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RUN Overview

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$
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
13.120
Open
12.890
VWAP
12.43
Vol
8.71M
Mkt Cap
2.95B
Low
12.040
Amount
108.24M
EV/EBITDA(TTM)
32.54
Total Shares
234.49M
EV
18.73B
EV/OCF(TTM)
--
P/S(TTM)
1.13
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)
2026-03-12
08:30:00
Sunrun Accounts for Nearly 48% of U.S. Residential Battery Storage Installed in 2025
select
2026-02-27 (ET)
2026-02-27
16:20:00
Nasdaq Falls 5% in February, Market Sentiment Cautious
select

News

Globenewswire
7.0
03-24Globenewswire
Sunrun Under Investigation for Possible Securities Fraud
  • 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 a challenging market environment 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, down from $5.6 billion, $1.0 billion, and $377 million in 2025, highlighting a troubling trend of stagnation.
  • Significant Stock Price Drop: Following the financial report on February 27, 2026, Sunrun's stock price plummeted by $7.17, or 35.11%, closing at $13.25 per share, severely undermining investor confidence and potentially impacting future financing capabilities.
  • Legal Investigation Initiated: Pomerantz LLP is investigating whether Sunrun and its executives have engaged in securities fraud or other unlawful business practices, advising investors to contact the firm for information on joining the class action, indicating an escalation in legal risks for the company.
NASDAQ.COM
8.5
03-22NASDAQ.COM
PlusTick Management Acquires Sunrun Shares
  • New Investment Position: PlusTick Management acquired 500,000 shares of Sunrun in Q4, totaling $9.20 million, indicating confidence in the company despite the stake not being among its top five holdings.
  • Asset Allocation Shift: The new position represents 4% of PlusTick's 13F assets, reflecting a strategic choice in growth stocks, even as Sunrun's shares fell 34% following the latest earnings release.
  • Market Performance Insight: Sunrun generated nearly $3 billion in revenue in 2025 and is expected to continue positive cash flow this year, marking a shift from capital-intensive operations to a sustainable profitability model, although subscriber growth metrics have softened.
  • Investor Considerations: Despite improved cash generation capabilities, analysts advise caution before investing, as Sunrun was not included in The Motley Fool's list of top stocks, indicating market skepticism about its future performance.
Fool
8.5
03-22Fool
PlusTick Management Acquires New Position in Sunrun
  • New Investment Position: PlusTick Management initiated a new position in Sunrun during Q4 2026 by acquiring 500,000 shares worth $9.20 million, indicating confidence in the company's growth potential and future prospects.
  • Significant Holding Proportion: This acquisition accounts for 4.07% of PlusTick's reportable assets, highlighting Sunrun's importance in the portfolio and potentially influencing future investment decisions.
  • Strong Market Performance: As of last Friday, Sunrun shares were priced at $12.22, reflecting an 82% increase over the past year, significantly outperforming the S&P 500's approximately 15% gain, showcasing its robust position in the renewable energy market.
  • Improved Financial Health: Sunrun generated nearly $3 billion in revenue in 2025 and expects to maintain positive cash flow, marking a pivotal shift from capital intensity to enhanced profitability, despite challenges in subscriber growth.
Fool
6.5
03-18Fool
Ardsley Advisory Partners Significantly Reduces Hut 8 Stake
  • Share Reduction Scale: On February 17, 2026, Ardsley Advisory Partners LP disclosed a reduction of 440,000 shares of Hut 8, with an estimated transaction value of $19.4 million, indicating a significant decrease in exposure to the cryptocurrency mining company.
  • Position Value Change: This sale resulted in a decline of $11.3 million in Hut 8's position value, reflecting a weakening market confidence in the company and suggesting Ardsley's strategic portfolio adjustment.
  • Portfolio Adjustment: Following the sale, Hut 8 now represents only 1.8% of Ardsley’s reported U.S. equity assets, with major holdings including NYSE:LLY and NASDAQ:FSLR, indicating a shift in preference towards other stocks.
  • Market Performance Analysis: Although Hut 8's stock price surged by 163.2% over the past year, its price-to-sales ratio of 26, combined with ongoing losses, may lead investors to adopt a cautious outlook on its future performance.
Yahoo Finance
6.0
03-14Yahoo Finance
Morgan Stanley Lowers Sunrun Price Target to $15
  • Price Target Cut: Morgan Stanley analyst David Arcaro has reduced Sunrun's price target from $21 to $15, reflecting a cautious outlook on the company's future performance, which may lead to decreased investor confidence in its stock.
  • Rating Maintained: Despite the price target reduction, Morgan Stanley maintains an Equal Weight rating on Sunrun, indicating a neutral stance on its short-term performance, which could influence market trading strategies for the stock.
  • Growth Expectations Downgraded: The analyst noted a year-over-year decline in Sunrun's solar origination growth, highlighting trends of increased market competition and slowing demand, which may negatively impact the company's long-term growth prospects.
  • Market Reaction: This price target adjustment may prompt investors to reassess Sunrun's future performance, especially given the context of the company holding nearly half of the U.S. residential battery storage market, potentially affecting market confidence in its growth potential.
Globenewswire
7.0
03-10Globenewswire
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.
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
2026-03-26
New
Reason
GLJ Research
Price Target
AI Analysis
2026-03-26
New
downgrade
Sell
Reason
GLJ Research lowered the firm's price target on Sunrun to $4.63 from $6.73 and keeps a Sell rating on the shares, which implies 63% downside from current levels. The firm has "strengthened" conviction in its Sell call after speaking with former Biden administration energy official. The official believes Sunrun will not be in the 20% of residential solar installers that will survive the ongoing structural shakeout, the analyst tells investors in a research note.
Morgan Stanley
David Arcaro
Equal Weight
downgrade
$21 -> $15
2026-03-13
Reason
Morgan Stanley
David Arcaro
Price Target
$21 -> $15
2026-03-13
downgrade
Equal Weight
Reason
Morgan Stanley analyst David Arcaro lowered the firm's price target on Sunrun to $15 from $21 and keeps an Equal Weight rating on the shares following Q4 results. The firm revised its model to reflect lower year-over-year solar origination growth, the analyst tells investors
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 9.81. 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
9.81
Current PE
31.89
Overvalued PE
343.76
Undervalued PE
-324.15

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
-137.79
Current EV/EBITDA
42.02
Overvalued EV/EBITDA
573.77
Undervalued EV/EBITDA
-849.35

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
2.37
Current PS
1.76
Overvalued PS
4.07
Undervalued PS
0.67

Financials

AI Analysis
Annual
Quarterly

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Whales Holding RUN

M
Maple Rock Capital Partners Inc.
Holding
RUN
+19.20%
3M Return
R
RobecoSAM AG
Holding
RUN
+8.59%
3M Return
M
Mirova Société Anonyme
Holding
RUN
+8.31%
3M Return
P
PGGM
Holding
RUN
+5.87%
3M Return
E
Erste Asset Management GmbH
Holding
RUN
-5.86%
3M Return
C
Contour Asset Management LLC
Holding
RUN
-10.46%
3M Return

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Frequently Asked Questions

What is Sunrun Inc (RUN) stock price today?

The current price of RUN is 12.14 USD — it has decreased -3.65

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 31 2026.

What is Sunrun Inc (RUN) market cap?

Today RUN has the market capitalization of 2.95B USD.