Brokers Suggest Investing in Sunrun (RUN): Read This Before Placing a Bet
This article analyzes broker recommendations for Sunrun (RUN), noting that it has an average brokerage recommendation (ABR) of 1.76, suggesting a "Buy." However, it cautions investors against relying solely on ABRs due to inherent biases, advocating instead for the Zacks Rank, which is based on earnings estimate revisions and has a strong correlation with near-term stock price movements. Sunrun currently holds a Zacks Rank #2 (Buy) due to a significant increase in its current-year earnings estimate.
GSA Capital Partners LLP Decreases Position in Sunrun Inc. $RUN
GSA Capital Partners LLP reduced its stake in Sunrun Inc. by 42.9% in Q3, selling over 60,000 shares. Despite this, institutional investors still hold a significant portion of the company's stock, and analysts maintain a "Moderate Buy" rating with a target price close to its current trading value. Insider selling has also been noted, including transactions by CEO Mary Powell and director Lynn Jurich.
Why Sunrun could be the next target for an activist investor By Investing.com
Goldman Sachs' recent accumulation of nearly 15 million shares in Sunrun Inc. has fueled speculation that the residential solar leader could be an activist target. The timing coincides with the board nomination window opening, and factors like CEO Mary Powell's age, Sunrun's market valuation, a declassified board structure, and previous success with a storage-first model make it an attractive prospect for activist investors aiming to influence the company's trajectory. Sunrun is expected to release its full-year 2025 financial results on February 26, 2026, which may offer further clarity on the company's defensive stance.
Why Sunrun could be the next target for an activist investor
Sunrun Inc. (NASDAQ:RUN) is speculated to be a potential target for activist investors following a significant fourth-quarter share accumulation by Goldman Sachs Group Inc. (NYSE:GS) on behalf of a client. The timing coincides with the company's board nomination window, making Sunrun an attractive target due to its valuation, the age of CEO Mary Powell, and a recent shift to annually elected directors. The interest is further highlighted by internal stock transactions by Co-Executive Chair Edward Fenster.
Sunrun’s National-Scale Power Plants Reshape Grid Role And Investor Focus
Sunrun's distributed power plant programs have expanded to a national scale, significantly increasing its role in the U.S. power grid through partnerships with companies like Ford and Tesla, and utilities such as PG&E. This shift toward recurring grid-service revenue helps diversify Sunrun's business beyond rooftop solar sales, offering more predictable cash flows. Despite the potential for growth and value, the capital intensity of these projects and Sunrun's negative free cash flow pose execution and liquidity risks that investors should monitor closely.
Public Sector Pension Investment Board Acquires 121,140 Shares of Sunrun Inc. $RUN
The Public Sector Pension Investment Board increased its stake in Sunrun Inc. (NASDAQ:RUN) by 15.6% during the third quarter, acquiring an additional 121,140 shares. This brings their total holdings to 900,042 shares, valued at approximately $15.56 million. Despite this institutional buying, several Sunrun directors have recently sold significant amounts of company stock.
Sunrun Expands Home Power Plants As HASI Venture Targets Solar Growth
Sunrun is significantly expanding its residential distributed power plant programs, with customer participation growing fivefold. The company has also formed a joint venture with HA Sustainable Infrastructure Capital, committing up to US$500 million to support residential solar and battery projects, aiming to turn households into small power plants and provide grid services. This expansion positions Sunrun to capitalize on increasing demand for flexible grid capacity and offers new avenues for residential clean energy projects.
Sunrun Solar (US) Review: Is This the Moment You Finally Ditch Your Electric Bill?
This article reviews Sunrun Solar (US), focusing on its modular approach to residential solar power, offering various payment options, end-to-end service, and battery storage integration. It delves into user experiences, noting benefits like predictable bills and hassle-free installation, alongside concerns about sales pressure and customer service. The piece concludes that Sunrun is a strong contender for homeowners looking to go solar, provided they thoroughly review contracts.
Sunrun (NASDAQ:RUN) Director Sells $3,268,687.80 in Stock
Sunrun director Edward Harris Fenster sold 163,844 shares of Sunrun stock for $3,268,687.80 on February 11th, reducing his stake by 9.4% to 1,578,895 shares. This sale follows previous December sales, bringing his total recent insider sales to approximately $6.34 million. Sunrun shares are currently trading around $18.20 and hold a consensus "Moderate Buy" rating from analysts with a target price near $19.99.
Sunrun Inc. Shares Dip Amidst Declining Earnings and Market Competition
Sunrun Inc. (NASDAQ: RUN) shares have dropped by over 8% due to declining earnings, significant long-term debt of $14.31 billion, and intense market competition. The company faces challenging profitability metrics, including a negative EBIT margin and a substantial net income loss. Despite some marginal intraday gains, investor confidence remains low, necessitating robust strategic decisions and effective execution to regain market standing.
Alps Advisors Inc. Sells 117,907 Shares of Sunrun Inc. $RUN
Alps Advisors Inc. significantly reduced its stake in Sunrun Inc. (NASDAQ:RUN) by 31.0% in Q3, selling 117,907 shares and now holding 262,943 shares valued at $4.546 million. This move comes as Sunrun insiders, including CEO Mary Powell and CAO Maria Barak, have also been net sellers in the last quarter, offloading 354,956 shares worth $6.63 million. Despite insider selling, Wall Street analysts maintain a consensus "Moderate Buy" rating for Sunrun with an average price target of $19.99, while the stock currently trades around $20.41.
Sunrun’s Growing Virtual Power Plant Recasts Rooftop Solar And Grid Services
Sunrun is transforming from a rooftop solar installer into a distributed energy utility, significantly expanding its virtual power plant and grid services. The company reported substantial growth in customer participation and dispatch volumes, operating the nation's largest dispatchable home battery network. This shift positions Sunrun for recurring revenue tied to grid reliability, attracting investor interest despite past share price volatility and ongoing financial risks.
Sunrun (RUN) Just Flashed Golden Cross Signal: Do You Buy?
Sunrun (RUN) stock has recently shown a short-term bullish trend after surpassing its 20-day moving average. The company is also a Zacks Rank #2 (Buy) stock, with recent positive earnings estimate revisions. Investors are advised to consider RUN for potential gains, supported by technical indicators and analyst ratings.
Sunrun (RUN) Just Overtook the 50-Day Moving Average
Sunrun (RUN) has recently surpassed its 50-day moving average, a key technical indicator, suggesting a potential short-term bullish trend. The stock has rallied 19.4% in the past four weeks and holds a Zacks Rank #2 (Buy). Positive earnings estimate revisions further strengthen the outlook for continued gains.
Mirae Asset Global Investments Co. Ltd. Invests $1.30 Million in Sunrun Inc. $RUN
Mirae Asset Global Investments Co. Ltd. recently acquired a new stake of 75,000 shares, valued at approximately $1.30 million, in Sunrun Inc. during the third quarter. Sunrun is experiencing strong operational momentum, with customer participation in its distributed power plant programs quintupling in 2025, and analysts project a 25% upside for the stock. However, insider selling and consumer complaints regarding leased contracts introduce reputational and regulatory risks for the company.
Sunrun (RUN) Soars 12% as Firm Hints at Strong 2025, Customer Base Expands 430%
Sunrun (RUN) saw its stock jump 12.24% after hinting at a strong 2025 performance, fueled by a 430% increase in its customer base to 106,000. The company also dispatched nearly 18 GWh of power and anticipates continued growth due to rising electricity demand, particularly from AI data centers. Sunrun's CEO emphasized the company's crucial role in meeting energy demand with distributed power plants and home battery storage.
Is Sunrun (RUN) Quietly Redefining Grid Reliability With Its Expanding Virtual Power Plant Footprint?
Sunrun is significantly expanding its distributed power plant programs, having enrolled over 106,000 customers and dispatched nearly 18 gigawatt-hours of home battery energy in 2025 across 17 U.S. programs. This growth positions Sunrun as a key player in grid reliability, comparable to fossil-fuel peaker plants, by aggregating residential solar-plus-storage. The company's success in this area strengthens its investment narrative by evolving residential systems into a meaningful grid-level capacity resource, although investors should monitor capital intensity and program profitability.
How Sunrun Inc. (RUN) Affects Rotational Strategy Timing
This article analyzes Sunrun Inc. (RUN) using AI models to provide trading strategies and risk assessments. It highlights weak near-term sentiment possibly preceding shifts in mid and long-term outlook, identifying resistance and support levels. The analysis offers distinct trading strategies for various risk profiles, including position, momentum, and risk-hedging approaches.
Sunrun stock jumps 12% as RUN touts record growth in “distributed power plant” programs
Sunrun (RUN) shares jumped 12% following an announcement of record growth in its "distributed power plant" programs, which saw customer participation surge over fivefold in 2025. The company's grid-services segment, where customers feed stored energy back to the grid, is seen as a key area for steady revenue in the residential solar market. Investors are now focused on Sunrun's upcoming earnings report on February 26 for further insights into cash flow and future guidance.
Wall Street Analysts Think Sunrun (RUN) Could Surge 25.28%: Read This Before Placing a Bet
Wall Street analysts project Sunrun (RUN) could see a 25.28% upside, with a mean price target of $23.14. While price targets alone are often misleading, a strong agreement among analysts and a significant increase in earnings estimate revisions for RUN suggest potential for near-term growth. The company also holds a Zacks Rank #2 (Buy), indicating strong prospects based on earnings estimates.
Why Sunrun (RUN) Stock Is Trading Up Today
Sunrun (NASDAQ:RUN) stock jumped 11.3% after the company announced it built the nation's largest distributed power plant and saw a fivefold increase in customer participation in 2025. This growth positions Sunrun as a significant flexible energy source, having dispatched nearly 18 gigawatt-hours of energy to support grids. The company's CEO noted that Sunrun's power plants are meeting energy demand reliably and at a lower cost, leading to significant market impact.
Sunrun Inc: director Jurich sells $929,741 in shares
Director Lynn Michelle Jurich of Sunrun Inc (NASDAQ: RUN) sold a total of 48,900 shares and an additional 1,100 shares, amounting to approximately $929,741, through a pre-arranged trading plan on February 2, 2026. Following these transactions, Jurich directly owns 651,175 shares and indirectly owns 1,600,000 shares. InvestingPro analysis highlights Sunrun's recent stock volatility and significant debt, while analyst ratings from Jefferies, RBC Capital, and Raymond James offer varied outlooks for the company amidst broader solar industry shifts.
Insider Selling: Sunrun (NASDAQ:RUN) Director Sells $929,500.00 in Stock
Sunrun (NASDAQ:RUN) Director Lynn Michelle Jurich sold 50,000 shares of the company's stock on February 2nd for $929,500, reducing her ownership by 7.13%. This sale is part of a pattern of recent insider selling, following similar transactions in January and December. The article also touches on Sunrun's financial performance, analyst ratings, and institutional investor activity.
Sunrun Builds the Nation’s Largest Distributed Power Plant After Quintupling Customer Participation in 2025
Sunrun, America's largest provider of home battery storage and solar, significantly expanded its distributed power plant programs in 2025, increasing customer participation more than fivefold. The company dispatched nearly 18 gigawatt-hours of energy, providing critical grid support across the U.S. and demonstrating the effectiveness of residential solar-plus-storage in addressing rising electricity demand and grid instability. Sunrun's efforts helped avoid power outages and put downward pressure on energy costs, with customers earning over $17 million for participation.
Sunrun Builds the Nation’s Largest Distributed Power Plant After Quintupling Customer Participation in 2025
Sunrun (Nasdaq: RUN) quintupled customer participation in its distributed power plant programs in 2025, transforming the company into one of the largest sources of flexible, dispatchable energy in the U.S. The company dispatched nearly 18 gigawatt-hours of energy and served over 106,000 customers across 17 programs, helping to stabilize grids and prevent outages. Sunrun projects 10 gigawatt-hours of dispatchable capacity by the end of 2028, with customers earning over $17 million in 2025 for participating.
Sunrun Inc (RUN) Shares Down 4.79% on Feb 2
Sunrun Inc (RUN) shares dropped 4.79% in mid-day trading on February 2nd, reaching an intraday low before a slight recovery, closing at $18.09. This places the stock 19.39% below its 52-week high but 236.25% above its 52-week low. While analysts forecast an average target price implying an upside of 21.89% and an "Outperform" rating, GuruFocus estimates a GF Value of $13.63, suggesting a 24.65% downside.
Sunrun Stock Is Shining Bright As AI-Powered Power Demand Sparks Battery Boom
Sunrun's stock has seen significant gains, up nearly 13% this year following a strong 2025, driven by increased customer participation in its distributed power plant programs and rising demand for battery storage. The company is benefiting from surging electricity demand fueled by AI, data centers, and electrification, positioning solar stocks for continued growth. Retail sentiment towards Sunrun is "extremely bullish," with analysts noting the stock may be undervalued despite its strong performance.
Sunrun Secures New Funding For Virtual Power Plant Growth And Risks
Sunrun Inc. has secured a new financing partnership with HA Sustainable Infrastructure Capital, providing up to US$500 million over 18 months. This funding will support 300 megawatts of additional residential solar and storage capacity, translating to over 40,000 new home installations capable of participating in Sunrun’s virtual power plant programs. The initiative addresses rising electricity demand from AI data centers and electric vehicles by expanding distributed grid resources, aligning with Sunrun's strategy to monetize grid services while managing risks associated with financing dependence and market sentiment.
Sunrun Announces Date for Fourth Quarter and Full-year 2025 Earnings Report
Sunrun (Nasdaq: RUN) has announced that it will release its fourth quarter and full-year 2025 earnings report after the market closes on Thursday, February 26, 2026. A conference call to discuss these results is scheduled for 1:30 p.m. Pacific Time on the same day, accessible via their investor relations website or by phone. Sunrun is America's largest provider of home battery storage, solar, and home-to-grid power plants, offering no-upfront-cost subscription models.
Sunrun Announces Date for Fourth Quarter and Full-year 2025 Earnings Report
Sunrun Inc. has announced that its fourth quarter and full-year 2025 earnings report will be released after market close on Thursday, February 26, 2026. A conference call is scheduled for 1:30 p.m. Pacific Time on the same day to discuss these results, accessible via the Sunrun Investor Relations website or phone. An audio replay and transcript will also be made available online.
Is Sunrun’s (RUN) US$500 Million VPP Deal Quietly Reframing Its Long‑Term Profit Engine?
Sunrun (RUN) recently secured a US$500 million Virtual Power Plant (VPP) financing deal with HA Sustainable Infrastructure Capital, allowing Sunrun to finance 300 megawatts of home-based power plants while retaining asset ownership. This partnership reinforces Sunrun's strategy of aggregating residential solar and battery systems into reliable, utility-like virtual power plants, moving beyond just a hardware-selling business. The deal supports deployment volumes and project financing, but also introduces execution risk for complex VPP operations and liquidity concerns, which investors should consider alongside varying fair value estimates.
Sunrun Inc (RUN) Stock Price Up 4.92% on Jan 27
Sunrun Inc (RUN) saw its stock price rise by 4.92% on January 27, reaching an intraday high of $21.17 before closing at $21.00. While Wall Street analysts have an average target price of $22.05, suggesting an upside, GuruFocus' estimated GF Value indicates a potential downside of 35.65% for the stock. This report was generated using automated technology and GuruFocus financial data.
How Is The Market Feeling About Sunrun Inc?
Sunrun Inc.'s short interest as a percent of float has increased by 3.7%, now standing at 32.24% of available shares, indicating a more bearish sentiment among investors. Covering these short positions would take traders an average of 10.83 days. Compared to its peers, Sunrun Inc. has significantly higher short interest, with the peer group average at 10.61%.
How Is The Market Feeling About Sunrun Inc?
Sunrun Inc.'s short interest as a percentage of float has increased by 3.7% since its last report, now standing at 32.24% with 59.64 million shares sold short. This high short interest, which would take traders 10.83 days to cover on average, indicates a bearish market sentiment towards the company. Compared to its peers whose average short interest is 10.61%, Sunrun Inc. has a significantly higher short interest.
Universal Beteiligungs und Servicegesellschaft mbH Buys 146,588 Shares of Sunrun Inc. $RUN
Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Sunrun (NASDAQ:RUN) by 41.7% in Q3, buying 146,588 shares to own 498,530 shares valued at $8.62 million. Despite this, insiders have been selling shares recently, with CFO Danny Abajian and CRO Paul S. Dickson both selling shares in early January. Analysts hold a "Moderate Buy" consensus rating for Sunrun with an average price target of $19.75, and the company recently beat EPS estimates and grew revenue by 34.9% year-over-year.
Drive Wealth Management LLC Sells 52,370 Shares of Sunrun Inc. $RUN
Drive Wealth Management LLC reduced its stake in Sunrun Inc. by 54.4% in the third quarter, selling 52,370 shares. Despite this, Sunrun's recent Q3 earnings beat expectations, with $0.06 EPS against a $0.01 consensus and revenues significantly higher than estimates. While insider selling has occurred, analysts maintain a "Moderate Buy" rating with an average target price of $19.75.
Sunrun Inc (RUN) Shares Up 8.87% on Jan 22
Shares of Sunrun Inc (RUN) surged 8.87% on January 22, closing at $19.40. While Wall Street analysts have an average price target of $22.05, indicating an "Outperform" status, GuruFocus estimates a GF Value of $13.51, suggesting a potential downside. The upward movement occurred on lower-than-average trading volume.
Here's Why You Must Add Sunrun Stock to Your Portfolio Right Now
Sunrun (RUN) is presented as a strong investment pick in the solar industry due to its consistent expansion in residential solar and storage, robust ROE, and strong growth outlook. The company has a history of exceeding earnings expectations and maintains a leading position in the U.S. residential solar market, reinforced by its focus on solar-plus-storage solutions and effective utilization of assets. Sunrun also demonstrates a healthy liquidity position and has shown significant stock price performance recently.
There's Reason For Concern Over Sunrun Inc.'s (NASDAQ:RUN) Price
Sunrun Inc.'s price-to-sales (P/S) ratio of 1.8x is considered "middle-of-the-road" for the Electrical industry, which has a median P/S of 2.2x. However, the company's recent revenue growth of 14% last year and 7.9% over three years is less than that of its peers. Analysts forecast an 11% annual growth for Sunrun over the next three years, significantly lower than the industry's projected 17%, suggesting its current P/S might not be sustainable given its inferior revenue outlook.
Sunrun Inc. (NASDAQ:RUN) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Sunrun Inc. (NASDAQ:RUN) has received a consensus "Moderate Buy" rating from 25 brokerages, with an average 12-month price target of $19.70. The company recently exceeded quarterly earnings expectations, reporting an EPS of $0.06 and revenue of $724.6 million, though it maintains a negative net margin. Despite significant institutional ownership, there has been notable insider selling of company shares.
Is HASI’s US$500 Million Sunrun Home Energy JV Altering The Investment Case For HA Sustainable Infrastructure Capital (HASI)?
HA Sustainable Infrastructure Capital (HASI) and Sunrun Inc. have formed a joint venture where HASI will invest up to US$500 million over 18 months in residential solar assets. This partnership expands HASI's reach into home energy and supports its revenue growth forecasts, fitting its thesis as a financier of climate-positive assets. However, investors should monitor the balance sheet pressure from this new commitment and its impact on funding discipline and dividend durability.
Is HASI’s US$500 Million Sunrun Home Energy JV Altering The Investment Case For HA Sustainable Infrastructure Capital (HASI)?
HA Sustainable Infrastructure Capital (HASI) recently closed a US$500 million joint venture with Sunrun to finance residential home energy assets. This partnership expands HASI's reach into residential energy, reinforcing its ability to originate assets that support revenue growth, but also raises questions about funding discipline and balance sheet pressure for investors. The article suggests that while the JV fits HASI's climate-positive investment thesis, investors should closely monitor funding risk and capital efficiency.
Sunrun (RUN) Forms Joint Venture with HA Sustainable Infrastructure
Sunrun Inc. (NASDAQ: RUN) has formed a joint venture with HA Sustainable Infrastructure (HASI) to finance distributed energy assets across the United States. HASI will invest up to $500 million to finance over 300 MW of capacity across 40,000 home power plants, allowing Sunrun to retain significant ownership and gain flexibility with senior project debt. This initiative aims to accelerate growth and capitalize on innovative financing structures for residential solar and energy storage.
Sunrun (RUN) forms joint venture with HA Sustainable Infrastructure
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Is HASI’s US$500 Million Sunrun Home Energy JV Altering The Investment Case For HA Sustainable Infrastructure Capital (HASI)?
HA Sustainable Infrastructure Capital (HASI) and Sunrun Inc. have formed a US$500 million joint venture to finance over 300 megawatts of distributed home energy assets, extending HASI's reach into residential energy. This JV reinforces HASI's ability to originate climate-positive assets but also adds near-term funding pressure. Investors should closely monitor funding discipline and project performance, as divergent fair value estimates signify ongoing debate about the company's valuation and capital efficiency.
Sunrun Inc (RUN) Trading 2.49% Higher on Jan 16
Sunrun Inc (RUN) shares rose 2.49% to $18.72 on Jan 16, placing the stock 16.60% below its 52-week high and 247.86% above its 52-week low. Wall Street analysts have an average target price of $22.10, indicating an 18.06% upside, and an "Outperform" recommendation. However, GuruFocus estimates a one-year GF Value of $13.40, suggesting a 28.4% downside from the current price.
Lobbying Update: $50,000 of SUNRUN INC. lobbying was just disclosed
SUNRUN INC. disclosed $50,000 in lobbying expenditures for Q4 2025, focusing on "Energy tax issues P.L. 119-21 (H.R. 1): One Big Beautiful Bill implementation." Insiders have sold RUN stock 40 times in the past six months, with no reported purchases. Hedge funds showed mixed activity in Q3 2025, while analysts generally maintained "Buy" or "Overweight" ratings with a median price target of $21.0.
PGGM Investments Has $142.76 Million Stake in Sunrun Inc. $RUN
PGGM Investments increased its stake in Sunrun Inc. (NASDAQ:RUN) by 17.8% in the third quarter, bringing its total holding to 8,256,941 shares valued at $142.76 million. This makes Sunrun PGGM's 12th-largest holding, representing about 3.58% of the company. Despite significant institutional ownership and a "Moderate Buy" consensus rating from analysts, Sunrun faces challenges with a negative net margin and high debt-to-equity ratio, alongside recent insider selling.
Sunrun, Nation's Largest Residential Solar Provider, Joins Business Moratorium Against Deep Sea Mining
Sunrun Inc., the largest residential solar and storage company in the U.S., has joined a business moratorium against deep seabed mining, becoming the first solar company to do so. This commitment follows engagement with shareholder representative As You Sow, emphasizing that clean energy development should not compromise ocean ecosystems. Sunrun joins over 70 companies in calling for a halt to deep sea mining until comprehensive scientific assessments prove it can avoid biodiversity loss, with many countries also advocating for a precautionary pause.
SG Americas Securities LLC Lowers Position in Sunrun Inc. $RUN
SG Americas Securities LLC significantly reduced its stake in Sunrun Inc. ($RUN) by 63.1% in the third quarter. Despite this, other institutional investors like Smartleaf Asset Management LLC and Spire Wealth Management increased their holdings. Insider transactions also showed sales by CEO Mary Powell and Director Lynn Michelle Jurich, while analysts maintain a "Moderate Buy" rating with a consensus price target of $19.70 for Sunrun.
