Sunrun (NASDAQ:RUN) Hits New 1-Year Low After Analyst Downgrade

Shares of Sunrun Inc. (NASDAQ:RUN) hit a new 52-week low on Thursday after The Goldman Sachs Group lowered their price target on the stock from $18.00 to $15.00. The Goldman Sachs Group currently has a buy rating on the stock. Sunrun traded as low as $9.15 and last traded at $8.8750, with a volume of 471696 shares. The stock had previously closed at $10.49.

RUN has been the topic of a number of other research reports. Zacks Research downgraded shares of Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 2nd. Glj Research reissued a “sell” rating and set a $4.63 price target on shares of Sunrun in a research report on Friday, July 10th. TD Cowen cut their price objective on Sunrun from $21.00 to $16.00 and set a “buy” rating on the stock in a report on Thursday. Susquehanna decreased their target price on Sunrun from $19.00 to $18.00 and set a “positive” rating for the company in a report on Friday, July 10th. Finally, Barclays cut their price target on shares of Sunrun from $23.00 to $14.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 21st. Twelve investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Sunrun presently has an average rating of “Hold” and a consensus price target of $18.09.

Insiders Place Their Bets

In other news, Director Lynn Michelle Jurich sold 50,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $15.92, for a total transaction of $796,000.00. Following the completion of the transaction, the director directly owned 459,091 shares of the company’s stock, valued at approximately $7,308,728.72. This represents a 9.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Danny Abajian sold 16,495 shares of the stock in a transaction on Monday, July 6th. The stock was sold at an average price of $13.19, for a total value of $217,569.05. Following the completion of the sale, the chief financial officer directly owned 420,318 shares in the company, valued at $5,543,994.42. This represents a 3.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 223,045 shares of company stock worth $2,934,835. Corporate insiders own 3.55% of the company’s stock.

Trending Headlines about Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun reported second-quarter 2026 revenue of $869.99 million, up 52.8% year over year and ahead of the $746.87 million consensus estimate. Adjusted earnings of $0.42 per share also exceeded expectations. Sunrun Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Storage adoption reached a record 74% attachment rate, while networked storage capacity climbed to 4.6 gigawatt-hours. Management expects to exit 2026 with more than 10% growth and is targeting over 10 GWh of capacity by the end of 2028. Sunrun Growth and Storage Outlook
• Positive Sentiment: Goldman Sachs and TD Cowen maintained “buy” ratings, with revised price targets of $15 and $16, respectively, implying substantial potential upside from recent levels.
• Neutral Sentiment: Sunrun priced a $267 million securitization of residential solar and storage assets, supporting liquidity and its asset-financing model, although the transaction also highlights the company’s reliance on capital markets.
• Neutral Sentiment: A director sold 50,000 shares under a pre-arranged Rule 10b5-1 trading plan. The sale reduces the potential signaling concern, but it follows additional sales earlier in the year.
• Negative Sentiment: Operating cash flow was negative $186 million in the quarter, while reported cash generation was only $23 million, or $45 million excluding equipment-related investments. Sunrun lowered or revised its 2026 cash-generation outlook to $200 million-$375 million, which may have disappointed investors seeking stronger near-term cash conversion. Sunrun Q2 Report Market Reaction
• Negative Sentiment: Although earnings beat estimates, EPS declined from $1.07 in the prior-year quarter to $0.42. Goldman Sachs cut its target from $18 to $15, and TD Cowen reduced its target from $21 to $16, signaling more cautious valuation assumptions.

Institutional Investors Weigh In On Sunrun

A number of institutional investors have recently added to or reduced their stakes in the company. Farther Finance Advisors LLC lifted its holdings in shares of Sunrun by 156.9% in the fourth quarter. Farther Finance Advisors LLC now owns 1,449 shares of the energy company’s stock valued at $27,000 after buying an additional 885 shares during the period. Caitong International Asset Management Co. Ltd acquired a new stake in Sunrun during the 4th quarter worth about $27,000. Hantz Financial Services Inc. lifted its stake in Sunrun by 59.1% during the fourth quarter. Hantz Financial Services Inc. now owns 1,519 shares of the energy company’s stock valued at $28,000 after buying an additional 564 shares in the last quarter. Kestra Advisory Services LLC acquired a new position in shares of Sunrun in the fourth quarter worth about $30,000. Finally, Salomon & Ludwin LLC increased its position in shares of Sunrun by 49.2% in the fourth quarter. Salomon & Ludwin LLC now owns 1,693 shares of the energy company’s stock worth $31,000 after acquiring an additional 558 shares in the last quarter. 91.69% of the stock is currently owned by institutional investors and hedge funds.

Sunrun Trading Down 13.2%

The company’s 50-day moving average is $12.53 and its 200 day moving average is $14.21. The company has a current ratio of 1.45, a quick ratio of 1.09 and a debt-to-equity ratio of 3.44. The firm has a market cap of $2.17 billion, a PE ratio of 4.25 and a beta of 2.35.

Sunrun (NASDAQ:RUN) last issued its earnings results on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, topping the consensus estimate of $0.23 by $0.19. Sunrun had a return on equity of 14.06% and a net margin of 17.88%.The business had revenue of $869.99 million during the quarter, compared to analysts’ expectations of $746.87 million. During the same quarter last year, the firm posted $1.07 earnings per share. Sunrun’s revenue was up 52.8% compared to the same quarter last year. As a group, sell-side analysts predict that Sunrun Inc. will post 1.01 EPS for the current year.

About Sunrun

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.