Solar stocks rebounded after a heavy selloff, with Sunrun (RUN) up 10% to $7.59, recovering part of its slide to a 52-week low. SolarEdge (SEDG) and Enphase Energy (ENPH) each rose 5%, the Invesco Solar ETF (TAN) gained 1%, and the SPDR S&P 500 ETF Trust (SPY) rose 0.3%. Sunrun cut its full-year 2026 outlook, with Aggregate Subscriber Value now $4.6 billion to $4.9 billion and Cash Generation targeted at $200 million to $375 million, citing softer affiliate channel volumes, a slower direct sales ramp and higher capital costs. Its Q2 2026 subscriber additions fell 31% year over year to 19,793, even as its storage attachment rate hit a record 74%. The article says the rebound could offer upside, but investors should stay measured until questions about guidance and the sales-force ramp are resolved.
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