Sunrun (RUN)

• Market cap: $3.76B
• 1 day: 2.45%
• 5 days: 2%
• 1 month: 5.16%
• 3 months: 165.91%
• 6 months: 150.38%
• Year to date: 59.65%
• 1 year: -19.7%
• 5 years: -73.22%
• 10 years: 40.76%
• Sector: Technology
• Industry: Solar

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 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 Q2 regulatory disclosures by fund managers ($100M+ AUM)

78% more call options, than puts

Call options by funds: $518M | Put options by funds: $291M

39% more capital invested

Capital invested by funds: $1.39B [Q1] → $1.94B (+$546M) [Q2]

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

6% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 116

1% more funds holding

Funds holding: 359 [Q1] → 361 (+2) [Q2]

1.22% less ownership

Funds ownership: 104.96% [Q1] → 103.74% (-1.22%) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]

Research analyst outlook

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

• Low target: $10
• Avg. target: $16.1
• High target: $21

10 analyst ratings

• positive: 8 80%
• neutral: 1 10%
• negative: 1 10%

Goldman Sachs Brian Lee	$19	Buy Maintained	11 Sep 2025
RBC Capital Christopher Dendrinos	$16	Outperform Upgraded	18 Aug 2025
Wells Fargo Michael Blum	$14	Overweight Maintained	14 Aug 2025
UBS Jon Windham	$16	Buy Maintained	8 Aug 2025
JP Morgan Mark Strouse	$20	Overweight Maintained	7 Aug 2025