Sunrun Inc. saw a price increase of 6.14% as it crossed above its 5-day SMA, reflecting positive market activity.
The catalyst for this movement is the recent announcement of a $500 million joint venture financing agreement between Sunrun and HASI. This agreement is expected to finance over 300 megawatts of distributed energy assets, significantly enhancing the sustainability and reliability of home energy systems. The innovative financing structure allows Sunrun to retain long-term ownership while improving its cost of capital, thereby strengthening its competitive position in the market.
This joint venture not only improves Sunrun's financing flexibility but also positions the company for continued growth in the home energy market, reflecting a strategic collaboration that has been in place since 2018.
Wall Street analysts forecast RUN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RUN is 23.53 USD with a low forecast of 19.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast RUN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RUN is 23.53 USD with a low forecast of 19.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
5 Hold
0 Sell
Moderate Buy
Current: 21.410
Low
19.00
Averages
23.53
High
30.00
Current: 21.410
Low
19.00
Averages
23.53
High
30.00
Deutsche Bank
Hold
downgrade
$20 -> $19
2026-01-07
Reason
Deutsche Bank
Price Target
$20 -> $19
AI Analysis
2026-01-07
downgrade
Hold
Reason
Deutsche Bank lowered the firm's price target on Sunrun to $19 from $20 and keeps a Hold rating on the shares.
Clear Street
Buy
upgrade
$21 -> $23
2025-12-23
Reason
Clear Street
Price Target
$21 -> $23
2025-12-23
upgrade
Buy
Reason
Clear Street raised the firm's price target on Sunrun to $23 from $21 and keeps a Buy rating on the shares. The firm cites the company's NRG Energy contribution potential for the second half of 2026 and 2027, as well as its continued success with new homebuilders for the target increase. Clear upped its 2027 cash generation forecast by 8% to $565M for Sunrun. The firm views the company's multi-year partnership with NRG Energy as "compelling."
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for RUN
Unlock Now
Morgan Stanley
David Arcaro
Equal Weight
maintain
$20 -> $21
2025-12-02
Reason
Morgan Stanley
David Arcaro
Price Target
$20 -> $21
2025-12-02
maintain
Equal Weight
Reason
Morgan Stanley analyst David Arcaro raised the firm's price target on Sunrun to $21 from $20 and keeps an Equal Weight rating on the shares. The firm is refreshing its price target and model after Q3 earnings.
Guggenheim
Joseph Osha
Neutral -> Buy
upgrade
$27
2025-11-10
Reason
Guggenheim
Joseph Osha
Price Target
$27
2025-11-10
upgrade
Neutral -> Buy
Reason
As previously reported, Guggenheim analyst Joseph Osha upgraded Sunrun to Buy from Neutral with a $27 price target. The firm believes that the stock's recent weakness provides "an attractive entry point" and also argues that prospects for capital returns in 2026 are "solid," the analyst tells investors.
About RUN
Sunrun Inc. is a provider of clean energy as a subscription service. It is engaged in the design, development, installation, sale, ownership and maintenance of residential solar energy systems (Projects) in the United States. It provides clean, solar energy typically at savings compared to traditional utility energy. Its primary customers are residential homeowners. It also offers battery storage along with solar energy systems to its customers in select markets and sells its services to certain commercial developers through its multi-family and new homes offerings. It installs solar energy systems on its customers’ homes and provides them with the solar power produced by those systems for typically a 20- or 25-year initial term. It monitors, maintains and insures the system during the term of the contract. It also provides electric vehicle (EV) chargers, battery retrofits, re-powered or expanding systems, home energy management services, and other home electrification products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
