Sunrun (NASDAQ:RUN) Upgraded at Zacks Research

Sunrun (NASDAQ:RUN) was upgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a note issued to investors on Thursday,Zacks.com reports.

Other equities analysts have also issued research reports about the stock. Oppenheimer upped their target price on shares of Sunrun from $23.00 to $25.00 and gave the stock an “outperform” rating in a research report on Friday. Morgan Stanley boosted their price target on shares of Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 2nd. Jefferies Financial Group reissued a “hold” rating and set a $22.00 price objective on shares of Sunrun in a report on Friday. Weiss Ratings restated a “sell (d-)” rating on shares of Sunrun in a research report on Thursday, January 22nd. Finally, Guggenheim upgraded Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 target price on the stock in a research report on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, seven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Sunrun currently has an average rating of “Moderate Buy” and an average price target of $20.09.

Sunrun Stock Down 35.1%

Shares of RUN opened at $13.25 on Thursday. The business’s 50 day moving average is $19.12 and its 200 day moving average is $18.30. The company has a current ratio of 1.46, a quick ratio of 1.06 and a debt-to-equity ratio of 3.67. Sunrun has a 12-month low of $5.38 and a 12-month high of $22.44. The company has a market capitalization of $3.07 billion, a PE ratio of 7.75 and a beta of 2.36.

Sunrun (NASDAQ:RUN) last posted its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share for the quarter, topping the consensus estimate of ($0.08) by $0.46. Sunrun had a return on equity of 12.18% and a net margin of 15.22%.The business had revenue of $1.16 billion during the quarter, compared to the consensus estimate of $610.29 million. During the same period in the prior year, the company posted $1.41 EPS. The firm’s revenue for the quarter was up 123.5% compared to the same quarter last year. Research analysts expect that Sunrun will post -0.43 earnings per share for the current fiscal year.

Insider Activity

In other Sunrun news, CAO Maria Barak sold 1,630 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $18.55, for a total transaction of $30,236.50. Following the sale, the chief accounting officer directly owned 85,643 shares in the company, valued at $1,588,677.65. This represents a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CFO Danny Abajian sold 7,190 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total value of $127,982.00. Following the completion of the sale, the chief financial officer directly owned 405,518 shares of the company’s stock, valued at $7,218,220.40. The trade was a 1.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 518,800 shares of company stock worth $9,903,520. 3.37% of the stock is owned by insiders.

Hedge Funds Weigh In On Sunrun

Several large investors have recently modified their holdings of the stock. Farther Finance Advisors LLC lifted its position in Sunrun by 156.9% in the fourth quarter. Farther Finance Advisors LLC now owns 1,449 shares of the energy company’s stock worth $27,000 after buying an additional 885 shares during the last quarter. Sycomore Asset Management purchased a new stake in shares of Sunrun in the third quarter valued at $28,000. Hantz Financial Services Inc. raised its stake in shares of Sunrun by 59.1% in the fourth quarter. Hantz Financial Services Inc. now owns 1,519 shares of the energy company’s stock valued at $28,000 after acquiring an additional 564 shares during the period. Kestra Advisory Services LLC bought a new stake in shares of Sunrun in the 4th quarter worth about $30,000. Finally, Optiver Holding B.V. purchased a new position in shares of Sunrun during the 3rd quarter worth about $31,000. Institutional investors own 91.69% of the company’s stock.

Key Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun beat expectations in Q4: GAAP EPS $0.38 vs a consensus loss, revenue $1.16B (well above estimates) and strong cash generation (Cash Generation of $377M in 2025). The company also reported record storage attachment rates and other operational wins that support future revenue quality. Sunrun Reports Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Company guidance and metrics were constructive: outlook for positive cash generation in 2026 ($250M–$450M range), $290M net change in cash, $176M contracted net value creation in Q4 and a 71% storage attachment rate — items that support a margin-focused pivot. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Zacks upgraded RUN to a Rank #1 (Strong Buy), which can attract momentum and short-term buying interest from retail and quant flows. Sunrun Upgraded to Strong Buy (Zacks)
• Positive Sentiment: Oppenheimer raised its price target to $25 and kept an “outperform” rating, signaling bullish analyst conviction and a large implied upside from current levels. Oppenheimer Raises PT to $25 (Benzinga)
• Neutral Sentiment: Sunrun outlined a pivot to a margin-focused strategy with projected high single- to low double-digit direct business growth for 2026 — strategic shift could improve profitability over time but timing/scale remain uncertain. Sunrun Pivot to Margin-Focused Strategy (Seeking Alpha)
• Neutral Sentiment: Full earnings call/transcript coverage is available (details on cash, storage attach, partnerships and cost pressures) — useful for investors assessing execution risk vs. growth opportunity. Q4 2025 Earnings Call Transcript
• Negative Sentiment: At least one firm (GLJ Research) reaffirmed a “sell” rating, signaling continued analyst skepticism that can pressure the stock amid volatile trading. GLJ Reaffirms Sell (TickerReport/Benzinga)
• Negative Sentiment: Despite the beat, structural concerns remain: aggregate analyst expectations still imply negative FY EPS (consensus around -0.43), Sunrun shows a negative net margin and a high debt/equity ratio — factors that leave the stock vulnerable to downside if execution slips. Analyst Estimates and Metrics (MarketBeat)

Sunrun Company Profile

Sunrun, Inc (NASDAQ: RUN) is a leading provider of residential solar energy systems in the United States. The company designs, installs and maintains rooftop solar panels and battery storage solutions for homeowners under flexible financing arrangements. Customers can choose from leasing, power purchase agreements or solar ownership models, all of which are supported by Sunrun’s network of installation partners and service technicians. Sunrun also offers integrated home energy management services, including its Brightbox battery storage product, which enables customers to store solar energy for use during peak hours or power outages.

Founded in 2007 by Lynn Jurich, Ed Fenster and Nat Kreamer, Sunrun is headquartered in San Francisco, California.