$RUN

First Solar (FSLR) dropped 5% after withdrawing an ITC patent complaint, calling it procedural. Enphase (ENPH) fell 3%, while Sunrun (RUN) remained flat. The Invesco Solar ETF (TAN) was down 0.2%. First Solar's management stated the withdrawal clears the way for pending district court suits. The stock traded at $192.23.

FuelCell Energy (FCEL) reported $33M revenue, down 29.4% YoY, missing estimates. Array (ARRY) reported $342.1M revenue, down 5.6% YoY, beating expectations. Sunrun (RUN) reported $870M revenue, up 52.8% YoY, exceeding estimates. All stocks declined post-earnings.

PG&E, Tesla, Sunrun, and Renew Home are launching a virtual power plant program in California, enrolling 21,000 flexible energy devices. The program aims to manage energy costs, earn rewards, and support grid stability. It is expected to start this fall and run through 2027, with initial findings shared by early 2027. Participants can receive discounts on Carrier's battery-enabled heat pump systems. Sunrun customers will benefit from a $200-per-battery incentive. The program can deploy 12MW duri

Pacific Gas & Electric (PCG) is collaborating with Google (GOOGL), Tesla (TSLA), Sunrun (RUN), and Carrier Global (CARR) to create a virtual power plant (VPP) connecting 21,000 home energy devices in California. The SHARE program aims to manage peak electricity demand. At announcement, PCG and GOOGL shares rose 0.5%, TSLA gained 1.9%, CARR fell 0.2%, and RUN was unchanged. PCG shares have dropped 20% since a wildfire bill was introduced, while TSLA and PCG are down 18% YTD, GOOGL up 6%, CARR up

Fluence Energy (FLNC) reported Q2 revenue of $649.8M, up 7.9% YoY but below estimates, and lowered full-year guidance, causing its stock to drop 26.6%. Sunrun (RUN) reported $870M revenue, up 52.8% YoY and beating estimates, but its stock fell 20.1%. Plug Power (PLUG) reported $178.3M revenue, up 2.5% YoY and surpassing expectations, with a minor stock decline of 1.2%.

Sunrun (RUN) partnered with Voltus to supply energy capacity from its residential solar-plus-storage fleet to support AI hyperscalers' grid demand. The deal aims to monetize Sunrun's installed battery base for virtual power plant revenue. Sunrun projects $3.8B revenue and $170.2M earnings by 2029, requiring 3.4% yearly revenue growth and a $230.5M earnings decrease from today.

BloombergNEF reports 99 new natural gas plants planned for U.S. data centers, potentially increasing power sector emissions by 20%. DOE orders coal and heavy fuel oil plants to remain operational. Canada announces C$10B in clean energy investments. Sunrun partners with Voltus for demand response programs. Dimension Energy secures $857M for distributed solar projects. LG Energy Solution starts production at Michigan battery plant.

Sunrun, a leading U.S. rooftop solar installer, reported Q2 2026 revenue of $870M, up 53% YoY, with net income of $115.2M. The company is shifting to direct sales, adding 1,500 reps, due to challenges with affiliate channels. Installations fell 31% YoY, but energy storage add-ons rose to 74%. Sunrun adjusted its full-year guidance downward, citing affiliate issues and higher capital costs.

Sunrun (Nasdaq: RUN) said it agreed with Voltus to supply energy capacity from part of its residential storage-plus-solar systems for Voltus’s Bring Your Own Capacity programs for AI hyperscalers. The capacity will be delivered in PJM and MISO regions to support grid reliability. Sunrun also cited a separate effort to unlock 16.8 GW of flexible capacity.

Sunrun shares fell 1.3% to $10.06 after the company announced a commercial agreement with Voltus to supply capacity from Sunrun home batteries in PJM and MISO for Voltus’s Bring Your Own Capacity program for AI hyperscalers. The move follows weaker Q2 2026 results, lower full-year outlook, and concerns about California tax exemptions and solar tariffs.