Sunrun (RUN)
NASDAQ:RUN
RUN Stock Chart & Stats
$13.33
-$0.81(-7.12%)
At close: 4:00 PM EST
$13.33
-$0.81(-7.12%)
Day’s Range― - ―
52-Week Range$5.38 - $22.44
Previous CloseN/A
Volume3.05M
Average Volume (3M)11.14M
Market Cap
$3.13B
Enterprise Value$16.78B
Total Cash (Recent Filing)$1.24B
Total Debt (Recent Filing)$14.89B
Price to Earnings (P/E)9.5
Beta1.37
Next Earnings
May 06, 2026EPS Estimate
<0.01Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.38
Shares Outstanding234,492,400
10 Day Avg. Volume6,310,923
30 Day Avg. Volume11,135,874
Financial Highlights & Ratios
PEG Ratio-0.08
Price to Book (P/B)1.37
Price to Sales (P/S)1.45
P/FCF Ratio-10.11
Enterprise Value/Market Cap5.37
Enterprise Value/Revenue5.67
Enterprise Value/Gross Profit19.84
Enterprise Value/Ebitda28.08
Forecast
1Y Price Target
$19.91Price Target Upside49.36% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering17
EPS Forecast (FY)0.72
Revenue Forecast (FY)$2.98B
Bulls Say, Bears Say
Bulls Say
Contract MonetizationAnalyst views the company's shift to monetizing customer contracts rather than retaining them as constructive because contract monetization should support stronger cash generation over time.
Sales Channel StrategyAnalyst notes a strategic pivot toward direct sales is intended to improve margins and align with stronger credit profiles while reducing reliance on affiliate channels, which could enhance profitability per new customer.
Storage And Grid ServicesHigh storage attachment rates and expanding grid services increase the ability to leverage a growing fleet of dispatchable storage and home solar systems, creating additional revenue streams and better asset utilization.
Bears Say
Cash Guidance And ForecastsManagement's cash generation guidance missed analyst consensus and was noted to be weaker than prior results, which should prompt downward revisions to estimates and could limit near term capital available for shareholder returns.
Securitization And Capital MarketsDeteriorating dynamics in the solar asset backed securities market, including rising defaults, wider borrowing spreads, and paused tax equity commitments, are tightening access to capital and hurting cash generation prospects.
Valuation RiskAnalyst finds the stock materially overvalued using realistic cash flow assumptions, indicating market expectations may be overly optimistic and leaving the share price vulnerable if cash generation falls short.
Sunrun News
RUN FAQ
What was Sunrun’s price range in the past 12 months?
Sunrun lowest stock price was $5.38 and its highest was $22.44 in the past 12 months.
What is Sunrun’s market cap?
Sunrun’s market cap is $3.13B.
When is Sunrun’s upcoming earnings report date?
Sunrun’s upcoming earnings report date is May 06, 2026 which is in 26 days.
How were Sunrun’s earnings last quarter?
Sunrun released its earnings results on Feb 26, 2026. The company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.028 by $0.352.
Is Sunrun overvalued?
According to Wall Street analysts Sunrun’s price is currently Undervalued.
Does Sunrun pay dividends?
Sunrun does not currently pay dividends.
What is Sunrun’s EPS estimate?
Sunrun’s EPS estimate is <0.01.
How many shares outstanding does Sunrun have?
Sunrun has 234,492,400 shares outstanding.
What happened to Sunrun’s price movement after its last earnings report?
Sunrun reported an EPS of $0.38 in its last earnings report, beating expectations of $0.028. Following the earnings report the stock price went down -35.113%.
Which hedge fund is a major shareholder of Sunrun?
Currently, no hedge funds are holding shares in RUN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Sunrun Stock Smart Score
Underperform
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Analyst Consensus
Moderate Buy
Average Price Target:
$19.91 (49.36% Upside)
$19.91 (49.36% Upside)
Blogger Sentiment
Bullish
RUN Sentiment 83%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 9.9M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $7.2M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 0.4%
Last 30 Days ▼ 2.2%
Last 30 Days ▼ 2.2%
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
144.83%
12-Months-Change
Fundamentals
Return on Equity
15.46%
Trailing 12-Months
Asset Growth
13.98%
Trailing 12-Months
Company Description
Sunrun
Sunrun Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. It also sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. In addition, the company offers battery storage along with solar energy systems. Its primary customers are residential homeowners. The company markets and sells its products through direct-to-consumer approach across online, retail, mass media, digital media, canvassing, field marketing, and referral channels, as well as its partner network. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.
RUN Company Deck
RUN Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
Overall the call conveyed a constructive outlook: Sunrun reported meaningful cash generation, strengthened its balance sheet, materially expanded storage and grid-service capabilities, and developed diversified financing partnerships (including a major JV with Hannon Armstrong). Management acknowledged near-term headwinds—rising creation and insurance costs, a deliberate reduction in lower-margin affiliate volume (>40% decline), and some deterioration in quarterly value-creation metrics driven by financing mix—but positioned these as intentional, margin-focused decisions designed to improve long-term returns and scale its distributed power plant. The tone emphasized continued operational execution, product innovation (Flex), and confidence in growing direct-channel volumes and cash generation in 2026 despite short-term variability and modeling complexity from asset-sale activity.View all RUN earnings summariesRUN Revenue Breakdown
47.66% Customer agreements
29.05% Solar energy systems
18.44% Products
4.85% Incentives
RUN Stock 12 Month Forecast
Average Price Target
$19.91
▲(49.36% Upside)
Technical Analysis
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Ownership Overview
3.20% Insiders
17.81% Mutual Funds
30.03% Other Institutional Investors
13.93% Public Companies and Individual Investors