Sunrun (NASDAQ:RUN) Stock Price Expected to Rise, Oppenheimer Analyst Says

Sunrun (NASDAQ:RUN) had its target price lifted by analysts at Oppenheimer from $23.00 to $25.00 in a report issued on Friday,Benzinga reports. The brokerage presently has an “outperform” rating on the energy company’s stock. Oppenheimer’s price objective suggests a potential upside of 87.39% from the company’s previous close.

Several other brokerages have also recently commented on RUN. TD Cowen increased their price target on shares of Sunrun from $22.00 to $23.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Deutsche Bank Aktiengesellschaft set a $19.00 target price on Sunrun in a research report on Wednesday, January 7th. Weiss Ratings restated a “sell (d-)” rating on shares of Sunrun in a research note on Thursday, January 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Sunrun in a report on Wednesday, December 17th. Finally, Raymond James Financial initiated coverage on shares of Sunrun in a report on Monday, January 12th. They set a “market perform” rating on the stock. Twelve research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Sunrun presently has a consensus rating of “Moderate Buy” and a consensus target price of $20.09.

Sunrun Stock Down 34.7%

Shares of NASDAQ:RUN traded down $7.08 during trading on Friday, hitting $13.34. The company’s stock had a trading volume of 20,547,919 shares, compared to its average volume of 8,398,674. The company has a market capitalization of $3.10 billion, a PE ratio of -1.22 and a beta of 2.36. Sunrun has a fifty-two week low of $5.38 and a fifty-two week high of $22.44. The company has a debt-to-equity ratio of 3.67, a quick ratio of 1.06 and a current ratio of 1.46. The stock’s 50-day moving average price is $19.22 and its two-hundred day moving average price is $18.29.

Sunrun (NASDAQ:RUN) last announced its earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.08) by $0.46. The company had revenue of $1.16 billion for the quarter, compared to analyst estimates of $610.29 million. Sunrun had a positive return on equity of 19.34% and a negative net margin of 106.50%.Sunrun’s quarterly revenue was up 123.5% on a year-over-year basis. During the same period in the prior year, the company posted $1.41 EPS. As a group, sell-side analysts expect that Sunrun will post -0.43 EPS for the current year.

Insider Activity at Sunrun

In other news, CAO Maria Barak sold 1,630 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $18.55, for a total transaction of $30,236.50. Following the completion of the transaction, the chief accounting officer directly owned 85,643 shares in the company, valued at approximately $1,588,677.65. The trade was a 1.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Mary Powell sold 8,754 shares of Sunrun stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total value of $155,821.20. Following the sale, the chief executive officer directly owned 864,946 shares in the company, valued at $15,396,038.80. The trade was a 1.00% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 518,800 shares of company stock valued at $9,903,520. Company insiders own 3.37% of the company’s stock.

Institutional Investors Weigh In On Sunrun

A number of institutional investors have recently added to or reduced their stakes in RUN. Farther Finance Advisors LLC raised its position in Sunrun by 156.9% in the fourth quarter. Farther Finance Advisors LLC now owns 1,449 shares of the energy company’s stock worth $27,000 after acquiring an additional 885 shares in the last quarter. Hantz Financial Services Inc. boosted its stake in shares of Sunrun by 59.1% during the 4th quarter. Hantz Financial Services Inc. now owns 1,519 shares of the energy company’s stock worth $28,000 after acquiring an additional 564 shares in the last quarter. Sycomore Asset Management acquired a new position in shares of Sunrun in the 3rd quarter worth $28,000. Kestra Advisory Services LLC acquired a new stake in shares of Sunrun during the fourth quarter worth $30,000. Finally, Salomon & Ludwin LLC lifted its holdings in shares of Sunrun by 49.2% during the fourth quarter. Salomon & Ludwin LLC now owns 1,693 shares of the energy company’s stock valued at $31,000 after purchasing an additional 558 shares during the last quarter. 91.69% of the stock is currently owned by institutional investors and hedge funds.

More Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 results beat expectations strongly: revenue rose ~124% YoY to $1.16B, GAAP EPS $0.38 vs. consensus -$0.08, record 71% storage attachment rate, $377M cash generation in 2025 and guidance for positive cash generation of $250–$450M in 2026 — a near-term fundamentals-driven tailwind. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Zacks added RUN to its Rank #1 (Strong Buy) list today, which could attract momentum buyers and retail flows into the stock. New Strong Buy Stocks for February 27th
• Positive Sentiment: Management is pivoting toward a margin-focused direct business and is forecasting high single- to low double-digit direct growth for 2026 — a strategic shift that, if executed, could improve unit economics over time. Sunrun outlines high single- to low double-digit direct business growth for 2026 as it pivots
• Neutral Sentiment: Jefferies reaffirmed a “hold” rating with a $22 price target (roughly single-digit upside from recent levels) — signal of cautious, mixed analyst tone (PT above current price but not a buy recommendation). Benzinga
• Negative Sentiment: Despite the quarter’s headline EPS, Sunrun still reported a negative net margin metric and analysts expect FY EPS to remain negative (consensus ~-0.43), underlining uncertainty about sustained profitability. Sunrun earnings/press release & transcript
• Negative Sentiment: Macro and policy risks for distributed power (state incentives, interconnection, rate policy) remain a focus for investors and could pressure growth or returns in some markets. Sunrun earnings on deck: Can distributed power offset policy headwinds?
• Negative Sentiment: Leverage remains elevated (debt-to-equity and recourse debt concerns), which keeps risk premium high despite recent debt paydowns; investors may be trimming into the earnings pop. MarketBeat RUN profile

Sunrun Company Profile

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.