Insider Selling: Sunrun (NASDAQ:RUN) CAO Sells $109,893.13 in Stock

Sunrun Inc. (NASDAQ:RUN) CAO Maria Barak sold 8,039 shares of the firm’s stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $13.67, for a total value of $109,893.13. Following the transaction, the chief accounting officer owned 72,963 shares in the company, valued at approximately $997,404.21. This represents a 9.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Maria Barak also recently made the following trade(s):

• On Monday, April 6th, Maria Barak sold 4,641 shares of Sunrun stock. The shares were sold at an average price of $13.25, for a total value of $61,493.25.

Sunrun Stock Performance

Shares of Sunrun stock opened at $13.28 on Monday. The firm has a market cap of $3.11 billion, a P/E ratio of 7.77 and a beta of 2.37. The company has a current ratio of 1.66, a quick ratio of 1.27 and a debt-to-equity ratio of 3.38. Sunrun Inc. has a 12 month low of $5.38 and a 12 month high of $22.44. The stock’s fifty day moving average price is $15.33 and its 200-day moving average price is $17.71.

Sunrun (NASDAQ:RUN) last announced its quarterly 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 firm had revenue of $1.16 billion for the quarter, compared to analyst estimates of $610.29 million. Sunrun had a return on equity of 11.72% and a net margin of 15.22%.The business’s revenue for the quarter was up 123.5% on a year-over-year basis. During the same quarter last year, the firm posted $1.41 earnings per share. On average, equities research analysts expect that Sunrun Inc. will post -0.43 earnings per share for the current fiscal year.

Key Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Big revenue and customer beat: Sunrun reported a 124% YoY revenue rise and added ~27,773 customers (1.17M total), reinforcing its storage-first growth narrative and providing a fundamental upside case. Will Sunrun’s (RUN) Big Revenue Beat and Customer Surge Change Its Solar-Plus-Storage Narrative?
• Positive Sentiment: Technical momentum: IBD raised Sunrun’s Relative Strength score to 79, which can attract momentum-focused investors and funds that follow RS signals. Sunrun sees IBD RS rating improve to 79
• Neutral Sentiment: Near-term catalyst set: Management scheduled Q1 2026 earnings for after the close on May 6 with a follow-up call — a clear event that should increase volatility and focus on guidance/metrics. Sunrun Announces Date for First Quarter 2026 Earnings Report
• Neutral Sentiment: Susquehanna trimmed its price target from $24 to $19 but kept a “positive” stance — less bullish than before but still signaling upside vs. current levels. Susquehanna lowers PT on Sunrun
• Negative Sentiment: Analyst pressure: Deutsche Bank cut its target to $16 and kept a “hold” rating, and Jefferies lowered its target to $15 — these cuts can cap near-term sentiment and reduce upside expectations. Deutsche Bank adjusts Sunrun price target Jefferies Lowers Sunrun Price Target to $15
• Negative Sentiment: Large insider selling: CEO Mary Powell, CFO Danny Abajian, CRO Paul Dickson and other senior insiders executed sizeable sales (reported at ≈13–23% reductions for some execs) largely to cover tax withholding on vested awards — the block sales amplify headline selling risk despite being described as routine. Form 4 — Mary Powell sale Form 4 — Danny Abajian sale
• Neutral Sentiment: Short-interest data in the alert is effectively non-informative (shows zero on the report), so it does not provide a clear signal to traders right now.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on RUN. Raymond James Financial began coverage on Sunrun in a research note on Monday, January 12th. They set a “market perform” rating on the stock. Jefferies Financial Group cut their target price on Sunrun from $22.00 to $15.00 and set a “hold” rating on the stock in a research note on Tuesday, April 7th. Glj Research cut their target price on Sunrun from $6.73 to $4.63 and set a “sell” rating on the stock in a research note on Thursday, March 26th. UBS Group cut their target price on Sunrun from $26.00 to $23.00 and set a “buy” rating on the stock in a research note on Tuesday, March 10th. Finally, Zacks Research lowered Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Friday, March 27th. Twelve equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Sunrun has an average rating of “Hold” and a consensus price target of $18.88.

Hedge Funds Weigh In On Sunrun

Several institutional investors and hedge funds have recently added to or reduced their stakes in RUN. Farther Finance Advisors LLC boosted its holdings in Sunrun by 156.9% in the fourth quarter. Farther Finance Advisors LLC now owns 1,449 shares of the energy company’s stock worth $27,000 after acquiring an additional 885 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in Sunrun in the fourth quarter worth about $27,000. Sycomore Asset Management acquired a new stake in Sunrun in the third quarter worth about $28,000. Hantz Financial Services Inc. boosted its holdings in Sunrun by 59.1% in the fourth quarter. Hantz Financial Services Inc. now owns 1,519 shares of the energy company’s stock worth $28,000 after acquiring an additional 564 shares in the last quarter. Finally, Kestra Advisory Services LLC acquired a new stake in Sunrun in the fourth quarter worth about $30,000. Hedge funds and other institutional investors own 91.69% of the company’s stock.

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.