Analysts Set Sunrun Inc. (NASDAQ:RUN) Price Target at $17.42

Sunrun Inc. (NASDAQ:RUN) has been given a consensus recommendation of “Hold” by the twenty-two brokerages that are currently covering the firm, Marketbeat reports. Two research analysts have rated the stock with a sell recommendation, eight have issued a hold recommendation and twelve have assigned a buy recommendation to the company. The average 1-year price objective among analysts that have issued ratings on the stock in the last year is $17.0350.

Several brokerages recently issued reports on RUN. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $17.00 target price on shares of Sunrun in a report on Friday, May 8th. Royal Bank Of Canada lowered their price target on Sunrun from $18.00 to $14.00 and set an “outperform” rating on the stock in a report on Thursday. TD Cowen dropped their price target on Sunrun from $21.00 to $16.00 and set a “buy” rating on the stock in a research note on Thursday. JPMorgan Chase & Co. cut their price objective on Sunrun from $25.00 to $22.00 and set an “overweight” rating for the company in a report on Thursday, April 16th. Finally, Glj Research reaffirmed a “sell” rating and issued a $4.63 price objective on shares of Sunrun in a report on Friday, July 10th.

Key Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Solar stocks rallied after the Trump administration extended import restrictions to certain China-made polysilicon products. The move could support domestic solar manufacturing and reduce competitive pressure from Chinese suppliers, although it may also affect equipment costs. Solar stocks shine after Trump extends China tariffs to polysilicon products
• Positive Sentiment: Sunrun’s second-quarter results exceeded expectations: earnings were $0.42 per share versus the $0.08 Zacks consensus estimate, while revenue reached approximately $870 million, above the roughly $747 million estimate and up 52.8% year over year. Sunrun Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management expects to exit 2026 with more than 10% growth and is targeting over 10 gigawatt-hours of capacity by the end of 2028, offering investors a longer-term growth narrative. Sunrun expects to exit 2026 with over 10 percent growth
• Neutral Sentiment: Susquehanna cut its price target from $18 to $15 but maintained a positive rating. The revised target still implies substantial upside from recent trading levels. Susquehanna price target update
• Negative Sentiment: The earnings beat was overshadowed by lower full-year guidance, prompting concerns about demand and near-term execution. Sunrun is also shifting toward direct sales origination as affiliate-installer activity weakens. Sunrun pivots to direct sales origination
• Negative Sentiment: Goldman Sachs lowered its target from $18 to $15, and TD Cowen reduced its target from $21 to $16, though both firms retained buy ratings. The cuts signal more cautious expectations following the guidance reduction. Sunrun shares fall as guidance cut offsets Q2 earnings beat

Sunrun Price Performance

RUN opened at $10.20 on Friday. The company’s 50-day simple moving average is $12.27 and its two-hundred day simple moving average is $14.10. The company has a debt-to-equity ratio of 3.34, a quick ratio of 1.00 and a current ratio of 1.42. The stock has a market capitalization of $2.43 billion, a P/E ratio of 6.89 and a beta of 2.36. Sunrun has a 52-week low of $8.61 and a 52-week high of $22.44.

Sunrun (NASDAQ:RUN) last announced its quarterly earnings results on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.19. Sunrun had a net margin of 11.59% and a return on equity of 9.59%. The firm had revenue of $869.99 million during the quarter, compared to analyst estimates of $746.87 million. During the same period in the previous year, the business posted $1.07 earnings per share. The business’s revenue for the quarter was up 52.8% on a year-over-year basis. As a group, analysts predict that Sunrun will post 1.04 EPS for the current year.

Insiders Place Their Bets

In other Sunrun news, insider Jeanna Steele sold 9,897 shares of the business’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $13.19, for a total transaction of $130,541.43. Following the completion of the sale, the insider directly owned 461,715 shares in the company, valued at $6,090,020.85. The trade was a 2.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Mary Powell sold 23,985 shares of the company’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $13.19, for a total transaction of $316,362.15. Following the sale, the chief executive officer directly owned 1,111,535 shares of the company’s stock, valued at $14,661,146.65. The trade was a 2.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 223,045 shares of company stock valued at $2,934,835. 3.55% of the stock is currently owned by company insiders.

Institutional Trading of Sunrun

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in RUN. Royal Bank of Canada boosted its stake in shares of Sunrun by 5.1% during the 1st quarter. Royal Bank of Canada now owns 626,536 shares of the energy company’s stock worth $3,672,000 after acquiring an additional 30,175 shares during the last quarter. Integrated Wealth Concepts LLC increased its stake in shares of Sunrun by 47.8% in the 1st quarter. Integrated Wealth Concepts LLC now owns 32,767 shares of the energy company’s stock worth $192,000 after purchasing an additional 10,598 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Sunrun by 2.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 238,360 shares of the energy company’s stock worth $1,397,000 after purchasing an additional 5,882 shares in the last quarter. Jones Financial Companies Lllp raised its holdings in Sunrun by 511.0% in the 1st quarter. Jones Financial Companies Lllp now owns 27,026 shares of the energy company’s stock worth $158,000 after purchasing an additional 22,603 shares during the period. Finally, Goldman Sachs Group Inc. raised its holdings in Sunrun by 45.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,306,808 shares of the energy company’s stock worth $13,518,000 after purchasing an additional 718,955 shares during the period. 91.69% of the stock is owned by hedge funds and other institutional investors.

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.