Sunrun Drops 5.1% Amid Sector-Wide Selling
Sunrun Inc. (NASDAQ:RUN) shares fell by 5.1% to $9.30 on Thursday, August 20, 2026, as part of a broad sector-wide selloff in solar-exposed names. The decline was not company-specific, with several sector peers also experiencing significant drops, suggesting a wider risk-off sentiment. Elevated trading volume and cautious analyst sentiment, including a recent target cut, contributed to the stock's pressure.
Sunrun, Voltus expand distributed generation partnership for AI hyperscalers
Sunrun and Voltus have expanded their partnership to provide distributed energy capacity from Sunrun's residential solar and storage systems to support AI hyperscalers. This collaboration aims to strengthen grid resilience and help meet increasing energy demand, especially during peak hours, through Voltus's Bring Your Own Capacity (BYOC) programs across the PJM and MISO grid regions. Participating homes and businesses will be compensated, channeling investment into communities and potentially reducing utility bills for customers.
827,077 Shares in Sunrun Inc. $RUN Acquired by Diversify Advisory Services LLC
Diversify Advisory Services LLC has acquired a new position in Sunrun Inc. (NASDAQ:RUN), purchasing 827,077 shares valued at approximately $8.25 million during the second quarter. This move makes Diversify Advisory Services LLC a significant institutional holder, owning about 0.35% of Sunrun. The article also details other institutional investment changes, analyst ratings, and recent insider selling activity at Sunrun.
ETFs Investing in Sunrun Inc. Stocks
This article lists Exchange Traded Funds (ETFs) that hold shares of Sunrun Inc. (RUN), sorted by market value. It provides key financial data for each ETF, including market value, weight of RUN in the fund, issuer, management style, expense ratio, assets under management (AUM), price, change percentage, and 3-year NAV total return, offering insights for investors interested in diversified exposure to Sunrun.
Sunrun to Supply Voltus with Energy Capacity for AI Hyperscaler Agreements
Sunrun has announced an agreement with Voltus to provide energy capacity from its residential storage-plus-solar systems. This collaboration will support Voltus's Bring Your Own Capacity™ programs for AI hyperscalers in the PJM and MISO grid regions, helping to meet growing electricity demand and strengthen grid reliability. The initiative also creates economic benefits for participating homeowners and aligns with broader efforts to unlock distributed energy resources.
Sunrun to Supply Voltus with Energy Capacity for AI Hyperscaler Agreements
Sunrun has partnered with Voltus to provide energy capacity from its residential storage-plus-solar systems to support Voltus’s Bring Your Own Capacity™ programs for AI hyperscalers. This collaboration aims to deliver reliable, flexible power to meet growing electricity demand in the PJM and MISO grid regions. The initiative helps strengthen grid reliability, creates economic benefits for customers, and channels investment into local communities.
Sunrun partners with Voltus to supply AI data centers
Sunrun Inc. has partnered with Voltus to supply energy from residential battery storage and solar systems to AI data centers. This collaboration will utilize Sunrun’s systems in the PJM and MISO grid regions through Voltus’s "Bring Your Own Capacity" program, which allows large electricity consumers to access flexible capacity while compensating participating homes and businesses for reducing demand during peak usage. The initiative aims to support grid reliability amidst increasing electricity demand from data centers.
Sunrun to Supply Voltus with Energy Capacity for AI Hyperscaler Agreements
Sunrun has partnered with Voltus to provide energy capacity from its residential storage-plus-solar systems for Voltus's Bring Your Own Capacity™ programs, which support AI hyperscalers. This collaboration aims to deliver reliable, flexible power to meet growing electricity demand in the PJM and MISO grid regions while creating economic benefits for customers. The initiative leverages existing distributed energy resources to strengthen grid reliability and affordability.
More Than 16.8 Gigawatts From Homes Could Help Power Data Centers
Sunrun and Voltus have announced an agreement where Sunrun will supply energy capacity from its residential solar-plus-storage systems in the PJM and MISO regions to support Voltus’s "Bring Your Own Capacity" programs for AI hyperscalers. This collaboration aims to provide reliable, flexible power for growing electricity demand, with Voltus orchestrating distributed resources like home batteries and smart thermostats. The partnership also complements a separate Sunrun, Renew Home, and Tesla initiative working to unlock over 16.8 gigawatts of flexible home-based capacity.
How Revenue Gains and New Securitization At Sunrun (RUN) Has Changed Its Investment Story
Sunrun Inc. reported higher sales and revenue in Q2 2026, though net income decreased. The company completed a new $267 million securitization of residential solar leases, demonstrating its ability to finance growth through asset-backed markets. This financing strategy is crucial for Sunrun given its reliance on external capital and the potential for tightening credit conditions to impact future growth.
Sunrun Inc. Stock 12‑Month Price Target Cut to $15.53, Implies 52% Upside
Sunrun Inc.'s average 12-month stock price target has been reduced from $15.96 to $15.53 by 19 analysts, implying a 52% potential upside from the August 14 closing price. Despite the cut, the consensus rating from 24 analysts remains "Buy," with 13 Buys, 10 Holds, and 1 Sell recommendation.
Sunrun Inc (RUN) Shares Surge 3.4% -- What GF Score of 68 Tells Investors
Sunrun Inc (RUN) shares rose 3.4% despite a significant year-to-date decline. The stock is considered undervalued by its GF Value, but concerns exist due to unprofitability, negative cash flow, and insider selling. With a GF Score of 68, it shows growth potential but flags weak financial strength and valuation.
RUN Stock Price and Chart — NASDAQ:RUN
This article provides a detailed overview of Sunrun Inc. (NASDAQ: RUN) stock, including its current price, market performance, key financial facts, and analyst ratings. It highlights the recent price target cut by Wells Fargo and discusses the company's business model, latest earnings report, and various technical analyses from the TradingView community. The company, founded in 2007, focuses on residential solar energy systems and has shifted towards a direct business model.
Handelsbanken Fonder AB Sells 2,070,654 Shares of Sunrun Inc. $RUN
Handelsbanken Fonder AB significantly reduced its stake in Sunrun Inc. by selling over 2 million shares in Q2, retaining 1.32 million shares. Despite this, Sunrun recently beat earnings and revenue estimates, though its stock trades near its 12-month low. Analyst sentiment is mixed, with a consensus "Hold" rating but a target price of $17.04.
What Sunrun (RUN)'s Q2 Securitization and Revenue Jump Means For Shareholders
Sunrun reported strong Q2 2026 results with US$543.73 million in sales, US$869.99 million in revenue, and US$115.15 million in net income, alongside a US$267 million securitization of residential solar leases. This financial activity demonstrates the company's ability to convert long-term solar contracts into upfront cash, supporting its growth in storage and grid services. While the securitization underscores Sunrun's access to asset-backed markets, investors should continue to monitor how rising borrowing costs might affect its financial outlook.
Sunrun pursues direct-sales transition amid industry headwinds
Sunrun is transitioning to a direct-sales model amidst industry headwinds, including declining subscriber and capacity additions in Q2 2026. The company aims to diversify revenue and unlock value from existing customers and assets, despite challenges like higher interest rates, regulatory changes, and increased competition. Sunrun is also exploring new initiatives such as distributed capacity offerings and a distributed compute pilot to monetize its network.
Weekly Recap: 2026 guidance cut and $267M securitization priced
Sunrun Inc. (NASDAQ:RUN) recently lowered its 2026 guidance due to weaker affiliate volumes and increased costs, despite successfully completing a $267 million securitization of over 37,000 solar+storage systems. The company is focusing on growth through grid services, utility partnerships, its Renew Home–Tesla collaboration, and AI edge-computing pilots to offset these challenges.
What Sunrun (RUN)'s Q2 Securitization and Revenue Jump Means For Shareholders
Sunrun Inc. reported strong Q2 2026 results with significant revenue growth and a successful securitization of residential solar leases worth $267 million. This move allows Sunrun to convert long-term contracts into upfront cash, supporting its expansion into storage and grid services. While demonstrating stronger cash generation, the company's investment narrative still hinges on its ability to turn its solar-plus-storage base into dependable cash and its reliance on external financing.
Should Sunrun’s Q2 Earnings Beat and Record Storage Attachments Reshape RUN’s Investment Narrative?
Sunrun Inc. reported strong Q2 2026 results with US$543.73 million in sales, US$869.99 million in revenue, and a net income of US$115.15 million, alongside record storage attachment rates and a US$267 million securitization. This performance, despite a lowered full-year cash generation guidance, supports the company's investment narrative focused on residential solar-plus-storage and grid services. While the earnings beat and financing provide positive momentum, investors are cautioned about potential risks from rising capital costs and tighter credit conditions.
Sunrun Jumps 5.7% on EPS Beat
Sunrun Inc. saw its stock surge by 5.7% after significantly beating second-quarter earnings expectations by 68.0%, reporting an EPS of $0.42. Despite the positive earnings surprise, recent analyst activity has been cautious, with several target cuts, indicating Wall Street's skepticism about sustained performance amidst ongoing solar industry challenges. Investors will be watching for updated guidance and analyst reactions to determine if this quarter signals a genuine turnaround for the residential solar installer.
Sunrun (RUN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Sunrun (RUN) reported its Q2 2026 earnings, with revenues of $869.99 million, a 52.8% increase year-over-year, and an EPS of $0.42. Both revenue and EPS significantly beat Wall Street estimates, with revenue surprising by 20.35% and EPS by 425%. The article details key metrics such as Storage Capacity Installed, Contracted Subscriber Value, and Solar Capacity Installed, comparing them against analyst expectations, and notes the stock's recent performance and Zacks Rank.
Sunrun Inc. Stock 12‑Month Price Target Cut to $16.56, Implies 58% Upside
Sunrun Inc. (RUN) has seen its average 12-month price target cut from $18.63 to $16.56 by 20 analysts, with individual forecasts ranging from $4.63 to $30 per share. Despite the reduction, this new target still implies a significant 58% potential upside based on the Aug. 5 closing price. The consensus rating for Sunrun Inc. remains a "Buy" among 26 covering analysts, with 14 recommending Buy, 11 Hold, and 1 Sell.
Sunrun Inc. (NASDAQ:RUN) Receives Average Rating of "Hold" from Analysts
Sunrun Inc. (NASDAQ:RUN) has received an average "Hold" rating from analysts, with 12 recommending a "Buy," eight a "Hold," and two a "Sell," carrying an average 12-month price target of $17.42. The company surpassed Q2 estimates with adjusted EPS of $0.42 and revenue of $870 million, up 52.8% year-over-year, alongside record battery-storage adoption. However, a reduced full-year 2026 cash-generation outlook of $200 million–$375 million and insider selling have put pressure on the stock.
Sunrun Inc. Stock 12‑Month Price Target Cut to $16.93, Implies 61% Upside
The average 12-month price target for Sunrun Inc. (RUN) stock has been lowered by analysts from $18.63 to $16.93, indicating a potential upside of approximately 61% from its August 5th closing price. Despite this reduction, the consensus rating from 26 analysts remains "Buy," with a majority recommending either Buy or Hold.
Sunrun Stock Holds Key Level As Wall Street Stays Cautious
Sunrun (RUN) stock has fallen over 7% due to bearish analyst downgrades, despite maintaining a key support level. Morgan Stanley reiterated an equal-weight rating with a $15 price target, citing weak near-term residential solar demand and policy uncertainties. Traders are watching RUN for short-term opportunities as it oscillates between support and resistance levels, while an insider Form 4 filing adds to the uncertainty.
Oppenheimer cuts Sunrun stock price target on guidance reduction
Oppenheimer has lowered its price target for Sunrun Inc. (NASDAQ:RUN) to $20 from $25, while maintaining an Outperform rating, due to the company's reduced 2026 guidance, focus on direct sales, and interest rate headwinds. Despite a 47% stock decline over six months, InvestingPro analysis suggests the stock is undervalued. Mizuho also reduced its price target to $18 from $22, citing a slower direct-sales ramp for Sunrun.
Sunrun Inc earnings beat by $0.16, revenue topped estimates
Sunrun Inc (NASDAQ: RUN) reported strong second-quarter earnings, beating analyst EPS estimates by $0.16 with a reported $0.42. The company also surpassed revenue expectations, bringing in $869.99 million against a consensus estimate of $747.49 million. Despite the positive earnings, Sunrun's stock price has seen a decline of -28.20% over the last three months and -12.58% over the past year.
Sunrun Stock Plunges After Q2 Report — Details
Sunrun (NASDAQ: RUN) stock plunged 14.2% in extended trading despite reporting a strong Q2 with earnings of 42 cents per share, beating analyst estimates of 24 cents, and revenue of $869.99 million, surpassing the Street's $751.83 million forecast. The company highlighted significant subscriber value and a record storage attachment rate, but revised its Cash Generation guidance for 2026.
Sunrun Inc. (Nasdaq: RUN) grows Q2 revenue to $870M but cuts 2026 targets
Sunrun Inc. reported Q2 2026 revenue of $870 million, a 53% increase year-over-year, driven by strong growth in energy systems and product sales. Despite this revenue growth, the company cut its 2026 targets for Aggregate Subscriber Value and Cash Generation, citing reduced affiliate channel volumes and delayed direct sales. Subscriber additions decreased by 31%, and Net Subscriber Value saw a significant 44% decline, although the Storage Attachment Rate reached a record 74%.
Sunrun Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:RUN) 2026-08-05
Sunrun Inc. published its Q2 2026 earnings call presentation on August 5, 2026. The company reported an EPS of $0.42, beating estimates by $0.17, and revenue of $869.99 million, surpassing expectations by $124.53 million and showing a 52.81% year-over-year increase. The slide deck provides detailed financial results for the quarter.
Sunrun earnings in spotlight as AI ventures face skepticism
Sunrun (NASDAQ: RUN) is reporting its second-quarter results today, with analysts anticipating EPS of $0.26 and revenue of $747.49 million. The company's recent strategic pivot towards AI infrastructure, including a distributed AI compute pilot program and partnerships with Tesla and Renew Home, has divided analysts. Investors will be closely watching how these new AI ventures perform alongside Sunrun's core solar installation business.
Sunrun Prices $267 Million Securitization of Residential Solar and Storage Assets
Sunrun announced it has priced a $267 million securitization of residential solar and storage assets, marking its seventeenth securitization since 2015. The securitization involved refinancing a seasoned portfolio of residential solar assets, with Class A notes priced at a 200 basis point credit spread and a 6.28% coupon. The deal, backed by 37,595 systems across 13 states, is expected to close by the end of August.
Sunrun Prices $267 Million Securitization of Residential Solar and Storage Assets
Sunrun has priced a $267 million public securitization backed by leases and power purchase agreements from a seasoned portfolio of residential solar and storage assets, marking its seventeenth such transaction since 2015 and second in 2026. The deal includes Class A notes rated A- with a 6.28% coupon and a 200 basis point credit spread, which is an improvement of 20 basis points compared to its April 2026 issuance. The securitization is backed by 37,595 systems across 13 states, with a weighted average customer FICO score of 756, and is expected to close by the end of August.
Sunrun Inc expected to post earnings of 23 cents a share - Earnings Preview
Sunrun Inc (RUN) is projected to report earnings of 23 cents per share, according to this earnings preview. The article, sourced from Reuters via TradingView News, provides an update on the company's anticipated financial performance. Readers are encouraged to access the full Reuters article for more detailed information.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Sunrun Inc. (RUN) And Encourages Investors to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims against Sunrun Inc. (NASDAQ:RUN) after the company announced a 30% decrease in net subscriber value and negative guidance, leading to a significant stock price drop. The firm is encouraging investors who purchased Sunrun securities to contact them to assist with the investigation, which is being conducted on a contingency fee basis.
Form 144 Sunrun Inc. For: 3 August By Investing.com
This article announces the filing of Form 144 for Sunrun Inc. on August 3rd. It notes that Sunrun Inc.'s stock (RUN) saw a 6.32% increase. The content provided is primarily a placeholder for the Form 144 filing itself and is surrounded by general financial market information and news headlines from Investing.com.
Lazard Asset Management LLC Makes New $2.26 Million Investment in Sunrun Inc. $RUN
Lazard Asset Management LLC has made a new $2.26 million investment in Sunrun Inc. (NASDAQ:RUN), acquiring 166,664 shares. This investment highlights continued institutional interest in Sunrun, which recently reported stronger-than-expected quarterly results with significant revenue growth. Despite the positive earnings, the stock opened near its 12-month low, and insider selling has been observed, with analysts holding a "Hold" consensus rating.
Arrowstreet Capital Limited Partnership Makes New $5.55 Million Investment in Sunrun Inc. $RUN
Arrowstreet Capital Limited Partnership has made a new $5.55 million investment in Sunrun Inc. (NASDAQ:RUN) by purchasing 409,326 shares, representing 0.17% of the company. This comes as institutional investors and hedge funds collectively own 91.69% of Sunrun, which recently reported stronger-than-expected quarterly results with earnings of $0.62 per share and revenue up 43.2% year-over-year. Despite mixed analyst sentiment and a consensus "Hold" rating, several other institutional investors also increased their stakes in the energy company during the first quarter.
Houston homeowner gets Sunrun solar quote, then learns a 2.9% escalator could haunt a home sale
A Houston homeowner received a Sunrun solar lease quote that included a 2.99% annual escalator, which raised concerns among Reddit users about rising monthly payments and potential issues during a home sale. Critics highlighted that such escalators can significantly increase costs over the life of the contract and make it difficult to sell a home, with one commenter sharing an experience where a previous homeowner had to pay nearly $40,000 to buy out a solar lease before selling. The article advises potential solar lease customers to consider the full cost, including escalators and buyout options, and to compare quotes from various installers and financing methods.
Healthcare of Ontario Pension Plan Trust Fund Sells 341,516 Shares of Sunrun Inc. $RUN
The Healthcare of Ontario Pension Plan Trust Fund significantly reduced its stake in Sunrun Inc. (NASDAQ:RUN) by selling 341,516 shares, retaining 146,537 shares valued at $1.99 million. This move comes despite Sunrun reporting stronger-than-expected quarterly results, including $0.62 EPS and $722.23 million in revenue. Institutional investors hold a large portion of Sunrun's stock, and the company currently has a consensus "Hold" rating from analysts with an average price target of $18.81.
Expected Profit Drop Despite Rising Sales Might Change The Case For Investing In Sunrun (RUN)
Sunrun (RUN) is expected to report a decline in earnings year-over-year despite an increase in revenue in its upcoming quarterly results. This scenario raises questions about the company's ability to convert growth into consistent earnings and could impact its investment narrative, especially concerning its reliance on external capital and refinancing. Investors are advised to consider various financial forecasts and the company's fundamental analysis before making investment decisions.
Sunrun Inc (RUN) Risk Assessment: Volatility, Financial Risk & Investment Risk
Sunrun Inc (RUN) has a current risk assessment score of 4.32, placing it 10th out of 28 in the Renewable Energy industry. The company's high beta of 2.28 indicates significant volatility, performing well in up markets but declining more sharply in down markets. Key metrics include a 240-day volatility of +88.10% and a maximum drawdown of +55.77% over the same period.
Sunrun Inc (RUN) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Sunrun Inc (RUN), focusing on its price momentum, support and resistance levels, and various technical indicators and moving averages. The stock is currently trading between a resistance level of $12.50 and a support level of $7.88, making it suitable for range-bound swing trading. Technical indicators predominantly show "Sell" signals, and all moving averages from MA5 to MA200 also signal "Sell."
Sunrun Inc. $RUN Shares Purchased by Dimensional Fund Advisors LP
Dimensional Fund Advisors LP increased its stake in Sunrun Inc. (NASDAQ:RUN) by 2.6% in the first quarter, now owning over 6.5 million shares worth $88.375 million. Other institutional investors like Invesco Ltd. and Geode Capital Management LLC also increased their holdings. Analysts have a "Hold" consensus rating on Sunrun, with an average price target of $18.81.
Sunrun Inc. (RUN) Stock Forecasts
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Renaissance Technologies LLC Increases Stock Holdings in Sunrun Inc. $RUN
Renaissance Technologies LLC increased its stake in Sunrun Inc. (NASDAQ:RUN) by 12.7% in the first quarter, now owning 2,065,245 shares valued at $28,005,000. Other institutional investors also adjusted their positions in Sunrun. The article also details Sunrun's stock performance, recent earnings, insider stock sales, and current analyst ratings, which show a consensus "Hold" rating with a target price of $18.81.
Sunrun Inc. Revenue Breakdown – BIVA:RUN
Sunrun Inc. (RUN) generated 53.31 billion MXN in revenue last year, with its top-performing segment, Customer Agreements, contributing 30.80 billion MXN. The entire revenue was attributed to the United States. This financial overview details segments and regional performance for the company.
RUN|Sunrun Inc|Price:9.740|Chg%:+0.110
This article provides a comprehensive stock analysis of Sunrun Inc (RUN) by TradingKey, detailing its stock score, financial health, valuation, earnings forecast, price momentum, institutional confidence, and risk assessment. Sunrun's fundamentals are noted as stable with high growth potential, and its valuation is considered fair within the Renewable Energy industry. The analysis also highlights institutional ownership, analyst ratings (predominantly "Buy"), and its business model as a clean energy subscription service provider.
Sunrun Inc (RUN) Financial Health: Profitability & Balance Sheet Analysis
Sunrun Inc (RUN) has a financial score of 7.55, placing it 12th out of 28 in the Renewable Energy industry, despite its financial status being weak and operating efficiency high. The company reported a significant quarterly revenue increase of 43.22% year-over-year, reaching $722.23 million, and a net profit increase of 235.21% year-over-year. However, several key financial metrics, including cash and cash equivalents, total assets, and free cash flow, have not yet been disclosed by the company.
Masters Capital Management LLC Acquires Shares of 500,000 Sunrun Inc. $RUN
Masters Capital Management LLC has acquired 500,000 shares of Sunrun Inc. (NASDAQ:RUN) valued at approximately $6.78 million, representing a 0.21% stake in the company. This acquisition comes as Sunrun reported strong quarterly results, with revenue up 43.2% year-over-year and EPS significantly exceeding estimates. Despite insider selling activity and the stock trading near its one-year low, analysts maintain a consensus "Hold" rating with an average price target of $18.81.
