Sunrun

RUN · NASDAQ

$7.57+$0.68 (+9.87%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $6.89

RUN analyst rating

BuyConsensus of 19 analysts over the last 12 months. 63% rate it a buy.

Strong buy0
Buy12
Hold6
Underperform0
Sell1

12-month price target · 21 analysts

Average $16.00 (+111.4% upside)

Low: $4.68
Now: $7.57
High: $31.50

Upgrades and downgrades

The latest rating actions, newest first

RUN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 19, 2026	Maintains	Overweight	$14.00 → $12.00	48%
Morgan Stanley	Oct 14, 2026	Maintains	Equal-Weight	$15.00 → $10.00	58%
Susquehanna	Oct 14, 2026	Maintains	Positive	$15.00 → $13.00	49%
Citigroup	Oct 9, 2026	Maintains	Buy	$16.00 → $14.00	35%
Barclays	Oct 9, 2026	Maintains	Equal-Weight	$14.00 → $12.00	46%
Goldman Sachs	Oct 8, 2026	Maintains	Buy	$13.00 → $11.00	46%
Goldman Sachs	Sep 21, 2026	Maintains	Buy	$15.00 → $13.00	46%
GLJ Research	Aug 17, 2026	Maintains	Sell	$4.63	64%
Wells Fargo	Aug 14, 2026	Maintains	Overweight	$22.00 → $17.00	44%
Citigroup	Aug 7, 2026	Maintains	Buy	$20.00 → $16.00	35%

The case for and against

Updated Jan 26, 2026

Bull case

Sunrun reported a remarkable 225% year-over-year increase in net value creation, prompting an upward revision of its financial guidance from $650 to $850 million to a new range of $1.0 to $1.3 billion. The company's management anticipates securing the balance of volumes through 2030, ensuring stability and growth ahead of the July 2026 anniversary of recent legislation. Additionally, Sunrun's robust customer acquisition strategy, leveraging both direct marketing and strategic partnerships, further underpins its positive outlook and future earnings potential.

Bear case

The financial analysis of Sunrun highlights concerns related to its second-quarter cash generation, which significantly fell short of guidance, recording only $27 million against an expectation of $50 to $60 million. Although the company affirmed its fiscal year 2025 cash generation target range of $200 to $500 million, the reliance on this projection is undermined by a steep downside valuation that factors in a higher 11% discount rate, which reflects the potential impact of increased capital costs for solar providers. Such elements contribute to a negative outlook on Sunrun’s stock, as they suggest challenges in achieving sustainable profitability and adequate cash flow in a competitive market.

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