Should I Buy RUN? RUN 2026 Analysis

Should You Buy Sunrun Inc (RUN) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

20.290

1 Day change

-5.23%

52 Week Range

22.440

Analysis Updated At

2026/01/26

Sunrun Inc (RUN) is not a strong buy at this moment for a beginner investor with a long-term strategy. While the company has shown revenue growth and positive gross margin trends, its declining net income and EPS, coupled with mixed analyst ratings and a lack of strong proprietary trading signals, suggest a cautious approach. Additionally, the technical indicators and options data do not strongly support a bullish sentiment.

Technical Analysis

The MACD is positive and expanding, indicating a potential upward momentum. However, the RSI is neutral at 65.095, and moving averages are converging, providing no clear trend. The stock is trading near its resistance level (R1: 19.728), with support at S1: 16.924. The pre-market price of $19.4 reflects a slight decline of -0.51%, aligning with the SP500's negative change of -0.32%.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Revenue increased by 34.88% YoY in Q3 2025, and gross margin improved significantly by 74.30% YoY to 33.57%.
Analyst upgrades from Guggenheim and Roth Capital highlight potential for capital returns and strong Q4 guidance.
Positive sentiment around solar energy due to Elon Musk's remarks at the World Economic Forum.

Neutral/Negative Catalysts

Net income dropped by -119.80% YoY, and EPS declined by -116.22% YoY, reflecting profitability challenges.
Deutsche Bank recently lowered its price target to $19, maintaining a Hold rating.
Stock trend analysis suggests a 60% chance of negative returns in the short term (-1.7% next day, -1.88% next week, -3.88% next month).

Financial Performance

In Q3 2025, Sunrun's revenue grew by 34.88% YoY to $724.56M, and gross margin improved to 33.57%. However, net income dropped significantly by -119.80% YoY to $16.59M, and EPS fell by -116.22% YoY to $0.06, indicating profitability concerns.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts have mixed views on Sunrun. Deutsche Bank recently lowered its price target to $19, maintaining a Hold rating. However, Clear Street, Guggenheim, and Roth Capital have issued Buy ratings with price targets ranging from $21 to $30, citing strong Q4 guidance and long-term growth potential. The overall sentiment is cautious optimism.

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 USD and a high forecast of 30 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

Averages

23.53

High

Current: 21.410

Low

Averages

23.53

High

Deutsche Bank

Hold

downgrade

$20 -> $19

AI Analysis

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."

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RUN Should I Buy

RUN Should I Buy

Should You Buy Sunrun Inc (RUN) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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