Sunrun

RUN

Market cap $3.72B

First Solar is closing in on a breakout, as the construction of AI data centers drives up demand for renewable energy sources. Meanwhile, Nextpower hovers in a buy range.

Sunrun is transitioning from a cyclical residential solar installer to a distributed energy infrastructure platform with recurring contracted cash flows. RUN's storage-first strategy and virtual power plant aggregation position it to capture rising electricity demand and benefit from industry consolidation. Industry disruption and regulatory complexity are driving consolidation, favoring RUN's vertically integrated model and subscription-based resilience.

SAN FRANCISCO, May 19, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of home battery storage, solar, and home-to-grid power plants, has earned four  2026 Buyer's Choice Awards from ConsumerAffairs, a leading research and reviews platform that helps people make informed decisions about major purchases. The awards were based entirely on verified customer feedback and highlight Sunrun's commitment to delivering an industry-leading customer experience.

TIME recognizes Sunrun as one of the world's most impactful companies for making home solar and battery storage affordable and accessible, and for its distributed power plants that are helping stabilize America's power grid TIME recognizes Sunrun as one of the world's most impactful companies for making home solar and battery storage affordable and accessible, and for its distributed power plants that are helping stabilize America's power grid

American solar installers have stopped doing business with China-backed U.S. production centers due to uncertainties about their products' eligibility for government subsidies

Sunrun Inc. (RUN) Q1 2026 Earnings Call Transcript

Although the revenue and EPS for Sunrun (RUN) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Sunrun (RUN) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of a loss of $0.05 per share. This compares to earnings of $0.2 per share a year ago.

Aggregate Subscriber Value of $1.1 billion in Q1 Contracted Net Value Creation of $108 million in Q1, or $0.46 per share Storage Attachment Rate reached record 73% in Q1 Net change in cash and restricted cash of -$148 million and Cash Generation 1 of -$59 million in Q1, owing to a shift in project finance timing into Q2 and investments in safe harbor Paid down $92 million of recourse debt in Q1 with excess cash Reiterating Cash Generation 1,2 guidance of $250 million to $450 million in 2026, excluding investments in equipment safe harbor SAN FRANCISCO, May 06, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of home battery storage, solar, and home-to-grid power plants, today announced financial results for the first quarter ended March 31, 2026. “Sunrun is the nation's leading residential distributed power plant operator, delivering reliable energy to American homes and helping stabilize the grid.

Besides Wall Street's top-and-bottom-line estimates for Sunrun (RUN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.