Sunrun Inc. (RUN)
NASDAQ:RUN
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RUN Stock Chart & Stats
$12.40
-$0.81(-7.12%)
At close: 4:00 PM EST
$12.40
-$0.81(-7.12%)
Day’s Range― - ―
52-Week Range$5.38 - $22.44
Previous CloseN/A
Volume3.05M
Average Volume (3M)8.56M
Market Cap
$3.07B
Enterprise Value$18.18B
Total Cash (Recent Filing)$679.55M
Total Debt (Recent Filing)$14.87B
Price to Earnings (P/E)5.3
Beta1.39
Next Earnings
Aug 05, 2026EPS Estimate
0.26Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.45
Shares Outstanding238,549,290
10 Day Avg. Volume8,823,532
30 Day Avg. Volume8,564,709
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 Cap5.91
Enterprise Value/Revenue5.73
Enterprise Value/Gross Profit18.81
Enterprise Value/Ebitda24.21
Forecast
1Y Price Target
$18.40Price Target Upside48.40% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering16
EPS Forecast (FY)1.26
Revenue Forecast (FY)$3.01B
Bulls Say, Bears Say
Bulls Say
Storage & Dispatchable FleetA large and rapidly growing installed base of solar-plus-storage builds a durable competitive moat: it increases recurring revenue potential, enables VPP/grid service contracts, and raises switching costs via integrated services and long service lifecycles, supporting persistent margin expansion over time.
Capital Markets ExecutionConsistent access to non‑recourse asset debt, securitizations, and warehouse capacity is structurally important: it lets Sunrun finance installations without diluting equity, scale deployment, and monetize contracted cashflows—reducing execution risk even while operating cash flow lags.
Improving Profitability & Revenue TrendA return to positive net income and re-accelerating revenue indicate structural recovery in demand and pricing power. Sustained net margin improvement provides a buffer for investment in growth and serviceability of capital, improving the long-term viability of the business model.
Bears Say
High LeverageAn aggressive capital structure with high absolute and relative debt increases sensitivity to interest rates, refinancing risk, and covenant pressure. This structural leverage constraint limits strategic flexibility and raises the probability that external capital conditions will affect growth execution.
Weak Cash GenerationPersistent negative operating and free cash flow forces ongoing reliance on external financing to fund operations and growth. Over multiple quarters this elevates execution risk, can increase financing costs, and makes outcomes sensitive to capital market cycles and the availability of non‑recourse funding.
Rising Creation Costs & Tax-Equity UncertaintySustained rising unit creation costs reduce margin per installation, while policy-driven tax‑equity uncertainty can constrain a key financing source. Together these structural pressures can compress unit economics and make scaling more capital‑intensive and unpredictable over the medium term.
Sunrun News
RUN FAQ
What was Sunrun Inc.’s price range in the past 12 months?
Sunrun Inc. lowest stock price was $5.38 and its highest was $22.44 in the past 12 months.
What is Sunrun Inc.’s market cap?
Sunrun Inc.’s market cap is $3.07B.
When is Sunrun Inc.’s upcoming earnings report date?
Sunrun Inc.’s upcoming earnings report date is Aug 05, 2026 which is in 52 days.
How were Sunrun Inc.’s earnings last quarter?
Sunrun Inc. released its earnings results on May 06, 2026. The company reported $0.62 earnings per share for the quarter, beating the consensus estimate of -$0.071 by $0.691.
Is Sunrun Inc. overvalued?
According to Wall Street analysts Sunrun Inc.’s price is currently Undervalued.
Does Sunrun Inc. pay dividends?
Sunrun Inc. does not currently pay dividends.
What is Sunrun Inc.’s EPS estimate?
Sunrun Inc.’s EPS estimate is 0.26.
How many shares outstanding does Sunrun Inc. have?
Sunrun Inc. has 238,549,290 shares outstanding.
What happened to Sunrun Inc.’s price movement after its last earnings report?
Sunrun Inc. reported an EPS of $0.62 in its last earnings report, beating expectations of -$0.071. Following the earnings report the stock price went up 7.56%.
Which hedge fund is a major shareholder of Sunrun Inc.?
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:
$18.40 (48.40% Upside)
$18.40 (48.40% Upside)
Blogger Sentiment
Bullish
RUN Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 2.6M 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 ▼ 1.6%
Last 30 Days ▼ 2.8%
Last 30 Days ▼ 2.8%
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
52.18%
12-Months-Change
Fundamentals
Return on Equity
18.35%
Trailing 12-Months
Asset Growth
11.71%
Trailing 12-Months
Company Description
Sunrun Inc.
Sunrun Inc. is a company operating in the United States that specializes in providing comprehensive residential solar energy solutions. Their services encompass the entire lifecycle of a solar system, from initial design and development through installation, sales, ongoing ownership, and maintenance. In addition to complete solar energy systems, Sunrun also offers individual components like solar panels and racking equipment. They further enhance their offerings by integrating battery storage capabilities with their solar installations. Residential homeowners are the primary clientele for Sunrun. The company utilizes a direct-to-consumer sales approach, employing a broad spectrum of marketing and sales channels, including online platforms, retail partnerships, mass and digital media advertising, door-to-door canvassing, field marketing, and referral programs. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.
RUN Company Deck
RUN Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum (19k Q1 additions, 73% storage attach, >50% YoY dispatchable fleet growth), robust capital markets activity (multiple financings, $774M non‑recourse debt raised, securitization pricing improvement, ~1,000 MW pipeline) and reiterated full‑year guidance. Short‑term headwinds included negative Q1 cash generation driven largely by transaction timing, elevated unit creation costs (+18% YoY), affiliate channel contraction and some tax‑equity investor caution around FIAT rules. On balance the company emphasized durable competitive advantages, improving direct sales momentum, debt reduction and long‑term cash generation targets, so positives materially outweighed the transitory and manageable negatives.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
$18.40
▲(48.40% Upside)
Technical Analysis
Canadian Solar
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Shoals Technologies Group
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Ownership Overview
3.09% Insiders
17.18% Mutual Funds
30.97% Other Institutional Investors
15.41% Public Companies and Individual Investors