Equity ValuationThe year-end 2025 price objective for Sunrun has been adjusted to $0.01 per share, indicating a significant downside from the previous closing price.
Financial StabilitySunRun reported negative operational cash flow generation every year since 2014, raising concerns about its financial stability.
Loan And Funding ChallengesSunRun's Safe Harbor guidance relies heavily on securing a nearly $1 billion loan backed mainly by solar equipment, which is seen as highly unlikely given the current market conditions.