Sunrun Inc (RUN)

Sep 26, 2026

Sunrun Inc. (NASDAQ:RUN) has a consensus "Hold" rating from 22 analysts, with an average 12-month price target of $16.70, significantly higher than its current share price of $8.11. The company recently surpassed quarterly expectations, reporting adjusted earnings of $0.42 per share and revenue of $869.99 million. Despite this, insiders have sold shares worth approximately $2.11 million in the last three months, though institutional investors and hedge funds own a substantial 91.69% of the company.

Sep 23, 2026

Bank of America Corp DE has acquired a new stake in Sunrun Inc., purchasing 2.24 million shares valued at approximately $30 million, representing a 0.93% ownership. This move comes as Sunrun, a residential solar and battery-storage provider, reported a record 580-megawatt residential battery dispatch to California's grid, highlighting potential grid-services revenue opportunities despite profitability concerns. Analysts like Goldman Sachs maintain a "buy" rating, though with lowered price targets, while Sunrun faces issues with high leverage and its stock trading below key moving averages.

Sep 23, 2026

Sunrun (RUN) shares dropped by 5.01% in the latest trading session, underperforming the broader market. The company is set to release its earnings report, with analysts expecting significant EPS growth year-over-year. Despite a recent decline in stock price, Sunrun holds a Zacks Rank of #3 (Hold) and trades at a discount compared to its industry average Forward P/E.

Sep 23, 2026

Sunrun and Tesla successfully deployed over 580 MW of peak power from 140,000 California home batteries to the grid during a severe heat wave on September 9th. This record-breaking virtual power plant (VPP) dispatch, in response to requests from the California Energy Commission, helped bolster the grid and suppress wholesale power price spikes. The effort highlights the growing role of distributed energy resources in managing grid stability and reducing energy costs for consumers.

Sep 21, 2026

The Goldman Sachs Group has reduced its price target for Sunrun (NASDAQ:RUN) from $15.00 to $13.00, while maintaining a "buy" rating, indicating a potential upside of 52.4% from its current price. Despite mixed analyst sentiment with an average "Hold" rating and a consensus price target of $16.70, Sunrun recently surpassed quarterly earnings expectations. Insider selling has been noted, but institutional investors have largely increased their stakes in the company.

Sep 17, 2026

Solar stocks, including Sunrun and First Solar, saw a significant rebound on Thursday, with both rising 6%, while SolarEdge climbed 4%. This sector-wide surge, outpacing the broader market, suggests an unwind of a prior selloff rather than a re-rating of individual companies. Analysts note that Sunrun's steeper gain, despite its poor year-to-date performance, indicates short-covering, and caution is advised for investors considering new positions without a fresh catalyst.

Sep 12, 2026

Amundi increased its stake in Sunrun Inc. (NASDAQ:RUN) by 3.9% in the second quarter, holding 3.43 million shares valued at approximately $45.85 million. Sunrun reported strong quarterly earnings and revenue growth, though its stock opened near its one-year low. Analyst sentiment is mixed, and company insiders have recently sold shares.