CNBC Pro

Stephens says solar stock pullback is a great buying opportunity, sees big upside for Sunrun

Aaron Newsom, left, an installer for the solar company, Sunrun, and Tim McKibben, a senior installer, install solar panels on the roof of a home in Granada Hills.
Mel Melcon | Los Angeles Times | Getty Images

Stephens says solar stocks' underperformance in 2021 creates an attractive entry point for investors.

"The reinvigorated commitment from governments, public/private companies and the general public to combat climate change + the desire for a resilient energy source underpins future solar demand," analyst Gail Nicholson said in a note.

More In Future of Energy

This under-the-radar solar stock can rally 41%, HSBC says
CNBC ProThis under-the-radar solar stock can rally 41%, HSBC says
This solar power stock could double as more people install panels, Northland says
CNBC ProThis solar power stock could double as more people install panels, Northland says
Credit Suisse says now's the time to buy two green hydrogen stocks — and gives one over 200% upside
CNBC ProCredit Suisse says now's the time to buy two green hydrogen stocks — and gives one over 200% upside