Sunrun Inc. (NASDAQ:RUN) Receives Consensus Recommendation of “Hold” from Brokerages

Shares of Sunrun Inc. (NASDAQ:RUN) have earned a consensus rating of “Hold” from the twenty-three ratings firms that are covering the firm, Marketbeat reports. One analyst has rated the stock with a sell rating, ten have issued a hold rating and twelve have assigned a buy rating to the company. The average 12 month price target among analysts that have issued a report on the stock in the last year is $19.2315.

Several brokerages have commented on RUN. Glj Research cut their target price on Sunrun from $6.73 to $4.63 and set a “sell” rating for the company in a research note on Thursday, March 26th. Oppenheimer raised their target price on Sunrun from $23.00 to $25.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Zacks Research downgraded Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Friday, March 27th. Royal Bank Of Canada restated an “outperform” rating on shares of Sunrun in a research note on Wednesday, December 17th. Finally, Raymond James Financial began coverage on Sunrun in a research note on Monday, January 12th. They issued a “market perform” rating for the company.

Sunrun News Summary

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: IBD upgraded Sunrun’s Relative Strength (RS) score to 79, a technical boost that can attract momentum investors and funds that follow RS signals. Sunrun sees IBD RS rating improve to 79
• Neutral Sentiment: Sunrun set its Q1 2026 earnings release for after the close on May 6, 2026 (conference call scheduled), creating an explicit near-term catalyst that will likely drive volatility into the print. Sunrun Announces Date for First Quarter 2026 Earnings Report
• Neutral Sentiment: Recent analyst and media coverage is re-examining Sunrun’s Q4 results in the broader renewable-energy cohort — useful context for investors but not a direct trigger. Unpacking Q4 Earnings: Sunrun (NASDAQ:RUN) In The Context Of Other Renewable Energy Stocks
• Negative Sentiment: Jefferies cut its price target from $22 to $15 and moved to a “hold” rating — a downgrade that can weigh on sentiment and limit upside expectations. Jefferies lowers price target on Sunrun
• Negative Sentiment: CEO Mary Powell sold 193,002 shares at ~$13.25 to cover tax withholding on vested awards (≈17% reduction in her position). Large insider sales by the CEO can be perceived negatively even when labeled as tax-related. Form 4 — Mary Powell sale
• Negative Sentiment: CFO Danny Abajian sold 132,953 shares at ~$13.25 (≈23.5% reduction). Large C-suite sales add to headline risk even when described as tax-withholding related. Form 4 — Danny Abajian sale
• Negative Sentiment: CRO Paul S. Dickson sold 127,673 shares at ~$13.25 (≈15.3% reduction). Form 4 — Paul S. Dickson sale
• Negative Sentiment: Other insiders (Jeanna Steele and CAO Maria Barak) also sold shares to cover taxes; combined block sales increase headline selling pressure even if procedurally routine. Example filing: Jeanna Steele sale. Form 4 — Jeanna Steele sale

Insiders Place Their Bets

In other Sunrun news, CEO Mary Powell sold 193,002 shares of the firm’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $13.25, for a total value of $2,557,276.50. Following the completion of the transaction, the chief executive officer owned 934,282 shares in the company, valued at $12,379,236.50. This trade represents a 17.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CRO Paul S. Dickson sold 127,673 shares of the firm’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $13.25, for a total value of $1,691,667.25. Following the completion of the transaction, the executive owned 707,126 shares of the company’s stock, valued at approximately $9,369,419.50. This represents a 15.29% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 873,485 shares of company stock worth $12,937,840 over the last quarter. Insiders own 3.37% of the company’s stock.

Institutional Trading of Sunrun

A number of large investors have recently modified their holdings of RUN. Contour Asset Management LLC bought a new stake in shares of Sunrun during the 4th quarter valued at about $98,010,000. Maple Rock Capital Partners Inc. boosted its position in shares of Sunrun by 95.6% during the 2nd quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company’s stock valued at $66,525,000 after acquiring an additional 3,974,464 shares during the last quarter. Norges Bank bought a new stake in shares of Sunrun during the 4th quarter valued at about $62,169,000. Voloridge Investment Management LLC purchased a new position in Sunrun in the 3rd quarter worth approximately $40,193,000. Finally, Robeco Schweiz AG purchased a new position in Sunrun in the 3rd quarter worth approximately $36,969,000. Institutional investors own 91.69% of the company’s stock.

Sunrun Trading Up 4.9%

Shares of RUN opened at $13.87 on Friday. The business has a 50-day moving average of $15.58 and a 200 day moving average of $17.75. Sunrun has a fifty-two week low of $5.38 and a fifty-two week high of $22.44. The firm has a market cap of $3.25 billion, a P/E ratio of 8.11 and a beta of 2.37. The company has a debt-to-equity ratio of 3.38, a quick ratio of 1.27 and a current ratio of 1.66.

Sunrun (NASDAQ:RUN) last announced its quarterly earnings data on Thursday, February 26th. The energy company reported $0.38 earnings per share for the quarter, topping the consensus estimate of ($0.08) by $0.46. Sunrun had a return on equity of 11.72% and a net margin of 15.22%.The company had revenue of $1.16 billion during the quarter, compared to analyst estimates of $610.29 million. During the same quarter last year, the firm posted $1.41 EPS. The firm’s revenue for the quarter was up 123.5% on a year-over-year basis. As a group, research analysts forecast that Sunrun will post -0.43 EPS for the current year.

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.