Zacks Research Upgrades Sunrun (NASDAQ:RUN) to Strong-Buy

Sunrun (NASDAQ:RUN) was upgraded by investment analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research note issued on Thursday,Zacks.com reports.

Several other equities analysts have also recently issued reports on the stock. Oppenheimer boosted their price objective on shares of Sunrun from $23.00 to $25.00 and gave the company an “outperform” rating in a research note on Friday. Jefferies Financial Group lowered shares of Sunrun from a “buy” rating to a “hold” rating and set a $22.00 price target on the stock. in a research note on Friday. Deutsche Bank Aktiengesellschaft set a $19.00 price target on shares of Sunrun in a report on Wednesday, January 7th. Glj Research lowered Sunrun from a “hold” rating to a “sell” rating in a report on Friday. Finally, Wells Fargo & Company boosted their target price on Sunrun from $14.00 to $21.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Sunrun currently has a consensus rating of “Moderate Buy” and a consensus target price of $20.09.

Sunrun Stock Performance

RUN traded down $7.17 on Thursday, hitting $13.25. 56,384,765 shares of the company traded hands, compared to its average volume of 7,769,363. Sunrun has a 12-month low of $5.38 and a 12-month high of $22.44. The company has a 50 day moving average of $19.12 and a 200-day moving average of $18.30. The company has a quick ratio of 1.06, a current ratio of 1.46 and a debt-to-equity ratio of 3.67. The stock has a market capitalization of $3.07 billion, a PE ratio of 7.75 and a beta of 2.36.

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, beating analysts’ consensus estimates of ($0.08) by $0.46. Sunrun had a return on equity of 12.18% and a net margin of 15.22%.The business had revenue of $1.16 billion for the quarter, compared to analyst estimates of $610.29 million. During the same quarter in the previous year, the company posted $1.41 earnings per share. The company’s revenue for the quarter was up 123.5% compared to the same quarter last year. Sell-side analysts anticipate that Sunrun will post -0.43 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Edward Harris Fenster sold 163,844 shares of Sunrun stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $19.95, for a total transaction of $3,268,687.80. Following the completion of the sale, the director directly owned 1,578,895 shares in the company, valued at approximately $31,498,955.25. This trade represents a 9.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lynn Michelle Jurich sold 50,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $19.57, for a total value of $978,500.00. Following the completion of the sale, the director owned 751,626 shares in the company, valued at approximately $14,709,320.82. This represents a 6.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 518,800 shares of company stock valued at $9,903,520 in the last 90 days. 3.37% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Sunrun

A number of large investors have recently bought and sold shares of RUN. Salomon & Ludwin LLC lifted its position in shares of Sunrun by 49.2% during the 4th quarter. Salomon & Ludwin LLC now owns 1,693 shares of the energy company’s stock valued at $31,000 after acquiring an additional 558 shares during the last quarter. Hantz Financial Services Inc. raised its position in shares of Sunrun by 59.1% during the fourth quarter. Hantz Financial Services Inc. now owns 1,519 shares of the energy company’s stock worth $28,000 after purchasing an additional 564 shares during the period. PNC Financial Services Group Inc. lifted its holdings in shares of Sunrun by 3.3% during the fourth quarter. PNC Financial Services Group Inc. now owns 17,481 shares of the energy company’s stock valued at $322,000 after purchasing an additional 565 shares during the last quarter. Sage Rhino Capital LLC boosted its position in shares of Sunrun by 5.2% in the 4th quarter. Sage Rhino Capital LLC now owns 11,468 shares of the energy company’s stock valued at $211,000 after purchasing an additional 572 shares during the period. Finally, GAMMA Investing LLC increased its stake in Sunrun by 3.5% in the 3rd quarter. GAMMA Investing LLC now owns 17,971 shares of the energy company’s stock worth $311,000 after purchasing an additional 607 shares in the last quarter. Institutional investors and hedge funds own 91.69% of the company’s stock.

Key Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun beat expectations in Q4: GAAP EPS $0.38 vs a consensus loss, revenue $1.16B (well above estimates) and strong cash generation (Cash Generation of $377M in 2025). The company also reported record storage attachment rates and other operational wins that support future revenue quality. Sunrun Reports Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Company guidance and metrics were constructive: outlook for positive cash generation in 2026 ($250M–$450M range), $290M net change in cash, $176M contracted net value creation in Q4 and a 71% storage attachment rate — items that support a margin-focused pivot. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Zacks upgraded RUN to a Rank #1 (Strong Buy), which can attract momentum and short-term buying interest from retail and quant flows. Sunrun Upgraded to Strong Buy (Zacks)
• Positive Sentiment: Oppenheimer raised its price target to $25 and kept an “outperform” rating, signaling bullish analyst conviction and a large implied upside from current levels. Oppenheimer Raises PT to $25 (Benzinga)
• Neutral Sentiment: Sunrun outlined a pivot to a margin-focused strategy with projected high single- to low double-digit direct business growth for 2026 — strategic shift could improve profitability over time but timing/scale remain uncertain. Sunrun Pivot to Margin-Focused Strategy (Seeking Alpha)
• Neutral Sentiment: Full earnings call/transcript coverage is available (details on cash, storage attach, partnerships and cost pressures) — useful for investors assessing execution risk vs. growth opportunity. Q4 2025 Earnings Call Transcript
• Negative Sentiment: At least one firm (GLJ Research) reaffirmed a “sell” rating, signaling continued analyst skepticism that can pressure the stock amid volatile trading. GLJ Reaffirms Sell (TickerReport/Benzinga)
• Negative Sentiment: Despite the beat, structural concerns remain: aggregate analyst expectations still imply negative FY EPS (consensus around -0.43), Sunrun shows a negative net margin and a high debt/equity ratio — factors that leave the stock vulnerable to downside if execution slips. Analyst Estimates and Metrics (MarketBeat)

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.