What happened Shares of residential solar installer Sunrun (NASDAQ: RUN) jumped as much as 14.8% in trading on Wednesday after getting a big upgrade from analysts at Morgan Stanley. Shares held their gains for most of the day and are up 11.3% at 3:40 p.m. EDT. So what Morgan Stanley kept its overweight rating on shares of Sunrun but increased its price target from $86 to $91 per share. Analyst Stephen Byrd said this is "the most compelling clean energy stock" he covers and Sunrun could be a big player in electric vehicles eventually. Image source: Getty Images. The bullish thesis is based on big energy trends like higher utility prices, rising demand for renewable energy, and the integration of EVs into home charging. It's this last component that's both compelling and risky for Sunrun. The company can offer energy storage and chargers with their solar systems, but it's not clear how Sunrun would extract significant revenue out of adding a charger to the system. Now what There's a big leap from the residential solar installer Sunrun is today and being a full energy management company for homeowners, which would be implied if EVs are somehow adding significant value for the company. A partnership with Ford brings EV charger installation into the mix for Sunrun, which could be part of the company's future. However, I'm skeptical that EVs will be a growth driver for this solar energy stock given that chargers are a commodity for EV buyers. But today investors are jumping in after the analyst price target upgrade and sometimes that's enough to move a stock double digits. 10 stocks we like better than SunrunWhen our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.* They just revealed what they believe are the ten best stocks for investors to buy right now... and Sunrun wasn't one of them! That's right -- they think these 10 stocks are even better buys. See the 10 stocks *Stock Advisor returns as of June 7, 2021 Travis Hoium owns shares of Ford. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.Source