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Energy - Solar - NASDAQ - US
$ 10.46
2.81 %
$ 2.39 B
Market Cap
-0.84
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 22, 2025.

The intrinsic value of one RUN stock under the worst case scenario is HIDDEN Compared to the current market price of 10.5 USD, Sunrun Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 22, 2025.

The intrinsic value of one RUN stock under the base case scenario is HIDDEN Compared to the current market price of 10.5 USD, Sunrun Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 22, 2025.

The intrinsic value of one RUN stock under the best case scenario is HIDDEN Compared to the current market price of 10.5 USD, Sunrun Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart RUN

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$13.0$13.0$12.0$12.0$11.0$11.0$10.0$10.0$9.0$9.0$8.0$8.0$7.0$7.0$6.0$6.0$5.0$5.0Feb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '2515 Jul15 Jul
FINANCIALS
2.04 B REVENUE
-9.83%
-3.7 B OPERATING INCOME
-86.75%
-4.36 B NET INCOME
-62.34%
-766 M OPERATING CASH FLOW
6.65%
-2.7 B INVESTING CASH FLOW
-3.36%
3.43 B FINANCING CASH FLOW
-1.21%
504 M REVENUE
-2.74%
-115 M OPERATING INCOME
96.47%
-277 M NET INCOME
91.85%
-104 M OPERATING CASH FLOW
59.67%
-655 M INVESTING CASH FLOW
17.34%
791 M FINANCING CASH FLOW
-19.93%
Balance Sheet Sunrun Inc.
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Current Assets 1.72 B
Cash & Short-Term Investments 575 M
Receivables 171 M
Other Current Assets 977 M
Non-Current Assets 18.2 B
Long-Term Investments 81.3 M
PP&E 15.2 B
Other Non-Current Assets 2.86 B
2.89 %4.91 %76.54 %14.39 %Total Assets$19.9b
Current Liabilities 1.33 B
Accounts Payable 354 M
Short-Term Debt 286 M
Other Current Liabilities 694 M
Non-Current Liabilities 14.4 B
Long-Term Debt 12.7 B
Other Non-Current Liabilities 1.66 B
4.41 %80.95 %10.57 %Total Liabilities$15.7b
EFFICIENCY
Earnings Waterfall Sunrun Inc.
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Revenue 2.04 B
Cost Of Revenue 1.71 B
Gross Profit 329 M
Operating Expenses 4.02 B
Operating Income -3.7 B
Other Expenses 660 M
Net Income -4.36 B
3b3b2b2b1b1b00(1b)(1b)(2b)(2b)(3b)(3b)(4b)(4b)(5b)(5b)2b(2b)329m(4b)(4b)(660m)(4b)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
16.12% GROSS MARGIN
16.12%
-181.34% OPERATING MARGIN
-181.34%
-139.67% NET MARGIN
-139.67%
-111.43% ROE
-111.43%
-14.30% ROA
-14.30%
-19.48% ROIC
-19.48%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Sunrun Inc.
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00(500m)(500m)(1b)(1b)(1b)(1b)(2b)(2b)(2b)(2b)(3b)(3b)(3b)(3b)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income -4.36 B
Depreciation & Amortization 621 M
Capital Expenditures -2.7 B
Stock-Based Compensation 113 M
Change in Working Capital -319 M
Others 2.66 B
Free Cash Flow -3.47 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Sunrun Inc.
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Wall Street analysts predict an average 1-year price target for RUN of $19 , with forecasts ranging from a low of $4 to a high of $35 .
RUN Lowest Price Target Wall Street Target
4 USD -61.76%
RUN Average Price Target Wall Street Target
19 USD 81.33%
RUN Highest Price Target Wall Street Target
35 USD 234.61%
Price
Max Price Target
Min Price Target
Average Price Target
3535303025252020151510105500Sep '24Sep '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26Jul '26Jul '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 4
6. Ownership
Insider Ownership Sunrun Inc.
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Sold
0-3 MONTHS
444 K USD 6
3-6 MONTHS
1.17 M USD 6
6-9 MONTHS
1.73 M USD 5
9-12 MONTHS
5.78 M USD 7
Bought
544 K USD 1
0-3 MONTHS
1.02 M USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Sunrun Dispatches Emergency Power to Help Prevent Grid Blackouts During Energy Shortages Amid emergency conditions from summer heat and power generation shortfalls, Sunrun answers urgent utility requests to dispatch energy from home batteries to improve grid reliability Amid emergency conditions from summer heat and power generation shortfalls, Sunrun answers urgent utility requests to dispatch energy from home batteries to improve grid reliability globenewswire.com - 3 days ago
Sunrun Prices $431 million Senior Securitization of Residential Solar Systems SAN FRANCISCO, July 18, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), the nation's leading provider of clean energy as a subscription service, today announced it has priced a securitization of leases and power purchase agreements. The securitization is Sunrun's fourteenth public securitization since 2015 and third issuance in 2025. globenewswire.com - 5 days ago
Sunrun (RUN) Increases Despite Market Slip: Here's What You Need to Know In the most recent trading session, Sunrun (RUN) closed at $10.24, indicating a +2.81% shift from the previous trading day. zacks.com - 5 days ago
Why Sunrun (RUN) Outpaced the Stock Market Today In the latest trading session, Sunrun (RUN) closed at $10.36, marking a +2.47% move from the previous day. zacks.com - 1 week ago
KBRA Assigns Preliminary Ratings to Sunrun Pangea Issuer 2025-2, LLC NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to three classes of notes issued by Sunrun Pangea Issuer 2025-2, LLC. The transaction is collateralized by a diversified pool of 63,318 leases and power purchase agreements (PPAs) associated with residential solar photovoltaic installations (PV Systems). The total Aggregate Discounted Solar Asset Balance (ADSAB) based on a discount rate of 7.3%, consisting of the discounted payments of the leases and PPAs is approximately $597.1 millio. businesswire.com - 1 week ago
Sunrun Announces Date for Second Quarter 2025 Earnings Report SAN FRANCISCO, July 14, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN) today announced that it will issue its second quarter 2025 earnings report after the market closes on Wednesday, August 6, 2025. A conference call has been scheduled to discuss these earnings results at 1:30 p.m. globenewswire.com - 1 week ago
Sunrun Stock To $7? Sunrun (NASDAQ: RUN) is the leading residential solar installer in the U.S. based on market share. The company's position has become increasingly unstable due to a mix of policy changes, financial pressures, and shifting market dynamics. forbes.com - 1 week ago
Live Nasdaq Composite: Markets Lick Wounds After Steep Sell-Off Live Updates Live Coverage Has Ended President Trump on Tariffs 1:03 pm by Gerelyn Terzo President Trump has delivered an update on tariff details. He said that the Aug. 1 deadline is a clarification, not a delay, while also commenting that some trade partners will be getting letters establishing tariff rates as high as 70%-80%. President Trump also acknowledged that trade talks with the EU were going swimmingly. The Nasdaq Composite has trimmed its gains to 0.12% on the day. TSLA: Worse Before It Gets Better 11:35 am by Gerelyn Terzo Morgan Stanley analyst Adam Jonas believes conditions could worsen for EV leader Tesla (Nasdaq: TSLA) before they improve due to CEO Elon Musk’s political leanings. TSLA shares are recouping some lost ground and are up 2.8% but remain down a steep 25% year-to-date. Bullish on Tech 10:15 am by Gerelyn Terzo Wells Fargo analysts are busy making calls on the tech industry today. Wells Fargo lifted its price target on Meta Platforms (Nasdaq: META) by $119 to $783, keeping its “overweight” rating. The analyst firm also became more bullish on Amazon, increasing its price target on the stock by $37 to $238 per share with a steady “equal weight” rating. Also, Wells Fargo analysts are optimistic on Google parent Alphabet (Nasdaq: GOOGL), increasing the price target by $2 per share to $177 with a similar “equal weight” rating attached. This article will be updated throughout the day, so check back often for more daily updates. The markets have come out of the gate mixed after yesterday’s steep sell-off, with technology leading the Nasdaq Composite to a slight gain. Meanwhile, the Dow Jones Industrial Average is relatively flat while the S&P 500 is slightly positive. Tough tariff talk reemerged over the weekend and has not relented, reigniting fears of an escalating trade war with certain trade partners. On the positive side, President Trump and the EU have apparently made progress on their trade talks. Amazon Prime week kicks off today in which members can shop exclusive deals. Amazon (Nasdaq: AMZN) stock is down slightly today despite positive attention on the stock. Here’s a look at the performance as of morning trading: Dow Jones Industrial Average: Down 37.42 (-0.08%) Nasdaq Composite: Up 22.39 (+0.07%) S&P 500: flat Market Movers Solar stocks are under pressure today, with SunRun (Nasdaq: RUN) and First Solar (Nasdaq: FSLR) down 9.7% and 3.1%, respectively, on regulatory concerns. Enphase Energy (Nasdaq: ENPH) is losing 4.8%. The Trump administration revealed it would shutter an EV tax credit sooner than previously expected. Fintech stock SoFi (Nasdaq: SOFI) is soaring 7.9% today after announcing the addition of private market funds that pave the way for investors to back innovative private companies like Elon Musk’s SpaceX, ChatGPT parent OpenAI and Epic Games. Silicon carbide-focused semiconductor technology company Wolfspeed (NYSE: WOLF), which is in the midst of a corporate restructuring, is skyrocketing by 32.6% today after announcing a new C-Suite higher and bringing greater certainty to the leadership team. The post Live Nasdaq Composite: Markets Lick Wounds After Steep Sell-Off appeared first on 24/7 Wall St.. https://247wallst.com - 2 weeks ago
Sunrun (RUN) Suffers a Larger Drop Than the General Market: Key Insights In the latest trading session, Sunrun (RUN) closed at $9.84, marking a -11.43% move from the previous day. zacks.com - 2 weeks ago
2 Solar Stocks Sliding With Trump Energy Tax Update Solar stocks are sliding after the White House's latest moves to eliminate clean energy subsidies. schaeffersresearch.com - 2 weeks ago
Solar Stocks Sink: Trump Slashes Green Tax Breaks Solar stocks dropped on Tuesday after President Donald Trump signed an executive order to fast-track the end of clean-energy tax credits late Monday. benzinga.com - 2 weeks ago
Helius Medical Technologies, Sunrun And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Tuesday. benzinga.com - 2 weeks ago
8. Profile Summary

Sunrun Inc. RUN

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COUNTRY US
INDUSTRY Solar
MARKET CAP $ 2.39 B
Dividend Yield 0.00%
Description 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.
Contact 225 Bush Street, San Francisco, CA, 94104 https://www.sunrun.com
IPO Date Aug. 5, 2015
Employees 11058
Officers Ms. Mary Grace Powell Chief Executive Officer & Director Mr. Danny Abajian Chief Financial Officer & Principal Financial Officer Ms. Jeanna Steele J.D. Chief Legal & People Officer Mr. Chance Allred Chief Experience Officer Mr. Rachit Srivastava Head of Artificial Intelligence Mr. Paul S. Dickson President & Chief Revenue Officer Ms. Maria Barak Chief Accounting Officer Mr. Patrick Jobin Senior Vice President of Finance & Investor Relations Ms. Lynn Michelle Jurich Co-Founder & Executive Co-Chair of the Board Mr. Edward Harris Fenster Co-Founder & Executive Co-Chair of the Board