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RUN Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
12.225
Open
11.500
VWAP
11.92
Vol
13.61M
Mkt Cap
2.66B
Low
11.385
Amount
162.20M
EV/EBITDA(TTM)
32.02
Total Shares
234.49M
EV
18.44B
EV/OCF(TTM)
--
P/S(TTM)
1.01
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.
Show More

Events Timeline

(ET)
2026-02-27
16:20:00
Nasdaq Falls 5% in February, Market Sentiment Cautious
select
2026-02-27
12:10:00
Sunrun Shares Drop 35.3% to $13.21
select
2026-02-27
12:10:00
Nasdaq Faces Largest Monthly Drop in Over a Year
select
2026-02-27
10:10:00
Sunrun Shares Drop 27.9% to $14.72
select

News

Globenewswire
7.0
20:46 PMGlobenewswire
Sunrun Under Investigation Amid 35.11% Stock Drop Following Q4 Results
  • Financial Performance Decline: Sunrun reported a 30% decrease in net subscriber value in its Q4 2025 results, primarily due to rising funding costs, inflationary pressures from tariffs, and reduced total subscriber additions, indicating significant challenges in the current market environment.
  • Negative Growth Outlook: The company projects a decline in aggregate subscriber value to $5.0 billion for 2026, with net value creation of $850 million and cash generation of $350 million, all lower than the previous year's figures of $5.6 billion, $1.0 billion, and $377 million, highlighting future growth challenges.
  • Stock Price Volatility: Following the financial report, Sunrun's stock price plummeted by $7.17, or 35.11%, closing at $13.25 per share on February 27, 2026, reflecting a significant loss of investor confidence in the company's future prospects.
  • Legal Investigation Initiated: Pomerantz LLP is investigating whether Sunrun and its executives engaged in securities fraud or other unlawful business practices, advising investors to contact the firm for more information, which could further impact the company's reputation and stock price.
moomoo
6.0
14:06 PMmoomoo
SUNRUN INC: UBS LOWERS TARGET PRICE FROM $26 TO $23
  • UBS Cuts Target Price: UBS has reduced its target price for Sunrun from $26 to $23.
  • Market Impact: This adjustment reflects UBS's updated outlook on Sunrun's performance in the market.
NASDAQ.COM
8.5
03-06NASDAQ.COM
U.S. Solar Industry Faces Policy Challenges Amid Strong Demand
  • Policy Uncertainty Intensifies: The U.S. One Big Beautiful Bill Act has curtailed tax credits from the Inflation Reduction Act and introduced new Foreign Entity of Concern requirements, complicating procurement and policy landscapes for the solar industry, although fundamentals remain strong.
  • Strong Market Demand: According to the Solar Energy Industries Association, nearly 44 GW of solar capacity is expected to be installed in 2026, and despite policy shifts, solar is projected to remain the leading source of new electricity generation capacity over the next five years, indicating resilient long-term demand.
  • Rising Cost Pressures: Increased U.S. tariffs on imports have raised manufacturing costs for solar companies; while module prices fell by an average of 12%, commercial system prices rose by 9% in Q3 2025, reflecting project risks amid ongoing policy and tariff uncertainties.
  • Industry Outperformance: Over the past year, solar industry stocks have collectively risen by 40.4%, outperforming the Oils-Energy sector's 34.6% and the S&P 500's 19.4%, demonstrating relative resilience in a challenging policy environment.
Yahoo Finance
9.5
03-06Yahoo Finance
Sunrun Reports Strong Earnings but Cautious 2026 Outlook
  • Strong Financial Performance: Sunrun reported fourth-quarter revenue of $1.16 billion, a remarkable 124% year-over-year increase, indicating robust market demand and growth in customer agreements, which is expected to drive sustained growth in the coming years.
  • Net Income Growth: The company achieved a net income of $103.6 million, translating to earnings per share of $0.45, reflecting improved profitability, while the full-year net income reached $449.9 million, showcasing overall financial health.
  • Cautious Future Outlook: Despite strong financial results, Jefferies downgraded Sunrun from Buy to Hold due to concerns regarding the 2026 outlook, anticipating reduced cash generation that could impact future growth potential.
  • Subscriber Value Expectations: Sunrun expects aggregate subscriber value to range from $850 million to $950 million, with cash generation projected between $250 million and $450 million, indicating a need for careful strategic planning in future market positioning.
seekingalpha
2.0
03-04seekingalpha
Analysis of Short Selling in Electrical Component Companies
  • Significant Short Interest: Eos Energy Enterprises leads with a short interest of 26.14%, indicating strong bearish sentiment in the electrical components and renewable energy sector, which could impact its financing capabilities and stock price stability.
  • Concentrated Industry Risk: Sunrun and Plug Power follow closely with short interests of 25.10% and 24.86%, respectively, highlighting the concentrated short-selling risk in capital-intensive energy transition sectors, potentially diminishing investor confidence in this area.
  • Market Comparison: In contrast, Grupo Aeroméxico's short interest stands at only 0.60%, reflecting market trust in its stability, which may attract more investors looking for lower-risk opportunities amidst high short interest stocks.
  • Consumer Discretionary Trends: Under Armour tops the list of most shorted S&P 500 consumer discretionary stocks, indicating market concerns about its future growth, while Amazon ranks among the least shorted, showcasing its strong market position and investor confidence.
Globenewswire
7.0
03-03Globenewswire
Sunrun Under Investigation Amid 35.11% Stock Drop Following Q4 Results
  • Financial Performance Decline: Sunrun reported a 30% decrease in net subscriber value in its Q4 2025 results, primarily due to rising funding costs, inflationary pressures from tariffs, and other cost increases, indicating significant financial challenges for the company.
  • Negative Growth Outlook: The company projects a decline in aggregate subscriber value to $5.0 billion for 2026, with net value creation of $850 million and cash generation of $350 million, all lower than 2025 figures, highlighting the fragility of its future growth prospects.
  • Stock Price Volatility: Following the earnings report on February 27, 2026, Sunrun's stock price plummeted by $7.17, or 35.11%, closing at $13.25 per share, reflecting strong market concerns regarding the company's outlook.
  • Legal Investigation Initiated: Pomerantz LLP is investigating whether Sunrun and its executives engaged in securities fraud or other unlawful business practices, which could further negatively impact the company's reputation and future operations.
Wall Street analysts forecast RUN stock price to rise
16 Analyst Rating
Wall Street analysts forecast RUN stock price to rise
11 Buy
5 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
19.00
Averages
23.53
High
30.00
Current: 0.000
sliders
Low
19.00
Averages
23.53
High
30.00
GLJ Research
Sell
downgrade
AI Analysis
2026-03-03
Reason
GLJ Research
Price Target
AI Analysis
2026-03-03
downgrade
Sell
Reason
GLJ Research lowered the firm's price target on Sunrun to $6.73 from $15.89 and keeps a Sell rating on the shares. The firm views the shares as "materially overvalued." The stock "is pricing in an outcome that the underlying cash flow trajectory does not support," the analyst tells investors in a research note.
Freedom Capital
Buy
to
Hold
downgrade
$12
2026-03-03
Reason
Freedom Capital
Price Target
$12
2026-03-03
downgrade
Buy
to
Hold
Reason
Freedom Capital downgraded Sunrun to Hold from Buy with a price target of $12, down from $22.70. The company reported Q4 revenue well above consensus and issued a neutral 2026 outlook, the analyst tells investors in a research note. Freedom views Sunrun's valuation as elevated relative to peers.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for RUN
Unlock Now

Valuation Metrics

The current forward P/E ratio for Sunrun Inc (RUN.O) is 31.89, compared to its 5-year average forward P/E of 7.78. For a more detailed relative valuation and DCF analysis to assess Sunrun Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
7.78
Current PE
31.89
Overvalued PE
340.32
Undervalued PE
-324.75

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-137.27
Current EV/EBITDA
42.02
Overvalued EV/EBITDA
570.16
Undervalued EV/EBITDA
-844.70

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.43
Current PS
1.76
Overvalued PS
4.20
Undervalued PS
0.66

Financials

AI Analysis
Annual
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Whales Holding RUN

M
Maple Rock Capital Partners Inc.
Holding
RUN
+23.12%
3M Return
M
Mirova Société Anonyme
Holding
RUN
+17.23%
3M Return
P
PGGM
Holding
RUN
+12.17%
3M Return
R
RobecoSAM AG
Holding
RUN
+7.24%
3M Return
E
Erste Asset Management GmbH
Holding
RUN
+1.31%
3M Return
C
Contour Asset Management LLC
Holding
RUN
-2.03%
3M Return

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Frequently Asked Questions

What is Sunrun Inc (RUN) stock price today?

The current price of RUN is 12.15 USD — it has increased 7.24

What is Sunrun Inc (RUN)'s business?

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.

What is the price predicton of RUN Stock?

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 is23.53 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.

What is Sunrun Inc (RUN)'s revenue for the last quarter?

Sunrun Inc revenue for the last quarter amounts to 1.16B USD, increased 123.50

What is Sunrun Inc (RUN)'s earnings per share (EPS) for the last quarter?

Sunrun Inc. EPS for the last quarter amounts to 0.38 USD, decreased -103.01

How many employees does Sunrun Inc (RUN). have?

Sunrun Inc (RUN) has 9059 emplpoyees as of March 10 2026.

What is Sunrun Inc (RUN) market cap?

Today RUN has the market capitalization of 2.66B USD.