Sunrun (RUN) Hisse Özeti
Sunrun Inc. Amerika Birleşik Devletleri'nde konut tipi güneş enerjisi sistemleri tasarlar, geliştirir, kurar, satar, sahibi olur ve bakımını yapar. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
RUN Community Fair Values
Create NarrativeSee what 61 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$19.09
FV
48.3% değerinin altında içsel indirim141
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0users have commented on this narrative
6users have followed this narrative
Sunrun Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$9.87 |
| 52 Haftanın En Yüksek Seviyesi | US$22.44 |
| 52 Haftanın En Düşük Seviyesi | US$8.61 |
| Beta | 2.39 |
| 1 Aylık Değişim | -20.85% |
| 3 Aylık Değişim | -30.00% |
| 1 Yıllık Değişim | -14.91% |
| 3 Yıllık Değişim | -41.14% |
| 5 Yıllık Değişim | -77.74% |
| Halka arzdan bu yana değişim | -8.36% |
Son Haberler & Güncellemeler
Recent updates
Anlatı Güncellemesi • Aug 06
RUN: Grid Services And AI Compute Capacity Will Support Future Cash Generation
Sunrun's updated analyst price target has edged down, with the internal fair value estimate moving from $18.84 to $17.05 as analysts factor in slightly higher discount rates, more moderate revenue growth assumptions, a lower future P/E, and a mix of trimmed cash generation guidance alongside emerging opportunities in storage, AI related pilots, and virtual power plants. Analyst Commentary Recent Street research on Sunrun shows a mix of optimism around new growth vectors and caution around execution and cash generation.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| RUN | US Electrical | US Pazar | |
|---|---|---|---|
| 7D | -5.4% | 0.2% | 2.2% |
| 1Y | -14.9% | 45.3% | 20.9% |
Getiri vs. Endüstri: RUN geçen yıl % 46.4 oranında getiri sağlayan US Electrical sektörünün gerisinde kaldı.
Getiri vs Piyasa: RUN geçen yıl % 20.9 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| RUN volatility | |
|---|---|
| RUN Average Weekly Movement | 10.0% |
| Electrical Industry Average Movement | 13.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: RUN son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: RUN 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2007 | 9,059 | Mary Powell | www.sunrun.com |
Sunrun Inc. Amerika Birleşik Devletleri'nde konut tipi güneş enerjisi sistemleri tasarlar, geliştirir, kurar, satar, sahibi olur ve bakımını yapar. Şirket, güneş enerjisi sistemleri ve paneller ve raflar gibi ürünler ve müşterilere üretilen güneş enerjisi potansiyelleri satmaktadır. Güneş enerjisi sistemleriyle birlikte batarya depolaması sunar; ve çok aileli ve yeni evler aracılığıyla ticari geliştiricilere hizmet satar.
Sunrun Inc. Temel Bilgiler Özeti
| RUN temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$2.46b |
| Kazançlar(TTM) | US$400.66m |
| Gelir(TTM) | US$3.48b |
5.9x
F/K Oranı0.7x
P/S OranıRUN aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| RUN gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.48b |
| Gelir Maliyeti | US$2.25b |
| Brüt Kâr | US$1.23b |
| Diğer Giderler | US$826.01m |
| Kazançlar | US$400.66m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.66 |
| Brüt Marj | 35.29% |
| Net Kâr Marjı | 11.53% |
| Borç/Özkaynak Oranı | 291.1% |
RUN uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/10 06:22 |
| Gün Sonu Hisse Fiyatı | 2026/08/10 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Sunrun Inc. 34 Bu analistlerden 20, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |