Mizuho Issues Pessimistic Forecast for Sunrun (NASDAQ:RUN) Stock Price

Sunrun (NASDAQ:RUN) had its price objective lowered by stock analysts at Mizuho from $25.00 to $22.00 in a research note issued to investors on Monday,Benzinga reports. The firm currently has an “outperform” rating on the energy company’s stock. Mizuho’s price target suggests a potential upside of 90.64% from the company’s current price.

Several other analysts also recently weighed in on the company. Zacks Research upgraded Sunrun from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 26th. Wells Fargo & Company raised their price target on shares of Sunrun from $14.00 to $21.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 11th. Jefferies Financial Group lowered shares of Sunrun from a “buy” rating to a “hold” rating and set a $22.00 price objective for the company. in a report on Friday, February 27th. Deutsche Bank Aktiengesellschaft set a $19.00 price objective on shares of Sunrun in a research report on Wednesday, January 7th. Finally, Glj Research lowered shares of Sunrun from a “hold” rating to a “sell” rating and set a $6.73 target price on the stock. in a research report on Friday, February 27th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Sunrun has an average rating of “Moderate Buy” and an average target price of $19.84.

Sunrun Stock Down 7.8%

Shares of NASDAQ:RUN opened at $11.54 on Monday. The firm has a market capitalization of $2.71 billion, a PE ratio of 6.75 and a beta of 2.43. The business has a 50 day simple moving average of $18.81 and a two-hundred day simple moving average of $18.40. Sunrun has a 1 year low of $5.38 and a 1 year high of $22.44. The company has a debt-to-equity ratio of 3.38, a current ratio of 1.66 and a quick ratio of 1.27.

Sunrun (NASDAQ:RUN) last issued its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share for the quarter, topping the consensus estimate of ($0.08) by $0.46. Sunrun had a return on equity of 11.72% and a net margin of 15.22%.The firm had revenue of $1.16 billion for the quarter, compared to the consensus estimate of $610.29 million. During the same period in the prior year, the business posted $1.41 earnings per share. The company’s revenue for the quarter was up 123.5% on a year-over-year basis. On average, equities analysts predict that Sunrun will post -0.43 EPS for the current year.

Insider Buying and Selling

In related news, Director Edward Harris Fenster sold 163,844 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $31,498,955.25. This trade represents a 9.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CRO Paul S. Dickson sold 6,119 shares of the business’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $17.80, for a total transaction of $108,918.20. Following the completion of the transaction, the executive owned 639,110 shares of the company’s stock, valued at $11,376,158. This represents a 0.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 535,982 shares of company stock valued at $9,772,812 over the last ninety days. Company insiders own 3.37% of the company’s stock.

Institutional Investors Weigh In On Sunrun

A number of large investors have recently modified their holdings of RUN. Royal Bank of Canada raised its position in shares of Sunrun by 5.1% in the 1st quarter. Royal Bank of Canada now owns 626,536 shares of the energy company’s stock valued at $3,672,000 after purchasing an additional 30,175 shares during the last quarter. Integrated Wealth Concepts LLC increased its stake in Sunrun by 47.8% during the 1st quarter. Integrated Wealth Concepts LLC now owns 32,767 shares of the energy company’s stock valued at $192,000 after purchasing an additional 10,598 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Sunrun by 2.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 238,360 shares of the energy company’s stock worth $1,397,000 after buying an additional 5,882 shares during the last quarter. Jones Financial Companies Lllp lifted its stake in shares of Sunrun by 511.0% during the first quarter. Jones Financial Companies Lllp now owns 27,026 shares of the energy company’s stock worth $158,000 after buying an additional 22,603 shares during the period. Finally, Goldman Sachs Group Inc. lifted its stake in shares of Sunrun by 45.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,306,808 shares of the energy company’s stock worth $13,518,000 after buying an additional 718,955 shares during the period. Hedge funds and other institutional investors own 91.69% of the company’s stock.

Sunrun News Summary

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 results and presentation showed a substantial beat on revenue and EPS, highlighting accelerating revenue growth and improving margins—supporting the thesis that fundamentals are improving. Sunrun Inc. 2025 Q4 – Results – Earnings Call Presentation
• Positive Sentiment: The Goldman Sachs Group raised its price target to $24 and maintained a Buy, signaling institutional confidence in Sunrun’s growth path after recent results. Sunrun (NASDAQ:RUN) Given New $24.00 Price Target at The Goldman Sachs Group
• Positive Sentiment: Another outlet reported a price-target raise to $25, adding further upward analyst pressure on valuation expectations. Sunrun (NASDAQ:RUN) Price Target Raised to $25.00
• Positive Sentiment: Profile piece on the CEO highlights strategic narrative (battery/VPP focus and long-term positioning), which can help investor sentiment and visibility. This self-described “accidental CEO” is powering America’s energy future
• Neutral Sentiment: Analyst coverage remains mixed — an aggregate “deep dive” summarizes four recent ratings, underscoring divergent views that can increase intraday volatility. Deep Dive Into Sunrun Stock: Analyst Perspectives (4 Ratings)
• Neutral Sentiment: Mizuho trimmed its target from $25 to $22 but kept an Outperform rating, reflecting tempered near-term expectations while still positive on medium-term upside. Sunrun (NASDAQ:RUN) Given New $22.00 Price Target at Mizuho
• Neutral Sentiment: Operational update: installation volumes fell in Q4 2025 even as Virtual Power Plant (VPP) capacity grew — a mix of near-term revenue headwinds and longer-term value creation from grid services. Sunrun installation volumes fall in Q4 2025 as VPP capacity grows
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Sunrun, introducing potential legal risk and uncertainty that often triggers selling pressure. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sunrun Inc. – RUN
• Negative Sentiment: Recent analyst downgrades include a cut to Sell by GLJ Research and a Hold from Jefferies, which can amplify downward pressure from investors re-pricing near-term risk. Sunrun (NASDAQ:RUN) Cut to “Sell” at Glj Research Sunrun (NASDAQ:RUN) Cut to “Hold” at Jefferies Financial Group

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.