Financial DiscrepanciesSunrun's operations and maintenance costs per solar system are significantly higher than what the company reports, suggesting financial discrepancies.
Financial StabilitySunRun reported negative operational cash flow generation every year since 2014, raising concerns about its financial stability.
Loan DependencySunRun'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.