Glj Research Downgrades Sunrun (NASDAQ:RUN) to Sell

Sunrun (NASDAQ:RUN) was downgraded by analysts at Glj Research from a “hold” rating to a “sell” rating in a research report issued to clients and investors on Friday, Marketbeat.com reports.

RUN has been the subject of a number of other research reports. Guggenheim upgraded shares of Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 price objective for the company in a report on Monday, November 10th. Morgan Stanley upped their price target on shares of Sunrun from $20.00 to $21.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 2nd. Oppenheimer lifted their price target on shares of Sunrun from $23.00 to $25.00 and gave the stock an “outperform” rating in a report on Friday. Weiss Ratings reissued a “sell (d-)” rating on shares of Sunrun in a research note on Thursday, January 22nd. Finally, Jefferies Financial Group lowered Sunrun from a “buy” rating to a “hold” rating and set a $22.00 target price for the company. in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, seven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $20.09.

Sunrun Trading Down 35.1%

NASDAQ RUN opened at $13.25 on Friday. The company has a market cap of $3.07 billion, a price-to-earnings ratio of 7.75 and a beta of 2.36. Sunrun has a twelve month low of $5.38 and a twelve month high of $22.44. The company has a quick ratio of 1.06, a current ratio of 1.46 and a debt-to-equity ratio of 3.67. The business’s fifty day moving average is $19.12 and its 200 day moving average is $18.35.

Sunrun (NASDAQ:RUN) last issued its earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.08) by $0.46. The business had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $610.29 million. Sunrun had a return on equity of 12.18% and a net margin of 15.22%.The business’s revenue for the quarter was up 123.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.41 EPS. As a group, sell-side analysts expect that Sunrun will post -0.43 EPS for the current fiscal year.

Insiders Place Their Bets

In other Sunrun news, CRO Paul S. Dickson sold 6,119 shares of the company’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $108,918.20. Following the sale, the executive owned 639,110 shares of the company’s stock, valued at approximately $11,376,158. This represents a 0.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Lynn Michelle Jurich sold 50,000 shares of Sunrun stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $19.57, for a total value of $978,500.00. Following the completion of the transaction, the director directly owned 751,626 shares of the company’s stock, valued at approximately $14,709,320.82. This trade represents a 6.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 518,800 shares of company stock valued at $9,903,520 over the last quarter. Company insiders own 3.37% of the company’s stock.

Institutional Trading of Sunrun

Large investors have recently modified their holdings of the stock. Vanguard Group Inc. lifted its position in shares of Sunrun by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 24,193,170 shares of the energy company’s stock valued at $418,300,000 after acquiring an additional 288,945 shares during the period. PGGM Investments increased its stake in Sunrun by 17.8% in the third quarter. PGGM Investments now owns 8,256,941 shares of the energy company’s stock valued at $142,763,000 after purchasing an additional 1,249,683 shares in the last quarter. Maple Rock Capital Partners Inc. raised its holdings in shares of Sunrun by 95.6% during the second quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company’s stock valued at $66,525,000 after purchasing an additional 3,974,464 shares during the period. Invesco Ltd. raised its holdings in shares of Sunrun by 26.6% during the fourth quarter. Invesco Ltd. now owns 5,868,199 shares of the energy company’s stock valued at $107,975,000 after purchasing an additional 1,231,628 shares during the period. Finally, Geode Capital Management LLC boosted its position in shares of Sunrun by 3.8% during the 4th quarter. Geode Capital Management LLC now owns 5,663,239 shares of the energy company’s stock worth $104,220,000 after purchasing an additional 205,627 shares in the last quarter. Institutional investors and hedge funds own 91.69% of the company’s stock.

Sunrun News Summary

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun beat expectations in Q4: GAAP EPS $0.38 vs a consensus loss, revenue $1.16B (well above estimates) and strong cash generation (Cash Generation of $377M in 2025). The company also reported record storage attachment rates and other operational wins that support future revenue quality. Sunrun Reports Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Company guidance and metrics were constructive: outlook for positive cash generation in 2026 ($250M–$450M range), $290M net change in cash, $176M contracted net value creation in Q4 and a 71% storage attachment rate — items that support a margin-focused pivot. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Zacks upgraded RUN to a Rank #1 (Strong Buy), which can attract momentum and short-term buying interest from retail and quant flows. Sunrun Upgraded to Strong Buy (Zacks)
• Positive Sentiment: Oppenheimer raised its price target to $25 and kept an “outperform” rating, signaling bullish analyst conviction and a large implied upside from current levels. Oppenheimer Raises PT to $25 (Benzinga)
• Neutral Sentiment: Sunrun outlined a pivot to a margin-focused strategy with projected high single- to low double-digit direct business growth for 2026 — strategic shift could improve profitability over time but timing/scale remain uncertain. Sunrun Pivot to Margin-Focused Strategy (Seeking Alpha)
• Neutral Sentiment: Full earnings call/transcript coverage is available (details on cash, storage attach, partnerships and cost pressures) — useful for investors assessing execution risk vs. growth opportunity. Q4 2025 Earnings Call Transcript
• Negative Sentiment: At least one firm (GLJ Research) reaffirmed a “sell” rating, signaling continued analyst skepticism that can pressure the stock amid volatile trading. GLJ Reaffirms Sell (TickerReport/Benzinga)
• Negative Sentiment: Despite the beat, structural concerns remain: aggregate analyst expectations still imply negative FY EPS (consensus around -0.43), Sunrun shows a negative net margin and a high debt/equity ratio — factors that leave the stock vulnerable to downside if execution slips. Analyst Estimates and Metrics (MarketBeat)

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.