Sunrun

RUN

Market cap $3.07B

Sunrun remains a sell, as persistent reliance on non-controlling interests and mounting debt overshadow recent margin improvements. RUN's operating losses are shrinking, but growth is slowing sharply, with direct sales rising modestly and affiliate sales expected to fall over 40%. Cash flow remains negative, with sustainability hinging on continued external financing and the uncertain future of expiring tax credits.

Tariffs are pinching margins, federal energy policies are a drag, and demand looks weaker than expected.

Sunrun posted declines in key performance metrics and subscribers. It also forecast negative growth in the year ahead.

Sunrun (RUN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Sunrun Inc (NASDAQ: RUN) shares are trading sharply lower Friday after the solar and storage provider posted fourth-quarter results after the bell Thursday that topped Wall Street forecasts but highlighted slower growth. Here's what investors need to know.

NABZY, DVA, FOR, RUN and ONTO have been added to the Zacks Rank #1 (Strong Buy) List on February 27, 2026.

Sunrun Inc. (RUN) Q4 2025 Earnings Call Transcript

Sunrun (RUN) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of a loss of $0.08 per share. This compares to earnings of $1.41 per share a year ago.

Net change in cash and restricted cash of $290 million and Cash Generation 1 of $377 million in 2025

Get a deeper insight into the potential performance of Sunrun (RUN) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.