Sunrun Inc. (RUN) AI Stock Analysis

Sunrun Inc. specializes in providing residential solar energy solutions for homeowners across the United States. The company handles every phase of solar adoption, including design, development, installation, sale, ownership, and maintenance of residential solar systems. Alongside solar panels and racking, Sunrun provides battery storage solutions to enable customers to store and manage solar electricity. It markets systems through direct-to-consumer channels such as online platforms, retail partnerships, mass media campaigns, digital advertising, canvassing, field marketing initiatives, and referral programs, as well as an extensive partner network.

Sunrun generated a 5-year revenue CAGR of 26.2% from FY2020 through FY2025. Annual revenue expanded from $1.61B in FY2021 to $2.32B in FY2022, before retreating to $2.26B in FY2023 and $2.04B in FY2024. Revenue rebounded 45.1% to $2.96B in FY2025, with gross margin rising to 26.8% and net income reaching $449.9M, compared to net income of -$2.85B in FY2024. Operating margin was -4.3% in FY2025. For the trailing twelve months ended June 30, 2026, revenue totaled $3.48B with an operating margin of 4.0%. For the latest quarter ended June 30, 2026, quarterly revenue grew 52.8% year-over-year, while quarterly earnings fell 60.7%.

As of June 30, 2026, Sunrun held $712.4M in cash and short-term investments against total debt of $15.21B, resulting in net debt of $14.49B. The company recorded a debt-to-equity ratio of 4.36 and a current ratio of 1.42. Free cash flow was -$423.2M in FY2025, improving from -$3.47B in FY2024, while operating cash flow was -$421.4M. Capital expenditures were $1.8M in FY2025, and Sunrun's share count increased 32.1% over 5 years.

Sunrun trades at a trailing P/E of 4.9x and a forward P/E of 7.9x, both below the US-listed Technology peer median of 28.1x and 18.8x, respectively. Its price-to-sales multiple of 0.5x sits below the peer median of 2.8x, while its EV/EBITDA of 18.7x is above the peer median of 16.6x. Over the past year, RUN stock fell 63.8% compared to a 16.8% return for the S&P 500. Over 5 years, the stock dropped 85.0% versus an 83.0% gain for the benchmark index.

Analyst ratings include 8 Strong Buy, 3 Buy, and 9 Hold ratings, with zero Sell or Strong Sell ratings. The mean price target of $14.64 implies an upside of 100.5% from the last close of $7.30. Consensus estimates for the fiscal year ending December 31, 2026, call for revenue of $3.10B and EPS of $1.40. For the following fiscal year, 9 analysts project revenue of $3.21B and EPS of $0.52. Sunrun beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Sunrun Inc. (RUN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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