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RUN Fundamental Analysis







RUN Earnings Analysis
Positive
Customer Milestone Achievement: In Q3, we reached a milestone of 1 million customers, demonstrating significant customer growth.
Storage Capacity Expansion: We installed 336 megawatts of storage capacity in Q3, a 92% increase from the same quarter last year, showcasing strong operational performance.
Annual Recurring Revenue Growth: Our annual recurring revenue (ARR) exceeded $1.5 billion, up 22% year-over-year, indicating robust financial growth.
Storage Systems Demand: We achieved a 60% attachment rate for storage systems during the quarter, reflecting strong demand for our products.
Strong Cash Position: We ended Q3 with over $1 billion in total cash, providing a solid financial foundation for future growth.
Negative
Cash Generation Decline: In Q3, we experienced a decline in cash generation, with a decrease of $32 million from the prior quarter, indicating potential liquidity issues.
Cash Flow Concerns: Total cash at the end of Q3 was over $1 billion, but this reflects a significant drop from previous quarters, raising concerns about cash flow sustainability.
Rising Operating Costs Impact Profitability: Operating costs have increased significantly, leading to a tighter margin environment, which could impact profitability in the upcoming quarters.
Customer Growth Slowdown: Customer growth has slowed, with only approximately 31,900 new additions in Q3, which is a decrease compared to previous quarters, indicating potential market saturation.
Utility Cost Challenges: The company is facing challenges in managing rising utility rates and costs associated with solar and storage equipment, which could affect future profitability.
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Should I buy or sell RUN Stock?
Based on the analysis of Sunrun (RUN) stock, considering the current market conditions, policy changes, and analyst downgrades, it is recommended to sell or avoid buying the stock at this time. The stock is facing significant headwinds, including declining renewable energy sector performance and regulatory uncertainties, which may impact its near-term performance.