Sunrun Inc.

NasdaqGS:RUN Rapport sur les actions

Capitalisation boursière : US$3.5b

Sunrun Dividendes et rachats

Dividende contrôle des critères 0/6

Sunrun n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

-0.5%

Rendement des rachats

Rendement total pour l'actionnaire-0.5%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Pas de mise à jour

Recent updates

Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Seeking Alpha Jan 05

The Market Is Missing Sunrun's Cash And Battery Boom

Summary Sunrun Inc. earns a Buy rating as cash flow turns positive and storage-driven value creation accelerates. RUN's Q3 2025 saw a 35% YOY revenue surge, 10% higher aggregate subscriber value, and robust storage adoption driving superior unit economics. Balance sheet strength is evident with $709M unrestricted cash, six consecutive quarters of positive cash flow, and strong capital markets access. Sustained cash generation, asset value growth, and strong price trends signal potential for valuation re-rating. Read the full article on Seeking Alpha
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Article d'analyse 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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Nouvelle analyse 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
Article d'analyse 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

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de RUN ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de RUN ont augmenté.


Rendement des dividendes par rapport au marché

Sunrun Rendement des dividendes par rapport au marché
Comment le rendement du dividende de RUN se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (RUN)n/a
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Electrical)0.6%
Analyste prévisionnel (RUN) (jusqu'à 3 ans)0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de RUN par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de RUN par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de RUN afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car RUN n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/11 11:30
Cours de l'action en fin de journée2026/05/11 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Sunrun Inc. est couverte par 37 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Christine ChoBarclays
Moses SuttonBarclays
Moses SuttonBarclays