Sunrun Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 3/6
Sunrun şirketinin kazançları yıllık ortalama -36.1% oranında azalırken, Electrical sektörünün kazançları yıllık 17.7% oranında artan oldu. Gelirler yıllık ortalama 11.7% oranında artan oldu.
Anahtar bilgiler
-36.11%
Kazanç büyüme oranı
-34.89%
EPS büyüme oranı
| Electrical Sektör Büyümesi | 9.91% |
| Gelir büyüme oranı | 11.66% |
| Özkaynak getirisi | -20.77% |
| Net Marj | 17.80% |
| Son Kazanç Güncellemesi | 31 Mar 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Analiz 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.
Analiz 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.Analiz 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.
Analiz 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.Analiz 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.Analiz 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.Analiz 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.Analiz 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.Analiz 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.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 AlphaAnaliz 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.Analiz 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.Analiz 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...Analiz 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.Analiz 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...Analiz 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.Analiz 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.Analiz 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.Analiz 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...
Yeni Analiz • 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 AlphaAnaliz Makalesi • 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 AlphaSeeking 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 AlphaGelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Sunrun nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Mar 26 | 3,175 | 565 | 1,037 | 36 |
| 31 Dec 25 | 2,957 | 448 | 987 | 36 |
| 30 Sep 25 | 2,317 | -2,467 | 881 | 36 |
| 30 Jun 25 | 2,129 | -2,568 | 874 | 35 |
| 31 Mar 25 | 2,084 | -2,708 | 863 | 37 |
| 31 Dec 24 | 2,038 | -2,846 | 862 | 39 |
| 30 Sep 24 | 2,036 | -383 | 863 | 38 |
| 30 Jun 24 | 2,062 | -1,368 | 870 | 35 |
| 31 Mar 24 | 2,128 | -1,452 | 909 | 29 |
| 31 Dec 23 | 2,260 | -1,604 | 962 | 22 |
| 30 Sep 23 | 2,352 | -1,189 | 982 | 18 |
| 30 Jun 23 | 2,421 | 91 | 993 | 18 |
| 31 Mar 23 | 2,415 | 23 | 978 | 19 |
| 31 Dec 22 | 2,321 | 176 | 940 | 21 |
| 30 Sep 22 | 2,147 | 72 | 937 | 23 |
| 30 Jun 22 | 1,954 | -115 | 918 | 25 |
| 31 Mar 22 | 1,771 | -143 | 888 | 24 |
| 31 Dec 21 | 1,610 | -79 | 888 | 23 |
| 30 Sep 21 | 1,495 | -210 | 935 | 22 |
| 30 Jun 21 | 1,266 | -197 | 825 | 22 |
| 31 Mar 21 | 1,046 | -169 | 729 | 21 |
| 31 Dec 20 | 922 | -173 | 619 | 20 |
| 30 Sep 20 | 846 | 8 | 428 | 19 |
| 30 Jun 20 | 852 | 0 | 424 | 21 |
| 31 Mar 20 | 875 | 12 | 416 | 22 |
| 31 Dec 19 | 859 | 26 | 400 | 24 |
| 30 Sep 19 | 855 | 8 | 383 | 24 |
| 30 Jun 19 | 844 | -24 | 358 | 22 |
| 31 Mar 19 | 810 | -15 | 332 | 20 |
| 31 Dec 18 | 760 | 27 | 324 | 19 |
| 30 Sep 18 | 672 | 102 | 306 | 18 |
| 30 Jun 18 | 612 | 133 | 290 | 17 |
| 31 Mar 18 | 572 | 144 | 273 | 16 |
| 31 Dec 17 | 533 | 125 | 254 | 15 |
| 30 Sep 17 | 501 | 85 | 246 | 14 |
| 30 Jun 17 | 468 | 74 | 239 | 12 |
| 31 Mar 17 | 460 | 88 | 246 | 11 |
| 31 Dec 16 | 477 | 75 | 261 | 10 |
| 30 Sep 16 | 433 | 48 | 259 | 10 |
| 30 Jun 16 | 404 | 3 | 265 | 10 |
| 31 Mar 16 | 354 | -30 | 251 | 10 |
| 31 Dec 15 | 305 | -53 | 230 | 10 |
| 30 Sep 15 | 265 | -65 | 209 | 9 |
| 30 Jun 15 | 239 | -52 | 183 | 9 |
Kaliteli Kazançlar: RUN yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: RUN geçmişte karlı hale geldi.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: RUN son 5 yılda karlı hale geldi ve kazançlarını yıllık -36.1% oranında artırdı.
Büyüme Hızlandırma: RUN son bir yılda karlı hale geldi, bu da kazanç büyüme oranının 5 yıllık ortalamayla karşılaştırılmasını zorlaştırıyor.
Kazançlar vs. Sektör: RUN son bir yılda karlı hale geldi ve bu durum, geçmiş yıl kazanç büyümesinin Electrical sektörüyle ( 23.6% ) karşılaştırılmasını zorlaştırıyor.
Özkaynak Getirisi
Yüksek ROE: RUN 'nin Özsermaye Getirisi ( -20.8% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 07:42 |
| Gün Sonu Hisse Fiyatı | 2026/05/11 00:00 |
| Kazançlar | 2026/03/31 |
| 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 |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* 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 kullanacağınızı anlatan 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. 37 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 |
| Moses Sutton | Barclays |