Analysts Set Expectations for Sunrun FY2026 Earnings

Sunrun Inc. (NASDAQ:RUN) – Equities researchers at Capital One Financial issued their FY2026 EPS estimates for Sunrun in a research note issued to investors on Friday, February 28th. Capital One Financial analyst W. Suki forecasts that the energy company will earn ($0.98) per share for the year. The consensus estimate for Sunrun’s current full-year earnings is ($0.43) per share.

Several other equities research analysts have also issued reports on RUN. Piper Sandler lowered Sunrun from an “overweight” rating to a “neutral” rating and reduced their price target for the company from $23.00 to $11.00 in a report on Friday, November 22nd. UBS Group upgraded shares of Sunrun from a “neutral” rating to a “buy” rating and lifted their target price for the company from $14.00 to $17.00 in a research note on Friday, January 10th. Morgan Stanley dropped their price target on shares of Sunrun from $35.00 to $27.00 and set an “overweight” rating on the stock in a research note on Friday, November 15th. Oppenheimer cut their price target on shares of Sunrun from $22.00 to $20.00 and set an “outperform” rating on the stock in a report on Friday, November 8th. Finally, TD Cowen decreased their price objective on shares of Sunrun from $18.00 to $14.00 and set a “buy” rating for the company in a report on Friday. Two research analysts have rated the stock with a sell rating, six have issued a hold rating and fourteen have given a buy rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $17.61.

Sunrun Stock Performance

Shares of NASDAQ RUN opened at $6.17 on Monday. The company has a debt-to-equity ratio of 1.92, a current ratio of 1.47 and a quick ratio of 1.15. Sunrun has a one year low of $6.00 and a one year high of $22.26. The business’s 50-day moving average price is $9.20 and its two-hundred day moving average price is $12.94. The company has a market capitalization of $1.38 billion, a P/E ratio of -3.39 and a beta of 2.59.

Insider Buying and Selling

In other news, Director Edward Harris Fenster purchased 150,000 shares of the stock in a transaction that occurred on Monday, March 3rd. The shares were purchased at an average cost of $6.80 per share, for a total transaction of $1,020,000.00. Following the completion of the purchase, the director now directly owns 1,358,182 shares of the company’s stock, valued at approximately $9,235,637.60. The trade was a 12.42 % increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lynn Michelle Jurich sold 50,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 19th. The stock was sold at an average price of $9.10, for a total value of $455,000.00. Following the completion of the sale, the director now owns 941,753 shares of the company’s stock, valued at $8,569,952.30. This represents a 5.04 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 163,064 shares of company stock valued at $1,551,556. 3.77% of the stock is owned by company insiders.

Institutional Investors Weigh In On Sunrun

A number of institutional investors have recently bought and sold shares of the business. Clal Insurance Enterprises Holdings Ltd bought a new position in shares of Sunrun during the 4th quarter worth about $18,500,000. Principal Financial Group Inc. lifted its stake in Sunrun by 33.7% during the third quarter. Principal Financial Group Inc. now owns 1,460,949 shares of the energy company’s stock worth $26,385,000 after purchasing an additional 367,835 shares during the period. Erste Asset Management GmbH acquired a new stake in Sunrun during the third quarter valued at approximately $76,152,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. boosted its holdings in Sunrun by 113.5% during the third quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 2,515,302 shares of the energy company’s stock valued at $45,426,000 after purchasing an additional 1,337,302 shares in the last quarter. Finally, Aigen Investment Management LP bought a new stake in shares of Sunrun in the 3rd quarter valued at approximately $955,000. Institutional investors and hedge funds own 91.69% of the company’s stock.

About Sunrun

Sunrun Inc designs, develops, installs, sells, owns, and maintains 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; and sells services to commercial developers through multi-family and new homes.