Sunrun (NASDAQ:RUN) Upgraded at Zacks Research

Zacks Research upgraded shares of Sunrun (NASDAQ:RUN) from a hold rating to a strong-buy rating in a research note issued to investors on Thursday morning,Zacks.com reports.

Other analysts have also issued reports about the company. Wells Fargo & Company lifted their price target on Sunrun from $14.00 to $21.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 11th. TD Cowen upped their target price on shares of Sunrun from $22.00 to $23.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Sunrun in a research report on Thursday, January 22nd. Glj Research lowered shares of Sunrun from a “hold” rating to a “sell” rating in a research report on Friday. Finally, 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. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Sunrun currently has an average rating of “Moderate Buy” and a consensus price target of $20.09.

Sunrun Trading Down 35.1%

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

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

Insider Buying and Selling

In other Sunrun news, CFO Danny Abajian sold 7,190 shares of the stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $127,982.00. Following the completion of the transaction, the chief financial officer owned 405,518 shares of the company’s stock, valued at $7,218,220.40. This trade represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Mary Powell sold 8,754 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $155,821.20. Following the completion of the sale, the chief executive officer directly owned 864,946 shares in the company, valued at $15,396,038.80. This trade represents a 1.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 518,800 shares of company stock valued at $9,903,520 over the last three months. Company insiders own 3.37% of the company’s stock.

Institutional Investors Weigh In On Sunrun

A number of hedge funds have recently bought and sold shares of RUN. Principal Financial Group Inc. grew its position in Sunrun by 5.6% in the 3rd quarter. Principal Financial Group Inc. now owns 1,194,915 shares of the energy company’s stock valued at $20,660,000 after buying an additional 63,284 shares during the last quarter. Nisa Investment Advisors LLC increased its holdings in Sunrun by 7,260.9% in the second quarter. Nisa Investment Advisors LLC now owns 122,118 shares of the energy company’s stock valued at $999,000 after buying an additional 120,459 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH raised 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 purchased a new stake in Sunrun during the third quarter worth $1,403,000. Finally, Duff & Phelps Investment Management Co. grew its holdings in Sunrun by 47.3% in the second quarter. Duff & Phelps Investment Management Co. now owns 51,807 shares of the energy company’s stock valued at $424,000 after purchasing an additional 16,643 shares during 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)

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.