Sunrun (NASDAQ:RUN) Earns “Sell” Rating from Glj Research

Sunrun (NASDAQ:RUN)‘s stock had its “sell” rating reiterated by stock analysts at Glj Research in a research report issued on Friday,Benzinga reports.

Several other equities analysts have also recently commented on RUN. TD Cowen boosted their target price on shares of Sunrun from $22.00 to $23.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Deutsche Bank Aktiengesellschaft set a $19.00 price objective on shares of Sunrun in a research report on Wednesday, January 7th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Sunrun in a research note on Thursday, January 22nd. Jefferies Financial Group restated a “hold” rating and set a $22.00 price objective on shares of Sunrun in a research report on Friday. Finally, Oppenheimer lifted their target price on Sunrun from $23.00 to $25.00 and gave the company an “outperform” rating in a research report on Friday. Twelve equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Sunrun has a consensus rating of “Hold” and an average target price of $20.09.

Sunrun Stock Performance

Sunrun stock traded down $7.31 during midday trading on Friday, hitting $13.11. The company’s stock had a trading volume of 26,212,850 shares, compared to its average volume of 8,507,127. The company has a debt-to-equity ratio of 3.67, a current ratio of 1.46 and a quick ratio of 1.06. The company has a market cap of $3.04 billion, a price-to-earnings ratio of -1.17 and a beta of 2.36. Sunrun has a 1-year low of $5.38 and a 1-year high of $22.44. The company has a 50-day moving average price of $19.22 and a two-hundred day moving average price of $18.29.

Sunrun (NASDAQ:RUN) last announced its quarterly earnings data on Thursday, February 26th. The energy company reported $0.38 earnings per share for the quarter, beating the consensus estimate of ($0.08) by $0.46. The firm had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $610.29 million. Sunrun had a positive return on equity of 19.34% and a negative net margin of 106.50%.The company’s quarterly revenue was up 123.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.41 EPS. As a group, sell-side analysts predict that Sunrun will post -0.43 earnings per share for the current year.

Insiders Place Their Bets

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

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Farther Finance Advisors LLC raised 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 acquiring an additional 885 shares during the period. Hantz Financial Services Inc. grew its stake in shares of Sunrun by 59.1% during the 4th quarter. Hantz Financial Services Inc. now owns 1,519 shares of the energy company’s stock worth $28,000 after acquiring an additional 564 shares during the period. Sycomore Asset Management purchased a new stake in Sunrun in the 3rd quarter worth about $28,000. Kestra Advisory Services LLC purchased a new stake in Sunrun in the 4th quarter worth about $30,000. Finally, Salomon & Ludwin LLC raised its stake in Sunrun by 49.2% in the 4th quarter. Salomon & Ludwin LLC now owns 1,693 shares of the energy company’s stock valued at $31,000 after acquiring an additional 558 shares during the period. 91.69% of the stock is owned by institutional investors.

More Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 beat — Sunrun reported $0.38 EPS vs. a consensus loss and revenue of $1.16B (well above estimates), showing strong topline growth and an earnings surprise that validates execution. Sunrun (RUN) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Strong cash profile & guidance — 2025 cash generation was $377M, net change in cash/restricted cash $290M, and 2026 outlook calls for positive cash generation of $250–$450M, supporting financial flexibility. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Operational tailwinds — Storage attachment hit a record 71% and Q4 contracted net value creation was $176M, signaling growing higher-margin product adoption. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Analyst recognition — Zacks added RUN to its Rank #1 (Strong Buy) list, which could attract momentum-driven buying. New Strong Buy Stocks for February 27th (Zacks)
• Positive Sentiment: Strategic pivot — Management outlined a pivot toward margin-focused growth with high single- to low double-digit direct business growth targeted for 2026, suggesting focus on profitability. Sunrun outlines growth and pivot (Seeking Alpha)
• Neutral Sentiment: Jefferies reiteration — Jefferies reaffirmed a “hold” rating but kept a $22 price target (implies upside vs. current levels), which is mixed for sentiment—no upgrade but a sizeable PT. Jefferies hold reaffirmed (Benzinga)
• Neutral Sentiment: Earnings call and transcripts available — Management commentary describes steady cash generation and partnership activity; read the call/transcript for guidance detail and risk discussion. Q4 2025 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: Profitability and leverage concerns — despite the GAAP EPS beat, Sunrun still reported a large negative net margin on its results and carries elevated leverage, which keeps investor caution high. MarketBeat earnings summary

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.