Sunrun Inc

RUN: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$15.00	Lshc	Rprjmlfmh

Sunrun's Pricing Actions Should Benefit Margins; Raising FVE to $34 on Policy Upside

Brett Castelli

Aug 4, 2022

We increase our fair value estimate for Sunrun to $34 from $27 following the company's second-quarter results. The primary driver of our fair value increase is incorporating upside to rooftop solar demand as a result of the proposed Inflation Reduction Act of 2022. We view Sunrun shares as fairly valued at current prices.

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