Sunrun (NASDAQ:RUN) Receives “Hold” Rating from Jefferies Financial Group

Sunrun (NASDAQ:RUN)‘s stock had its “hold” rating reiterated by stock analysts at Jefferies Financial Group in a research report issued to clients and investors on Friday,Benzinga reports. They presently have a $22.00 target price on the energy company’s stock. Jefferies Financial Group’s price objective indicates a potential upside of 7.74% from the stock’s current price.

RUN has been the subject of several other research reports. Raymond James Financial assumed coverage on shares of Sunrun in a research report on Monday, January 12th. They set a “market perform” rating for the company. TD Cowen boosted their target price on shares of Sunrun from $22.00 to $23.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Wells Fargo & Company raised their price target on shares of Sunrun from $14.00 to $21.00 and gave the company an “overweight” rating in a research note on Tuesday, November 11th. Weiss Ratings reissued a “sell (d-)” rating on shares of Sunrun in a report on Thursday, January 22nd. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of Sunrun in a research report on Wednesday, December 17th. Twelve equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Sunrun presently has an average rating of “Moderate Buy” and an average target price of $19.99.

Sunrun Stock Performance

Shares of RUN stock opened at $20.42 on Friday. The company has a quick ratio of 1.06, a current ratio of 1.46 and a debt-to-equity ratio of 3.67. The business has a 50 day moving average of $19.22 and a two-hundred day moving average of $18.29. The company has a market cap of $4.74 billion, a P/E ratio of -1.83 and a beta of 2.36. Sunrun has a 52 week low of $5.38 and a 52 week high of $22.44.

Sunrun (NASDAQ:RUN) last announced its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.08) by $0.46. The business had revenue of $1.16 billion for the quarter, compared to the consensus estimate of $610.29 million. Sunrun had a positive return on equity of 19.34% and a negative net margin of 106.50%.The business’s revenue was up 123.5% on a year-over-year basis. During the same quarter last year, the business posted $1.41 EPS. As a group, analysts anticipate that Sunrun will post -0.43 EPS for the current year.

Insider Buying and Selling

In other Sunrun news, Director Lynn Michelle Jurich sold 50,000 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $18.59, for a total value 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. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Edward Harris Fenster sold 163,844 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $19.95, for a total value of $3,268,687.80. Following the sale, the director directly owned 1,578,895 shares of the company’s stock, valued at approximately $31,498,955.25. This represents a 9.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 518,800 shares of company stock worth $9,903,520 in the last ninety days. Insiders own 3.37% of the company’s stock.

Hedge Funds Weigh In On Sunrun

A number of institutional investors have recently bought and sold shares of RUN. Contour Asset Management LLC acquired a new position in shares of Sunrun in the fourth quarter worth about $98,010,000. Maple Rock Capital Partners Inc. grew its position in 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 worth $66,525,000 after purchasing an additional 3,974,464 shares in the last quarter. Norges Bank acquired a new stake in Sunrun during the 4th quarter valued at $62,169,000. Voloridge Investment Management LLC acquired a new stake in Sunrun during the 3rd quarter valued at $40,193,000. Finally, Robeco Schweiz AG purchased a new stake in shares of Sunrun in the third quarter valued at $36,969,000. Hedge funds and other institutional investors own 91.69% of the company’s stock.

Key Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 beat on EPS, revenue and cash-generation: Sunrun reported $0.38 GAAP EPS vs. a consensus loss, revenue of $1.16B (well above estimates) and reported Cash Generation of $377M for 2025 with guidance for positive cash generation of $250M–$450M in 2026 — data investors view as proof of improving fundamentals and liquidity. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Operational tailwinds: Sunrun said storage attachment hit a record 71% in Q4, aggregate subscriber value was $1.3B and Contracted Net Value Creation was $176M (≈ $0.76/share) — these metrics support higher long‑term value per customer. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Analyst recognition: Zacks added RUN to its Rank #1 (Strong Buy) list, which can amplify buying interest from momentum and quant-driven funds. New Strong Buy Stocks for February 27th
• Neutral Sentiment: Strategic pivot: Management outlined a pivot toward a margin-focused model with expected high single- to low double-digit direct business growth in 2026 — strategic shift could improve unit economics but execution will determine impact. Sunrun outlines growth and pivot (Seeking Alpha)
• Neutral Sentiment: CEO recognition: CEO Mary Powell was named to CNBC’s 2026 Changemakers list — positive for credibility but not a direct financial driver. CEO named to CNBC Changemakers
• Negative Sentiment: Profitability & leverage remain concerns: despite the GAAP beat, Sunrun still shows a material negative net margin (reported -106.5% in the release) and high debt-to-equity (~3.7), leaving the company exposed if cash generation slows. Analysts still model negative FY EPS (~-0.43). MarketBeat earnings summary
• Negative Sentiment: Policy/regulatory risk: analysts and coverage pieces flag that distributed-power policy headwinds could pressure growth depending on state-level incentives and grid rules — a recurring sector risk. Policy headwinds discussion (Investing.com)

About Sunrun

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.