Sunrun’s (RUN) Hold Rating Reaffirmed at Jefferies Financial Group

Sunrun (NASDAQ:RUN)‘s stock had its “hold” rating reaffirmed by equities researchers at Jefferies Financial Group in a research report issued on Friday,Benzinga reports. They presently have a $22.00 price target on the energy company’s stock. Jefferies Financial Group’s price target would suggest a potential upside of 7.74% from the company’s previous close.

Other analysts have also issued reports about the company. TD Cowen increased their price objective on Sunrun from $22.00 to $23.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Morgan Stanley upped their target price on Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 2nd. Guggenheim upgraded Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 price target for the company in a report on Monday, November 10th. Royal Bank Of Canada reissued an “outperform” rating on shares of Sunrun in a research note on Wednesday, December 17th. Finally, Raymond James Financial began coverage on Sunrun in a report on Monday, January 12th. They issued a “market perform” rating on the stock. Twelve research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Sunrun presently has a consensus rating of “Moderate Buy” and a consensus target price of $19.99.

Sunrun Stock Performance

RUN stock opened at $20.42 on Friday. The firm has a 50 day simple moving average of $19.22 and a 200 day simple moving average of $18.29. Sunrun has a 52 week low of $5.38 and a 52 week high of $22.44. The stock has a market cap of $4.74 billion, a P/E ratio of -1.83 and a beta of 2.36. The company has a debt-to-equity ratio of 3.67, a quick ratio of 1.06 and a current ratio of 1.46.

Sunrun (NASDAQ:RUN) last released its earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.08) by $0.46. The company had revenue of $1.16 billion during the quarter, compared to the consensus estimate of $610.29 million. Sunrun had a negative net margin of 106.50% and a positive return on equity of 19.34%. The company’s revenue was up 123.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.41 EPS. Research analysts anticipate that Sunrun will post -0.43 earnings per share for the current fiscal year.

Insider Activity

In other Sunrun news, CFO Danny Abajian sold 7,190 shares of the stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $17.80, for a total transaction of $127,982.00. Following the transaction, the chief financial officer owned 405,518 shares in the company, valued at $7,218,220.40. This trade represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Mary Powell sold 8,754 shares of the business’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $17.80, for a total transaction of $155,821.20. Following the completion of the sale, the chief executive officer owned 864,946 shares of the company’s stock, valued at $15,396,038.80. The trade was a 1.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 518,800 shares of company stock valued at $9,903,520. Insiders own 3.37% of the company’s stock.

Institutional Investors Weigh In On Sunrun

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Virtu Financial LLC acquired a new position in shares of Sunrun during the 4th quarter worth about $1,046,000. Invesco Ltd. increased its position in Sunrun by 26.6% in the 4th quarter. Invesco Ltd. now owns 5,868,199 shares of the energy company’s stock worth $107,975,000 after buying an additional 1,231,628 shares during the period. EP Wealth Advisors LLC acquired a new position in shares of Sunrun during the fourth quarter worth approximately $2,233,000. Empowered Funds LLC acquired a new stake in shares of Sunrun in the fourth quarter worth $304,000. Finally, Zacks Investment Management increased its position in Sunrun by 4.2% during the fourth quarter. Zacks Investment Management now owns 148,082 shares of the energy company’s stock worth $2,725,000 after acquiring an additional 6,026 shares during the period. 91.69% of the stock is owned by institutional investors and hedge funds.

Sunrun News Summary

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 beat on EPS, revenue and cash-generation: Sunrun reported $0.38 GAAP EPS vs. a consensus loss, revenue of $1.16B (well above estimates) and reported Cash Generation of $377M for 2025 with guidance for positive cash generation of $250M–$450M in 2026 — data investors view as proof of improving fundamentals and liquidity. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Operational tailwinds: Sunrun said storage attachment hit a record 71% in Q4, aggregate subscriber value was $1.3B and Contracted Net Value Creation was $176M (≈ $0.76/share) — these metrics support higher long‑term value per customer. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Analyst recognition: Zacks added RUN to its Rank #1 (Strong Buy) list, which can amplify buying interest from momentum and quant-driven funds. New Strong Buy Stocks for February 27th
• Neutral Sentiment: Strategic pivot: Management outlined a pivot toward a margin-focused model with expected high single- to low double-digit direct business growth in 2026 — strategic shift could improve unit economics but execution will determine impact. Sunrun outlines growth and pivot (Seeking Alpha)
• Neutral Sentiment: CEO recognition: CEO Mary Powell was named to CNBC’s 2026 Changemakers list — positive for credibility but not a direct financial driver. CEO named to CNBC Changemakers
• Negative Sentiment: Profitability & leverage remain concerns: despite the GAAP beat, Sunrun still shows a material negative net margin (reported -106.5% in the release) and high debt-to-equity (~3.7), leaving the company exposed if cash generation slows. Analysts still model negative FY EPS (~-0.43). MarketBeat earnings summary
• Negative Sentiment: Policy/regulatory risk: analysts and coverage pieces flag that distributed-power policy headwinds could pressure growth depending on state-level incentives and grid rules — a recurring sector risk. Policy headwinds discussion (Investing.com)

About Sunrun

Sunrun, Inc (NASDAQ: RUN) is a leading provider of residential solar energy systems in the United States. The company designs, installs and maintains rooftop solar panels and battery storage solutions for homeowners under flexible financing arrangements. Customers can choose from leasing, power purchase agreements or solar ownership models, all of which are supported by Sunrun’s network of installation partners and service technicians. Sunrun also offers integrated home energy management services, including its Brightbox battery storage product, which enables customers to store solar energy for use during peak hours or power outages.

Founded in 2007 by Lynn Jurich, Ed Fenster and Nat Kreamer, Sunrun is headquartered in San Francisco, California.