Sunrun Inc. (NASDAQ:RUN) Receives Average Rating of "Hold" from Analysts

Key Points

• Analysts give Sunrun a “Hold” consensus: Of 22 analysts, 12 rate the stock a buy, eight a hold and two a sell, with an average 12-month price target of $17.42.
• Sunrun beat second-quarter estimates with adjusted EPS of $0.42 versus $0.23 expected and revenue of roughly $870 million, up 52.8% year over year. Battery-storage adoption also reached a record 74% attachment rate.
• Reduced full-year guidance remains a major concern: Sunrun lowered its 2026 cash-generation outlook to $200 million–$375 million, while recent analyst target cuts and insider selling added to pressure on the stock, which opened at $9.38.

Shares of Sunrun Inc. (NASDAQ:RUN - Get Free Report) have received an average rating of "Hold" from the twenty-two ratings firms that are covering the stock, Marketbeat reports. Two research analysts have rated the stock with a sell rating, eight have given a hold rating and twelve have issued a buy rating on the company. The average 12-month price target among brokerages that have issued ratings on the stock in the last year is $17.4239.

RUN has been the topic of a number of research analyst reports. Wall Street Zen downgraded Sunrun from a "hold" rating to a "sell" rating in a research report on Saturday, April 25th. JPMorgan Chase & Co. cut their price objective on Sunrun from $25.00 to $22.00 and set an "overweight" rating for the company in a research report on Thursday, April 16th. Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $17.00 price objective on shares of Sunrun in a report on Friday, May 8th. Royal Bank Of Canada decreased their target price on shares of Sunrun from $18.00 to $14.00 and set an "outperform" rating on the stock in a research report on Thursday. Finally, UBS Group lowered their target price on shares of Sunrun from $23.00 to $20.00 and set a "buy" rating for the company in a research note on Tuesday, June 16th.

Insiders Place Their Bets

In other news, CFO Danny Abajian sold 16,495 shares of the company's stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $13.19, for a total value of $217,569.05. Following the transaction, the chief financial officer directly owned 420,318 shares in the company, valued at approximately $5,543,994.42. This represents a 3.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Lynn Michelle Jurich sold 50,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $9.96, for a total transaction of $498,000.00. Following the transaction, the director directly owned 367,405 shares of the company's stock, valued at $3,659,353.80. The trade was a 11.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 223,045 shares of company stock worth $2,934,835. Insiders own 3.55% of the company's stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Amundi raised its position in Sunrun by 56.3% in the 1st quarter. Amundi now owns 3,300,626 shares of the energy company's stock valued at $44,798,000 after purchasing an additional 1,188,564 shares in the last quarter. Handelsbanken Fonder AB grew its position in shares of Sunrun by 6.7% during the fourth quarter. Handelsbanken Fonder AB now owns 2,314,802 shares of the energy company's stock worth $42,592,000 after buying an additional 145,285 shares in the last quarter. Intech Investment Management LLC increased its stake in shares of Sunrun by 33.1% during the fourth quarter. Intech Investment Management LLC now owns 324,632 shares of the energy company's stock worth $5,973,000 after buying an additional 80,695 shares during the period. LBP AM SA purchased a new stake in shares of Sunrun during the fourth quarter worth approximately $3,307,000. Finally, Masters Capital Management LLC purchased a new stake in shares of Sunrun during the first quarter worth approximately $6,780,000. 91.69% of the stock is currently owned by hedge funds and other institutional investors.

Key Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates. Sunrun reported adjusted earnings of $0.42 per share versus the $0.23 consensus estimate, while revenue rose 52.8% year over year to approximately $870 million, above expectations of about $747 million. Sunrun Shares Fall as Guidance Cut Offsets Q2 Earnings Beat
• Positive Sentiment: Battery-storage adoption reached a record. Sunrun said its Q2 storage attachment rate climbed to 74%, with networked storage capacity reaching 4.6 gigawatt-hours. Management expects to exit 2026 with more than 10% growth and is targeting over 10 GWh of capacity by the end of 2028. Sunrun Growth and Storage Targets
• Positive Sentiment: Analysts remain bullish despite lower targets. Goldman Sachs and TD Cowen maintained “buy” ratings, with revised price targets of $15 and $16, respectively—still implying substantial upside from recent trading levels. Analyst Price Target Changes
• Neutral Sentiment: Cash generation remains positive but requires monitoring. Sunrun generated $23 million of cash in Q2, or $45 million excluding equipment investments, but used $186 million in operating cash flow. Institutional ownership remains high at approximately 91.7%.
• Negative Sentiment: Full-year guidance was reduced. Sunrun lowered its 2026 cash-generation outlook to $200 million-$375 million, raising concerns about execution, capital needs and the durability of future profitability. This guidance cut was the primary reason the strong quarterly beat failed to support the stock. Sunrun Reports Second Quarter 2026 Financial Results
• Negative Sentiment: Recent analyst target reductions add pressure. Goldman Sachs cut its target from $18 to $15, while TD Cowen reduced its target from $21 to $16. A director’s sale of 50,000 shares under a pre-arranged Rule 10b5-1 plan is an additional, though less significant, sentiment headwind.

Sunrun Stock Down 10.6%

Shares of NASDAQ RUN opened at $9.38 on Friday. The company has a market capitalization of $2.24 billion, a P/E ratio of 6.34 and a beta of 2.35. The company has a debt-to-equity ratio of 3.44, a current ratio of 1.45 and a quick ratio of 1.09. The company has a 50 day simple moving average of $12.40 and a 200-day simple moving average of $14.15. Sunrun has a 1 year low of $8.61 and a 1 year high of $22.44.

Sunrun (NASDAQ:RUN - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, beating analysts' consensus estimates of $0.23 by $0.19. The firm had revenue of $869.99 million for the quarter, compared to analysts' expectations of $746.87 million. Sunrun had a return on equity of 9.74% and a net margin of 11.59%.The firm's quarterly revenue was up 52.8% on a year-over-year basis. During the same period in the prior year, the firm posted $1.07 earnings per share. On average, equities research analysts predict that Sunrun will post 1.01 earnings per share for the current year.

About Sunrun

Sunrun, Inc NASDAQ: RUN is a leading provider of residential solar energy systems in the United States. The company designs, installs and maintains rooftop solar panels and battery storage solutions for homeowners under flexible financing arrangements. Customers can choose from leasing, power purchase agreements or solar ownership models, all of which are supported by Sunrun's network of installation partners and service technicians. Sunrun also offers integrated home energy management services, including its Brightbox battery storage product, which enables customers to store solar energy for use during peak hours or power outages.

Founded in 2007 by Lynn Jurich, Ed Fenster and Nat Kreamer, Sunrun is headquartered in San Francisco, California.

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.

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