Susquehanna Lowers Sunrun (NASDAQ:RUN) Price Target to $15.00

Sunrun (NASDAQ:RUN) had its price target lowered by equities researchers at Susquehanna from $18.00 to $15.00 in a report issued on Friday,Benzinga reports. The brokerage presently has a “positive” rating on the energy company’s stock. Susquehanna’s target price suggests a potential upside of 59.91% from the stock’s current price.

Other analysts have also recently issued reports about the company. Weiss Ratings cut Sunrun from a “sell (d+)” rating to a “sell (d)” rating in a research report on Tuesday, July 28th. Royal Bank Of Canada dropped their price target on Sunrun from $18.00 to $14.00 and set an “outperform” rating on the stock in a research note on Thursday. Glj Research reaffirmed a “sell” rating and set a $4.63 price target on shares of Sunrun in a report on Friday, July 10th. Mizuho set a $18.00 price objective on shares of Sunrun in a report on Thursday. Finally, Oppenheimer reissued an “outperform” rating and issued a $20.00 price objective on shares of Sunrun in a research report on Thursday. Twelve investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $17.26.

Sunrun Stock Performance

Shares of RUN opened at $9.38 on Friday. The company has a market cap of $2.24 billion, a PE ratio of 6.34 and a beta of 2.35. The firm has a 50-day moving average of $12.40 and a 200-day moving average of $14.15. Sunrun has a one year low of $8.61 and a one year high of $22.44. The company has a debt-to-equity ratio of 3.44, a current ratio of 1.45 and a quick ratio of 1.09.

Sunrun (NASDAQ:RUN) last issued its earnings results on Wednesday, August 5th. The energy company reported $0.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.23 by $0.19. Sunrun had a net margin of 11.59% and a return on equity of 9.74%. The company had revenue of $869.99 million for the quarter, compared to analysts’ expectations of $746.87 million. During the same period in the prior year, the firm earned $1.07 EPS. Sunrun’s quarterly revenue was up 52.8% compared to the same quarter last year. As a group, equities analysts forecast that Sunrun will post 1.01 earnings per share for the current year.

Insider Activity at Sunrun

In other Sunrun news, Director Lynn Michelle Jurich sold 50,000 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $15.92, for a total value of $796,000.00. Following the transaction, the director directly owned 459,091 shares of the company’s stock, valued at $7,308,728.72. This represents a 9.82% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary Powell sold 23,985 shares of the stock in a transaction on Monday, July 6th. The stock was sold at an average price of $13.19, for a total value of $316,362.15. Following the transaction, the chief executive officer owned 1,111,535 shares in the company, valued at $14,661,146.65. The trade was a 2.11% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 223,045 shares of company stock valued at $2,934,835 in the last 90 days. Corporate insiders own 3.55% of the company’s stock.

Hedge Funds Weigh In On Sunrun

Several institutional investors and hedge funds have recently modified their holdings of RUN. Contour Asset Management LLC acquired a new stake in Sunrun in the 4th quarter worth about $98,010,000. Norges Bank acquired a new stake in shares of Sunrun in the fourth quarter valued at approximately $62,169,000. Voloridge Investment Management LLC bought a new stake in shares of Sunrun in the third quarter valued at approximately $40,193,000. Bank of New York Mellon Corp acquired a new stake in Sunrun during the second quarter worth approximately $18,120,000. Finally, Arrowstreet Capital Limited Partnership bought a new position in Sunrun during the 3rd quarter worth $21,427,000. 91.69% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Solar shares gained after the Trump administration extended import restrictions to certain Chinese polysilicon products. The policy could support U.S. solar supply chains and domestic pricing, although Sunrun may also face higher equipment costs as a solar and battery installer. Solar stocks shine after Trump extends China tariffs to polysilicon products
• Positive Sentiment: Sunrun reported strong second-quarter operating metrics, including $870 million in revenue, up 52.8% year over year, adjusted earnings of $0.42 per share versus an estimated $0.23, a record 74% storage attachment rate and $1.2 billion of aggregate subscriber value. Management also expects to exit 2026 with more than 10% growth and is targeting over 10 gigawatt-hours of capacity by the end of 2028. Sunrun Reports Second Quarter 2026 Financial Results
• Neutral Sentiment: Goldman Sachs reduced its price target from $18 to $15, while maintaining a Buy rating, and TD Cowen lowered its target from $21 to $16. The analysts still see substantial upside from the recent quote, but the reductions signal less confidence in near-term execution. Sunrun Shares Fall as Guidance Cut Offsets Q2 Earnings Beat
• Negative Sentiment: Sunrun cut its 2026 cash-generation guidance to $200 million–$375 million, excluding equipment safe-harbor investments. Operating cash flow was negative $186 million in the quarter, while reported cash generation was $23 million, making the outlook reduction more important to investors than the earnings beat. Sunrun pivots to direct sales origination as affiliate installer channels slump
• Negative Sentiment: The company is shifting toward direct sales origination as affiliate installer channels weaken, adding execution risk and raising questions about customer acquisition efficiency. These concerns help explain why shares declined despite the quarterly revenue and EPS beats. Sunrun Stock Plunges After Q2 Report — Details

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.