Sunrun Inc.
RUN
NASDAQ·Energy·Solar·Mkt cap $2.1B
$8.93
▼ -0.33%
P/E
5.48
Mkt Cap
$2.1B
52-Wk Range
$8.22–$22.44
52-Week Range
$8.22 - $22.44
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 45.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Vertically integrated solar solution platform
- Innovative financing models
- Comprehensive nationwide installation network
- Advanced battery storage technology
Bear Case
1 risk
- High volatility (beta 2.4). Larger-than-normal price swings expected.
Growth
Mild headwinds expected
Increasing residential solar adoption
Value
Trading at 0.6x Solar Energy peers — a discount despite the growth profile.
Momentum
Falling
-39.7% over 3m
Quality
Stable
High-growth business (63% revenue growth, 35% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying RUN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 5, 2026
Reported EPS of $0.42 vs $0.23 consensus (+86.3% surprise). Revenue of $870.0M vs $746.9M expected (+16.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+86.3%
Revenue trend · last 8Q
—
+0%
+10%
+9%
+35%
+124%
+43%
+53%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$537.2M
$518.5M
$504.3M
$569.3M
$724.6M
$1.2B
$722.2M
$870.0M
Margins · last 8Q
Gross
0.0%
Operating
4.0%
Profit
13.2%
Wall Street consensus
11 analysts · 73% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
73%
Hold
18%
Sell
9%
Median Price Target
—
Latest: Citi · Aug 7, 2026
vs Industry
How RUN stacks vs Solar
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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