Maxi Investments CY Ltd Has $2.39 Million Holdings in Sunrun Inc. $RUN

Maxi Investments CY Ltd boosted its position in shares of Sunrun Inc. (NASDAQ:RUN) by 72.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 130,000 shares of the energy company’s stock after acquiring an additional 54,800 shares during the period. Maxi Investments CY Ltd’s holdings in Sunrun were worth $2,392,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of Sunrun by 1.2% during the third quarter. Vanguard Group Inc. now owns 24,193,170 shares of the energy company’s stock worth $418,300,000 after buying an additional 288,945 shares during the period. PGGM Investments lifted its stake in Sunrun by 17.8% in the 3rd quarter. PGGM Investments now owns 8,256,941 shares of the energy company’s stock valued at $142,763,000 after acquiring an additional 1,249,683 shares in the last quarter. Erste Asset Management GmbH boosted its position in Sunrun by 62.7% during the 3rd quarter. Erste Asset Management GmbH now owns 3,082,234 shares of the energy company’s stock worth $54,778,000 after acquiring an additional 1,188,092 shares during the last quarter. Robeco Schweiz AG boosted its position in Sunrun by 37.8% during the 4th quarter. Robeco Schweiz AG now owns 2,946,776 shares of the energy company’s stock worth $54,221,000 after acquiring an additional 808,585 shares during the last quarter. Finally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. grew its stake in shares of Sunrun by 132.9% during the 3rd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 2,821,106 shares of the energy company’s stock worth $48,777,000 after acquiring an additional 1,609,803 shares in the last quarter. 91.69% of the stock is currently owned by institutional investors.

Key Headlines Impacting Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q1 beat on EPS and revenue, signaling improving profitability: Sunrun reported $0.62 GAAP EPS vs. consensus of a loss and revenue of $722.2M (up 43% YoY), with positive contracted net value creation and strong margins — evidence the business is scaling profitably. Earnings Call Summary
• Positive Sentiment: Storage attachment rate hit a record 73% in Q1 and management is pivoting to storage and grid services — a higher?margin, recurring revenue driver that supports long?term value per customer. PV Magazine
• Positive Sentiment: Company reiterated 2026 cash generation guidance of $250M–$450M despite a Q1 timing shortfall — management kept full?year targets intact, which reassures investors on the outlook. MSN
• Positive Sentiment: Balance sheet moves: Sunrun paid down $92M of recourse debt in Q1, showing active deleveraging even while investing in growth. Press Release
• Positive Sentiment: Analyst / market interest: unusal call buying (31,584 calls, +83% vs. normal) and an upgrade from Zacks to “strong?buy” point to heightened bullish sentiment and derivative?driven upside. Benzinga/Ticker
• Neutral Sentiment: TD Cowen trimmed its price target from $23 to $21 but kept a “buy” rating — still implying substantial upside vs. current levels, though the lower target signals more conservative near?term expectations. Benzinga
• Positive Sentiment: Operational focus on higher?quality customers: management said they intentionally reduced customer additions (~25% fewer) to improve unit economics, which helped margins despite lower volume — investors often reward higher quality growth. Yahoo Finance
• Positive Sentiment: Hiring and direct?sales ramp: Sunrun is expanding its direct sales force (hiring ~1,000 employees) to accelerate deployments and capture higher?value customers. Biz Journals
• Negative Sentiment: Near?term cash timing headwinds: Q1 showed negative cash generation (-$59M) and net change in cash of -$148M due to project?finance timing and safe?harbor investments — a reminder of working?capital and financing sensitivity. GlobeNewswire

Sunrun Price Performance

Shares of RUN opened at $13.80 on Friday. The company has a current ratio of 1.66, a quick ratio of 1.27 and a debt-to-equity ratio of 3.38. The company’s fifty day simple moving average is $12.98 and its 200 day simple moving average is $16.93. Sunrun Inc. has a 1-year low of $5.38 and a 1-year high of $22.44. The company has a market cap of $3.25 billion, a price-to-earnings ratio of 6.48 and a beta of 2.25.

Sunrun (NASDAQ:RUN) last released its quarterly earnings data on Wednesday, May 6th. The energy company reported $0.62 earnings per share for the quarter, topping the consensus estimate of ($0.05) by $0.67. The company had revenue of $722.23 million for the quarter, compared to analyst estimates of $688.50 million. Sunrun had a net margin of 17.88% and a return on equity of 14.28%. Sunrun’s revenue for the quarter was up 43.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.20 EPS. On average, research analysts forecast that Sunrun Inc. will post 0.47 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. Glj Research reiterated a “sell” rating and issued a $4.63 price objective on shares of Sunrun in a report on Thursday, April 16th. Barclays decreased their target price on shares of Sunrun from $23.00 to $14.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 21st. Deutsche Bank Aktiengesellschaft cut their price target on shares of Sunrun from $19.00 to $16.00 and set a “hold” rating on the stock in a research report on Thursday, April 9th. Citigroup reduced their price objective on shares of Sunrun from $26.00 to $20.00 and set a “buy” rating for the company in a research note on Tuesday, April 21st. Finally, Weiss Ratings raised Sunrun from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $18.43.

Insider Buying and Selling at Sunrun

In other news, Director Edward Harris Fenster sold 163,844 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $19.95, for a total value of $3,268,687.80. Following the completion of the sale, the director directly owned 1,578,895 shares of the company’s stock, valued at $31,498,955.25. This trade represents a 9.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Mary Powell sold 193,002 shares of the stock in a transaction on Monday, April 6th. The shares were sold at an average price of $13.25, for a total value of $2,557,276.50. Following the completion of the sale, the chief executive officer owned 934,282 shares in the company, valued at approximately $12,379,236.50. This trade represents a 17.12% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 879,894 shares of company stock valued at $12,732,496 in the last three months. Corporate insiders own 3.55% of the company’s stock.

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.