Sunrun (NASDAQ:RUN) Stock Dropped to Sell by Wall Street Zen

Key Points

• Wall Street Zen downgraded Sunrun from “Hold” to “Sell,” while broader analyst sentiment remains mixed: 12 analysts rate it Buy, eight Hold, and two Sell, producing a consensus Hold rating and $15.92 price target.
• Sunrun shares opened at $7.64, near their 52-week low of $7.26 and well below the $22.44 high; the stock also carries elevated leverage, with a debt-to-equity ratio of 3.34.
• The company’s latest quarter exceeded expectations, reporting $0.42 in EPS versus $0.23 expected and $869.99 million in revenue, up 52.8% year over year. Several executives sold shares to cover tax obligations, while institutional investors own 91.69% of the stock.

Sunrun (NASDAQ:RUN - Get Free Report) was downgraded by Wall Street Zen from a "hold" rating to a "sell" rating in a research report issued on Saturday, Wall Street Zen reports.

A number of other equities research analysts have also commented on the company. Jefferies Financial Group reissued a "hold" rating and issued a $7.00 price target on shares of Sunrun in a research report on Friday. Roth Capital reaffirmed a "buy" rating on shares of Sunrun in a report on Thursday, July 9th. Wells Fargo & Company reduced their target price on shares of Sunrun from $22.00 to $17.00 and set an "overweight" rating for the company in a research note on Friday, August 14th. Oppenheimer reiterated an "outperform" rating and issued a $20.00 target price on shares of Sunrun in a report on Thursday, August 6th. Finally, Glj Research reissued a "sell" rating and set a $4.63 price target on shares of Sunrun in a research report on Monday, August 17th. Twelve equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Sunrun currently has a consensus rating of "Hold" and a consensus price target of $15.92.

Sunrun Stock Performance

Shares of RUN opened at $7.64 on Friday. The company has a debt-to-equity ratio of 3.34, a quick ratio of 1.00 and a current ratio of 1.42. The stock has a 50 day moving average price of $8.85 and a two-hundred day moving average price of $11.53. The firm has a market capitalization of $1.84 billion, a P/E ratio of 5.16 and a beta of 2.44. Sunrun has a 52 week low of $7.26 and a 52 week high of $22.44.

Sunrun (NASDAQ:RUN - Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, topping the consensus estimate of $0.23 by $0.19. The firm had revenue of $869.99 million during the quarter, compared to the consensus estimate of $746.87 million. Sunrun had a return on equity of 9.59% and a net margin of 11.59%. The company's quarterly revenue was up 52.8% compared to the same quarter last year. During the same period in the prior year, the business posted $1.07 earnings per share. Equities analysts forecast that Sunrun will post 1.14 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Danny Abajian sold 16,734 shares of the firm's stock in a transaction on Tuesday, October 6th. The stock was sold at an average price of $7.76, for a total transaction of $129,855.84. Following the completion of the sale, the chief financial officer directly owned 386,532 shares of the company's stock, valued at $2,999,488.32. This trade represents a 4.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CRO Paul S. Dickson sold 15,837 shares of Sunrun stock in a transaction on Tuesday, October 6th. The stock was sold at an average price of $7.76, for a total value of $122,895.12. Following the sale, the executive owned 823,702 shares in the company, valued at $6,391,927.52. The trade was a 1.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 118,719 shares of company stock valued at $1,031,277. 3.55% of the stock is currently owned by insiders.

Institutional Trading of Sunrun

A number of large investors have recently added to or reduced their stakes in RUN. Cloverfields Capital Group LP lifted its position in shares of Sunrun by 1.7% during the 4th quarter. Cloverfields Capital Group LP now owns 55,320 shares of the energy company's stock valued at $1,018,000 after buying an additional 940 shares during the last quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its holdings in Sunrun by 50.0% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 3,000 shares of the energy company's stock worth $55,000 after acquiring an additional 1,000 shares during the last quarter. Leonteq Securities AG raised its stake in Sunrun by 26.8% in the 1st quarter. Leonteq Securities AG now owns 6,281 shares of the energy company's stock valued at $85,000 after acquiring an additional 1,327 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in Sunrun in the 4th quarter valued at about $27,000. Finally, Van ECK Associates Corp raised its stake in Sunrun by 3.7% in the 2nd quarter. Van ECK Associates Corp now owns 42,838 shares of the energy company's stock valued at $573,000 after acquiring an additional 1,528 shares during the period. Hedge funds and other institutional investors own 91.69% of the company's stock.

Key Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Citigroup lowered its price target for Sunrun from $16 to $14 but maintained a Buy rating, implying substantial upside from recent levels. Citigroup Sunrun Price Target
• Positive Sentiment: Sunrun’s third-quarter 2026 earnings report is scheduled for November 4 after the market close. The release and conference call will give investors a near-term catalyst and updates on demand, liquidity and the company’s outlook. Sunrun Announces Third-Quarter Earnings Date
• Positive Sentiment: An analysis argues that RUN could be undervalued as the earnings date approaches, potentially attracting value-oriented investors. This remains an estimate rather than a confirmed change in fundamentals. Sunrun Could Be Undervalued
• Neutral Sentiment: Reported short interest totaled zero shares as of October 9, producing a 0.0-day short-interest ratio. The figure suggests no measurable short-selling pressure, although the data may reflect a reporting anomaly and should be interpreted cautiously.
• Neutral Sentiment: Unusual options activity pointed to several potentially large trades, but the activity alone does not establish a clear bullish or bearish direction. Sunrun Unusual Options Activity
• Negative Sentiment: Goldman Sachs also cut its price target, from $13 to $11, despite keeping a Buy rating. The reduction signals more cautious expectations even though the target remains above the current trading range. Goldman Sachs Sunrun Price Target
• Negative Sentiment: A Texas customer reportedly received a recall notice for a Powerwall system and was billed $450 by a Sunrun partner for troubleshooting. The account could raise concerns about customer service, partner practices and potential reputational costs. Texas Powerwall Owner and Sunrun Partner Billing
• Negative Sentiment: Chief Accounting Officer Maria Barak sold 1,771 shares at an average price of $7.77. The filing states the sale covered tax withholding tied to vested equity, limiting its bearish significance, but insider selling can still weigh on sentiment.

About Sunrun

Sunrun Inc is a residential solar energy company that designs, installs, owns and maintains solar energy systems for homeowners. The company typically provides electricity through long-term agreements, including solar leases and power purchase agreements, allowing customers to use electricity generated by rooftop solar systems without purchasing the equipment outright.

Sunrun also offers energy storage solutions, including its BrightBox battery system, which can store electricity for use during outages, periods of high demand or when solar generation is unavailable.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.