Sunrun (RUN)

• Market cap: $1.36B
• 1 day: -3.22%
• 5 days: -8.24%
• 1 month: -24.02%
• 3 months: -39.05%
• 6 months: -67.51%
• Year to date: -41.14%
• 1 year: -54.12%
• 5 years: -41.19%
• 10 years: -44.20%
• Sector: Industrials
• Industry: Miscellaneous Electrical Machinery, Equipment & Supplies

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1.3% more ownership

Funds ownership: 107.18% [Q3] → 108.49% (+1.3%) [Q4]

8% less call options, than puts

Call options by funds: $208M | Put options by funds: $226M

10% less funds holding

Funds holding: 432 [Q3] → 390 (-42) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 145

25% less funds holding in top 10

Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]

37% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 98

48% less capital invested

Capital invested by funds: $4.32B [Q3] → $2.26B (-$2.06B) [Q4]

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $8 33% upside
• Avg. target: $12.78 113% upside
• High target: $18 200% upside

9 analyst ratings

• positive: 5 56%
• neutral: 4 44%
• negative: 0 0%

Jefferies Julien Dumoulin-Smith 58% 1-year accuracy 47 / 81 met price target	33% upside $8	Hold Downgraded	12 Mar 2025
UBS Jon Windham 22% 1-year accuracy 5 / 23 met price target	150% upside $15	Buy Maintained	4 Mar 2025
RBC Capital Christopher Dendrinos 61% 1-year accuracy 11 / 18 met price target	133% upside $14	Outperform Maintained	3 Mar 2025
Truist Securities Jordan Levy 17% 1-year accuracy 7 / 41 met price target	50% upside $9	Hold Reiterated	3 Mar 2025
Goldman Sachs Brian Lee 40% 1-year accuracy 32 / 80 met price target	150% upside $15	Buy Maintained	3 Mar 2025