RUN - NASDAQ
Sunrun Inc.
$14.85
+0.79%Sunrun Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. It also sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. In addition, the company offers battery storage along with solar energy systems. Its primary customers are residential homeowners. The company markets and sells its products through direct-to-consumer approach across online, retail, mass media, digital media, canvassing, field marketing, and referral channels, as well as its partner network. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.
At a Glance
Live SnapshotSunrun Inc. Street Expectations Map
Wall Street analysts project that RUN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 17.86, with estimates ranging from a low of 12.00 to a high of 23.00.
The consensus 1-year price target stands at 17.86, with estimates ranging from a low of 12.00 to a high of 23.00.
Analyst Consensus Analysis
Upside Potential
Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Risk-Reward Profile
Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.
Sunrun Inc. Forward Estimates of Revenue
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Sunrun Inc. Forward Estimates of Net Income
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.
Sunrun Inc. Forward Estimates of EPS
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Analyst skepticism evident—carefully evaluate risks before investment decisions.
Key Insight
Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.
Sunrun Inc. Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Sunrun Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Sunrun Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.
Sunrun Inc. Insider Positioning
During the last 12 months, insiders have purchased $149K and sold $24.78M worth of RUN shares, resulting in $24.63M of net selling activity.
3 Months
0
0.00
698.9K
9.41M
-9.4M
-$9.41M
3-6 Months
12.5K
149.03K
310.9K
5.96M
-5.8M
-$5.81M
6-9 Months
0
0.00
443.6K
8.43M
-8.4M
-$8.43M
9-12 Months
0
0.00
79.2K
983.18K
-983K
-$983K
Top Buyers
Ferber Alan
Director
$149K
Top Sellers
Jurich Lynn Michelle
Director
$7.46M
Fenster Edward Harris
Director
$5.74M
Powell Mary
Director, Officer: Chief Executive Officer
$3.25M
Dickson Paul S.
Officer: Pres. & Chief Revenue Officer
$2.93M
Steele Jeanna
Officer: Chief Legal & People Officer
$2.65M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $24.63M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your RUN research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.