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    Sunrun Inc (RUN)

    Official site

    TECHNOLOGY • SOLAR • NASDAQ

    $7.79
    +0.20 (+2.63%)

    Market Cap: $1.86B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    54%(21/39)
    Avg Surprise
    +144.29%
    Streak
    3 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.35
    Range$0.22 - $0.40
    5 analysts
    EPS Revisions
    2
    0
    7d
    2
    3
    30d
    EPS Estimate DriftChange to current
    90d ago$0.22+60.3%
    60d ago$0.45-21.7%
    30d ago$0.41-14.4%
    7d ago$0.41-14.4%
    Current$0.35
    Revenue Consensus
    $824M
    Range$549M - $1.6B
    14 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.82
    Range$0.23 - $1.18
    9 analysts
    Revenue Consensus
    $899M
    Range$496M - $1.5B
    16 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.82---
    Sep 26EST
    		-$0.35---
    Jun 26
    Reported Aug 5
    		$0.42$0.08+425.00%Beat-60.7%
    Mar 26
    Reported May 6
    		$0.62$-0.05+1340.00%Beat+210.0%
    Dec 25
    Reported Feb 26
    		$0.38$-0.08+575.00%Beat-73.0%
    Sep 25
    Reported Nov 6
    		$0.06$0.12-50.00%Miss+116.2%
    Jun 25
    Reported Aug 6
    		$1.07$-0.11+1072.73%Beat+94.5%
    Mar 25
    Reported May 7
    		$0.20$-0.27+174.07%Beat+150.0%
    Dec 24
    Reported Feb 27
    		$1.41$-0.18+879.44%Beat+206.0%
    Sep 24
    Reported Nov 7
    		$-0.37$-0.22-68.18%Miss-192.5%
    Jun 24
    Reported Aug 6
    		$0.55$-0.40+237.50%Beat+120.0%
    Mar 24
    Reported May 8
    		$-0.40$-0.57+29.82%Beat+64.3%
    Dec 23
    Reported Feb 21
    		$-1.33$-0.32-315.63%Miss-558.6%
    Sep 23
    Reported Nov 1
    		$0.40$-0.16+350.00%Beat-58.3%
    Jun 23
    Reported Aug 2
    		$0.25$-0.39+164.10%Beat+516.7%
    Mar 23
    Reported May 3
    		$-1.12$-0.19-489.47%Miss-166.7%
    Dec 22
    Reported Feb 22
    		$0.29$-0.05+680.00%Beat+252.6%
    Sep 22
    Reported Nov 2
    		$0.96$-0.07+1471.43%Beat+772.7%
    Jun 22
    Reported Aug 3
    		$-0.06$-0.07+14.29%Beat+70.0%
    Mar 22
    Reported May 4
    		$-0.42$-0.12-250.00%Miss-250.0%
    Dec 21
    Reported Feb 17
    		$-0.19$-0.02-850.00%Miss+74.7%
    Sep 21
    Reported Nov 4
    		$0.11$0.02+450.00%Beat-60.7%
    Jun 21
    Reported Aug 5
    		$-0.20$-0.08-150.00%Miss-81.8%
    Mar 21
    Reported May 5
    		$-0.12$-0.04-200.00%Miss+47.8%
    Dec 20
    Reported Feb 25
    		$-0.75$0.12-725.00%Miss-850.0%
    Sep 20
    Reported Nov 5
    		$0.28$0.02+1300.00%Beat+21.7%
    Jun 20
    Reported Aug 10
    		$-0.11$0.03-466.67%Miss-1000.0%
    Mar 20
    Reported May 6
    		$-0.23$0.08-387.50%Miss-91.7%
    Dec 19
    Reported Feb 27
    		$0.10$0.20-50.00%Miss+300.0%
    Sep 19
    Reported Nov 12
    		$0.23$0.04+475.00%Beat+866.7%
    Jun 19
    Reported Aug 7
    		$-0.01N/A-114.29%Miss-116.7%
    Mar 19
    Reported May 8
    		$-0.12$0.18-166.67%Miss-148.0%
    Dec 18
    Reported Feb 28
    		$-0.05N/A-118.52%Miss-120.0%
    Sep 18
    Reported Nov 7
    		$-0.03N/A-117.65%Miss-112.0%
    Jun 18
    Reported Aug 9
    		$0.06N/A-75.00%Miss-73.9%
    Mar 18
    Reported May 9
    		$0.25$0.20+25.00%Beat+108.3%
    Dec 17
    Reported Mar 6
    		$0.25$0.38-34.21%Miss-7.4%
    Sep 17
    Reported Nov 8
    		$0.25$0.19+31.58%Beat-
    Jun 17
    Reported Aug 7
    		$0.23$0.19+21.05%Beat-
    Mar 17
    Reported May 10
    		$0.12$0.06+100.00%Beat-
    Dec 16
    Reported Mar 8
    		$0.27$0.05+440.00%Beat-

    Key Metrics

    Valuation
    P/E Ratio5.26EV/EBITDA2.63x
    Price/FCF-8.99xFCF Yield-11.12%
    Profitability
    Profit Margin11.60%Operating Margin4.00%
    ROE-19.90%ROIC2.87%
    Financial Health
    Debt/Equity0.33xInterest CoverageN/A
    Current Ratio1.42xQuick Ratio1.00x
    Trading Statistics
    Beta2.44Avg Volume7.88M
    52-Week High$21.9552-Week Low$7.22

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$7.67
    SMA 20$7.97
    SMA 50$8.77
    SMA 200$13.16
    EMA 10$7.74
    EMA 20$7.97
    EMA 50$8.85
    EMA 200$11.80

    MACD

    Line: -0.35Signal: -0.40Hist: 0.04

    ADX

    ADX: 25.8+DI: 16.9-DI: 27.7

    Aroon & PSAR

    Aroon UpN/A
    Aroon Down88.0
    PSAR$7.29

    Bollinger Bands

    Upper Band$8.85
    Lower Band$7.10
    %B Position2189%(Upper)
    Band Width0.40

    RSI (14-Day)

    Neutral
    42.3

    Momentum Oscillators

    Stoch %K31.9
    Stoch %D23.6
    Williams %R-48.3
    ROC (10d)0.9%
    Momentum0.07
    CCI (20d)-50.8
    MFI (14d)40.1

    Volatility Measures

    ATR (14d)$0.39(5.0%)
    StdDev (20d)0.44
    Hist Vol49.7%(High)

    Volume Flow

    VWAP$7.69
    OBV172.3M
    AD Line-58.1M
    CMF (20d)-0.015

    Volume Metrics

    Avg Vol (20d)8.0M
    Vol Ratio0.9x
    VWMA (20d)$7.97

    Pivot Points

    R3$8.00
    R2$7.88
    R1$7.74
    Pivot Point$7.62
    S1$7.48
    S2$7.36
    S3$7.22

    Advanced Oscillators

    TSI-23.30
    Ultimate Osc59.3
    KST-132.85

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$869.99M$722.23M$1.16B$724.56M$569.34M$504.27M$518.49M$537.17M$523.87M$458.19M$516.59M$563.18M
    Cost of Revenue$541.76M$502.43M$723.46M$481.29M$449.52M$405.43M$420.99M$433.69M$428.79M$425.69M$482.59M$518.02M
    Gross Profit$328.22M$219.80M$435.37M$243.27M$119.82M$98.84M$97.50M$103.48M$95.08M$32.49M$34.00M$45.16M
    Operating Expenses$293.44M$263.31M$338.01M$239.62M$232.06M$213.73M$3.35B$231.26M$223.13M$215.62M$231.53M$1.39B
    R&D$10.23M$10.14M$8.82M$9.27M$8.06M$9.98M$8.79M$8.18M$10.24M$12.09M$7.66M$5.04M
    SG&A$92.52M$74.64M$83.19M$65.55M$71.54M$57.76M$72.05M$60.59M$61.23M$51.27M$57.11M$53.25M
    Operating Income$34.79M$-43,510,000$97.36M$3.65M$-112,249,000$-114,888,000$-3,256,259,000$-127,778,000$-128,048,000$-183,122,000$-197,531,000$-1,347,477,000
    Interest Income$-264,428,000$-263,943,000$-256,423,000$-265,788,000$-247,137,000$-227,434,000$-233,385,000$-215,615,000$-207,207,000$-192,159,000$0$0
    Interest Expense$246.93M$246.76M$232.03M$283.67M$261.67M$272.83M$143.56M$298.21M$142.83M$102.23M$339.47M$171.29M
    Income Before Tax$-212,145,000$-290,267,000$-134,672,000$-280,017,000$-373,914,000$-387,721,000$-3,399,815,000$-425,991,000$-270,877,000$-285,351,000$-537,001,000$-1,441,092,000
    Income Tax Expense$-3,972,000$7.07M$40.43M$-2,172,000$-94,930,000$-110,550,000$136,000$-13,803,000$-10,949,000$-2,201,000$-1,595,000$29.85M
    Net Income$-208,173,000$-297,333,000$-175,106,000$-277,845,000$-278,984,000$-277,171,000$-3,399,951,000$-412,188,000$-259,928,000$-283,150,000$-535,406,000$-1,470,938,000
    EBITDA$245.07M$163.23M$306.18M$167.32M$62.94M$9.60M$-3,004,087,000$-54,848,000$88.81M$57.33M$-212,151,000$-1,131,048,000
    EBIT$52.28M$-26,324,000$121.75M$-14,229,000$-126,777,000$-160,287,000$-3,166,430,000$-210,376,000$-63,670,000$-93,192,000$-355,175,000$-1,269,804,000
    * Some calculated fields are derived from available data when not provided by source

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    News

    Sunrun: Residential VPPs for data centers are nearing reality

    Sunrun is moving from conceptual discussions to commercial negotiations for its "capacity as a solution" offering, aiming to provide residential virtual power plants (VPPs) to data centers. This initiative...

    Latitude Media•10/16/26•Bullish

    Morgan Stanley cuts target for Sunrun stock to USD 10.00

    Morgan Stanley has lowered its target price for Sunrun (RUN) stock to USD 10.00 from USD 15.00, citing a research note from October 14...

    ad-hoc-news.de•10/15/26•Somewhat-Bearish

    Sunrun Leads Record Grid Dispatch Delivering Enough Energy to Power Every Home in San Francisco and San Jose

    Sunrun, America's largest provider of home battery storage, solar, and home-to-grid power plants, announced record-breaking residential distributed power plant dispatches. These events delivered 669 megawatts on October...

    Energy Digital•10/15/26•Bullish

    Sunrun Inc. Stock 12‑Month Price Target Cut to $14.43, Implies 85% Upside

    Sunrun Inc.'s average 12-month price target has been lowered from $14.69 to $14.43 by 19 analysts, with a range of $4.63 to $30 per share. This updated target suggests an 85% potential upside based on the October 13...

    TradingView•10/14/26•Bullish

    Sunrun (NASDAQ:RUN) Hits New 52-Week Low on Analyst Downgrade

    Sunrun (NASDAQ:RUN) shares reached a new 52-week low after Susquehanna downgraded its price target, contributing to a broader weakening of analyst sentiment. Despite reporting better-than-expected earnings and revenue...

    MarketBeat•10/14/26•Bearish

    RUN Valuation and Fair Value

    P/E
    5.3x
    Forward P/E
    7.9x
    EV/EBITDA
    2.6x
    P/FCF
    -9.0x
    PEG
    3.1x
    P/B
    0.5x
    See GNG's fair value

    RUN Profitability: Margins, ROIC and FCF

    Gross margin
    35.3%
    Operating margin
    4.0%
    Net margin
    11.6%
    ROIC
    2.9%
    ROE
    -19.9%
    FCF margin
    -6.0%
    FCF yield
    -11.1%

    RUN Competitors

    CompanyTicker
    Porch Group IncPRCH
    Evertec IncEVTC
    Karooooo LtdKARO
    Innodata IncINOD
    NextNav Inc.NN
    Semrush Holdings IncSEMR
    C3 Ai IncAI
    PDF Solutions IncPDFS

    Sector: Technology

    RUN Analyst Ratings

    Consensus
    Buy
    Analysts
    21
    Strong Buy
    3
    Buy
    9
    Hold
    9
    Sell
    0
    Strong Sell
    0

    RUN Bull Case vs Bear Case

    Bull case

    • RUN beat EPS estimates in 75.0% of its last 8 reported quarters.
    • RUN grew quarterly revenue 52.8% year over year.

    RUN Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    543.5%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.35
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    2 up, 3 down

    Frequently Asked Questions About RUN

    Does RUN pay dividends?

    Sunrun Inc (RUN) does not currently pay a regular dividend.

    What is RUN's P/E ratio?

    Sunrun Inc has a price-to-earnings (P/E) ratio of 5.26.

    What is RUN's market cap?

    Sunrun Inc (RUN) has a market capitalization of $1.86B with a current stock price of $7.79.

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