The mere reiteration of guidance may have soured some, as the run-ups in solar stocks toward the end of next year led to high expectations for financial outperformance. With fears of inflation and higher interest rates running rampant during April, almost all high-multiple stocks were sold off for more cyclical and value names, unless earnings results really outperformed by a lot. Meanwhile, Sunrun, fresh off of its Vivint Solar acquisition last year, is purely dedicated to leasing or lending against residential deployments, using third-party panels and hoping to sell more services to its "subscribers."