Discover Sunrun (RUN) stock analysis: latest RUN stock price, earnings, technicals, valuation, and forecast. Is RUN stock a buy? Get balanced insights for investors.
Introduction
Sunrun Inc. leads in residential solar energy systems. It designs, installs, and maintains solar panels and battery storage for homeowners across the U.S.
Investors watch RUN stock closely amid rising demand for clean energy. Policy shifts under President Trump boost solar incentives. Broader market volatility from interest rates affects tech and renewable stocks.
RUN stock price reflects solar sector growth potential despite economic headwinds.
Latest Stock Price & Trend
RUN stock closed at $13.08 on February 28, 2026, after trading between $12.47 and $20.52. Volume hit 56.46 million shares, far above the average of 12.85 million.
Over one day, it fell sharply but showed volatility. The five-day trend rose 0.80%, signaling short-term recovery. One-month performance climbed 19.14%.
Three-month and six-month trends point upward, with year-to-date gains of 45.87% over the past year. The 52-week range spans $5.38 low to $22.44 high.
Overall, the trend leans bullish with strong rebounds, indicating investor confidence in solar demand for everyday investors.
Technical Analysis
Support levels sit near $12.47, where buyers stepped in recently. Resistance looms at $20.52 and $22.44 highs. These levels show where price may bounce or stall.
RSI at 56.8-67.60 reads neutral, neither overbought (above 70) nor oversold (below 30). It helps spot momentum shifts.
MACD shows bearish crossover in spots (line below signal), but recent 0.59 value hints sell pressure easing. This tracks trend speed.
The 50-day moving average hovers around recent prices; 200-day lags lower. No golden cross (50-day over 200-day) yet, but nearing bullish setup. Moving averages smooth price noise.
Trading volume surged, confirming price moves with conviction.
Analyst Ratings & Price Targets
Of 20 analysts, 67.74% rate RUN stock Buy, 19.35% Hold, 12.9% Sell. Average price target is $19.74, implying 48.98% upside from $13.25 close. High target $30.00, low $6.00.
Recent views from Wall Street firms lean positive on storage growth. No major upgrades noted lately.
This sentiment suggests optimism, but investors should weigh targets against risks like policy changes.
Insider Activity
Recent insider selling totaled 28.34K shares worth $405.85K in the last 30 days. No buys reported.
Q2 2025 saw net buying: insiders acquired 1,194,342 shares vs. sold 121,965, a 61.54% net positive ratio. Q1 similar at 80.95% net buys.
Trend shows mixed signals—early buying implies confidence, recent sales caution. Watch for management alignment with shareholders.
Valuation Analysis
Trailing P/E unavailable due to negative EPS of -$10.85 to -$11.59. Forward P/E not calculable yet.
Price-to-Sales around 0.77-2.0 based on $2.32B TTM revenue and $4.66B market cap. Revenue grew 13.8% YoY to $2.32B. EPS deeply negative at -$10.85.
Free cash flow improved with Q4 $187M generation; full-year positive. Debt high, but cash position strengthening.
Compared to peers like Enphase or SolarEdge, RUN appears undervalued on sales but risky on losses versus Microsoft’s stability.
Recent Earnings & Catalysts
Q4 2025 revenue hit $1,158.8M, up 124% YoY, beating views. EPS $0.38 vs. expected -$0.07. Net income $103.6M.
Full-year 2025 revenue strong, storage attachment at 71% record. Cash generation $187M Q4. Q3 revenue $724.6M (+35%), EPS $0.07.
Guidance positive on storage and partnerships. Earnings drove stock pops, but volatility lingers. Catalysts include grid services and AI energy tech.
Bullish Case
Solar demand surges with energy costs up. Storage attachments at 71% boost recurring revenue.
Partnerships expand multi-family solar. Cash flow turns positive, cutting debt. Tech edges in home batteries give advantage.
Operational gains like lower creation costs support steady growth.
Bearish Case
Competition from Enphase, Tesla pressures margins. Subscriber additions fell 17%; Net Subscriber Value down 30%.
High debt and negative EPS signal caution. Policy risks under new administration could cut subsidies. Economic slowdown hits home installs.
Customer churn in saturated markets adds worry.
Market Sentiment & Investor Psychology
Short interest data limited, but options show balanced calls/puts. Institutional ownership steady in clean energy ETFs.
Retail buzz on StockTwits mixes bullish storage bets with bearish debt fears.
Sentiment neutral to optimistic, leaning momentum over value.
Short-Term Outlook
Technicals show neutral RSI and rising volume. Momentum from earnings could push toward $20 resistance.
Watch support at $12.50. Expect volatility with market flows, no clear breakout yet.
Medium to Long-Term Outlook
Strong business in solar-storage hybrid. Industry grows 10-20% annually. Competitive moat in residential installs.
Financial health improves via cash flow. Risks: regulation, competition. Long-term investors should hold or accumulate on dips.
FAQ Section
Is RUN stock a buy right now?
Balanced view: Buy for growth believers, hold for caution. Analysts lean Buy at $19.74 target.
What is the price target for RUN stock?
Average $19.74, high $30, low $6. Upside potential 49%.
What are major risks for RUN stock?
Debt, competition, policy changes, slowing subscribers.
RUN stock forecast?
Bullish medium-term on storage; short-term volatile.
RUN earnings next?
Expect Q1 2026 soon; past beats on revenue.
Suggestions
Compare with Opendoor stock analysis
See our SolarEdge stock forecast
Read our renewable energy valuation breakdown
Final Balanced Conclusion
Hold RUN stock. Growth in storage offsets risks, with improving cash but valuation concerns. Watch earnings and policy.
Disclaimer: This article is for informational purposes only and not financial advice.