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RUN Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
12.860
Open
12.805
VWAP
12.25
Vol
14.45M
Mkt Cap
2.91B
Low
11.690
Amount
176.95M
EV/EBITDA(TTM)
28.32
Total Shares
238.55M
EV
18.88B
EV/OCF(TTM)
--
P/S(TTM)
1.10
Sunrun Inc. is a provider of clean energy as a subscription service. It is engaged in the design, development, installation, sale, ownership and maintenance of residential solar energy systems (Projects) in the United States. It provides clean, solar energy typically at savings compared to traditional utility energy. Its primary customers are residential homeowners. It also offers battery storage along with solar energy systems to its customers in select markets and sells its services to certain commercial developers through its multifamily and new homes offerings. It installs solar energy systems on its customers' homes and provides them with the solar power produced by those systems for typically a 20- or 25-year initial term. It monitors, maintains and insures the system during the term of the contract. It also provides electric vehicle (EV) chargers, battery retrofits, re-powered or expanding systems, home energy management services, and other home electrification products.
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Events Timeline

(ET)
2026-07-06
14:00:00
Tesla Q2 Deliveries Exceed Expectations, Price Target Raised to $430
select
2026-06-30 (ET)
2026-06-30
10:30:00
Cal-Maine Foods Reaches Settlement with DOJ, Pays $1.5M
select
2026-06-30
09:00:00
Trump Administration Proposes Ban on Imports of Chinese Solar Inverters
select
link
2026-06-29 (ET)
2026-06-29
13:30:00
Tesla and Sunrun Sign Agreement for 16 Gigawatts of Energy
select
2026-06-24 (ET)
2026-06-24
16:30:00
Major Averages Mixed as Tech Stocks Face Pressure
select
2026-06-24
12:30:00
Sunrun Stock Rises 25.9% to $16.12
select
2026-06-24
12:30:00
Markets Rebound, Nasdaq Up 0.75%
select

News

seekingalpha
2.0
07-06seekingalpha
Analysis of Short Interest Stocks
  • Highest Short Interest: Plug Power and Lyft both exhibit a short interest of 24.4%, indicating strong bearish sentiment that could impact their stock price stability and investor confidence.
  • Industry Distribution: The aerospace, transportation, and distribution sectors dominate the list of industrial stocks with market capitalizations between $2B and $10B, suggesting relatively muted bearish sentiment, which may reflect cautious optimism about the overall economy.
  • Lowest Short Interest: Astronics shows a remarkably low short interest of 0.54%, indicating investor confidence in its future performance, potentially attracting more long-term investors.
  • Market Dynamics Impact: Grupo Aeroméxico reported a 9% drop in June passenger numbers, which may negatively affect its short-term stock performance, while NASA's awarding of $600 million for lunar missions could generate positive market reactions for Intuitive Machines.
seekingalpha
8.5
06-28seekingalpha
Solar Stocks Surge on Virtual Power Plant Concept Amid Caution from Analysts
  • Market Potential Analysis: According to BNP Paribas, the collaboration between Sunrun, Tesla, and Renew could pool 17 gigawatts of battery and heating-cooling capacity, enough to power millions of homes, although analysts caution investors to be wary of this potential.
  • Stock Price Reaction: Sunrun's shares surged over 20% following the announcement, as investors focused on new revenue streams related to grid services and rising electricity demand from AI data centers, indicating strong market interest in clean energy.
  • Capacity vs. Reality Gap: Despite 6.7 gigawatts of residential battery capacity installed in the U.S., BNP estimates that the actual capacity available for grid support may be far less than 17 gigawatts, with only about 2 gigawatts potentially generating around $90 million in annual revenue under favorable conditions.
  • Sustained Solar Project Growth: The development of solar projects in the U.S. remains robust, with the utility-scale solar project pipeline reaching 161 gigawatts in May, and despite project cancellations, solar deployments are expected to exceed 40 gigawatts by 2026, highlighting the long-term growth potential of the clean energy sector.
Fool
7.5
06-24Fool
Sunrun Partners with Tesla for 16GW Power Agreement
  • Stock Surge: Sunrun's stock rose 12.53% to $14.41, reflecting strong market reaction to its framework agreement with Tesla and Renew Home to aggregate over 16 gigawatts of flexible residential energy capacity, indicating investor optimism about future revenue and contract growth.
  • Volume Spike: Today's trading volume reached 52.6 million shares, approximately 482% above the three-month average of 9.0 million shares, signaling a significant increase in market interest and potentially indicating heightened investor confidence in the stock's future performance.
  • Strategic Partnership Potential: The agreement aims to provide 'capacity-as-a-solution' for data center customers by aggregating power from millions of households' solar, battery, and thermostat devices, addressing power supply shortages while potentially creating 'the largest distributed power plant in the country', enhancing grid flexibility and resilience.
  • Competitive Market Dynamics: Sunrun's stock performance outpaced rivals Enphase Energy and SolarEdge Technologies in the residential solar and home battery storage sector, highlighting its relative strength in the industry despite a mixed overall market performance.
NASDAQ.COM
7.5
06-24NASDAQ.COM
Sunrun Partners with Tesla for 16GW Energy Capacity Agreement
  • Stock Surge: Sunrun's stock rose 12.53% to $14.41, primarily driven by a framework agreement with Tesla and Renew Home to aggregate over 16 gigawatts of flexible residential energy capacity, which is expected to boost future revenue and contract growth.
  • Volume Spike: Trading volume reached 52.6 million shares, approximately 482% above the three-month average of 9.0 million shares, indicating strong market interest in the new agreement and potentially reflecting increased investor confidence in the company's future performance.
  • Market Potential: The agreement aims to provide 'capacity-as-a-solution' to data center customers by aggregating power from millions of households' solar, battery, and thermostat devices, potentially creating 'the largest distributed power plant in the country' and enhancing grid flexibility and resilience over time.
  • Short-term Risks: Despite the strong stock performance, 25% of Sunrun's shares are held short, indicating market concerns about future volatility, and investors should exercise caution, especially since Sunrun was not included in the list of top recommended stocks by analysts.
stocktwits
7.5
06-24stocktwits
Surging Energy Demand for Data Centers Drives Strategic Partnerships
  • Surging Energy Demand: According to Goldman Sachs, U.S. data center power demand is projected to reach 41 GW in 2026 and 66 GW in 2027, highlighting the urgent need for sustainable energy solutions and driving companies to seek innovative partnerships.
  • Strategic Partnerships: Sunrun has partnered with Renew Home and Tesla to deliver over 16 GW of flexible energy, aimed at alleviating pressure on traditional power distributors while attracting data center customers and enhancing market competitiveness.
  • Positive Market Reaction: Following the partnership announcement, Sunrun's stock surged 18%, marking its largest single-day gain in nearly 10 months, reflecting investor optimism about its growth potential amid soaring data center demand.
  • Retail Trader Sentiment Shift: On Stocktwits, retail sentiment for RUN shifted from 'neutral' to 'bullish' in the past 24 hours, indicating investor confidence in the company's potential shift from centralized energy production to aggregated residential power solutions.
seekingalpha
7.5
06-24seekingalpha
Sunrun Partners with Tesla to Deliver 16 GW of Energy Capacity
  • Partnership Agreement: Sunrun has partnered with Tesla and Renew Home to deliver over 16 GW of flexible energy capacity, aimed at providing solutions for hyperscalers and utilities, significantly enhancing energy supply flexibility and reliability.
  • Resource Integration: The agreement will aggregate millions of existing demand-side and energy-exporting devices across the U.S. into local solutions that require no additional hardware, software, or land use, thereby reducing implementation costs and accelerating market responsiveness.
  • Distributed Power Plant: By integrating home battery systems from Sunrun and Tesla with over 8 million smart thermostats managed by Renew Home, the project will create the largest distributed power plant in the U.S., improving energy management efficiency and sustainability.
  • Market Impact: Sunrun CEO Mary Powell emphasized that the traditional grid cannot meet future innovation demands, and the new energy solutions will enable data centers to access necessary power during peak times while alleviating infrastructure costs for American families, showcasing significant market potential.
Wall Street analysts forecast RUN stock price to rise
16 Analyst Rating
Wall Street analysts forecast RUN stock price to rise
11 Buy
5 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
19.00
Averages
23.53
High
30.00
Current: 0.000
sliders
Low
19.00
Averages
23.53
High
30.00
Barclays
Equal Weight
maintain
$14
AI Analysis
2026-06-24
Reason
Barclays
Price Target
$14
AI Analysis
2026-06-24
maintain
Equal Weight
Reason
Barclays views Sunrun's agreement with Renew Home and Tesla as reinforcement that storage is being repositioned as grid infrastructure. Sunrun's installed base is emerging as a potentially scalable and low-cost source of flexible power in a "constrained" environment, the analyst tells investors in a research note. The firm says the announcement targets the growing power shortfall from AI-driven data center demand. It sees the news as introducing the potential for a recurring, capacity-linked revenue stream for Sunrun. Barclays has an Equal Weight rating on Sunrun with a $14 price target. The stock in afternoon trading is up 25%, or $3.22, to $16.03.
GLJ Research
Gordon Johnson
Sell
maintain
2026-06-24
Reason
GLJ Research
Gordon Johnson
Price Target
2026-06-24
maintain
Sell
Reason
After Sunrun (RUN), Renew Home and Tesla (TSLA) announced a framework to deliver "more than 16 GW" of flexible capacity to hyperscalers and utilities, GLJ Research analyst Gordon Johnson argues that the !6 GW number is "engineered for a press release, not a power-purchase agreement" and contends that "only ~4 GW is actual home-battery rated power." As a peak-shaving, grid-headroom product it has "modest, real value," but "that is a far smaller story than 'largest distributed power plant in the country'," the analyst added. With Sunrun shares down about 30% year-to-date into today's open and about 26% of float short, the "timing and framing read to us as narrative engineered at least partly for the tape," says the analyst, who keeps a Sell rating on Sunrun shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for RUN
Unlock Now

Valuation Metrics

The current forward P/E ratio for Sunrun Inc (RUN.O) is 11.68, compared to its 5-year average forward P/E of 20.09. For a more detailed relative valuation and DCF analysis to assess Sunrun Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
20.09
Current PE
11.68
Overvalued PE
342.43
Undervalued PE
-302.26

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-121.02
Current EV/EBITDA
29.45
Overvalued EV/EBITDA
575.59
Undervalued EV/EBITDA
-817.63

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.02
Current PS
0.92
Overvalued PS
3.39
Undervalued PS
0.65

Financials

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Whales Holding RUN

M
Maple Rock Capital Partners Inc.
Holding
RUN
+16.05%
3M Return
C
Contour Asset Management LLC
Holding
RUN
+10.60%
3M Return
E
Erste Asset Management GmbH
Holding
RUN
+7.10%
3M Return
P
PGGM
Holding
RUN
+6.53%
3M Return
S
Soros Fund Management LLC
Holding
RUN
+3.94%
3M Return
L
Lingotto Investment Management LLP
Holding
RUN
-1.86%
3M Return

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Frequently Asked Questions

What is Sunrun Inc (RUN) stock price today?

The current price of RUN is 12.2 USD — it has decreased -5.94

What is Sunrun Inc (RUN)'s business?

Sunrun Inc. is a provider of clean energy as a subscription service. It is engaged in the design, development, installation, sale, ownership and maintenance of residential solar energy systems (Projects) in the United States. It provides clean, solar energy typically at savings compared to traditional utility energy. Its primary customers are residential homeowners. It also offers battery storage along with solar energy systems to its customers in select markets and sells its services to certain commercial developers through its multifamily and new homes offerings. It installs solar energy systems on its customers' homes and provides them with the solar power produced by those systems for typically a 20- or 25-year initial term. It monitors, maintains and insures the system during the term of the contract. It also provides electric vehicle (EV) chargers, battery retrofits, re-powered or expanding systems, home energy management services, and other home electrification products.

What is the price predicton of RUN Stock?

Wall Street analysts forecast RUN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RUN is23.53 USD with a low forecast of 19.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Sunrun Inc (RUN)'s revenue for the last quarter?

Sunrun Inc revenue for the last quarter amounts to 722.23M USD, increased 43.22

What is Sunrun Inc (RUN)'s earnings per share (EPS) for the last quarter?

Sunrun Inc. EPS for the last quarter amounts to 0.62 USD, increased 226.32

How many employees does Sunrun Inc (RUN). have?

Sunrun Inc (RUN) has 9059 emplpoyees as of July 08 2026.

What is Sunrun Inc (RUN) market cap?

Today RUN has the market capitalization of 2.91B USD.