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Sunrun Inc.
RUN
NASDAQ·Energy·Solar·Mkt cap $3.1B
$12.74
▼ -2.82%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$9.01 - $22.44
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 45.8% 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
2 risks
- High volatility (beta 2.3). Larger-than-normal price swings expected.
- Growth premium of 1.7x vs Solar Energy peers. Elevated but may be justified by growth trajectory.
Growth
Revenue decline expected
Increasing residential solar adoption
Value
Growth premium of 1.7x vs Solar Energy peers. Elevated but may be justified by growth trajectory.
Momentum
Stable
-2.9% over 3m
Quality
Stable
High-growth business (52% revenue growth, 30% 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: May 5, 2026
MAY 6, 2026
Reported EPS of $0.62 vs -$0.05 consensus (+1340.0% surprise). Revenue of $722.2M vs $688.5M expected (+4.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+1340.0%
Next: May 5, 2026
Revenue trend · last 8Q
—
—
+0%
+10%
+9%
+35%
+124%
+43%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$523.9M
$537.2M
$518.5M
$504.3M
$569.3M
$724.6M
$1.2B
$722.2M
Margins · last 8Q
Gross
—
Operating
—
Profit
23.2%
Wall Street consensus
13 analysts · 62% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
62%
Hold
31%
Sell
8%
Median Price Target
$17.00
▲ +33.4% vs $12.74
Latest: GLJ · Jun 24, 2026
4 analysts covering
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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