Sunrun Inc.
RUN
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Sunrun is positioned well in the growing solar industry, which is expected to see increased adoption as more consumers and businesses seek sustainable energy solutions.
- Revenue increased by 20% compared to the prior quarter, reaching $870 million.
- Gross margin improved to 37.7%, up from 30.4% in the previous quarter.
- The company's high debt-to-equity ratio of 292.51 raises concerns about financial stability and risk management.
- Operating margin remains low at 4%, indicating challenges in profitability despite revenue growth.
- The overall score indicates a 'Sell' signal with a score of -6.00, reflecting negative trends in market performance.
Fundamentals
| Market cap | $1.81B | Enterprise value | $18.05B | Trailing P/E | 5.13 | Forward P/E | 7.57 |
| PEG | 3.07 | Price / book | 0.52 | Beta | 2.44 | Dividend yield | 0.00% |
| Revenue growth | 52.8% | Earnings growth | -60.7% | Gross margin | 35.3% | Operating margin | 4.0% |
| Profit margin | 11.6% | ROE | -19.9% | ROA | 0.3% | Debt / equity | 2.93 |
| Current ratio | 1.42 | Free cash flow | -$1.97B | Analyst recommendation | buy | Mean target | $15.64 |
| 52w high | $22.44 | 52w low | $7.27 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $870M | $722M | $1.2B | $725M | $569M |
| Op margin | 4.0% | -6.0% | 8.4% | 0.5% | -19.7% |
| Net income | $115M | $168M | $104M | $16.6M | $280M |
| Gross margin | 37.7% | 30.4% | 37.6% | 33.6% | 21.0% |
| Gross profit | $328M | $220M | $435M | $243M | $120M |
| Operating income | $34.8M | -$43.5M | $97.4M | $3.7M | -$112M |
- Revenue +20% vs prior quarter ($870M vs $722M).
- Gross margin 37.7% (was 30.4% prior quarter).
- Operating margin expanded to 4%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $3.0B | $2.0B | $2.3B | $2.3B | — |
| Op margin | -4.3% | -28.1% | -36.3% | -28.5% | — |
| Net income | $450M | -$2.8B | -$1.6B | $173M | — |
| Gross margin | 30.3% | 16.1% | 7.2% | 12.9% | — |
| Gross profit | $897M | $329M | $163M | $299M | — |
| Operating income | -$126M | -$573M | -$821M | -$662M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Sunrun’s Unusual Options Activity Points to 3 Possible Multimillion-Dollar Bets
2026-10-08 · Goldman Sachs Cut Its Sunrun Target. It Still Sees [44%] Upside
2026-10-08 · Sunrun (RUN) Could Be 52% Undervalued As Q3 Earnings Date Nears
2026-10-07 · Which Dates Could Move Tesla Stock Most?
2026-10-07 · Smart thermostat aggregator rebrands, launches ‘whole-home’ virtual power plant
2026-10-07 · Sunrun Announces Date for Third Quarter 2026 Earnings Report
2026-10-06 · Sunrun (RUN) Exceeds Market Returns: Some Facts to Consider
2026-10-06 · 3 Volatile Stocks with Open Questions
2026-10-05 · What Does NVIDIA Offer That First Solar Does Not?
2026-10-02 · How Bad Would A Cash Shortfall Be For Tesla Stock?
2026-10-01 · Sunrun (RUN) Stock Drops Despite Market Gains: Important Facts to Note
2026-09-30 · AI-Native Services Roll-Up to Shape OTOVO’s Path to Profitable Scale – Initiation Report
Price (daily)
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