
As President Donald Trump‘s “One Big Beautiful Bill” reshapes the landscape of the renewable energy sector, a KeyBanc Capital Markets analyst is reacting with cautious optimism, noting that the impact on key players may be less severe than initially feared.
The Rating Changes: Analyst Sophie Karp upgraded the ratings for Sunrun Inc (NASDAQ:RUN) and SolarEdge Technologies Inc (NASDAQ:SEDG) from Underweight to Sector Weight.