Sunrun (NASDAQ:RUN) Rating Increased to Strong-Buy at Zacks Research

Zacks Research upgraded shares of Sunrun (NASDAQ:RUN) from a hold rating to a strong-buy rating in a research note published on Thursday morning,Zacks.com reports.

Other analysts have also recently issued reports about the company. Jefferies Financial Group cut Sunrun from a “buy” rating to a “hold” rating and set a $22.00 price target for the company. in a report on Friday. Guggenheim upgraded Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 price objective on the stock in a research report on Monday, November 10th. Wells Fargo & Company boosted their target price on shares of Sunrun from $14.00 to $21.00 and gave the company an “overweight” rating in a research report on Tuesday, November 11th. Raymond James Financial started coverage on shares of Sunrun in a research note on Monday, January 12th. They issued a “market perform” rating on the stock. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of Sunrun in a research note on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, seven have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $20.09.

Sunrun Stock Performance

Shares of RUN stock traded down $7.17 during midday trading on Thursday, hitting $13.25. 56,384,765 shares of the company were exchanged, compared to its average volume of 7,769,363. Sunrun has a 52 week low of $5.38 and a 52 week high of $22.44. The firm has a market capitalization of $3.07 billion, a P/E ratio of 7.75 and a beta of 2.36. The firm’s 50 day moving average price is $19.12 and its two-hundred day moving average price is $18.30. The company has a debt-to-equity ratio of 3.67, a quick ratio of 1.06 and a current ratio of 1.46.

Sunrun (NASDAQ:RUN) last released its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share for the quarter, beating the consensus estimate of ($0.08) by $0.46. Sunrun had a net margin of 15.22% and a return on equity of 12.18%. The firm had revenue of $1.16 billion for the quarter, compared to analysts’ expectations of $610.29 million. During the same period in the prior year, the firm earned $1.41 EPS. The business’s revenue was up 123.5% on a year-over-year basis. As a group, equities research analysts anticipate that Sunrun will post -0.43 earnings per share for the current year.

Insider Activity

In related news, CEO Mary Powell sold 8,754 shares of the stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $155,821.20. Following the sale, the chief executive officer owned 864,946 shares in the company, valued at approximately $15,396,038.80. This trade represents a 1.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Lynn Michelle Jurich sold 50,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $18.59, for a total transaction of $929,500.00. Following the transaction, the director owned 651,175 shares of the company’s stock, valued at approximately $12,105,343.25. This represents a 7.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 518,800 shares of company stock valued at $9,903,520. Company insiders own 3.37% of the company’s stock.

Hedge Funds Weigh In On Sunrun

Institutional investors have recently added to or reduced their stakes in the stock. Farther Finance Advisors LLC boosted its position in 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 in the last quarter. Sycomore Asset Management bought a new position in shares of Sunrun in the 3rd quarter valued at $28,000. Hantz Financial Services Inc. boosted its holdings in shares of Sunrun by 59.1% during the 4th quarter. Hantz Financial Services Inc. now owns 1,519 shares of the energy company’s stock valued at $28,000 after acquiring an additional 564 shares in the last quarter. Kestra Advisory Services LLC bought a new stake in Sunrun during the 4th quarter worth $30,000. Finally, Optiver Holding B.V. acquired a new position in Sunrun in the 3rd quarter worth about $31,000. 91.69% of the stock is currently owned by institutional investors and hedge funds.

More Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun beat expectations in Q4: GAAP EPS $0.38 vs a consensus loss, revenue $1.16B (well above estimates) and strong cash generation (Cash Generation of $377M in 2025). The company also reported record storage attachment rates and other operational wins that support future revenue quality. Sunrun Reports Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Company guidance and metrics were constructive: outlook for positive cash generation in 2026 ($250M–$450M range), $290M net change in cash, $176M contracted net value creation in Q4 and a 71% storage attachment rate — items that support a margin-focused pivot. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Zacks upgraded RUN to a Rank #1 (Strong Buy), which can attract momentum and short-term buying interest from retail and quant flows. Sunrun Upgraded to Strong Buy (Zacks)
• Positive Sentiment: Oppenheimer raised its price target to $25 and kept an “outperform” rating, signaling bullish analyst conviction and a large implied upside from current levels. Oppenheimer Raises PT to $25 (Benzinga)
• Neutral Sentiment: Sunrun outlined a pivot to a margin-focused strategy with projected high single- to low double-digit direct business growth for 2026 — strategic shift could improve profitability over time but timing/scale remain uncertain. Sunrun Pivot to Margin-Focused Strategy (Seeking Alpha)
• Neutral Sentiment: Full earnings call/transcript coverage is available (details on cash, storage attach, partnerships and cost pressures) — useful for investors assessing execution risk vs. growth opportunity. Q4 2025 Earnings Call Transcript
• Negative Sentiment: At least one firm (GLJ Research) reaffirmed a “sell” rating, signaling continued analyst skepticism that can pressure the stock amid volatile trading. GLJ Reaffirms Sell (TickerReport/Benzinga)
• Negative Sentiment: Despite the beat, structural concerns remain: aggregate analyst expectations still imply negative FY EPS (consensus around -0.43), Sunrun shows a negative net margin and a high debt/equity ratio — factors that leave the stock vulnerable to downside if execution slips. Analyst Estimates and Metrics (MarketBeat)

Sunrun Company Profile

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.