Sunrun (NASDAQ:RUN) Earns “Sell” Rating from Glj Research

Sunrun (NASDAQ:RUN)‘s stock had its “sell” rating restated by research analysts at Glj Research in a note issued to investors on Friday,Benzinga reports.

RUN has been the subject of several other research reports. TD Cowen lifted their price objective on Sunrun from $22.00 to $23.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Sunrun in a research report on Wednesday, December 17th. Morgan Stanley upped their price objective on shares of Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 2nd. Wells Fargo & Company raised their target price on shares of Sunrun from $14.00 to $21.00 and gave the company an “overweight” rating in a research note on Tuesday, November 11th. Finally, Deutsche Bank Aktiengesellschaft set a $19.00 target price on shares of Sunrun in a research report on Wednesday, January 7th. Twelve investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Sunrun presently has a consensus rating of “Hold” and an average target price of $20.09.

Sunrun Stock Performance

Shares of NASDAQ:RUN traded down $7.31 during midday trading on Friday, reaching $13.11. 26,212,850 shares of the company traded hands, compared to its average volume of 8,507,127. Sunrun has a 12 month low of $5.38 and a 12 month high of $22.44. The firm’s fifty day moving average price is $19.22 and its two-hundred day moving average price is $18.29. 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 has a market capitalization of $3.04 billion, a price-to-earnings ratio of -1.17 and a beta of 2.36.

Sunrun (NASDAQ:RUN) last released its quarterly earnings data on Thursday, February 26th. The energy company reported $0.38 EPS for the quarter, beating analysts’ consensus estimates of ($0.08) by $0.46. The company had revenue of $1.16 billion during the quarter, compared to analyst estimates of $610.29 million. Sunrun had a negative net margin of 106.50% and a positive return on equity of 19.34%. Sunrun’s revenue was up 123.5% compared to the same quarter last year. During the same period last year, the business earned $1.41 earnings per share. On average, equities analysts expect that Sunrun will post -0.43 earnings per share for the current year.

Insider Activity at Sunrun

In other news, Director Lynn Michelle Jurich sold 50,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $18.59, for a total transaction of $929,500.00. Following the transaction, the director directly owned 651,175 shares of the company’s stock, valued at approximately $12,105,343.25. The trade was a 7.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Danny Abajian sold 7,190 shares of the firm’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $17.80, for a total value of $127,982.00. Following the completion of the sale, the chief financial officer directly owned 405,518 shares of the company’s stock, valued at $7,218,220.40. The trade was a 1.74% 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 quarter. 3.37% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in RUN. Farther Finance Advisors LLC grew its stake 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 purchasing an additional 885 shares during the period. Hantz Financial Services Inc. boosted its holdings 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 valued at $28,000 after buying an additional 564 shares in the last quarter. Sycomore Asset Management purchased a new stake in shares of Sunrun in the 3rd quarter worth about $28,000. Kestra Advisory Services LLC bought a new position in shares of Sunrun in the 4th quarter worth about $30,000. Finally, Salomon & Ludwin LLC lifted its position in 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 period. Hedge funds and other institutional investors own 91.69% of the company’s stock.

More Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 beat — Sunrun reported $0.38 EPS vs. a consensus loss and revenue of $1.16B (well above estimates), showing strong topline growth and an earnings surprise that validates execution. Sunrun (RUN) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Strong cash profile & guidance — 2025 cash generation was $377M, net change in cash/restricted cash $290M, and 2026 outlook calls for positive cash generation of $250–$450M, supporting financial flexibility. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Operational tailwinds — Storage attachment hit a record 71% and Q4 contracted net value creation was $176M, signaling growing higher-margin product adoption. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Analyst recognition — Zacks added RUN to its Rank #1 (Strong Buy) list, which could attract momentum-driven buying. New Strong Buy Stocks for February 27th (Zacks)
• Positive Sentiment: Strategic pivot — Management outlined a pivot toward margin-focused growth with high single- to low double-digit direct business growth targeted for 2026, suggesting focus on profitability. Sunrun outlines growth and pivot (Seeking Alpha)
• Neutral Sentiment: Jefferies reiteration — Jefferies reaffirmed a “hold” rating but kept a $22 price target (implies upside vs. current levels), which is mixed for sentiment—no upgrade but a sizeable PT. Jefferies hold reaffirmed (Benzinga)
• Neutral Sentiment: Earnings call and transcripts available — Management commentary describes steady cash generation and partnership activity; read the call/transcript for guidance detail and risk discussion. Q4 2025 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: Profitability and leverage concerns — despite the GAAP EPS beat, Sunrun still reported a large negative net margin on its results and carries elevated leverage, which keeps investor caution high. MarketBeat earnings summary

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.