mid-cap

Impact of New Tax Bill on Sunrun: Threat to Rooftop Solar Incentives

Jun 17, 2025 | Team Kalkine

Read Time :10 Mins

Impact of New Tax Bill on Sunrun: Threat to Rooftop Solar Incentives — Image source: shutterstock

RUN:NASDAQ

Investment Type

Mid - Cap

Risk Level

Action

Rec. Price (US$)

Rooftop Solar Fallout

Sunrun Inc. (RUN) faces significant financial uncertainty as its stock price dropped 35% on June 17, 2025 in pre trading, following a U.S. House-passed tax bill under President Trump that proposes eliminating the 30% federal tax credit for residential rooftop solar by the end of 2025, compounded by a Senate proposal to phase out solar and wind energy tax credits by 2028—starting at 60% in 2026, 20% in 2027, and zero in 2028—while extending tax credits for nuclear, hydropower, and geothermal energy to 2036, threatening Sunrun’s business model, raising household electricity costs, causing potential job losses in the solar sector, and prompting downward revisions in valuations by analysts as the bill’s outcome in the Senate will critically shape the future of rooftop solar adoption and the operational viability of leading solar technology firms.

Sunrun Inc

Sunrun Inc (NASDAQ: RUN) offers clean energy through a subscription-based model. The company focuses on designing, developing, installing, selling, owning, and maintaining residential solar energy systems across the United States. It delivers solar power to homeowners, often at a lower cost than conventional utility energy, with residential homeowners as its main customer base.

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