Sunrun
About: Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed either by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.
Employees: 11,058
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
31% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 106
9% more call options, than puts
Call options by funds: $130M | Put options by funds: $119M
3.62% less ownership
Funds ownership: 108.47% [Q4 2024] → 104.85% (-3.62%) [Q1 2025]
9% less funds holding
Funds holding: 391 [Q4 2024] → 356 (-35) [Q1 2025]
36% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 76
38% less capital invested
Capital invested by funds: $2.26B [Q4 2024] → $1.39B (-$864M) [Q1 2025]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Jefferies Julien Dumoulin-Smith | 50%downside $5 | Underperform Downgraded | 11 Jun 2025 |
RBC Capital Christopher Dendrinos | 20%upside $12 | Outperform Maintained | 3 Jun 2025 |
Mizuho Maheep Mandloi | 30%upside $13 | Outperform Maintained | 2 Jun 2025 |
UBS Jon Windham | 20%upside $12 | Buy Maintained | 30 May 2025 |
GLJ Research Gordon Johnson | 22%downside $7.78 | Hold Upgraded | 30 May 2025 |
Financial journalist opinion
Based on 20 articles about RUN published over the past 30 days
