The Goldman Sachs Group Raises Sunrun (NASDAQ:RUN) Price Target to $24.00

Sunrun (NASDAQ:RUN) had its price objective lifted by equities research analysts at The Goldman Sachs Group from $21.00 to $24.00 in a research report issued to clients and investors on Monday,Benzinga reports. The firm currently has a “buy” rating on the energy company’s stock. The Goldman Sachs Group’s price objective suggests a potential upside of 107.97% from the stock’s current price.

A number of other brokerages also recently issued reports on RUN. Royal Bank Of Canada reissued an “outperform” rating on shares of Sunrun in a research note on Wednesday, December 17th. Zacks Research raised shares of Sunrun from a “hold” rating to a “strong-buy” rating in a research note on Thursday, February 26th. Wells Fargo & Company boosted their target price on shares of Sunrun from $14.00 to $21.00 and gave the company an “overweight” rating in a research note on Tuesday, November 11th. Glj Research cut Sunrun from a “hold” rating to a “sell” rating and set a $6.73 price objective on the stock. in a report on Friday, February 27th. Finally, Oppenheimer raised their price target on Sunrun from $23.00 to $25.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. One research 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’s stock. According to data from MarketBeat, Sunrun currently has an average rating of “Moderate Buy” and an average target price of $19.84.

Sunrun Price Performance

Shares of RUN opened at $11.54 on Monday. The company has a debt-to-equity ratio of 3.38, a quick ratio of 1.27 and a current ratio of 1.66. Sunrun has a fifty-two week low of $5.38 and a fifty-two week high of $22.44. The firm has a 50-day simple moving average of $18.81 and a 200-day simple moving average of $18.40. The company has a market capitalization of $2.71 billion, a price-to-earnings ratio of 6.75 and a beta of 2.43.

Sunrun (NASDAQ:RUN) last posted its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $610.29 million. Sunrun had a return on equity of 11.72% and a net margin of 15.22%.The firm’s revenue was up 123.5% compared to the same quarter last year. During the same period in the prior year, the business earned $1.41 EPS. On average, equities research analysts anticipate that Sunrun will post -0.43 earnings per share for the current year.

Insiders Place Their Bets

In other news, 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 sale, the executive owned 639,110 shares in the company, valued at approximately $11,376,158. The trade was a 0.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Edward Harris Fenster sold 163,844 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $19.95, for a total value of $3,268,687.80. Following the completion of the sale, the director directly owned 1,578,895 shares of the company’s stock, valued at $31,498,955.25. The trade was a 9.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 535,982 shares of company stock worth $9,772,812. 3.37% of the stock is owned by insiders.

Institutional Investors Weigh In On Sunrun

A number of large investors have recently added to or reduced their stakes in RUN. Contour Asset Management LLC purchased a new stake in Sunrun during the 4th quarter worth $98,010,000. Maple Rock Capital Partners Inc. increased its position in shares of Sunrun by 95.6% during the second quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company’s stock worth $66,525,000 after acquiring an additional 3,974,464 shares during the last quarter. Norges Bank purchased a new position in Sunrun in the fourth quarter valued at about $62,169,000. Voloridge Investment Management LLC purchased a new position in Sunrun in the third quarter valued at about $40,193,000. Finally, Robeco Schweiz AG acquired a new stake in Sunrun during the 3rd quarter valued at approximately $36,969,000. 91.69% of the stock is owned by institutional investors and hedge funds.

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.