The residential solar industry has changed rapidly over the past year, shifting from leases to loans and large installers to smaller shops across the country. And customers and installers are beginning to see the value of having higher-efficiency solar installed on their roofs.
Sunrun (NASDAQ: RUN) is bucking the industry’s trends and doubling down on a model that may be falling by the wayside. It’s also doing so with higher costs than any other big player in solar, which makes me wonder: Where is Sunrun headed?