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Sunrun Inc. logo

Sunrun Inc.

RUN

NASDAQEnergySolar

Open in GoAI

Regular session

$8.985

−$0.175 · -1.91%

Aug 24, 10:19 AM ET

RUN company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

83

Deep Value

Momentum

25

Weakening

Sentiment

70

Bullish

Risk resilience

28

High Risk

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Thesis, catalysts, evidence, and risk analysis.

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AI-generated, informational only, and not investment advice.

Company profile

Company website

Sunrun Inc. is a company operating in the United States that specializes in providing comprehensive residential solar energy solutions. Their services encompass the entire lifecycle of a solar system, from initial design and development through installation, sales, ongoing ownership, and maintenance. In addition to complete solar energy systems, Sunrun also offers individual components like solar panels and racking equipment. They further enhance their offerings by integrating battery storage capabilities with their solar installations. Residential homeowners are the primary clientele for Sunrun. The company utilizes a direct-to-consumer sales approach, employing a broad spectrum of marketing and sales channels, including online platforms, retail partnerships, mass and digital media advertising, door-to-door canvassing, field marketing, and referral programs. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.

Industry
Solar
Sector
Energy
Headquarters
US
CEO
Mary Grace Powell
Listed since
Aug 5, 2015
Employees
9,059

Market position

Day range

Current $8.985

52-week range

Current $8.985

Open
$9.07
Previous close
$9.16
Volume
1.55M
0.16× average
Average volume
9.83M
Average daily volume
Market cap
2.14B USD
Beta
2.39
Market reference 1
50-day average
$11.4502
-21.53% below average
200-day average
$15.0071
-40.13% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
17.93B USD
P/E (TTM)
5.25×
P/B (TTM)
0.62×
P/S (TTM)
0.62×
EV / EBITDA
8.75×
Earnings yield
10.51%
Free cash flow yield
-9.89%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
34.54%
Operating margin
2.66%
Net margin
2.29%
Return on equity
14.36%
Return on assets
1.86%
Return on invested capital
-0.47%

Financial health

Debt / equity
4.36×
Current ratio
1.66×
Altman Z-score
0.06
Piotroski F-score
5 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends48%-36%-119%-202%Gross margin, FY2021: 15.19%Gross margin, FY2022: 12.87%Gross margin, FY2023: 7.22%Gross margin, FY2024: 16.12%Gross margin, FY2025: 26.80%Operating margin, FY2021: -41.38%Operating margin, FY2022: -28.53%Operating margin, FY2023: -87.56%Operating margin, FY2024: -181.34%Operating margin, FY2025: -4.27%Net margin, FY2021: -4.93%Net margin, FY2022: 7.47%Net margin, FY2023: -71.00%Net margin, FY2024: -139.67%Net margin, FY2025: 15.22%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 15.19%. Gross margin FY2022 12.87%. Gross margin FY2023 7.22%. Gross margin FY2024 16.12%. Gross margin FY2025 26.80%. Operating margin FY2021 -41.38%. Operating margin FY2022 -28.53%. Operating margin FY2023 -87.56%. Operating margin FY2024 -181.34%. Operating margin FY2025 -4.27%. Net margin FY2021 -4.93%. Net margin FY2022 7.47%. Net margin FY2023 -71.00%. Net margin FY2024 -139.67%. Net margin FY2025 15.22%.

Income trends

Revenue

2.96B USD+45.11%

Operating income

−126.13M USD+96.59%

Net income

449.95M USD+3.3B USD
Income trends across reported periods3.62B USD961.34M USD−1.7B USD−4.36B USDRevenue, FY2021: 1.61B USDRevenue, FY2022: 2.32B USDRevenue, FY2023: 2.26B USDRevenue, FY2024: 2.04B USDRevenue, FY2025: 2.96B USDOperating income, FY2021: −666.19M USDOperating income, FY2022: −662.19M USDOperating income, FY2023: −1.98B USDOperating income, FY2024: −3.7B USDOperating income, FY2025: −126.13M USDNet income, FY2021: −79.42M USDNet income, FY2022: 173.38M USDNet income, FY2023: −1.6B USDNet income, FY2024: −2.85B USDNet income, FY2025: 449.95M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 1.61B USD. Revenue FY2022 2.32B USD. Revenue FY2023 2.26B USD. Revenue FY2024 2.04B USD. Revenue FY2025 2.96B USD. Operating income FY2021 −666.19M USD. Operating income FY2022 −662.19M USD. Operating income FY2023 −1.98B USD. Operating income FY2024 −3.7B USD. Operating income FY2025 −126.13M USD. Net income FY2021 −79.42M USD. Net income FY2022 173.38M USD. Net income FY2023 −1.6B USD. Net income FY2024 −2.85B USD. Net income FY2025 449.95M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue2.96B USD2.04B USD2.26B USD2.32B USD1.61B USD
Cost of goods sold2.16B USD1.71B USD2.1B USD2.02B USD1.37B USD
Gross profit792.5M USD328.55M USD163.06M USD298.71M USD244.48M USD
Research and development36.13M USD39.3M USD21.82M USD20.91M USD23.17M USD
Selling, general, and administrative987.3M USD862.29M USD961.89M USD940M USD887.5M USD
Operating expenses918.63M USD4.02B USD2.14B USD960.9M USD910.67M USD
Interest expense2.41B USD848.37M USD652.99M USD445.82M USD327.7M USD
Depreciation and amortization820.8M USD620.88M USD531.67M USD451.05M USD388.1M USD
Operating income−126.13M USD−3.7B USD−1.98B USD−662.19M USD−666.19M USD
Net income449.95M USD−2.85B USD−1.6B USD173.38M USD−79.42M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
82%
9 beats, 2 misses, 0 met estimates
Average EPS surprise
+295.65%
11 comparable reports
Latest EPS result
0.42
Estimate 0.23 · Beat by 86.25%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.540.890.25-0.4Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual 1.41, estimate -0.27, surprise +622.22%, Beat. Q2 2025, reported May 7, 2025: actual 0.2, estimate -0.22, surprise +190.91%, Beat. Q3 2025, reported Aug 6, 2025: actual 1.07, estimate -0.18, surprise +694.44%, Beat. Q4 2025, reported Nov 6, 2025: actual 0.06, estimate 0.01, surprise +500.00%, Beat. Q1 2026, reported Feb 26, 2026: actual 0.38, estimate -0.08, surprise +575.00%, Beat. Q2 2026, reported May 6, 2026: actual 0.62, estimate -0.05, surprise +1340.00%, Beat. Q3 2026, reported Aug 5, 2026: actual 0.42, estimate 0.226, surprise +86.25%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 0.2, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.21B952.85M693.12M433.4MQ1 '25MissQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual 518.49M USD, estimate 541.05M USD, surprise -4.17%, Miss. Q2 2025, reported May 7, 2025: actual 504.27M USD, estimate 487.14M USD, surprise +3.52%, Beat. Q3 2025, reported Aug 6, 2025: actual 569.34M USD, estimate 601.65M USD, surprise -5.37%, Miss. Q4 2025, reported Nov 6, 2025: actual 724.56M USD, estimate 610.29M USD, surprise +18.72%, Beat. Q1 2026, reported Feb 26, 2026: actual 1.16B USD, estimate 607.01M USD, surprise +90.91%, Beat. Q2 2026, reported May 6, 2026: actual 722.23M USD, estimate 657.86M USD, surprise +9.79%, Beat. Q3 2026, reported Aug 5, 2026: actual 869.99M USD, estimate 746.87M USD, surprise +16.48%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 791.62M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$16.50

83.64% upside
Past 12 months12-month forecastHigh $20.00Average $16.50Low $12.00

Rating distribution

37 ratings
Strong buy00%
Buy2362%
Hold1335%
Sell13%
Strong sell00%

Recent analyst actions

12 institutions

RUN news

defenseworld.net

EP Wealth Advisors LLC Buys Shares of 146,517 Sunrun Inc. $RUN

EP Wealth Advisors LLC bought a new stake in Sunrun Inc. (NASDAQ: RUN) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought…

Read source
globenewswire.com

Sunrun to Supply Voltus with Energy Capacity for AI Hyperscaler Agreements

Voltus will tap into Sunrun's storage-plus-solar systems to deliver immediate Bring Your Own Capacity™ megawatts to AI hyperscalers, strengthening grid reliability while creating economic benefits for customers across…

Read source
zacks.com

Sunrun (RUN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Sunrun (RUN) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates…

Read source
cnbc.com

Solar stocks shine after Trump extends China tariffs to polysilicon products

Solar stocks rose in premarket trading after President Donald Trump unveiled new import restrictions on certain products made with polysilicon. The raw material is essential for the manufacture of solar panels, as well…

Read source
benzinga.com

Sunrun Shares Fall as Guidance Cut Offsets Q2 Earnings Beat

Sunrun Inc. (NASDAQ:RUN) shares are trading lower Thursday morning despite delivering second-quarter 2026 financial results that beat top- and bottom-line estimates. Investor sentiment was weighed down by full-year…

Read source
marketbeat.com

Sunrun Q2 Earnings Call Highlights

Sunrun NASDAQ: RUN reported second-quarter results marked by a record storage attachment rate, positive cash generation excluding safe-harbor equipment investments, and a reduced full-year outlook as the company shifts…

Read source

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ETFs holding RUN

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Core S&P Small-Cap ETF logoiShares Core S&P Small-Cap ETFIJR
Market value
142.61M
Weight
0.13%
AUM
111.19B USD
Expense ratio
0.06%
Price / 1D
$147.12-0.13%
Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
70.57M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$376.9-0.35%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
54.59M
Weight
0.07%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$298.72-0.41%
Invesco Solar ETF logoInvesco Solar ETFTAN
Market value
51.13M
Weight
3.96%
AUM
1.28B USD
Expense ratio
0.70%
Price / 1D
$48.47-1.72%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
51.12M
Weight
0.03%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$303.44-0.43%
Vanguard Morningstar Small-Cap Value ETF logoVanguard Morningstar Small-Cap Value ETFVBR
Market value
32.46M
Weight
0.05%
AUM
68.3B USD
Expense ratio
0.05%
Price / 1D
$249.35+0.07%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
26.96M
Weight
0.03%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$243.83-0.69%
iShares S&P Small-Cap 600 Growth ETF logoiShares S&P Small-Cap 600 Growth ETFIJT
Market value
21.71M
Weight
0.26%
AUM
8.22B USD
Expense ratio
0.18%
Price / 1D
$173.42-0.28%

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