Sunrun Inc.

Informe acción NasdaqGS:RUN

Capitalización de mercado: US$3.4b

Sunrun Dividendos y recompras

Dividendo controles de criterios 0/6

Sunrun no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

-0.5%

Rendimiento de la recompra

Rendimiento total para el accionista-0.5%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Seeking Alpha 1h

Sunrun: Long-Term Growth Plan In Sight, But Needs To Strengthen Fundamentals In 2026

Summary Sunrun Inc. is rated hold, despite the cash flow analysis showing insolvency in the long term due to near-term operational headwinds and guidance risks. RUN's 2026 cash generation guidance is $250–$450 million, but it needs to grow this cash flow to meet its debt repayment obligations in the long term. Q1 2026 fundamentals were weak: subscriber additions fell 25% YoY, installed solar capacity dropped 19%, and storage capacity declined 15%. RUN's focus on high-margin solar installations, battery storage, and direct business is expected to strengthen its balance sheet into 2026 and beyond. Read the full article on Seeking Alpha
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...
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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 Alpha
Artículo 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...
Seeking Alpha Jan 08

Sunrun: A Struggling Company With More Trouble Ahead

Summary The company faces significant risks from fluctuating interest rates, which could impact its sales as potential customers may delay purchases if rates remain high, making financing more expensive compared to. Sunrun's profitability remains below sector medians, with concerns raised about its long-term ability to improve its financial metrics, as highlighted by a Seeking Alpha warning in November 2024. The company has a high short interest (over 23%), indicating investor skepticism about its future growth. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

Sunrun: Burning Through Cash With Significant Balance Sheet Concerns

Summary Sunrun faces significant financial challenges, including substantial debt and ongoing operating losses, making its current valuation unsustainable and risky for investors. Despite growth in storage installations and customer additions, Sunrun's profitability remains elusive, with missed revenue and EPS targets in the recent quarter. The company's reliance on government policies, like the IRA and solar tax credits, adds uncertainty, especially with potential political changes. Given the overleveraged balance sheet, limited insider ownership, and high valuation multiples, I rate Sunrun stock as a 'sell'. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de RUN han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de RUN han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Sunrun vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de RUN con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (RUN)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Electrical)0.6%
Analista de previsiones (RUN) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de RUN en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de RUN en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de RUN para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que RUN no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 15:00
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 tenemos 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 37 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.

AnalistaInstitución
Christine ChoBarclays
Moses SuttonBarclays
Moses SuttonBarclays