Jefferies Financial Group Downgrades Sunrun (NASDAQ:RUN) to Hold

Sunrun (NASDAQ:RUN) was downgraded by investment analysts at Jefferies Financial Group from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Friday, MarketBeat Ratings reports. They currently have a $22.00 price objective on the energy company’s stock. Jefferies Financial Group’s price objective suggests a potential upside of 66.04% from the company’s current price.

RUN has been the subject of a number of other reports. Weiss Ratings reiterated a “sell (d-)” rating on shares of Sunrun in a research note on Thursday, January 22nd. Raymond James Financial began coverage on shares of Sunrun in a report on Monday, January 12th. They set a “market perform” rating on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Sunrun in a research note on Wednesday, December 17th. Morgan Stanley upped their price objective on shares of Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 2nd. Finally, TD Cowen raised their target price on Sunrun from $22.00 to $23.00 and gave the company a “buy” rating in a report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $20.09.

Sunrun Stock Performance

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

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

Insider Activity at Sunrun

In related news, CFO Danny Abajian sold 7,190 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 $127,982.00. Following the completion of the transaction, the chief financial officer owned 405,518 shares of the company’s stock, valued at approximately $7,218,220.40. The trade was a 1.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Lynn Michelle Jurich sold 50,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $18.59, for a total value of $929,500.00. Following the completion of the sale, the director directly owned 651,175 shares in the company, valued at $12,105,343.25. This trade represents a 7.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 518,800 shares of company stock valued at $9,903,520. 3.37% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Sunrun

A number of institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Sunrun by 1.2% in 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 in the last quarter. PGGM Investments increased its position in shares of Sunrun by 17.8% during 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 during the period. Maple Rock Capital Partners Inc. raised its stake in shares of Sunrun by 95.6% in 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 in the last quarter. Invesco Ltd. raised its stake in shares of Sunrun by 26.6% in 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 in the last quarter. Finally, Geode Capital Management LLC lifted its position in Sunrun by 3.8% in the fourth 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 during the period. 91.69% of the stock is owned by institutional investors and hedge funds.

Sunrun News Roundup

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.