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Sunrun Inc. RUN

Technology — Solar
Cash Flow Champion (3y) Insider Buys (last 12m)
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
0.15
Total sells
25.00
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — 1 — — — — — —
Sell 7 2 8 7 2 10 7 1 3 7 1 —
Insider Ownership
2.76%

Capital & Financial Ratios

Market Cap
2,120.00
Revenue
3,475.61
Net Income
(958.46)
Free Cash Flow
(2,211.11)
Net Debt
14,046.58
Current Ratio
1.42
Debt/Equity
3.46
P/E ratio
4.99
P/S ratio
0.59
P/B ratio
0.46
Past 5Y EPS Growth
(7.36%)
This Y EPS Growth
(26.02%)
Next Y EPS Growth
(65.88%)
Next 5Y EPS Growth
(23.72%)
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2025 ‡‡‡
2024 ‡‡‡
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 987.69 947.27 1,236.84 1,136.24
Receivables 172.00 170.71 262.63 235.42
Inventory 459.75 402.08 501.29 649.85
Other — — — —
1,882.26 1,722.64 2,155.97 2,166.51
2023 2024 2025 Q'26
Payables 230.72 354.21 271.02 321.42
ST’ Debt 547.87 231.67 269.51 513.40
Other 8.20 7.90 8.68 9.00
1,488.16 1,334.48 1,302.52 1,523.45
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡ ‡‡‡ ‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 722.23 869.99 — —
—
’25 504.27 569.34 724.56 1,158.83
2,957.00
’24 458.19 523.87 537.17 518.49
2,037.72
’23 589.85 590.19 563.18 516.59
2,259.81
’22 495.78 584.58 631.91 609.15
2,321.42
’21 334.79 401.17 438.77 435.23
1,609.95
’20 210.73 181.29 209.76 320.41
922.19
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 10.62 (186.18) — —
—
’25 (104.21) (292.66) (121.52) 96.95
(421.44)
’24 (143.09) (208.54) (156.16) (258.36)
(766.15)
’23 (439.32) (202.17) (63.24) (116.01)
(820.74)
’22 (256.41) (197.85) (89.86) (304.67)
(848.79)
’21 (185.65) (170.12) (180.06) (281.36)
(817.19)
’20 (116.88) (35.37) (14.51) (151.21)
(317.97)
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (414.21) (619.82) — —
—
’25 (759.23) (985.48) (865.16) (311.91)
(2,921.78)
’24 (678.54) (817.35) (920.52) (1,050.77)
(3,467.18)
’23 (949.63) (902.43) (804.69) (772.13)
(3,428.88)
’22 (683.51) (716.05) (636.94) (823.36)
(2,859.86)
’21 (542.70) (570.12) (620.98) (769.57)
(2,503.37)
’20 (327.35) (189.32) (271.48) (499.49)
(1,287.65)
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.62 0.42 — —
—
’25 0.20 1.07 0.06 0.38
1.71
’24 (0.40) 0.55 (0.37) (12.51)
(12.81)
’23 (1.12) 0.25 (4.92) (1.60)
(7.41)
’22 (0.42) (0.06) 0.96 0.29
0.80
’21 (0.12) (0.20) 0.11 (0.19)
(0.39)
’20 (0.23) (0.11) 0.28 (0.88)
(1.24)

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

1.9
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 16.80 8.43 9.01 5.38 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 39.13 29.72 22.26 22.44 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12,408 10,833 11,058 9,059 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.19 0.21 0.18 0.33 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,321.42 2,259.81 2,037.72 2,957.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.87% 7.22% 16.12% 30.34% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (847.35) (2,695.53) (4,382.03) (1,176.32) ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (36.50%) (119.28%) (215.05%) (39.78%) ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (849.64) (2,682.84) (4,355.22) (1,009.11) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 451.05 1,689.67 3,743.04 725.58 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.98 10.43 9.17 12.87 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.82 (7.41) (12.81) 1.96 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (4.02) (3.79) (3.45) (1.83) ‡‡‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (9.52) (12.04) (12.15) (10.88) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (13.53) (15.83) (15.60) (12.71) — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.81 28.79 15.93 18.60 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 211.35 216.64 222.22 229.81 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡ 28.88 0.00 0.00 9.39 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.13 1.87 1.01 1.43 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.65 0.68 0.58 0.99 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.47 6.30 6.91 5.99 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (4.44) (4.15) (4.06) (6.06) — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (848.79) (820.74) (766.15) (421.44) ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2,011.07) (2,608.14) (2,701.02) (2,500.34) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2,859.86) (3,428.88) (3,467.18) (2,921.78) ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 942.19 394.10 388.15 853.45 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8,705.46 11,019.01 12,967.63 14,727.02 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7,752.59 10,031.32 12,020.36 13,490.18 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7,569.32 6,237.84 3,540.05 4,274.72 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.97% (8.08%) (14.11%) 2.12% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.70%) (7.60%) (14.84%) (0.44%) — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.38% (23.24%) (58.22%) 11.52% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Sunrun Inc. (RUN) rode a subsidy-fueled solar boom, scaling revenue at >50% CAGR from $477M in 2016 to $2.32B in 2022, with stock surging 430% from current levels to its 2021 peak—only to crater 80% amid rising rates and policy shifts like California’s NEM 3.0. This growth masked severe margin compression: gross margins eroded 76% from 29.6% in 2017 to 7.2% in 2023 (rebounding modestly to 16.1% in 2024), driving EBT to -$4.38B (-417% YoY) and FCF/share to -$15.60, as capex devoured value in a capital-intensive model.

Debt ballooned 1,236% to $12.97B by 2024, yielding -58% ROE and persistent negative OCF/FCF (-$3.47B), while insiders net sold heavily ($17.1M outflows vs. $1.56M buys). Analysts forecast an 18% revenue rebound to $2.4B in 2025 with positive net income ($366M), but projections ignore implausibly stable capex, unaddressed leverage, and FCF negativity (-$3.09B), amid competition from Tesla/Enphase and macro risks.

At ~1x PS and sub-1x PB, RUN appears a value trap—cumulative FCF burn exceeds -$35B since 2016. Will IRA tailwinds deliver, or does history signal another wipeout? Dive into the full quantitative breakdown for probabilities and models.

Read full commentary →

Sunrun Inc. (RUN) Latest News

News by impact score

Fine-tune

18 Sep

4 , 12:11 PM
Sunrun Inc. executes new capital raise and outage messaging updates that may reframe its resilience-focused investment narrative. Capital raise constitutes major strategic move capable of altering financial structure and investor sentiment.

17 Sep

3 , 6:15 PM
Sunrun Inc. raised $100 million in a private placement, with analysis indicating the stock could be 49% undervalued. The $100 million private placement supplies fresh capital that may shift Sunrun's financial structure and near-term valuation.

3 Sep

4 www.powermag.com, 2:26 PM
PG&E, Google and Rewiring America launch virtual power plant program in California involving Sunrun residential solar and storage assets. California VPP launch with major partners expands Sunrun deployment opportunities and revenue streams in its core residential solar-plus-storage market.

3 www.trefis.com, 4:50 PM
Questions arise whether Sunrun warrants growth-stock pricing amid thin profits, drawing direct parallels to Tesla's thin margins and high valuation. Valuation scrutiny may shift short-term investor sentiment toward Sunrun without changing its operational trajectory.

25 Aug

3 www.trefis.com, 4:41 PM
Sunrun Inc. (RUN) developments in residential solar and energy storage stand to drive Tesla stock gains via expanded market synergies and renewable integration. Linkage to Tesla growth offers moderate positive visibility for Sunrun operations and sentiment without altering core fundamentals.

17 Aug

4 , 8:00 AM
Sunrun to supply Voltus with energy capacity for AI hyperscaler agreements. Supply deal with Voltus ties Sunrun directly to AI data center power demand, opening major new revenue streams.

10 Aug

4 www.utilitydive.com, 7:40 AM
Sunrun is shifting to a direct-sales model amid industry headwinds. Direct-sales transition amid headwinds represents major strategic change likely to reshape operations and competitive stance.

8 Aug

4 , 2:10 PM
Sunrun beats Q2 earnings expectations with record storage attachments, raising questions on whether these results will reshape the company's investment narrative. Q2 earnings beat combined with record storage attachments signals stronger growth trajectory and improved competitive positioning in residential solar.

3 , 12:13 PM
Analysts lower Sunrun stock fair value after weighing growth projects against cash risks. Analyst adjustments to fair value over cash and growth concerns can moderately shift near-term investor sentiment and trading.

7 Aug

3 , 2:00 PM
Sunrun reported Q2 results with key metrics compared to Wall Street estimates. Q2 metric comparisons to estimates moderately influence Sunrun performance views without signaling major shifts.

6 Aug

4 , 8:40 AM
Sunrun cuts full-year cash outlook, triggering 10% stock price drop. Lowered cash guidance signals weaker financial trajectory and directly pressures valuation and sentiment.

4 , 1:12 AM
Sunrun Inc reported Q2 2026 earnings with record storage attachment rate. Record storage attachment rate signals strong growth momentum likely to lift future performance and sentiment.

4 transcript www.marketbeat.com, 12:03 AM
Sunrun Q2 earnings call covered financial results, customer growth, installation metrics, margin trends and forward guidance on solar demand and financing. Q2 earnings details and guidance directly shape near-term revenue forecasts and investor sentiment for the company.

5 Aug

3 , 9:00 PM
Sunrun Inc. (RUN) reported Q2 earnings with key metrics compared to Wall Street estimates. Q2 earnings metrics versus estimates reveal operational results that may moderately shift near-term stock valuation.

3 , 6:10 PM
Sunrun Inc. beat analyst estimates for both Q2 earnings and revenues. Quarterly earnings and revenue beats indicate stronger financial results likely to influence near-term investor sentiment for Sunrun.

3 , 4:09 PM
Sunrun reports strong Q2 CY2026 sales but its stock drops 12%. Strong sales growth offset by 12% stock decline signals moderate investor concerns on outlook.

3 , 4:01 PM
Sunrun Inc. reported its second quarter 2026 financial results. Quarterly earnings releases supply key financial metrics that can shift near-term stock valuation and sentiment.

4 Aug

3 , 6:00 PM
Sunrun priced a $267 million securitization of residential solar and storage assets. Securitization delivers major funding to support Sunrun core solar and storage operations.

25 Jul

3 , 10:00 AM
Sunrun Inc. supplies free batteries to New York City small businesses, enabling reduced electric bills via its storage solutions. NYC free battery program supports Sunrun commercial segment growth and localized adoption without broad strategic overhaul.

23 Jul

3 , 9:00 AM
Sunrun partners with EnergyHub and The Mobility House to test a residential vehicle-to-grid program in Massachusetts serving Eversource and National Grid customers. Pilot program tests vehicle-to-grid integration that may advance Sunrun's residential storage offerings but remains limited in immediate scale.

21 Jul

3 , 7:58 AM
Sunrun Inc. (RUN) positioned as cash-burning stock suitable for decades-long ownership alongside two other stocks facing notable challenges. Mentions RUN as long-term hold candidate despite cash burn, mildly shaping investor outlook without altering core trajectory.

16 Jul

4 , 5:13 AM
Sunrun secures California grid deal, prompting questions on whether its current valuation appears compelling for investors. California grid deal marks major strategic expansion that can materially boost Sunrun's growth trajectory and investor outlook.

15 Jul

4 , 12:16 PM
Sunrun expands its California Virtual Power Plant by 425MW, prompting questions on whether RUN investors should take action in response to the growth initiative. 425MW VPP expansion marks major strategic capacity growth in Sunrun's core residential solar and grid services business.

14 Jul

4 , 8:00 AM
Sunrun expanded its California distributed power plant dispatch capacity to 425 megawatts to deliver statewide grid relief. Capacity expansion to 425 megawatts strengthens Sunrun grid services operations and market position in California.

3 www.trefis.com, 11:24 AM
Tesla's valuation may increasingly hinge on energy initiatives rather than vehicle sales, shifting competitive dynamics for solar and renewable firms including Sunrun. Tesla emphasis on energy creates moderate competitive pressure on Sunrun's core solar market.

13 Jul

4 stocktwits.com, 7:50 PM
Sunrun Inc. stock slips marginally as the company launches a program letting solar customers earn cash by powering AI computing. Program creates new revenue channel tying residential solar to AI demand, likely shifting growth trajectory.

9 Jul

3 , 9:00 AM
Morgan Stanley forecasts AI data center demand will trigger an inflection point in clean tech orders, supporting growth for Sunrun. Analyst view on AI-driven sector demand may lift order visibility and sentiment for Sunrun without altering core operations.

8 Jul

4 www.barchart.com, 5:00 PM
Sunrun unveils AI data center pilot. Sunrun's AI data center pilot marks a major strategic expansion that could reshape its business trajectory.

4 , 2:41 PM
Sunrun explores supplying residential solar power to AI data centers as potential new revenue stream. New AI data center power contracts could materially expand Sunrun addressable market and growth trajectory.

3 , 3:37 PM
Sunrun proposes placing AI data centers in homes but the plan produces no stock price increase. Plan signals potential new growth direction for Sunrun yet delivers no immediate valuation change.
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