Sunrun Inc. (RUN) Stock Price & Analysis

Sunrun Inc. (RUN) closed at USD 7.7 on Thursday, October 22, 2026, up 1.05% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 7.7; the Oct 22, 2026 session ranged USD 7.49–7.79 on volume of 9,320,279 shares. Market capitalization is —, with a 52-week range of USD 6.78–21.95 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:01 UTC.

Also available as compact Markdown for AI agents: nexqual.com/RUN.md

Key facts (RUN)

• Last four reported quarters (through Jun 30, 2026): revenue $3.48B, net income $403M (11.6% margin) (SEC filings).
• Insider open-market sales, last ~7 months: 23 Form 4 filings, $11.4M; 17 not under a Rule 10b5-1 plan ($8.6M); 0 by opportunistic insiders, 17 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 2.30 on a 1–5 scale) (20 analysts), mean target USD 14.38 (range 7–30).
• Total return with dividends: 1Y -61.1% vs S&P 500 +14.9%; 5Y -85.1% vs S&P 500 +80.3%.
• Next earnings: 2026-11-04, EPS estimate USD 0.32, revenue estimate $806M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RUN)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (RUN)

P/E at fiscal year-ends: Dec 2025 10.8x.

Insider sales (SEC Form 4, open-market, last ~7 months) (RUN)

6 of 23 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (RUN)

Consensus Buy (mean 2.30 on a 1–5 scale), 20 analysts; mean target USD 14.38 (low 7, high 30).

Rating changes, last 120 days:

Total return (dividends reinvested) (RUN)

RUN revenue by product line (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

RUN suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 26, 2026.

RUN company outlook (results filed Aug 5, 2026)

• “For the full-year 2026, Aggregate Subscriber Value is now expected to be in a range of $4.6 billion to $4.9 billion, compared to the company's prior guidance of $4.8 billion to $5.2 billion.”
• “Cash Generation 1, 2 is now expected to be in a range of $200 million to $375 million for the full-year 2026, excluding potential investment related to equipment safe harboring, compared to the company's prior guidance of $250 million to $450 million.”
• “Conference Call Information Sunrun is hosting a conference call for analysts and investors to discuss its second quarter 2026 results and business outlook at 1:30 p.m.”

Quoted word-for-word from the SEC 8-K results press release.

RUN analyst estimates and revisions

Key Statistics (as of October 23, 2026 at 10:01 UTC)

Technical Analysis (RUN)

Nexqual's technical model rates RUN "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:01 UTC.

Analyst Ratings (RUN)

Wall Street analysts rate RUN "Buy" based on 20 analysts, with a mean price target of USD 14.38 (range USD 7–30), per Nexqual as of October 23, 2026 at 10:01 UTC.

Earnings (RUN)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 10:01 UTC.

Financials & Fundamentals (RUN)

Source: Nexqual, October 23, 2026 at 10:01 UTC.

Financial Health Score (RUN)

Nexqual rates Sunrun Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:01 UTC.

Ownership (RUN)

Source: Nexqual, October 23, 2026 at 10:01 UTC.

From Sunrun Inc.'s Latest SEC 10-K Filing (filed 2026-02-26)

Key Strengths & Strategy (as disclosed to the SEC)

• We are able to provide our sales team with real-time data and pricing tools through our proprietary technology which is designed to generate a tailored product offering with optimized pricing based on the actual characteristics of a customer's home, including roof characteristics and shading, as well as actual energy usage.
• After inventing the residential solar service model and recognizing its market potential, we have built the infrastructure and capabilities necessary to acquire and serve customers in a low-cost and scalable manner.
• We believe our platform empowers new market entrants and smaller industry participants to profitably serve our large and underpenetrated market without making the significant investments in technology and infrastructure required to compete effectively against established industry players.
• Our platform provides the support for our multi-channel model, which drives broad customer reach and capital-efficient growth.

Partnerships

• In connection with this service transfer, the customer may prepay all or a portion of the remaining payments due under the Customer Agreement to lower or eliminate the monthly rate to be paid by the new homeowner.
• If the customer fails to purchase the system or assign the Customer Agreement to a new homeowner, we may negotiate directly with the new homeowner to transfer the Customer Agreement (at times on modified terms) and/or look to the original customer to pay all remaining payments due.

Legal & Regulatory Risks (Item 1A, quoted)

• Regulations and policies related to rate design could deter potential customers from purchasing our solar and storage service offerings, reduce the value of the electricity our systems produce, and reduce any savings that our customers could realize from our solar service offerings.
• We are not currently regulated as a utility under applicable laws, but we may be subject to regulation as a utility in the future or become subject to new federal and state regulations for any additional solar service offerings we may introduce in the future.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:01 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt