What happened Shares of residential solar installer Sunrun Inc. (NASDAQ: RUN) jumped as much as 14.3% in trading Thursday after reporting better than expected earnings. At 1:30 p.m. EST shares had given back some of their gains but were still up 8.7% on the day. So what Solar deployments jumped 12% from a year ago to 90 megawatts, exceeding the company's guidance of 88 MW. More importantly, net present value created increased 21% to $93 million and unlevered NPV per watt was $1.15, the highest in Sunrun's history. Image source: Getty Images. CEO Lynn Jurich said that California's solar market is rebounding and about 10% of solar-power systems there now include energy storage. That's a big change for Sunrun and could help drive further value for the company long term. Now what Sunrun is benefiting from Tesla's shrinking solar business and may soon take over the No. 1 market share spot in the industry. What's still concerning is that installation costs only fell $0.02 per watt over the past year to $3.34, which means the added value Sunrun is generating is from charging higher prices. Pricing power is a good sign short term, but long term I don't see it as something that's sustainable given the growth of low-cost solar loans and lower-cost local and regional installers. But right now those headwinds don't seem to be affecting Sunrun's business in the least. 10 stocks we like better than SunrunWhen investing geniuses David and Tom Gardner have 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.* David and Tom just revealed what they believe are the 10 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. Click here to learn about these picks! *Stock Advisor returns as of November 6, 2017Travis Hoium has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Tesla. The Motley Fool has a disclosure policy.