Sunrun (NASDAQ:RUN) Downgraded to “Hold” Rating by Jefferies Financial Group

Jefferies Financial Group cut shares of Sunrun (NASDAQ:RUN) from a buy rating to a hold rating in a report published on Friday morning, Marketbeat Ratings reports. They currently have $22.00 target price on the energy company’s stock.

Several other equities analysts also recently commented on the company. TD Cowen upped their target price on Sunrun from $22.00 to $23.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Wells Fargo & Company upped their price objective on Sunrun from $14.00 to $21.00 and gave the company an “overweight” rating in a report on Tuesday, November 11th. Deutsche Bank Aktiengesellschaft set a $19.00 price objective on Sunrun in a research report on Wednesday, January 7th. Raymond James Financial began coverage on shares of Sunrun in a research report on Monday, January 12th. They issued a “market perform” rating for the company. Finally, Morgan Stanley upped their price target on shares of Sunrun from $20.00 to $21.00 and gave the company an “equal weight” rating in a research note on Tuesday, December 2nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Sunrun has an average rating of “Moderate Buy” and an average price target of $20.09.

Sunrun Stock Down 35.1%

Shares of NASDAQ RUN traded down $7.17 during trading hours on Friday, hitting $13.25. The company had a trading volume of 56,384,765 shares, compared to its average volume of 7,769,363. Sunrun has a 1-year low of $5.38 and a 1-year high of $22.44. 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 firm’s 50 day moving average is $19.12 and its 200-day moving average is $18.30. The stock has a market capitalization of $3.07 billion, a P/E ratio of 7.75 and a beta of 2.36.

Sunrun (NASDAQ:RUN) last posted its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 EPS for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $610.29 million. During the same quarter last year, the company posted $1.41 earnings per share. Sunrun’s quarterly revenue was up 123.5% on a year-over-year basis. On average, analysts expect that Sunrun will post -0.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Sunrun news, CFO Danny Abajian sold 7,190 shares of the company’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 $127,982.00. Following the completion of the sale, the chief financial officer directly owned 405,518 shares in the company, valued at $7,218,220.40. This represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Mary Powell sold 8,754 shares of the firm’s 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 completion of the sale, the chief executive officer directly owned 864,946 shares in the company, valued at approximately $15,396,038.80. This represents a 1.00% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 518,800 shares of company stock worth $9,903,520. 3.37% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Principal Financial Group Inc. boosted its holdings in Sunrun by 5.6% in the third quarter. Principal Financial Group Inc. now owns 1,194,915 shares of the energy company’s stock worth $20,660,000 after acquiring an additional 63,284 shares in the last quarter. Nisa Investment Advisors LLC lifted its holdings in shares of Sunrun by 7,260.9% in the 2nd quarter. Nisa Investment Advisors LLC now owns 122,118 shares of the energy company’s stock worth $999,000 after purchasing an additional 120,459 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH grew its position in Sunrun by 41.7% in the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 498,530 shares of the energy company’s stock valued at $8,620,000 after purchasing an additional 146,588 shares during the period. Range Financial Group LLC bought a new stake in Sunrun during the 3rd quarter valued at $1,403,000. Finally, Duff & Phelps Investment Management Co. raised its holdings in Sunrun by 47.3% during the second quarter. Duff & Phelps Investment Management Co. now owns 51,807 shares of the energy company’s stock worth $424,000 after buying an additional 16,643 shares during the last quarter. 91.69% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Sunrun

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)

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.