Rating agency RBC Capital upgraded Sunrun stock, citing benefits from tariffs, onshoring trends, and clearer tax credit rules for AI stocks.
2 reports, 1 independent
Updated Sep 1
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What happened
Rating agency RBC Capital upgraded Sunrun stock, citing benefits from tariffs, onshoring trends, and clearer tax credit rules for AI stocks.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- RBC Capital raised its price target for First Solar after Trump's tax and spending bill proved favorable to the industry.Sub-event
RBC Capital upgraded Sunrun stock based on benefits from tariffs, onshoring, and tax credits.1 source
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The entities involved
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Donald Trump
American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)
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Sunrun
American renewable energy company
Related events
- Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.
- Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.
- Tariffs and onshoring trends may benefit AI stocks, with energy infrastructure like Kinder Morgan noting that they transport 40% of the natural gas produced in the US.
- Trump's policies, including tariffs and onshoring, are being discussed in the context of their potential benefits for AI stocks, with specific attention paid to Moderna's performance and guidance.
- AI stocks are benefiting from Trump-era tariffs, with Morningstar and ClearBridge providing market analysis on growth and upside potential.
Coverage
Newest first; wire copies grouped- Insider MonkeyRBC Capital Upgrades Sunrun (RUN) to Outperform, Raises Price Target Sunrun Inc. (NASDAQ:RUN) is one of the 10 Hot Mid Cap Stocks to Buy Now. On August 18, RBC Capital upgraded Sunrun Inc.’s (NASDAQ:
- Insider MonkeySunrun (RUN) Gains Momentum with RBC Upgrade and Regulatory Clarity Sunrun Inc. (NASDAQ:RUN) is one of the best alternative energy stocks to buy right now. On August 18, RBC Capital upgraded Sunrun f