Shares of residential solar energy company Sunrun (NASDAQ: RUN) jumped 11.3% in the afternoon session after the company announced it built the nation's largest distributed power plant as customer participation in its programs grew more than fivefold in 2025.
This growth transformed the business into one of the country's largest sources of flexible energy. The company dispatched nearly 18 gigawatt-hours of energy from customer batteries to support grids, which was enough electricity to power 15 million homes for one hour. The combined peak output reached 416 megawatts, a capacity greater than many fossil-fuel power plants. Sunrun reported that customer enrollment in its 17 distributed power plant programs jumped to more than 106,000 in 2025, a dramatic increase from approximately 20,000 the year prior. CEO Mary Powell stated that Sunrun's power plants hit scale when grid operators needed help meeting energy demand, delivering energy reliably and at a lower cost.
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What Is The Market Telling Us
Sunrun’s shares are extremely volatile and have had 79 moves greater than 5% over the last year. But moves this big are rare even for Sunrun and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 13 days ago when the stock gained 9.1% on the news that the US president announced a framework for a future deal with Greenland.
Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.
Sunrun is up 4.3% since the beginning of the year, and at $20.27 per share, it is trading close to its 52-week high of $21.41 from January 2026. Investors who bought $1,000 worth of Sunrun’s shares 5 years ago would now be looking at an investment worth $274.26.
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