Sunrun (RUN) Resumen de Acciones
Sunrun Inc. diseña, desarrolla, instala, vende, posee y mantiene sistemas residenciales de energía solar en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 1/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
RUN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$19.09
FV
28.8% infravalorado descuento intrínseco126
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Competidores de Sunrun Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$13.60 |
| Máximo en las últimas 52 semanas | US$22.44 |
| Mínimo de 52 semanas | US$7.23 |
| Beta | 2.3 |
| Cambio en 1 mes | -7.17% |
| Variación en 3 meses | 7.94% |
| Cambio de 1 año | 75.48% |
| Variación en 3 años | -22.60% |
| Variación en 5 años | -75.81% |
| Variación desde la OPV | 26.28% |
Noticias y actualizaciones recientes
Seeking Alpha • 21h
Sunrun: What To Make Of The Tesla And Renew Home Tie-Up?
Summary Sunrun, which has lagged its clean energy and mid-cap peers quite significantly YTD, received a shot in the arm yesterday with news of a partnership with Tesla and Renew Home. The new partnership targets surging data center energy demand, potentially offering 17GW of flexible capacity, but lacks signed deals and clear RUN-specific economics. The dexterity with which this partnership could potentially harness and distribute power may serve as a big draw for hyperscalers who are facing encumbrances by relying on the centralized grid. I maintain a hold rating on RUN, as the partnership's promise is offset by incomplete details and ongoing bearish sentiment. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 22
RUN: Recalibrated Risks And Grid Projects Will Shape Future Cash Generation
Analysts have trimmed their average price targets on Sunrun by a few dollars to about $20, citing a still high risk/reward residential solar sector and company specific distribution challenges, including the loss of a channel partner following Freedom Forever's bankruptcy. Analyst Commentary Recent Street research on Sunrun points to a more cautious tone, with several bearish analysts trimming price targets and reassessing risk in the residential solar space.Artículo de análisis • Jun 19
Sunrun (RUN) Stock Could Be 31% Undervalued As Storage Growth Lifts The Narrative
Sunrun (RUN) has drawn attention after recent share price moves, with the stock up 8.7% on the day and 4.9% over the past week, while its performance over the past month has slipped slightly. See our latest analysis for Sunrun. The recent 1 day share price return of 8.68% and 7 day gain of 4.89% for Sunrun come against a 90 day share price return of 10.64%, while the year to date share price return is down 30.45%. This indicates that short term momentum is picking up after a weaker run...Recent updates
Seeking Alpha • 21h
Sunrun: What To Make Of The Tesla And Renew Home Tie-Up?
Summary Sunrun, which has lagged its clean energy and mid-cap peers quite significantly YTD, received a shot in the arm yesterday with news of a partnership with Tesla and Renew Home. The new partnership targets surging data center energy demand, potentially offering 17GW of flexible capacity, but lacks signed deals and clear RUN-specific economics. The dexterity with which this partnership could potentially harness and distribute power may serve as a big draw for hyperscalers who are facing encumbrances by relying on the centralized grid. I maintain a hold rating on RUN, as the partnership's promise is offset by incomplete details and ongoing bearish sentiment. Read the full article on Seeking AlphaActualización de narrativa • Jun 22
RUN: Recalibrated Risks And Grid Projects Will Shape Future Cash Generation
Analysts have trimmed their average price targets on Sunrun by a few dollars to about $20, citing a still high risk/reward residential solar sector and company specific distribution challenges, including the loss of a channel partner following Freedom Forever's bankruptcy. Analyst Commentary Recent Street research on Sunrun points to a more cautious tone, with several bearish analysts trimming price targets and reassessing risk in the residential solar space.Artículo de análisis • Jun 19
Sunrun (RUN) Stock Could Be 31% Undervalued As Storage Growth Lifts The Narrative
Sunrun (RUN) has drawn attention after recent share price moves, with the stock up 8.7% on the day and 4.9% over the past week, while its performance over the past month has slipped slightly. See our latest analysis for Sunrun. The recent 1 day share price return of 8.68% and 7 day gain of 4.89% for Sunrun come against a 90 day share price return of 10.64%, while the year to date share price return is down 30.45%. This indicates that short term momentum is picking up after a weaker run...Actualización de narrativa • Jun 05
RUN: Distribution Loss And Funding Strains Will Pressure Future Cash Generation
Sunrun's analyst fair value estimate has shifted slightly higher to $13.00 as analysts adjust models for softer revenue growth and margins, modestly higher discount rates, and a slightly richer future P/E, following a series of mixed price target changes across the Street, including both raises and cuts around recent sector and company specific developments. Analyst Commentary Recent Street research on Sunrun has leaned cautious, with several bearish analysts trimming price targets even as a few major firms maintain more constructive views.
Actualización de narrativa • May 04
RUN: Storage And Grid Services Cash Generation Will Support Post Incentive Equity Upside
The analyst fair value estimate for Sunrun has been revised from about $22.20 to roughly $19.67, as analysts factor in lower price targets across the Street and mixed views on cash generation, growth in solar originations, and valuation. Analyst Commentary Recent research shows a split view on Sunrun, with several firms trimming price targets while a few highlight potential upside tied to cash generation and operational changes.
Actualización de narrativa • Apr 20
RUN: Cash Generation And Asset Monetization Will Drive Future Residential Ownership Story
Analysts have nudged their Sunrun price target slightly lower to about $29.48 from $30, citing a mix of adjusted cash flow expectations, pressure on profit margins, distribution channel concerns, and updated P/E assumptions following a series of recent target cuts and rating changes across the Street. Analyst Commentary Street research around Sunrun has been active, with a mix of target cuts, rating changes, and a few higher targets that reflect differing views on cash generation, valuation, and execution.Actualización de narrativa • Apr 05
RUN: Cash Generation And Asset Monetization Will Reshape Residential Ownership Story
Sunrun's analyst fair value estimate has been reset from $27.00 to $30.00, reflecting a combination of lowered Street price targets and revised views on cash generation, growth, and profitability assumptions across recent research updates. Analyst Commentary Recent research updates on Sunrun show a wide spread in opinions, with some firms cutting targets sharply while others highlight improving cash generation and operational execution.Actualización de narrativa • Mar 22
RUN: Financing Complexity And Grid Projects Will Shape Future Cash Generation Potential
Sunrun's analyst fair value estimate has been revised down from $16.37 to $12.81 as analysts factor in lower solar origination growth, a more muted revenue outlook, and slightly softer margin expectations, despite mixed views on long term cash generation and valuation. Analyst Commentary Recent Street research on Sunrun highlights a split view, with a cluster of reduced price targets and rating downgrades offset by some more constructive opinions that emphasize cash generation and operational progress.Actualización de narrativa • Mar 07
RUN: Asset Monetization And Cash Generation Will Support Post Incentive Equity Upside
Narrative Update on Sunrun The analyst price target in our model moves slightly lower from $22.74 to $22.20 as analysts temper revenue growth and profit margin assumptions and point to elevated valuation compared with peers, while also highlighting cash generation and asset monetization as key supports. Analyst Commentary Recent research on Sunrun is mixed, with some analysts encouraged by cash generation and asset monetization, while others focus on valuation risk and forecasting uncertainties.Actualización de narrativa • Feb 21
RUN: Financing Complexity Will Likely Limit Returns Despite Expanding Distributed Power Programs
Analysts have trimmed their Sunrun price target by $1 to $19 and maintained a more cautious, hold‑style stance, citing the stock's complex mix of utility-like operations and specialty financing exposure as key reasons for the reassessment. Analyst Commentary Recent research commentary on Sunrun points to a more cautious stance, with analysts highlighting the stock's complexity and the challenges that can come with its mix of utility-style operations and specialty financing structures.Actualización de narrativa • Feb 07
RUN: Financing Complexity And Execution Risks Will Likely Cap Future Upside
Narrative Update Analysts have made a modest upward adjustment to their Sunrun fair value estimate, from about US$16.26 to roughly US$16.37, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple following recent research that includes a revised US$19 price target and a Market Perform stance. Analyst Commentary Recent research on Sunrun reflects a cautious stance from several bearish analysts, who see the stock as complex and exposed to execution and valuation risks.Actualización de narrativa • Jan 24
RUN: Residential Third Party Ownership And New Partnerships Will Reshape Equity Story
Our Sunrun narrative fair value moves from US$29.36 to US$27.00 as analysts weigh mixed recent research, with some pointing to improved revenue growth and margin assumptions while others adopt more cautious price targets and ratings. Analyst Commentary Recent research on Sunrun reflects a split view, with some analysts focusing on structural complexity and others highlighting potential upside tied to execution and policy support.Actualización de narrativa • Jan 09
RUN: Residential Solar Partnerships And Capital Returns Will Reshape Equity Story
Analysts have raised their fair value estimate for Sunrun from US$23.58 to US$29.36, citing a combination of higher target prices, updated discount rates, and revised expectations for growth, margins, and future P/E multiples across recent research. Analyst Commentary Recent research shows a cluster of bullish analysts lifting price targets and upgrading their views on Sunrun, even as some remain more cautious.Actualización de narrativa • Dec 14
RUN: Policy Tailwinds May Prove Insufficient To Sustain Current Share Price
The Analyst Price Target for Sunrun has been raised significantly to $30 from $20, as analysts point to stronger long term revenue growth, improving profit margins, and a higher justified earnings multiple supported by favorable policy tailwinds and growing residential solar demand. Analyst Commentary Recent Street research on Sunrun reflects a generally constructive outlook, with a series of price target increases and upgrades signaling renewed confidence in the company’s long term earnings power and its positioning in residential solar.Actualización de narrativa • Nov 29
RUN: Third-Party Ownership Will Accelerate Gains Following Clean Energy Incentive Expiry
Sunrun's analyst price targets have notably increased, with the fair value estimate rising from $22.39 to $22.74 per share. Analysts cite regulatory tailwinds and the company's advantageous position amid evolving clean energy incentives.Actualización de narrativa • Nov 15
RUN: Residential Policy Shifts Will Drive Demand For Third-Party Solar Ownership
Analysts have increased their price target for Sunrun from approximately $21.03 to $22.39 per share. This change reflects improved profit margin projections and optimism around the company’s positioning as residential solar policy shifts unfold.Artículo de análisis • Nov 09
Earnings Miss: Sunrun Inc. Missed EPS By 58% And Analysts Are Revising Their Forecasts
It's been a mediocre week for Sunrun Inc. ( NASDAQ:RUN ) shareholders, with the stock dropping 17% to US$17.13 in the...Actualización de narrativa • Oct 31
RUN: Supportive Policy Changes And Market Demand Will Drive Mixed Outcomes Ahead
Sunrun’s fair value estimate has been raised from $19.39 to $21.03 per share. Analysts cite improved sector tailwinds, anticipated policy benefits, and accelerating growth expectations for the residential solar leader as the main reasons for this increase.Actualización de narrativa • Oct 17
Grid And Solar Services Will Shape Future Energy Landscape
Sunrun's fair value estimate has been raised from $17.18 to $19.39. Analysts cite increased confidence in long-term cash flow visibility, capital return potential, and improved policy clarity as supportive factors for the higher price target.Artículo de análisis • Oct 10
What Sunrun Inc.'s (NASDAQ:RUN) 27% Share Price Gain Is Not Telling You
Despite an already strong run, Sunrun Inc. ( NASDAQ:RUN ) shares have been powering on, with a gain of 27% in the last...Actualización de narrativa • Oct 03
Grid And Solar Services Will Shape Future Energy Landscape
Sunrun's analyst price target has increased from approximately $15.92 to $17.18 per share. This change reflects recent upgrades and expanded long-term visibility cited by analysts.Actualización de narrativa • Sep 13
Grid And Solar Services Will Shape Future Energy Landscape
Sunrun’s analyst price target was raised as recent regulatory changes improved solar tax credit visibility and reduced key policy risks, resulting in a modest fair value increase from $15.29 to $15.92. Analyst Commentary Regulatory changes preserved the solar investment tax credit (ITC) for residential leasing, providing a lifeline to Sunrun’s core business model and offsetting near-term risks previously expected from potential policy rollbacks.Actualización de narrativa • Aug 27
Grid And Solar Services Will Shape Future Energy Landscape
Analysts have increased Sunrun’s price target as favorable U.S. Treasury and Senate guidance has extended key tax credits and removed regulatory overhangs, outweighing ongoing cost and regulatory risks, resulting in a revised fair value of $15.29. Analyst Commentary Recent U.S. Treasury guidance maintains favorable tax credit treatment for residential solar, removing anticipated restrictions and providing regulatory clarity, which is positive for Sunrun.Actualización de narrativa • Aug 08
Grid And Solar Services Will Shape Future Energy Landscape
Sunrun's consensus price target was modestly raised to $14.00 as analysts cited alleviated regulatory risks from favorable Senate bill revisions, extended tax credit eligibility for solar leases, and improved industry outlook, though ongoing operational and regulatory challenges temper valuation upside. Analyst Commentary Removal of proposed tax credit elimination for leased solar equipment and excise taxes in the latest Senate bill significantly alleviates regulatory risk and allows key residential solar business models to remain viable.Artículo de análisis • Jun 13
Sunrun Inc. (NASDAQ:RUN) Not Doing Enough For Some Investors As Its Shares Slump 29%
The Sunrun Inc. ( NASDAQ:RUN ) share price has softened a substantial 29% over the previous 30 days, handing back much...Artículo de análisis • Apr 29
Sunrun Inc. (NASDAQ:RUN) Held Back By Insufficient Growth Even After Shares Climb 26%
Sunrun Inc. ( NASDAQ:RUN ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Nueva narrativa • Mar 22
Optimizing Product Mix And AI Investments Will Improve Efficiency By 2025
Sunrun's strategic focus on high-quality growth and cost management boosts cash generation and expands net margins.Seeking Alpha • Mar 21
Sunrun: Financials Are Too Risky For Me
Summary Sunrun Inc.'s Q4 sales were flat, missing estimates, and the company faced a significant non-cash impairment charge due to Vivint Solar's investment. The company operates with negative gross margins, mounting losses, and a massive debt burden, raising concerns about its financial stability. Despite a positive outlook for the solar market, Sunrun's revised cash generation forecast and ongoing debt issues make me skeptical about its profitability. Given the high risk and uncertainty, I will stay on the sidelines and not invest in RUN stock at this time. Read the full article on Seeking AlphaArtículo de análisis • Feb 24
Benign Growth For Sunrun Inc. (NASDAQ:RUN) Underpins Its Share Price
Sunrun Inc.'s ( NASDAQ:RUN ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now compared...Rentabilidad de los accionistas
| RUN | US Electrical | Mercado US | |
|---|---|---|---|
| 7D | 0.6% | -2.3% | -2.7% |
| 1Y | 75.5% | 76.8% | 18.6% |
Rentabilidad vs. Industria: RUN superó a la industria US Electrical, que obtuvo un rendimiento del 76.8% el año pasado.
Rentabilidad vs. Mercado: RUN superó al mercado US, que obtuvo un rendimiento del 18.6% el año pasado.
Volatilidad de los precios
| RUN volatility | |
|---|---|
| RUN Average Weekly Movement | 10.6% |
| Electrical Industry Average Movement | 12.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: RUN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de RUN (11%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2007 | 9,059 | Mary Powell | www.sunrun.com |
Sunrun Inc. diseña, desarrolla, instala, vende, posee y mantiene sistemas de energía solar residencial en Estados Unidos. La empresa vende sistemas y productos de energía solar, como paneles y estanterías; y cables solares generados a clientes. Ofrece almacenamiento en baterías junto con sistemas de energía solar; y vende servicios a promotores comerciales a través de viviendas multifamiliares y nuevas.
Resumen de fundamentos de Sunrun Inc.
| Estadísticas fundamentales de RUN | |
|---|---|
| Capitalización bursátil | US$3.44b |
| Beneficios(TTM) | US$565.28m |
| Ingresos (TTM) | US$3.17b |
5.7x
Ratio precio-beneficio (PE)1.0x
Ratio precio-ventas (PS)¿Está RUN sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de RUN | |
|---|---|
| Ingresos | US$3.17b |
| Coste de los ingresos | US$2.16b |
| Beneficio bruto | US$1.02b |
| Otros gastos | US$452.98m |
| Beneficios | US$565.28m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.37 |
| Margen bruto | 32.07% |
| Margen de beneficio neto | 17.80% |
| Ratio deuda/patrimonio | 298.7% |
¿Cómo se ha desempeñado RUN a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/25 11:17 |
| Precio de las acciones al final del día | 2026/06/25 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Sunrun Inc. está cubierta por 34 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |