Investors should buy up shares of Sunrun , as it continues to stand out in the solar industry, according to Janney. The company's margins are expanding through higher battery attach rates and lower component pricing, for example. And while competitors are seeing the same, Meric sees Sunrun as being "structurally more well-positioned" through its high third-party owner percentage and incumbent tax-equity relationships. Sunrun is executing on its plan despite a volatile solar market, which Meric expects will come through in added customers and margins over the next several quarters. The most foreseeable problem for Sunrun is its costs, Meric said.

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Persons: Janney, Thomas Meric, Meric, Sunrun, Michael Bloom Organizations: Enphase Energy Locations: Wednesday's, California