Sunrun Inc.

NasdaqGS:RUN 株式レポート

時価総額:US$2.6b

Sunrun 配当と自社株買い

配当金 基準チェック /06

Sunrun配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-0.7%

バイバック利回り

総株主利回り-0.7%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブ更新 Jul 22

RUN: Grid Services And AI Compute Initiatives Will Drive Future Cash Generation

Analysts trimmed their Sunrun fair value estimate to about $18.84 from roughly $19.67, reflecting slightly higher risk assumptions, more tempered revenue growth expectations, and a lower future P/E, partly offset by improved profit margin assumptions and recent commentary around Sunrun's data center and virtual power plant initiatives. Analyst Commentary Recent Street research on Sunrun reflects a mix of optimism around new growth avenues and caution about execution risk and sector headwinds.
ナラティブ更新 Jul 06

RUN: Virtual Power Plants Will Drive Future Cash Generation And Asset Monetization

Analysts have trimmed their Sunrun fair value estimate from about $29.48 to $27.86, reflecting more conservative assumptions for revenue growth and profit margins, even as recent research highlights potential, but still uncertain, recurring revenue opportunities from the new Tesla and Renew Home virtual power plant framework. Analyst Commentary Street research on Sunrun presents a split view, with some bullish analysts highlighting the new virtual power plant framework with Tesla and Renew Home as a potential way to better monetize Sunrun's installed battery base, while more cautious voices question the scale and near term revenue impact of the agreement.
Seeking Alpha Jun 25

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
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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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新しいナラティブ 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
分析記事 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...

決済の安定と成長

配当データの取得

安定した配当: RUNの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: RUNの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Sunrun 配当利回り対市場
RUN 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (RUN)n/a
市場下位25% (US)1.3%
市場トップ25% (US)4.1%
業界平均 (Electrical)0.6%
アナリスト予想 (RUN) (最長3年)0%

注目すべき配当: RUNは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: RUNは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: RUNの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: RUNが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/23 16:38
終値2026/07/23 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Sunrun Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
Christine ChoBarclays
Moses SuttonBarclays
Ameet ThakkarBMO Capital Markets Equity Research