A Look at Sunrun Inc (RUN) After 5.5% Gain -- GF Value $15.20 vs Price $14.45
Sunrun Inc (RUN) shares gained 5.5% today, bringing the price to $14.45, yet its year-to-date performance is down 21.5%. The stock is considered undervalued by 5.0% based on GuruFocus' GF Value of $15.20 and holds an above-average GF Score of 69/100, though its financial strength is weak. Insider activity shows significant selling ($9.5 million) compared to buying ($0.1 million) over the last three months, which could indicate a lack of insider confidence.
Sunrun home solar and battery systems for US households
Sunrun offers home solar and battery systems for US households, providing rooftop solar panels, smart inverters, and storage. These systems aim to supply homes with clean electricity and offer backup power during grid outages, helping homeowners reduce exposure to utility price volatility. Sunrun serves over 930,000 customers in the US and offers various commercial models, including purchase and service-based options.
Sunrun Earns Four 2026 Buyer’s Choice Awards from ConsumerAffairs, Including Best Customer Service
Sunrun (Nasdaq: RUN), a major provider of home battery storage and solar, has received four 2026 Buyer's Choice Awards from ConsumerAffairs, based on verified customer feedback. The awards recognize Sunrun for Best Customer Service, Best Installation Experience, Best Equipment, and Best Value. This recognition underscores Sunrun's commitment to customer satisfaction and its role in the energy sector, following other accolades for its CEO and impact.
Handelsbanken Fonder AB Acquires 145,285 Shares of Sunrun Inc. $RUN
Handelsbanken Fonder AB increased its stake in Sunrun Inc. (NASDAQ:RUN) by 6.7% in the fourth quarter, acquiring an additional 145,285 shares to bring its total holding to 2,314,802 shares valued at approximately $42.6 million. Sunrun recently surpassed earnings expectations, reporting an EPS of $0.62 against an estimated loss and achieving $722.23 million in revenue, a 43.2% increase year-over-year. Despite a "Moderate Buy" consensus rating and an average target price of $18.48, analyst opinions are mixed, with some firms lowering price targets and one downgrading its rating to "sell".
Sunrun Earns Four 2026 Buyer's Choice Awards From ConsumerAffairs, Including Best Customer Service
Sunrun, America's largest provider of home battery storage and solar, has received four 2026 Buyer's Choice Awards from ConsumerAffairs. These awards, based on verified customer feedback, recognize Sunrun's excellence in customer service, installation experience, equipment, and value. The recognition highlights Sunrun's commitment to customer satisfaction and its role in the energy sector, following other recent accolades.
Solar buyers rate Sunrun best for service, installation and value in 2026
Sunrun (Nasdaq: RUN), a major provider of home battery storage and solar energy systems, has received four 2026 Buyer’s Choice Awards from ConsumerAffairs, including "Best in Customer Service," "Best Installation Experience," "Best Equipment," and "Best Value." These awards are based on verified customer reviews that evaluate emotional tone, recurring themes, and overall satisfaction. Sunrun's CEO, Mary Powell, emphasized that the recognition validates the company's commitment to customer experience.
Sunrun Earns Four 2026 Buyer’s Choice Awards from ConsumerAffairs, Including Best Customer Service
Sunrun, a leading provider of home battery storage and solar, has received four 2026 Buyer’s Choice Awards from ConsumerAffairs based on verified customer feedback. The awards recognize Sunrun for excellence in customer service, installation experience, equipment, and value. This highlights the company's commitment to delivering an industry-leading customer experience and underscores its role as a critical resource for America’s energy grid.
Sunrun stock (US86732Y1091): What the latest business picture says
Sunrun (RUN) is a key player in the U.S. residential solar market, focusing on rooftop solar, battery storage, and customer financing. Its business performance is heavily influenced by interest rates, housing activity, and policy support for clean energy, making it a volatile but relevant stock for investors tracking the energy transition. The company's model relies on installations, system performance, and customer retention, providing exposure to both company-specific execution and broader macroeconomic trends.
DNB Asset Management AS Has $14.20 Million Position in Sunrun Inc. $RUN
DNB Asset Management AS has reduced its stake in Sunrun Inc. by 19.9% in the fourth quarter, now holding 771,582 shares valued at approximately $14.2 million. Despite this reduction, institutional ownership in Sunrun remains high at 91.69%, with other major investors like Vanguard and BNP Paribas AM increasing their positions. Sunrun recently surpassed earnings expectations with $0.62 EPS and $722.23 million in revenue, leading analysts to rate the stock a "Moderate Buy" with a consensus price target of $18.48.
Sunrun (RUN) Gets A Small Target Hike But The Bigger Solar Story Remains Unsettled
Sunrun Inc. (NASDAQ: RUN) recently received a slight increase in its price target from Deutsche Bank, raising it to $17 from $16, while TD Cowen lowered its target to $21 from $23, both maintaining their respective ratings. Despite macroeconomic challenges, analysts view Sunrun as having notable upside potential due to continued growth expectations in the residential solar and energy storage markets and the company's ability to maintain guidance. Sunrun, headquartered in San Francisco and founded in 2007, specializes in rooftop solar systems and energy storage solutions.
10 Best Clean Energy Stocks to Buy Right Now
This article lists the top clean energy stocks to buy, highlighting Sunrun Inc. (NASDAQ: RUN) as one of them. Despite a price target trim by Goldman Sachs, Sunrun maintained a 'Buy' rating due to a surprising Q1 profit, revenue growth, and strong subscriber value creation. The company reiterated its full-year cash generation guidance.
Sunrun Inc stock (US86732Y1091): solar specialist rallies on strong Q1 2026 earnings beat
Sunrun Inc. reported stronger-than-expected Q1 2026 earnings and revenue, beating analyst forecasts with $722.2 million in revenue and $0.62 adjusted EPS. This performance signals resilient demand for residential solar solutions in the U.S., despite recent stock volatility. The company's business model focuses on long-term contracts for solar installations and battery storage, leveraging financing and vertical integration to support its growth in the energy transition market.
Is Sunrun’s Profit Jump And TIME Recognition Altering The Investment Case For Sunrun (RUN)?
Sunrun Inc. reported stronger-than-expected first-quarter 2026 results with increased sales, revenue, and net income, alongside higher storage attachment rates. This performance, coupled with its recognition on TIME’s World’s Most Impactful Companies list, supports the company's investment narrative for residential solar, storage, and grid services. Despite positive quarterly numbers, the article highlights the ongoing importance of monitoring Sunrun's exposure to changing tax credits and policy support.
How Sunrun’s home batteries saved $1.9B and earned No.5 on TIME’s impact list
Sunrun (Nasdaq: RUN) has been ranked No. 5 on TIME's inaugural list of The World's Most Impactful Companies 2026, also securing the top spot in the utilities category. The recognition highlights Sunrun's affordable home solar and battery storage subscription model and its role in stabilizing America's power grid through distributed power plants. Since 2007, Sunrun reports an estimated $1.9 billion in customer energy savings, 9.2 million hours of backup power, and the avoidance of 26.2 million metric tons of carbon emissions.
Sunrun Ranks No. 5 on TIME’s World’s Most Impactful Companies 2026
Sunrun (Nasdaq: RUN), the largest provider of home battery storage, solar, and home-to-grid power plants in America, has been ranked No. 5 on TIME’s inaugural list of The World’s Most Impactful Companies, securing the top spot in the utilities category. This recognition highlights Sunrun's measurable, positive impact across society, the environment, and the economy, reinforcing its dedication to responsible business practices. The article details Sunrun's subscription model, which makes home energy storage systems affordable, and its residential battery fleet invaluable to grid operators.
Sunrun Home Solar and Battery Systems Lead U.S. Residential Renewable Energy
Sunrun Inc. is highlighted as the leading residential solar and battery storage provider in the U.S., offering comprehensive solutions from design to maintenance. The article discusses how Sunrun's systems allow homeowners to generate and store electricity, providing backup power and reducing reliance on the grid. It also touches upon the company's financing models, the impact of federal tax incentives, and the broader industry shift towards distributed renewable energy and storage solutions.
150,029 Shares in Sunrun Inc. $RUN Acquired by Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft has acquired a new position in Sunrun Inc. (NASDAQ:RUN), purchasing 150,029 shares valued at approximately $2.76 million during the fourth quarter. This acquisition represents about 0.06% of the company's stock. Sunrun recently reported stronger-than-expected earnings, with $0.62 EPS against an estimated loss and revenue up 43.2% year-over-year.
ETFs Investing in Sunrun Inc. Stocks
This article lists and provides details on various Exchange Traded Funds (ETFs) that hold Sunrun Inc. (3S9) stocks. The table includes information such as market value, weight of Sunrun in the ETF, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return for each ETF. These ETFs offer investors diversified opportunities in small-cap, theme-based (solar/clean energy), and broader market categories, making investment in Sunrun more accessible with potentially lower risk.
Sunrun stock (US86732Y1091): Q1 2026 earnings beat expectations, shares rise
Sunrun reported Q1 2026 earnings that exceeded analyst expectations, leading to a 4.89% rise in its stock to 19.09 USD. The company, a leading US residential solar and battery storage provider, highlighted its expanding leadership in distributed power plants. This performance reinforces Sunrun's relevance for investors tracking the growth of renewable energy in the US.
Sunrun (NasdaqGS:RUN) Stock Forecast & Analyst Predictions
Sunrun (NasdaqGS:RUN) is forecast to see its earnings decline by 27.1% annually, with revenue growing 5.7% per year, and EPS expected to drop by 35.2% annually. Despite recent financial updates showing revenue and EPS exceeding expectations in Q1 2026, concerns remain over significant insider selling, volatile share prices, and ongoing major risks like declining earnings forecasts and debt not well-covered by cash flow. The company recently introduced "Sunrun Flex," a solar and battery storage solution, aiming to improve profitability and leverage grid services.
Sunrun Solar (US): What Homeowners Need to Know Right Now
This article provides an in-depth look at Sunrun Solar's offerings for US homeowners, covering its business model, financing options, and the benefits of solar-plus-storage solutions. It details who stands to gain most from Sunrun's services and for whom it might be less suitable, while also discussing its strengths, limitations, and how it compares to competitors. The piece aims to help homeowners evaluate whether Sunrun is the right choice for their energy needs and circumstances.
Why Sunrun (RUN) Is Up 8.4% After Q1 Earnings Beat And Record Storage Attachment Rate
Sunrun (RUN) saw an 8.4% stock increase after reporting strong Q1 2026 earnings, beating revenue and net income estimates. The company achieved a record 73% storage attachment rate and secured favorable terms on its latest securitization, reinforcing its storage-first model and access to financing. This performance strengthens the bullish case for Sunrun, though financing costs remain a potential short-term risk.
Citi Cuts Sunrun (RUN) Target by $6 – Here’s Why
Citi has lowered its price target for Sunrun Inc. (NASDAQ:RUN) from $26 to $20, while maintaining a Buy rating, citing an anticipated "rough" earnings season for the alternative energy sector. Concurrently, Barclays also reduced its price target for Sunrun from $23 to $14, expecting affiliate cuts and seasonal volume declines. Sunrun, a leading home solar and battery storage company, is projected to prioritize asset sales throughout 2026 to counter tax equity weaknesses.
Here is why Sunrun (RUN) is One of the Best Solar Energy Stocks to Buy
Sunrun Inc. (NASDAQ: RUN) reported a 43% increase in total revenue to $722.2 million for Q1 2026, with a net income of $167.6 million, despite a negative cash generation of $59 million. The company strengthened its financial position by paying down $92 million in debt and expanding its warehouse facility commitments to $2.7 billion. Sunrun anticipates full-year 2026 cash generation between $250 million and $450 million, maintaining a focus on a storage-first strategy and grid stability.
Sunrun Solar: Power your home with roof installation
David Saffrin of Sunrun Solar discussed roof installation for solar panels, battery storage, and backup solutions on WGN Radio's Home Sweet Home Chicago. He also highlighted special offers available for the current month. Listeners can learn more by visiting the company's website or calling directly.
Research Alert: CFRA Maintains Hold Rating On Sunrun Inc.
CFRA has maintained its Hold rating on Sunrun Inc. This research alert provides the latest analyst sentiment on the company.
Sunrun Inc. Stock 12‑Month Price Target Cut to $18.98, Implies 48% Upside
Sunrun Inc.'s average 12-month price target has been adjusted to $18.98, down from $19.13, based on estimates from 20 analysts. This new target suggests a potential upside of approximately 48% from its May 6 closing price. Despite the slight target reduction, the consensus rating for Sunrun Inc. remains a "Buy" among 25 covering analysts.
Sunrun saw steep sales drop in Q1 with end of solar tax credit, tariffs
Sunrun reported a significant sales decline in Q1 2026, with subscriber additions down 25% and solar and battery capacity additions falling 19% and 15% respectively, compared to Q1 2025. This drop was attributed to uncertainty surrounding the expiration of a federal tax credit for customer-owned systems and lingering impacts from tariffs. Despite the downturn, the company's stock rose, and Sunrun anticipates growth, highlighting its focus on third-party-owned subscription models and its growing network of distributed energy storage.
Robeco Schweiz AG Purchases 808,585 Shares of Sunrun Inc. $RUN
Robeco Schweiz AG increased its stake in Sunrun Inc. by 37.8% in Q4, acquiring 808,585 additional shares to reach a total of 2,946,776 shares valued at $54.2 million. This move makes Sunrun the firm's 29th largest holding, representing approximately 1.2% of its investment portfolio. Sunrun recently reported strong Q1 earnings, beating consensus estimates with $0.62 EPS and $722.2M revenue, and reiterated its 2026 cash-generation guidance, despite some near-term cash flow cautions and significant insider sales for tax obligations.
Sunrun Stock Jumps As Earnings Beat Resets Trader Expectations
Sunrun Inc. (NASDAQ: RUN) stock jumped over 11% after reporting a significant Q1 earnings beat, turning a forecasted loss into a profit of $0.62 per share and exceeding revenue estimates. While the headline figures were strong, analysts note that actual installation volumes and subscriber adds declined, indicating that the stock remains a trading vehicle due to mixed fundamentals. The company's successful $584M securitization and leadership in residential batteries and virtual power plants provide strategic upside, though insider selling and analyst price target cuts suggest a need for caution among traders.
Sunrun Inc. (NASDAQ:RUN) Q1 2026 Earnings Call Transcript
Sunrun Inc. (NASDAQ:RUN) reported strong Q1 2026 results, beating earnings expectations with an EPS of $0.62 against an expected $-0.05. The company added approximately 19,000 customers, increased its storage attachment rate to 73%, and achieved an aggregate subscriber value of $1.1 billion. Sunrun reiterated its full-year 2026 cash generation guidance of $250 million to $450 million, emphasizing its strong position in the transitioning energy market with its vertically integrated model and focus on distributed power plant development.
Transcript : Sunrun Inc., Q1 2026 Earnings Call, May 06, 2026
This article provides a transcript of Sunrun Inc.'s Q1 2026 Earnings Call held on May 6, 2026. The content is primarily a record of the conference call, including an introduction by the operator. Access to the full transcript is restricted to subscribers.
Sunrun Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:RUN) 2026-05-06
Sunrun Inc. (NASDAQ:RUN) released its Q1 2026 earnings call presentation on May 6, 2026. The company reported an EPS of $0.62, beating estimates by $0.67, and revenue of $722.23M, exceeding expectations by $83.67M with a 43.22% year-over-year increase. The article provides access to the slide deck published by Sunrun in conjunction with these results.
Earnings call transcript: Sunrun’s Q1 2026 earnings soar past expectations
Sunrun Inc. announced Q1 2026 earnings per share of $0.62, significantly exceeding the forecasted $0.01, with revenue also surpassing expectations at $722.23 million. Despite the strong financial performance, the stock experienced a slight aftermarket decline. The company emphasized its strategic shift towards being a distributed power plant operator focusing on storage and grid services, and reiterated its full-year 2026 guidance for Cash Generation.
Earnings Flash (RUN) Sunrun Inc. Reports Q1 Revenue $722.2M, vs. FactSet Est of $688.5M
Sunrun Inc. (RUN) reported its first-quarter revenue of $722.2 million, surpassing FactSet's estimate of $688.5 million. The article provides details on the company's financial performance and recent news, including previous analyst rating adjustments and insider share transactions. Sunrun is a provider of residential solar energy systems and battery storage in the United States.
Sunrun (RUN) Q1 2026 Earnings Transcript
Sunrun (RUN) reported Q1 2026 earnings, exceeding guidance for aggregate subscriber value and contracted net value creation, despite negative cash generation attributed to deferred financing activities. The company saw an increase in its storage attachment rate to 73% and expanded its installed battery storage capacity to 4.3 gigawatt hours. Sunrun is strategically shifting towards direct sales, indicated by accelerated sales force expansion and a focus on higher-value geographies and product mix, while also maintaining its full-year cash generation guidance.
Sunrun: Q1 Earnings Snapshot
Sunrun Inc. (RUN) reported strong first-quarter results, with net income reaching $167.6 million and earnings per share of 62 cents, significantly surpassing analyst expectations for a loss. The solar energy products distributor also exceeded revenue forecasts, posting $722.2 million against an anticipated $675.3 million. This performance indicates a positive financial quarter for the San Francisco-based company.
Sunrun (NASDAQ:RUN) Director Sells $644,500.00 in Stock
Sunrun director Lynn Michelle Jurich sold 50,000 shares of the company's stock on May 1st for a total of $644,500. This transaction, executed under a pre-arranged Rule 10b5-1 plan, reduced her stake by nearly 9%. Despite this insider sale, Sunrun reported strong quarterly earnings, significantly beating analyst expectations with $0.38 EPS and $1.16 billion in revenue.
Sunrun director Lynn Jurich sells $644,510 in company stock
Sunrun director Lynn Jurich sold 50,000 shares of the company's common stock for $644,510 on May 1, 2026, pursuant to a 10b5-1 trading plan. Following the transaction, Jurich directly holds 507,947 shares and indirectly holds 1,600,000 shares through Jurich Murray Holdings LLC. The sale occurred amidst varying analyst price target adjustments for Sunrun, with some firms lowering targets due to concerns over performance, while UBS maintained a "Buy" rating.
Sunrun (NASDAQ: RUN) director sells 50,000 shares under Rule 10b5-1 plan
Sunrun Inc. director Lynn Michelle Jurich sold 50,000 shares of common stock at a weighted average price of $12.8902 per share through an open-market transaction. This sale was conducted under a pre-arranged Rule 10b5-1 trading plan. Following the transaction, Jurich still holds a substantial stake, with 507,947 direct shares and 1,600,000 indirect shares via Jurich Murray Holdings LLC.
Sunrun Q1 2026 Earnings Preview — May 6, Street Expects -$0.05 EPS
Sunrun Inc. (NASDAQ:RUN) is expected to report a loss of $0.05 per share on revenue of $638.6 million for the first quarter of fiscal 2026, a significant shift from profitability in the prior year, despite substantial revenue growth. Analyst sentiment has improved over recent months, with the consensus loss estimate narrowing by 37.5% from 30 days ago. Investors will be closely watching installation volumes, customer growth, and management's guidance to assess the company's long-term value creation potential amidst evolving market conditions for residential solar.
Lynn Jurich reports multiple RUN share sales (NASDAQ: RUN)
Lynn Jurich has reported several sales of Sunrun (NASDAQ: RUN) common stock through a Form 144 filing. The filing indicates a proposed sale of 50,000 shares and confirms past sales on February 2, 2026, March 2, 2026, March 6, 2026, and April 1, 2026, totaling significant proceeds. These transactions were handled by Charles Schwab & Co., Inc. and originated from an "Exercise & Hold" acquisition in 2018.
Vanguard reports 11.8M Sunrun shares, 5.03% stake (NASDAQ: RUN)
Vanguard Capital Management has reported a beneficial ownership of 11,795,493 shares of Sunrun Inc. common stock, which constitutes a 5.03% stake in the company. The Schedule 13G filing indicates Vanguard has sole voting power for 1,751,126 shares and sole dispositive power over all 11,795,493 shares. This disclosure reflects holdings managed by Vanguard and its affiliates, emphasizing that the shares are held for investment purposes rather than control.
Vanguard Reportedly Holds 13.03M Sunrun Shares (RUN) in Schedule 13G
Vanguard Portfolio Management has reported beneficial ownership of 13,032,298 shares of Sunrun Inc. (RUN) common stock, accounting for 5.55% of the class, as detailed in a Schedule 13G filing. The filing indicates Vanguard's sole dispositive power over all these shares but only sole voting power over 99,322 shares. This disclosure, signed on April 29, 2026, with a report reference date of March 31, 2026, highlights Vanguard's significant passive investment in the renewable energy company.
Sunrun Prices $584 Million Securitization of Residential Solar & Storage Assets
Sunrun, America's largest provider of home battery storage and solar, announced the pricing of its sixteenth securitization of leases and power purchase agreements, totaling $584 million. This transaction reflects strong demand for its solar and storage assets and improved credit spreads compared to prior issuances. The securitization, structured with A-rated and BB-rated notes, is expected to close in early May.
Sunrun Inc. (NASDAQ:RUN) Given Average Recommendation of "Hold" by Brokerages
Sunrun Inc. (NASDAQ:RUN) has received a consensus "Hold" rating from 23 brokerages, with an average 1-year target price of $18.63. Insiders, including CEO Mary Powell, recently sold shares to cover tax withholdings, totaling 879,894 shares worth approximately $13.0 million over the last 90 days. The company reported strong Q4 earnings, beating estimates with an EPS of $0.38 and revenue of $1.16 billion, representing a 123.5% year-over-year increase.
Sunrun Prices $584 million Securitization of Residential Solar and Storage Assets
Sunrun (Nasdaq: RUN) has priced a $584 million securitization of residential solar and storage assets, marking its sixteenth securitization since 2015. The transaction included two classes of A-rated notes and a class of retained BB-rated notes, with the Class A-1 Notes priced at a 220 basis point credit spread, reflecting an improvement over previous transactions. This securitization, backed by a diversified portfolio of 38,706 systems, demonstrates Sunrun's continued ability to access capital markets for its solar and storage assets.
38,706 home solar systems back Sunrun's $584M debt deal
Sunrun (Nasdaq: RUN) has priced its sixteenth securitization of residential solar leases and power purchase agreements, raising $584 million. The deal includes $234 million in Class A-1 public notes and $350 million in Class A-2 private notes, backed by 38,706 solar systems with a weighted average customer FICO of 744. This transaction, expected to close in early May, demonstrates Sunrun's continued ability to access capital markets at improving terms, with the Class A-1 notes priced at a 220 basis point spread, tighter than previous 2025 deals.
Universal Beteiligungs und Servicegesellschaft mbH Has $12.25 Million Stock Position in Sunrun Inc. $RUN
Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Sunrun Inc. (NASDAQ:RUN) by 28.9%, bringing its total holding to 642,528 shares valued at $12.25 million. Sunrun reported strong Q4 earnings, with $0.38 EPS against an expected -$0.08, and revenue of $1.16 billion, a 123.5% year-over-year increase. Despite this, several insider sales occurred, including CEO Mary Powell and CRO Paul S. Dickson selling shares to cover tax obligations.
Sunrun Analyst Ratings and Price Targets | NASDAQ:RUN
Sunrun Inc. (NASDAQ: RUN) currently has a consensus price target of $18.46 from 24 analysts. The most recent analyst ratings from Barclays, Citigroup, and GLJ Research, issued between April 16 and April 21, 2026, suggest an implied 0.84% upside for the stock from its recent price. The latest rating was a maintained "equal-weight" from Barclays, with a price target of $14.00 expecting a 9.63% rise within 12 months.
