Roth Capital Analysts Increase Earnings Estimates for Sunrun

Key Points

• Roth Capital has raised its earnings per share (EPS) estimates for Sunrun's Q3 2025 from a loss of $0.21 to a profit of $0.76, suggesting a significant improvement in anticipated financial performance.
• Sunrun's recent earnings report showed earnings of $1.07 per share, greatly surpassing analysts' expectations of a loss, alongside an 8.7% revenue growth year-over-year to $569.34 million.
• Several research firms have upgraded their ratings and price targets for Sunrun, with Mizuho and Oppenheimer both setting a target of $21, indicating growing confidence in the company's future prospects.

Sunrun Inc. (NASDAQ:RUN - Free Report) - Investment analysts at Roth Capital increased their Q3 2025 earnings per share (EPS) estimates for shares of Sunrun in a research report issued to clients and investors on Wednesday, August 6th. Roth Capital analyst P. Shen now expects that the energy company will earn $0.76 per share for the quarter, up from their prior estimate of ($0.21). The consensus estimate for Sunrun's current full-year earnings is ($0.43) per share. Roth Capital also issued estimates for Sunrun's Q4 2025 earnings at $0.71 EPS, FY2025 earnings at $2.74 EPS, Q1 2026 earnings at $0.74 EPS, Q2 2026 earnings at $0.84 EPS, Q3 2026 earnings at $0.87 EPS, Q4 2026 earnings at $0.78 EPS, FY2026 earnings at $3.23 EPS, Q1 2027 earnings at $0.80 EPS, Q2 2027 earnings at $0.92 EPS and FY2027 earnings at $3.52 EPS.

Sunrun (NASDAQ:RUN - Get Free Report) last posted its earnings results on Wednesday, August 6th. The energy company reported $1.07 earnings per share for the quarter, topping analysts' consensus estimates of ($0.18) by $1.25. Sunrun had a positive return on equity of 14.19% and a negative net margin of 120.59%. The firm had revenue of $569.34 million for the quarter, compared to the consensus estimate of $555.42 million. During the same quarter in the prior year, the business earned $0.55 EPS. The business's revenue for the quarter was up 8.7% on a year-over-year basis.

Several other research firms also recently weighed in on RUN. Mizuho upped their price target on Sunrun from $13.00 to $21.00 and gave the stock an "outperform" rating in a research note on Monday, July 14th. Oppenheimer upped their price target on Sunrun from $20.00 to $21.00 and gave the stock an "outperform" rating in a research note on Thursday. Wall Street Zen upgraded Sunrun from a "sell" rating to a "hold" rating in a research note on Saturday, July 12th. KeyCorp upgraded Sunrun from an "underweight" rating to a "sector weight" rating in a research note on Tuesday, July 8th. Finally, Susquehanna upped their price target on Sunrun from $12.00 to $13.00 and gave the stock a "positive" rating in a research note on Thursday. Two equities research analysts have rated the stock with a sell rating, ten have assigned a hold rating, eleven have issued a buy rating and one has given a strong buy rating to the stock. According to MarketBeat, Sunrun currently has an average rating of "Hold" and a consensus price target of $13.85.

Sunrun Stock Down 1.3%

RUN stock opened at $11.85 on Monday. The company has a debt-to-equity ratio of 3.70, a quick ratio of 1.02 and a current ratio of 1.41. The company has a market capitalization of $2.73 billion, a price-to-earnings ratio of -1.02 and a beta of 2.37. The business's 50 day moving average price is $9.27 and its two-hundred day moving average price is $8.28. Sunrun has a fifty-two week low of $5.38 and a fifty-two week high of $22.26.

Hedge Funds Weigh In On Sunrun

Institutional investors and hedge funds have recently modified their holdings of the company. Spire Wealth Management raised its holdings in Sunrun by 960.0% in the 2nd quarter. Spire Wealth Management now owns 5,300 shares of the energy company's stock worth $43,000 after purchasing an additional 4,800 shares during the period. Apollon Wealth Management LLC bought a new position in Sunrun in the 1st quarter worth $60,000. US Bancorp DE raised its holdings in Sunrun by 107.6% in the 1st quarter. US Bancorp DE now owns 10,307 shares of the energy company's stock worth $60,000 after purchasing an additional 5,342 shares during the period. Sterling Capital Management LLC raised its holdings in Sunrun by 807.5% in the 4th quarter. Sterling Capital Management LLC now owns 6,888 shares of the energy company's stock worth $64,000 after purchasing an additional 6,129 shares during the period. Finally, Signaturefd LLC raised its holdings in Sunrun by 436.4% in the 2nd quarter. Signaturefd LLC now owns 7,805 shares of the energy company's stock worth $64,000 after purchasing an additional 6,350 shares during the period. 91.69% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Sunrun

In other news, CFO Danny Abajian sold 8,909 shares of the firm's stock in a transaction on Monday, July 7th. The stock was sold at an average price of $10.80, for a total value of $96,217.20. Following the transaction, the chief financial officer directly owned 446,797 shares in the company, valued at $4,825,407.60. This trade represents a 1.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Mary Powell sold 11,509 shares of the firm's stock in a transaction on Monday, July 7th. The stock was sold at an average price of $10.80, for a total value of $124,297.20. Following the completion of the transaction, the chief executive officer owned 893,240 shares in the company, valued at approximately $9,646,992. This trade represents a 1.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 41,939 shares of company stock valued at $430,264. Corporate insiders own 3.37% of the company's stock.

Sunrun Company Profile

Sunrun Inc designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States. It also sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. In addition, the company offers battery storage along with solar energy systems; and sells services to commercial developers through multi-family and new homes.

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