最新ニュース Sunrun (NASDAQ:RUN) 株価情報

Sunrun

Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed either by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.

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水曜日、議会議員が中国の太陽光発電会社に対する調査を求めるという報道が出たことを受け、ファースト・ソーラー、イング、サンパワーコーポレーションなどの太陽光関連株が大幅に急伸しました。

中国の太陽光発電会社などに調査　米国議会

Sunrun Inc

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Shares of several companies in the broader industrials space are trading lower amid overall market weakness and tariff concerns.

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Shares of several companies in the broader industrials space are trading higher amid overall market strength on reports indicating that President Trump will delay auto tariffs.

UBS analyst Jon Windham maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Buy and lowers the price target from $17 to $15.

Price Target

Analyst Ratings

UBS Maintains Buy on Sunrun, Lowers Price Target to $15

Sunrun shares are trading lower after multiple firms cut their respective price targets on the stock.

RBC Capital analyst Christopher Dendrinos maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Outperform and lowers the price target from $17 to $14.

RBC Capital Maintains Outperform on Sunrun, Lowers Price Target to $14

Truist Securities analyst Jordan Levy reiterates Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Hold and lowers the price target from $12 to $9.

Reiteration

Truist Securities Reiterates Hold on Sunrun, Lowers Price Target to $9

Goldman Sachs analyst Brian Lee maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Buy and lowers the price target from $17 to $15.

Goldman Sachs Maintains Buy on Sunrun, Lowers Price Target to $15

Sunrun Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) shares are trading lower by 16% to $7.08 over the trailing five sessions after the company last week reported <a href="https://www.benzinga.com/news/earnings/25/02/44028842/sunrun-reports-mixed-q4-results-eps-beat-revenues-miss">worse-than-expected</a> fourth-quarter revenue results. Also, BMO Capital analyst Ameet Thakkar on Friday maintained Sunrun with a Market Perform and <a href="https://www.benzinga.com/quote/RUN/analyst-ratings">lowered the price target</a> from $11 to $9.
What To Know: Sunrun, the largest U.S. residential solar provider, last week reported mixed fourth-quarter earnings, beating profit expectations with $1.41 per share but missing revenue estimates at $518.49 million.
Read Also: <a href="https://www.benzinga.com/general/space/25/03/44077837/whats-going-on-with-rocket-lab-stock-monday">What&#8217;s Going On With Rocket Lab Stock Monday?</a>
The company added 32,932 customers, bringing its total to over 1.04 million, a 12% increase year-over-year. Recurring subscriber revenue reached $1.6 billion, with an average contract life of 17.6 years. Subscriber Value meanwhile rose 11% to $55,811, while creation costs fell slightly to $36,634. 
CEO Mary Powell emphasized Sunrun's focus on optimizing products, targeting high-value markets and controlling costs, potentially positioning the company for cash generation and debt reduction in 2025.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44076570/super-micro-earnings-reveal-legal-risks-have-increased-materially-mystery-customer-more">Super Micro Earnings Reveal: Legal Risks Have &#8216;Increased Materially&#8217;, Mystery Customer &amp; More</a>
<h2 class="wp-block-heading">How To Buy RUN Stock</h2>
By now you're likely curious about how to participate in the market for Sunrun &#8211; be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy &#8220;fractional shares,&#8221; which allows you to own portions of stock without buying an entire share.
In the case of Sunrun, which is trading at $7.25 as of publishing time, $100 would buy you 13.79 shares of stock.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to &#8220;go short&#8221; a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option, or sell a call option at a strike price above where shares are currently trading &#8211; either way it allows you to profit off of the share price decline.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, RUN has a 52-week high of $22.26 and a 52-week low of $6.99.

What's Going On With Sunrun (RUN) Stock?

BMO Capital analyst Ameet Thakkar maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Market Perform and lowers the price target from $11 to $9.

BMO Capital Maintains Market Perform on Sunrun, Lowers Price Target to $9

Stocks recovered on Friday, with all three major indexes in the green, as the tech sector bounced back from Thursday's losses with NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) up 1.37% and Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) <a href="https://www.benzinga.com/trading-ideas/technicals/25/02/44043021/tesla-the-only-magnificent-seven-stock-in-freefall-can-it-reverse-course">rising 2.71%.&nbsp;</a>
PCE data released before<a href="https://www.benzinga.com/news/econ-s/25/02/44041803/federal-reserves-preferred-inflation-gauge-marks-first-slowdown-in-4-months"> the opening bell</a> also provided some relief to investors as the price index marked its first decline in four months. Data from the CME FedWatch Tool shows the data reinforced bets for approximately two quarter-point cuts to the Fed funds rate in 2025. 
Read More: <a href="https://www.benzinga.com/news/econ-s/25/02/44041803/federal-reserves-preferred-inflation-gauge-marks-first-slowdown-in-4-months">Federal Reserve&#8217;s Preferred Inflation Gauge Marks First Slowdown In 4 Months (UPDATED)</a>
The yield on the 10-year U.S. Treasury note was down to 4.25% on Friday, after falling more than 15bps this week to its lowest level in over two months. Personal spending unexpectedly slipped in January while income soared, and tariff concerns continued to weigh against prospective future growth. 
The iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) rose 0.31%.&nbsp;
Cryptocurrencies continued to sell off Friday as a <a href="https://www.benzinga.com/markets/cryptocurrency/25/02/44048486/bitcoins-24-correction-mostly-technical-say-experts">sharp decline</a> in investor sentiment gripped the market after Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) fell below $79,000 late Thursday, down 24% from its January peak of $109,590.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Cryptocurrency</td>
<td>Price&nbsp;&nbsp;&nbsp;</td>
<td>Market Cap</td>
<td>24-Hour Trend</td>
<td>7-Day Trend</td>
</tr>
<tr>
<td>XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>)</td>
<td>&nbsp;$2.14</td>
<td>$124.3 billion</td>
<td>-2.6%&nbsp;</td>
<td>-17.9%&nbsp;</td>
</tr>
<tr>
<td>Bitcoin&nbsp;(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)</td>
<td>&nbsp;$83,826.89</td>
<td>$1.7 trillion</td>
<td>-2.1%&nbsp;</td>
<td>-14.1%&nbsp;</td>
</tr>
<tr>
<td>Ethereum&nbsp;(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>)</td>
<td>&nbsp;$2,216.48</td>
<td>$267.4 billion</td>
<td>-4.7%</td>
<td>-18.2%&nbsp;</td>
</tr>
</tbody>
</table>
</figure>
<h1 class="wp-block-heading">Friday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1 day % chg.</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>18,635.47</td>
<td>0.48%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,887.77</td>
<td>0.45%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>43,455.42</td>
<td>0.50%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,152.96</td>
<td>0.62%</td>
</tr>
</tbody>
</table>
</figure>
According to Benzinga Pro data:
<ul>
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) was up 0.49% to $587.94. &nbsp;</li>
<li>The SPDR Dow Jones Industrial Average (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) climbed 0.58% to $434.87. </li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) was up 0.65% to $503.50.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.61% to $213.70.&nbsp;</li>
<li>The Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) was up 0.9% to $214.35.</li>
<li>The Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) rose 0.5% to $90.06.&nbsp;&nbsp;</li>
</ul>
Friday's Stock Movers:&nbsp;
Shares of vaccine-maker Novavax, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) climbed on heavy volume Friday after the company reported smaller fourth-quarter losses and announced a shift in corporate strategy away from its COVID-19 vaccine. 
Stocks reacting to company earnings reports included:&nbsp;
<ul>
<li>Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)&nbsp;</li>
<li>SoundHound AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>)&nbsp;</li>
<li>Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)&nbsp;</li>
<li>Duolingo, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NYSE">DUOL</a>)&nbsp;</li>
<li>Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>)&nbsp;</li>
<li>Archer Aviation Inc. &nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>)&nbsp;</li>
<li>Talen Energy Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>)&nbsp;</li>
<li>Clover Health Investments, Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLOV#NASDAQ">CLOV</a>)&nbsp;</li>
<li>Edison International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>)&nbsp;</li>
</ul>
Companies reporting earnings on Monday include: 
<ul>
<li>Plug Power, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) </li>
<li>B. Riley Financial, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RILY#NASDAQ">RILY</a>)</li>
<li>Hut 8 Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HUT#NASDAQ">HUT</a>)</li>
<li>Okta, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>)</li>
<li>GitLab Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GTLB#NASDAQ">GTLB</a>)</li>
<li>NuScale Power Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) </li>
<li>AST SpaceMobile, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>) </li>
<li>Emergent BioSolutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EBS#NYSE">EBS</a>) </li>
<li>Sunnova Energy International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>)</li>
</ul>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/02/44015237/pending-home-sales-crash-to-record-low-jobless-claims-soar-wall-street-reacts">Pending Home Sales Crash To Record Low, Jobless Claims Soar: Wall Street Reacts</a></li>
</ul>
Image: Shutterstock

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Select Sector SPDR-Consumer Discretionary

Nvidia, Tesla Lead Tech Stock Rebound: What's Driving Markets Friday?

Sunrun shares are trading lower after the company reported worse-than-expected Q4 revenue results.

Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) reported its fourth-quarter results after Thursday's closing bell. Here's a look at the details from the quarter.&nbsp;
The Details:&nbsp;Sunrun reported quarterly earnings of&nbsp;$1.41&nbsp;per share, which beat the analyst consensus estimate of&nbsp;a loss of 26 cents. Quarterly revenue came in at $518.49 million&nbsp;which missed the analyst consensus estimate of&nbsp;$537.91 million.
Read Next: <a href="https://www.benzinga.com/news/econ-s/25/02/44007082/q4-gdp-holds-at-2-3-after-minor-revision-in-second-estimate">Q4 GDP Holds At 2.3% After Minor Revision In Second Estimate&nbsp;</a>
Sunrun reported: 
<ul>
<li>Customer Additions were 32,932 including 30,709 Subscriber Additions. </li>
<li>As of Dec. 31, 2024, Sunrun had 1,048,842 Customers, including 889,186 Subscribers. </li>
<li>Customers grew 12% in the fourth quarter of 2024 compared to the fourth quarter of 2023.</li>
<li>Annual Recurring Revenue from Subscribers was approximately $1.6 billion as of Dec. 31, 2024. </li>
<li>The Average Contract Life Remaining of Subscribers was 17.6 years as of Dec. 31, 2024.</li>
<li>Subscriber Value was $55,811 in the fourth quarter of 2024, a 11% increase compared to the fourth quarter of 2023. </li>
<li>Creation Cost was $36,634 in the fourth quarter of 2024, a 1% decrease compared to the fourth quarter of 2023.</li>
</ul>

&#8220;We are growing, generating meaningful cash, increasing our book value of deployed systems, and paying down debt. We are poised to further improve our operating and financial results, and deliver a very strong 2025 with meaningful cash generation,&#8221; said Mary Powell, Sunrun&#8217;s CEO.
&#8220;Our actions to optimize our product mix, prioritize the highest value geographies and routes to market and an intense focus on cost as we grow have resulted in the highest Net Subscriber Values Sunrun has ever reported,&#8221; Powell added.
RUN Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, Sunrun shares were up 2.92% after-hours at $8.14 on Thursday.&nbsp;&nbsp;
Read Next:<a href="https://www.benzinga.com/government/regulations/25/02/43903335/financial-crime-weekly-1-4-billion-ethereum-stolen-in-largest-crypto-hack-ever-sec-creates-cyber-and-emerging-technologies-unit">&nbsp;</a>
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/02/44015237/pending-home-sales-crash-to-record-low-jobless-claims-soar-wall-street-reacts">Pending Home Sales Crash To Record Low, Jobless Claims Soar: Wall Street Reacts</a></li>
</ul>
Image courtesy of Sunrun, Inc.

Earnings

After-Hours Center

Sunrun Reports Mixed Q4 Results: EPS Beat, Revenues Miss

Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) reported quarterly earnings of $1.41 per share which beat the analyst consensus estimate of $(0.26) by 642.31 percent. This is a 206.02 percent increase over losses of $(1.33) per share from the same period last year. The company reported quarterly sales of $518.49 million which missed the analyst consensus estimate of $537.91 million by 3.61 percent. This is a 0.37 percent increase over sales of $516.59 million the same period last year.

Earnings Beats

Earnings Misses

Sunrun Q4 Adj EPS $1.41 Beats $(0.26) Estimate, Sales $518.49M Miss $537.91M Estimate

The S&amp;P 500 and Nasdaq both slipped into the red, reversing early gains on Thursday, while the Dow Jones remained in positive territory in midday trading. NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) led the tech sector lower after the company posted its smallest revenue beat in <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44015322/nvidia-analyst-sees-significant-upside-for-stock-with-favorable-riskreward">years on Wednesday.</a>
Wall Street digested a slew of new <a href="https://www.benzinga.com/general/market-summary/25/02/44015237/pending-home-sales-crash-to-record-low-jobless-claims-soar-wall-street-reacts">economic data </a>including soaring jobless claims and pending home sales dropping to the lowest level on record in January. The second estimate of the fourth quarter 2024 real GDP showed signs of rising inflation with the personal consumption expenditures price index for the quarter revised up 0.1 percentage point, and core PCE revised up 0.2 percentage points. 
Read Next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43949800/tesla-competes-against-chinese-rivals-with-one-hand-tied-behind-its-back-analyst">Tesla Competes Against Chinese Rivals &#8216;With One Hand Tied Behind Its Back&#8217;: Analyst</a>
Economist Mohamed A. El-Erian pointed to the GDP revisions, rising jobless claims and drop in pending home sales as signs of potential trouble ahead.&nbsp;
"Once again, today&#8217;s U.S. economic data have somewhat of a scent of stagflation to them, adding to concerns that the global economy&#8217;s only reliable engine of growth risks playing a game of economic Twister with a foot on stagnation and a hand on inflation," El-Erian wrote in a social<a href="https://x.com/elerianm/status/1895142925786358101"> media post</a>.  
President Donald Trump confirmed Thursday that 25% tariffs on Mexico and Canada will go<a href="https://www.benzinga.com/news/global/25/02/44010093/trumps-plan-for-canada-mexico-china-tariffs-to-start-march-4-could-shake-stock-market"> into effect </a>on March 4. He added that imports from China will also see an additional 10% tariff on March 4, fueling fears that his tariff policies could lead to slower growth and higher inflation.&nbsp;
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) traded below the $85,000 level and the yield on the U.S. 10-year Treasury note rose slightly to 4.29%. 
<h1 class="wp-block-heading">Thursday's Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1 day % chg.</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>18,951.46</td>
<td>-0.65%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,952.10</td>
<td>-0.07%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>43,695.32</td>
<td>0.60%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,163.19</td>
<td>0.50%</td>
</tr>
</tbody>
</table>
</figure>
According to Benzinga Pro data:
<ul>
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) was down 0.3% to $592.78.</li>
<li>The SPDR Dow Jones Industrial Average (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) climbed 0.4% at $436.08.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) dipped 0.91% to $509.88.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) eased 0.53% to $214.54.</li>
<li>The Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) was down 0.39% to $214.85.</li>
<li>The Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) rose 1.1% to $90.11.</li>
</ul>
<h1 class="wp-block-heading">Thursday's Stock Movers </h1>
Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) shares dipped Thursday after the<a href="https://www.benzinga.com/news/earnings/25/02/43991325/salesforce-shares-sink-after-q4-revenues-miss-estimates-weak-fy26-guidance-details"> company reported</a> worse-than-expected fourth-quarter sales results and issued FY26 and Q1 guidance below expectations. 
Stocks reacting to company earnings reports included:&nbsp;
<ul>
<li>NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) </li>
<li>IonQ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>) </li>
<li>MARA Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>) </li>
<li>Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) </li>
<li>Snowflake, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)</li>
<li>eBay, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) </li>
<li>C3.ai, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>) </li>
<li>Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) </li>
<li>Virgin Galactic Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPCE#NYSE">SPCE</a>) </li>
<li>Beyond Meat, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BYND#NASDAQ">BYND</a>)</li>
</ul>
Companies reporting after Thursday's closing bell include:&nbsp;
<ul>
<li>Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) </li>
<li>SoundHound AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) </li>
<li>Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) </li>
<li>Duolingo, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NYSE">DUOL</a>) </li>
<li>Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) </li>
<li>Archer Aviation Inc.  (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) </li>
<li>Talen Energy Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>) </li>
<li>Clover Health Investments, Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLOV#NASDAQ">CLOV</a>) </li>
<li>Edison International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>)</li>
</ul>
Read Next:<a href="https://www.benzinga.com/news/econ-s/25/02/43977811/mortgage-rates-drop-to-lowest-levels-since-december-but-housing-market-remains-largely-stuck"> </a>
<ul>
<li><a href="https://www.benzinga.com/news/econ-s/25/02/43977811/mortgage-rates-drop-to-lowest-levels-since-december-but-housing-market-remains-largely-stuck">Mortgage Rates Drop To Lowest Levels Since December, But Housing Market Remains &#8216;Largely Stuck&#8217;&nbsp;</a></li>
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Photo: Shutterstock

BYND

EBAY

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JOBY

MARA

SNOW

SPCE

Trump's Tariffs, Potential 'Stagflation': What's Driving Markets Thursday?

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Earnings Scheduled For February 27, 2025

A nationwide lockout of federal health payment systems, reportedly due to an &#8220;outage&#8221;, has led to widespread criticism of the White House. The lockout affected several organizations and agencies, including state Medicaid programs, federally funded Head Start early education programs, and community health centers.
What Happened: The White House attributed the lockout to an &#8220;outage.&#8221; White House Press Secretary Karoline Leavitt said on X that the administration is &#8220;aware&#8221; of the Medicaid website not functioning.
&#8220;We have confirmed no payments have been affected — they are still being processed and sent,&#8221; said Leavitt.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The White House is aware of the Medicaid website portal outage. We have confirmed no payments have been affected — they are still being processed and sent. We expect the portal will be back online shortly.
&mdash; Karoline Leavitt (@PressSec) <a href="https://twitter.com/PressSec/status/1884329868030271759?ref_src=twsrc%5Etfw">January 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The lockout prevented multiple state Medicaid programs from accessing their payment systems. However, operations resumed later the same day, according to a CBS News <a href="https://www.cbsnews.com/news/medicaid-head-start-health-centers-trump-funding-freeze/">report</a>. The incident coincided with President Donald Trump&#8217;s controversial decision to freeze spending across the federal government, leading to heightened criticism from state governments, nonprofits, and lawmakers.
The entities affected were unable to access the Payment Management Services web portal, run by the Department of Health and Human Services (HHS), which processes billions of dollars in payments annually. 
The lockout and the ongoing communication &#8220;pause&#8221; imposed by the Trump administration at HHS led to a flurry of requests for comment from various stakeholders, including the National Association of Medicaid Directors and several lawmakers.
See Also: <a href="https://www.benzinga.com/markets/equities/25/01/43293219/teslas-30k-ev-risks-being-a-nothing-burger-says-gary-black-warns-of-cannibalization-without-a-new-compact-design">Tesla&#8217;s $30K EV Risks Being A &#8216;Nothing Burger,&#8217; Says Gary Black—Warns Of Cannibalization Without A New Compact Design</a>
Why It Matters: The lockout occurred amidst the administration&#8217;s decision to freeze spending across the federal government, a move that has been challenged legally. A federal judge issued a <a href="https://www.benzinga.com/government/regulations/25/01/43292056/judge-blocks-trumps-order-to-freeze-federal-grant-money">temporary stay on the funding freeze</a>, halting the move until further arguments can be heard.
The freeze put<a href="https://www.benzinga.com/25/01/43290381/trumps-federal-spending-freeze-puts-3-trillion-in-limbo-threatens-industries-like-clean-energy-defense-healthcare"> $3 trillion in funding under scrutiny</a>. This directive required all federal agencies to halt disbursements while programs were reviewed for alignment with Trump&#8217;s policy priorities.
The move is expected to hit sectors such as healthcare, education, clean energy and others. Stocks of clean energy companies like Sunnova Energy International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>). and Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) suffered a downturn. Shares of healthcare-sector firms like Universal Health Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>) and Tenet Healthcare Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>) also were in the red on Tuesday.
Photo Courtesy: Shutterstock.com
Read Next: 
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<li><a href="https://www.benzinga.com/25/01/43293715/cathie-wood-dumps-tesla-stock-ahead-of-q4-earnings-ark-invest-loads-up-on-amazon">Cathie Wood Dumps Tesla Stock Ahead Of Q4 Earnings, Ark Invest Loads Up On Amazon</a></li>
</ul>
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Health Care

Politics

Trump White House Blames 'Outage' For Medicaid Website Lockout: 'We Have Confirmed No Payments Have Been Affected'

A federal judge in the District of Columbia on Tuesday afternoon temporarily blocked an executive order given by President Donald Trump that imposed a freeze of all federal grants and loans, putting $3 trillion in funding in jeopardy and <a href="https://www.benzinga.com/25/01/43290381/trumps-federal-spending-freeze-puts-3-trillion-in-limbo-threatens-industries-like-clean-energy-defense-healthcare">entire industries on edge.&nbsp;</a>
The Details: According to a New York Times <a href="https://www.nytimes.com/2025/01/28/us/politics/trump-funding-freeze-blocked.html">report</a>, Judge Loren AliKhan blocked the order late Tuesday afternoon in response to a lawsuit filed by Democracy Forward. The lawsuit argued the directive violated the First Amendment and the Administrative Procedures Act governing the issuance of executive orders. 
Judge AliKhan said she will issue a more permanent decision on Feb. 3 
Read Next: <a href="https://www.benzinga.com/news/large-cap/25/01/43106379/trump-reverses-bidens-ai-policies-on-day-1-what-it-means-for-tech-giants-nvidia-amd-alphabet">Trump Reverses Biden&#8217;s AI Policies On Day 1: What It Means For Tech Giants Nvidia, AMD, Alphabet&nbsp;</a>
Skye Perryman, Democracy Forward's president and chief executive, commented on the judge's decision in a statement.&nbsp;
"We are grateful for this administrative stay to allow our clients time to sort through the chaos created by the Trump administration's hasty and ill-advised actions," Perryman said, per the New York Times. 
Trump's directive, issued Monday by the Office of Management and Budget, required federal agencies to halt disbursements while programs were reviewed for alignment with Trump administration policies and was slated to go into effect on Tuesday at 5 p.m. ET.&nbsp;
But, early Tuesday, state Medicaid programs reported the federal reimbursement portals had been locked. State officials said funding for community health centers, food for families, housing assistance, preschools and disaster relief was in limbo.
According to the New York Times, the White House and OMB said on Tuesday afternoon the funding freeze did "not apply across-the-board" and affected programs on D.E.I. efforts and funding for organizations "that undermine the national interest."
Stocks To Watch: It remains unclear exactly which industries could be affected by Trump's order or if the judge will elect to block it permanently on Feb 3.&nbsp;
However, Medicaid funding had reportedly been stopped at least temporarily. HCA Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>) and Universal Health Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>) stocks fell on Tuesday. 
Large defense contractors like RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) and Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) also face a growing degree of uncertainty regarding government funding and contracts.
Green industries including solar energy could also be on the chopping block for federal funding due to Trump administration policies. Sunnova Energy International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>) dropped 12% Tuesday and Sunrun, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) fell 9.2% amid the uncertainty on future policy changes. 
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/25/01/43287988/microsoft-q2-preview">Microsoft Q2 Earnings Preview: Street &#8216;Too Optimistic&#8217; On Near-Term AI Returns?&nbsp;</a></li>
</ul>
Photo: Shutterstock

Government

Regulations

Legal

Judge Blocks Trump's Order To Freeze Federal Grant Money

Barclays analyst Christine Cho maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Equal-Weight and lowers the price target from $18 to $15.

Barclays Maintains Equal-Weight on Sunrun, Lowers Price Target to $15

The White House has ordered a temporary freeze on all federal grants and loans, putting $3 trillion in funding under scrutiny and setting the stage for a legal and political showdown over the congressional power of the purse that could heavily impact a <a href="https://www.benzinga.com/markets">wide range of industries.</a>
The directive, issued Monday by the Office of Management and Budget and received by several media outlets, requires all federal agencies to halt disbursements while programs are reviewed for alignment with President Donald Trump's policy priorities.
This includes halting new awards, existing payment and funding for projects until reviewed.
The exact financial impact of the order remains uncertain. Budget experts cited <a href="https://www.washingtonpost.com/business/2025/01/28/trump-spending-freeze-upends-washington-triggering-legal-threats-delays/">by the Washington Post </a>estimate at least tens of billions of dollars are at stake, though the White House directive suggests the total could be significantly higher.
Of the almost $10 trillion spent by the federal government in fiscal 2024, more than $3 trillion was federal financial assistance, Matthew Vaeth, acting director at the OMB, said in the memorandum.
&#8220;Financial assistance should be dedicated to advancing Administration priorities,&#8221; Vaeth said, adding that &#8220;the use of Federal resources to advance Marxist equity, transgenderism, and green new deal social engineering policies is a waste of taxpayer dollars that does not improve the day-to-day lives of those we serve.&#8221;
The White House said that Social Security and Medicare remain untouched. The sweeping pause threatens funding for universities, nonprofits, contractors and private companies that depend on federal assistance.
&#8220;Nothing in this memo should be construed to impact Medicare or Social Security benefits,&#8221; the memo said. 
The immediate focus will be on how agencies handle exemptions. The OMB memo allows federal departments to request case-by-case approvals, which means some funding may still flow, but the process is likely to be slow and politically charged.
Federal agencies have until Feb. 10, 2025, to provide OMB with detailed reports outlining which programs, projects, and activities are affected by the funding pause.
<h3 class="wp-block-heading">Legal, Political Showdown Over Federal Funds </h3>
The move is triggering legal challenges from nonprofits and Democratic-led states.
Within hours of the announcement, lawsuits were filed in federal courts in New York, Illinois and Oregon, arguing that Trump does not have the authority to withhold congressionally approved spending.
Senate Minority Leader Chuck Schumer was among the first to push back, saying Congress-approved investments are legally mandated and asserting the president lacks the authority to override the Impoundment Control Act of 1974, which restricts unilateral executive control over federal funds.
Trump has long argued that the 1974 law is unconstitutional, stating that past presidents had far more discretion over spending before its passage.
<h3 class="wp-block-heading">Which Industries Could Face Trouble?</h3>
Some of the hardest-hit sectors could include clean energy, defense, health care and education, where federal dollars have played a crucial role in driving investment and growth in recent years.
Trump's OMB memo explicitly targeted climate initiatives and green energy programs. Shares of solar and renewable energy companies were among the hardest hit following the federal funding freeze.
The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) and the Invesco Wilderhill Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBW#NYSE">PBW</a>) fell by 2% and 1.3%, respectively, on Tuesday. 
Sunnova Energy International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>) dropped 12%, Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) fell 9.2% and SolarEdge Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) declined 5%. 
Defense contractors such as Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) and Northrop Grumman (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) may also see rising uncertainty. While military spending is unlikely to be cut outright, several defense contractors rely on federal grants for research and development. 
The impact on health care remains unclear. While Medicare is shielded, Medicaid funding — which supports hospitals, managed care providers and pharmaceutical companies — could be at risk.
HCA Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>) and Universal Health Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>) fell by 1% and 1.4%, respectively, while Tenet Healthcare Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>) showed resilience Tuesday. 
Read Next:
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</ul>
Photo via Shutterstock.

Econ #s

PowerShares Exchange Traded Fund Trust WilderHill Clean Energy Portfolio

Trump's Federal Spending Freeze Puts $3 Trillion In Limbo, Threatens Industries Like Clean Energy, Defense, Health Care

The securitization is Sunrun's thirteenth securitization since 2015 and first issuance in 2025.

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Sunrun Reports Pricing Of $629M Senior Securitization Of Residential Solar & Battery Systems

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Clear Street Launches Equity Research Group

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The Awareness Group Has A Bold, Differentiated Vision For Building A National Platform Of Solar Energy Financing And Project Solutions – Introducing The TAG GRID

Awareness Group Launches New Financing Options Citing Strong Performance Of Its Residential PPA

SolarEdge Announces Safe Harbor Agreements and Second 45X Credit Sale

Sunrun Announces Date for Fourth Quarter and Full-year 2024 Earnings Report

Financing

Sunrun Prices $629 million Senior Securitization of Residential Solar & Battery Systems

Sunrun's Power Plant Programs Complete Successful 2024 with Expansion and Innovation To Support Power Grids Across the Country

Sunrun Reports Fourth Quarter and Full Year 2024 Financial Results

Sunrun Earns Best Company's 2025 Platinum Solar Award and Preferred Partner Award

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