Oppenheimer Raises Sunrun (NASDAQ:RUN) Price Target to $25.00

Sunrun (NASDAQ:RUN) had its target price upped by analysts at Oppenheimer from $23.00 to $25.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has an “outperform” rating on the energy company’s stock. Oppenheimer’s price objective suggests a potential upside of 88.68% from the company’s previous close.

Several other equities analysts have also weighed in on RUN. Guggenheim raised Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 target price on the stock in a research note on Monday, November 10th. Jefferies Financial Group cut Sunrun from a “buy” rating to a “hold” rating and set a $22.00 price target for the company. in a research note on Friday. Weiss Ratings reissued a “sell (d-)” rating on shares of Sunrun in a research note on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft set a $19.00 price objective on shares of Sunrun in a report on Wednesday, January 7th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of Sunrun in a report on Wednesday, December 17th. One 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 company’s stock. According to data from MarketBeat.com, Sunrun presently has a consensus rating of “Moderate Buy” and a consensus target price of $20.09.

Sunrun Trading Down 35.1%

Shares of NASDAQ RUN opened at $13.25 on Friday. Sunrun has a fifty-two week low of $5.38 and a fifty-two week high of $22.44. The firm has a market capitalization of $3.07 billion, a P/E ratio of 7.75 and a beta of 2.36. The company has a debt-to-equity ratio of 3.67, a current ratio of 1.46 and a quick ratio of 1.06. The company’s 50 day simple moving average is $19.12 and its 200 day simple moving average is $18.35.

Sunrun (NASDAQ:RUN) last issued its earnings results on Thursday, February 26th. The energy company reported $0.38 EPS for the quarter, beating the consensus estimate of ($0.08) by $0.46. The company had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $610.29 million. Sunrun had a net margin of 15.22% and a return on equity of 12.18%. The business’s revenue for the quarter was up 123.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.41 EPS. On average, analysts predict that Sunrun will post -0.43 EPS for the current year.

Insider Transactions at Sunrun

In other news, Director Lynn Michelle Jurich sold 50,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $19.57, for a total value of $978,500.00. Following the completion of the transaction, the director owned 751,626 shares in the company, valued at $14,709,320.82. This represents a 6.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Edward Harris Fenster sold 163,844 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $19.95, for a total transaction of $3,268,687.80. Following the sale, the director owned 1,578,895 shares in the company, valued at approximately $31,498,955.25. The trade was a 9.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 518,800 shares of company stock valued at $9,903,520. 3.37% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the company. Principal Financial Group Inc. grew its stake in shares of Sunrun by 5.6% during the 3rd quarter. Principal Financial Group Inc. now owns 1,194,915 shares of the energy company’s stock worth $20,660,000 after acquiring an additional 63,284 shares in the last quarter. Nisa Investment Advisors LLC boosted its holdings in Sunrun by 7,260.9% during the second quarter. Nisa Investment Advisors LLC now owns 122,118 shares of the energy company’s stock worth $999,000 after purchasing an additional 120,459 shares during the last quarter. Universal Beteiligungs und Servicegesellschaft mbH boosted its holdings in Sunrun by 41.7% during the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 498,530 shares of the energy company’s stock worth $8,620,000 after purchasing an additional 146,588 shares during the last quarter. Range Financial Group LLC bought a new position in Sunrun in the third quarter valued at $1,403,000. Finally, Duff & Phelps Investment Management Co. increased its stake in Sunrun by 47.3% in the 2nd quarter. Duff & Phelps Investment Management Co. now owns 51,807 shares of the energy company’s stock valued at $424,000 after buying an additional 16,643 shares during the last quarter. 91.69% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Sunrun

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)

Sunrun Company Profile

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.