Want to see RUN full AI Analyst Report?
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$5.98 - $22.44
Previous CloseN/A
Volume3.05M
Average Volume (3M)8.60M
Market Cap
$3.22B
Enterprise Value$17.16B
Total Cash (Recent Filing)$679.55M
Total Debt (Recent Filing)$14.87B
Price to Earnings (P/E)5.5
Beta1.39
Next Earnings
Aug 05, 2026EPS Estimate
0.28Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.45
Shares Outstanding238,549,290
10 Day Avg. Volume8,517,447
30 Day Avg. Volume8,595,470
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 Cap5.33
Enterprise Value/Revenue5.41
Enterprise Value/Gross Profit17.76
Enterprise Value/Ebitda22.85
Forecast
1Y Price Target
$18.19Price Target Upside46.68% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering16
EPS Forecast (FY)1.33
Revenue Forecast (FY)$3.06B
Bulls Say, Bears Say
Bulls Say
Return To ProfitabilitySunrun's move to positive net income and a TTM net margin near 17.9% indicates structural improvement in its core residential solar economics. Sustained profitability increases ability to retain earnings, supports covenant compliance, and strengthens negotiating leverage with tax‑equity and debt providers over months.
Customer Growth & Storage AdoptionConsistent customer additions and a high (73%) storage attach materially raise recurring contracted cash flows and expand dispatchable capacity. Larger installed base and rising storage penetration underpin long‑term VPP/grid services revenue potential and improve unit economics through recurring payments and service revenues.
Robust Capital Markets AccessStrong execution in non‑recourse financings, securitizations, and warehouse commitments provides durable funding to scale installations without adding parent recourse. This improves securitization economics, preserves liquidity, and reduces dependence on equity markets across the medium term.
Bears Say
Weak Cash GenerationPersistently negative operating and free cash flow forces ongoing reliance on external capital, elevating execution and refinancing risk. Until OCF turns sustainably positive, growth depends on continued securitizations or parent support, which constrains flexibility and raises vulnerability to market tightening.
High LeverageAn aggressive capital structure with ~4.45x debt/equity reduces balance‑sheet resilience and heightens interest‑rate and refinancing sensitivity. High leverage limits capacity for opportunistic investments, increases funding costs, and amplifies downside risk if cash generation or asset performance weakens.
Rising Unit Creation CostsUnit creation cost inflation (≈18% YoY) from larger systems and higher storage attach compresses gross margins unless offset by scale, pricing, or efficiency gains. If fixed‑cost absorption and installation efficiencies lag volume growth, margin recovery and cash conversion will remain at risk.
Sunrun News
RUN FAQ
What was Sunrun Inc.’s price range in the past 12 months?
Sunrun Inc. lowest stock price was $5.98 and its highest was $22.44 in the past 12 months.
What is Sunrun Inc.’s market cap?
Sunrun Inc.’s market cap is $3.22B.
When is Sunrun Inc.’s upcoming earnings report date?
Sunrun Inc.’s upcoming earnings report date is Aug 05, 2026 which is in 37 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 0.28.
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
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$18.19 (46.68% Upside)
$18.19 (46.68% 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 Positive
Last 7 Days ▲ 4.2%
Last 30 Days ▲ 1.3%
Last 30 Days ▲ 1.3%
News Sentiment
Very Bullish
Bullish news 94%
Bearish news 6%
Bearish news 6%
Technicals
SMA
Negative
20 days / 200 days
Momentum
74.06%
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
$18.19
▲(46.68% Upside)
Technical Analysis
Canadian Solar
―
Enphase Energy
―
SolarEdge Technologies
―
Array Technologies
―
Shoals Technologies Group
―
Ownership Overview
3.09% Insiders
17.81% Mutual Funds
30.97% Other Institutional Investors
13.63% Public Companies and Individual Investors