Sunrun (RUN) Aandelenoverzicht
Sunrun Inc. ontwerpt, ontwikkelt, installeert, verkoopt, bezit en onderhoudt residentiële zonne-energiesystemen in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 1/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
RUN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$19.09
FV
29.3% ondergewaardeerd intrinsieke korting126
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Sunrun Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$13.49 |
| 52 Week Hoogtepunt | US$22.44 |
| 52 Week Laag | US$7.23 |
| Bèta | 2.3 |
| 1 maand verandering | -11.25% |
| 3 maanden verandering | 7.06% |
| 1 Jaar Verandering | 81.56% |
| 3 jaar verandering | -24.47% |
| 5 jaar verandering | -76.26% |
| Verandering sinds IPO | 25.26% |
Recent nieuws en updates
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
Narratiefupdate • 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.Analyseartikel • 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 • 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 AlphaNarratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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 AlphaAnalyseartikel • 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...Rendement voor aandeelhouders
| RUN | US Electrical | US Markt | |
|---|---|---|---|
| 7D | -0.2% | -2.3% | -2.7% |
| 1Y | 81.6% | 76.8% | 18.6% |
Rendement versus industrie: RUN overtrof de US Electrical industrie, die het afgelopen jaar een rendement 76.8 % opleverde.
Rendement versus markt: RUN overtrof de US markt, die het afgelopen jaar een rendement opleverde van 18.6 %.
Prijsvolatiliteit
| RUN volatility | |
|---|---|
| RUN Average Weekly Movement | 10.5% |
| 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% |
Stabiele aandelenkoers: RUN heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 11% ) van RUN is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2007 | 9,059 | Mary Powell | www.sunrun.com |
Sunrun Inc. ontwerpt, ontwikkelt, installeert, verkoopt, bezit en onderhoudt residentiële zonne-energiesystemen in de Verenigde Staten. Het bedrijf verkoopt zonne-energiesystemen en -producten, zoals panelen en rekken, en gegenereerde leads voor zonne-energie aan klanten. Het biedt batterijopslag samen met zonne-energiesystemen en verkoopt diensten aan commerciële ontwikkelaars via meergezinswoningen en nieuwbouwwoningen.
Sunrun Inc. Samenvatting
| RUN fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$3.24b |
| Inkomsten(TTM) | US$565.28m |
| Inkomsten(TTM) | US$3.17b |
5.7x
Koers/Winstverhouding1.0x
P/S-verhoudingIs RUN overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| RUN resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$3.17b |
| Kosten van inkomsten | US$2.16b |
| Brutowinst | US$1.02b |
| Overige uitgaven | US$452.98m |
| Inkomsten | US$565.28m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 2.37 |
| Brutomarge | 32.07% |
| Nettowinstmarge | 17.80% |
| Schuld/Eigen Vermogen Verhouding | 298.7% |
Hoe presteerde RUN op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/26 23:11 |
| Aandelenkoers aan het einde van de dag | 2026/06/26 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Sunrun Inc. wordt gevolgd door 34 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |