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.

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