Sunrun (NASDAQ:RUN) Shares Gap Down Following Analyst Downgrade

Sunrun Inc. (NASDAQ:RUN) gapped down before the market opened on Friday after Glj Research downgraded the stock from a hold rating to a sell rating. The stock had previously closed at $20.42, but opened at $18.59. Sunrun shares last traded at $13.9790, with a volume of 17,121,690 shares.

A number of other research firms have also recently issued reports on RUN. Morgan Stanley increased their price objective on shares of Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 2nd. Raymond James Financial began coverage on Sunrun in a report on Monday, January 12th. They issued a “market perform” rating on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of Sunrun in a research note on Thursday, January 22nd. Guggenheim raised Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 target price on the stock in a research report on Monday, November 10th. Finally, Oppenheimer increased their target price on Sunrun from $23.00 to $25.00 and gave the stock an “outperform” rating in a report on Friday. One equities 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 issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $20.09.

Insider Activity

In related news, CEO Mary Powell sold 8,754 shares of the business’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $155,821.20. Following the transaction, the chief executive officer directly owned 864,946 shares in the company, valued at approximately $15,396,038.80. The trade was a 1.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Lynn Michelle Jurich sold 50,000 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $19.57, for a total transaction of $978,500.00. Following the completion of the sale, the director owned 751,626 shares of the company’s stock, valued at approximately $14,709,320.82. This trade represents a 6.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 518,800 shares of company stock worth $9,903,520. Company insiders own 3.37% of the company’s stock.

Trending Headlines about 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)

Institutional Trading of Sunrun

A number of institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. boosted its position in Sunrun by 1.2% in the third quarter. Vanguard Group Inc. now owns 24,193,170 shares of the energy company’s stock worth $418,300,000 after purchasing an additional 288,945 shares during the last quarter. PGGM Investments raised its stake in shares of Sunrun by 17.8% during the 3rd quarter. PGGM Investments now owns 8,256,941 shares of the energy company’s stock worth $142,763,000 after purchasing an additional 1,249,683 shares during the period. Maple Rock Capital Partners Inc. boosted its holdings in shares of Sunrun by 95.6% in the 2nd quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company’s stock worth $66,525,000 after buying an additional 3,974,464 shares during the last quarter. Invesco Ltd. grew its position in Sunrun by 26.6% during the fourth quarter. Invesco Ltd. now owns 5,868,199 shares of the energy company’s stock valued at $107,975,000 after buying an additional 1,231,628 shares during the period. Finally, Geode Capital Management LLC increased its holdings in Sunrun by 3.8% during the fourth quarter. Geode Capital Management LLC now owns 5,663,239 shares of the energy company’s stock worth $104,220,000 after buying an additional 205,627 shares during the last quarter. 91.69% of the stock is owned by hedge funds and other institutional investors.

Sunrun Trading Down 35.1%

The company has a quick ratio of 1.06, a current ratio of 1.46 and a debt-to-equity ratio of 3.67. The firm has a market cap of $3.07 billion, a P/E ratio of 7.75 and a beta of 2.36. The firm’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 quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (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%. Sunrun’s quarterly revenue was up 123.5% compared to the same quarter last year. During the same quarter last year, the business posted $1.41 EPS. As a group, analysts expect that Sunrun Inc. will post -0.43 earnings per share for the current year.

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.