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 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)
100% more call options, than puts
Call options by funds: $432M | Put options by funds: $216M
38% more capital invested
Capital invested by funds: $1.39B [Q1] → $1.93B (+$534M) [Q2]
9% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 66
6% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 115
0% more funds holding
Funds holding: 358 [Q1] → 358 (+0) [Q2]
1.82% less ownership
Funds ownership: 104.89% [Q1] → 103.07% (-1.82%) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
RBC Capital Christopher Dendrinos | 2%downside $16 | Outperform Upgraded | 18 Aug 2025 |
Wells Fargo Michael Blum | 15%downside $14 | Overweight Maintained | 14 Aug 2025 |
UBS Jon Windham | 2%downside $16 | Buy Maintained | 8 Aug 2025 |
JP Morgan Mark Strouse | 22%upside $20 | Overweight Maintained | 7 Aug 2025 |
Oppenheimer Colin Rusch | 28%upside $21 | Outperform Maintained | 7 Aug 2025 |
Financial journalist opinion
Based on 22 articles about RUN published over the past 30 days
