Sunrun, the Technology sector company, was revisited by a Wall Street analyst today. Analyst Gordon Johnson from GLJ Research maintained a Sell rating on the stock and has a $0.01 price target.
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Gordon Johnson has given his Sell rating due to a combination of factors impacting Sunrun’s financial stability and future prospects. The company reported significant negative cash flow in the second quarter of 2025, with operational cash flow at -$293 million and free cash flow at -$985 million, both missing consensus estimates by a wide margin. Despite these financial challenges, Sunrun’s optimistic Safe Harbor guidance suggests it plans to secure a substantial amount of solar equipment by mid-August 2025, which would require significant financial backing.
Johnson is skeptical of Sunrun’s ability to secure the necessary funding, especially given the recent bankruptcies of its peers, SunPower and Sunnova, and the Trump administration’s efforts to curtail the U.S. solar industry. The analyst questions the feasibility of a bank providing nearly $1 billion in loans to Sunrun, primarily backed by solar equipment, given its current financial struggles. Johnson views Sunrun’s guidance as overly optimistic and potentially unrealistic, leading to his Sell recommendation.
Based on the recent corporate insider activity of 97 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of RUN in relation to earlier this year.