US · Technology · Solar
EPS came in at 0.56 against a street estimate of 0.26 — a beat of 115.4%.
Analysts rate Sunrun Inc a buy (11 buy, 9 hold, 0 sell out of 20) with an average price target of $14.21.
MIXED Sunrun posted positive cash generation while executing strategic shift to higher-margin direct sales. Q2 storage attachment hit record 74%; affiliate channel collapsing. Full-year guidance cut due to slower sales ramp and higher rates. Q2 2026 Call did not break out regional performance or guidance. Analysts pressed on capital markets, tax equity pricing stability, AI compute commercialization, and buyback plans. Management signaled confidence in financing, stable ITC pricing high-80s to low-90s, pilot learning in months, and debt reduction priority over repurchases. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 17.18% |
| The Goldman Sachs Group Inc | 7.97% |
| Vanguard Portfolio Management, LLC | 5.68% |
| Greenvale Capital LLP | 5.52% |
| State Street Corp | 4.35% |
| Vanguard Capital Management, LLC | 4.28% |
| D. E. Shaw & Co LP | 4.25% |
| Amvescap Plc. | 4.22% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,099,498 thousand, up from $724,557 thousand in the third quarter of 2025. • Nine-month 2026 rev | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $1,099.5 million, up 52% year over year from $724.6 million. • Net income attributable to common stockholders | 2026-11-04 |
| Quarterly report · Q2 2026 SUNRUN INC. – FORM 10-Q SUMMARY (QUARTER ENDED JUNE 30, 2026) HEADLINE NUMBERS • Total Revenue (Q2 2026): $869,988 thousand ($870.0 million); up 52. | 2026-08-05 |
| Results announced · Q3 2026 SUNRUN Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Aggregate Subscriber Value: $1.2 billion in Q2 2026, down 24% year-over-year from $1.6 b | 2026-08-05 |
| Shareholder vote results · Q2 2026 SUNRUN INC. (RUN) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 28, 2026 via virtual-only format • Total votes cast: approximately 1 | 2026-06-01 |
| Quarterly report · Q1 2026 SUNRUN INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 2026): $722.2 million, up 43% from $504.3 million in Q1 2025 • Customer Agre | 2026-05-06 |
| Results announced · Q2 2026 SUNRUN Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Aggregate Subscriber Value: $1.1 billion in Q1 2026 • Contracted Net Value Creation: $10 | 2026-05-06 |
| Proxy statement · Q2 2026 SUNRUN INC. – 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Mary Powell (CEO) total compensation for 2025: $18,090,756 • Previous year (2024): $14 | 2026-04-15 |
Readable in the app.
| Announcement | Date |
|---|---|
| 2026 cash generation outlook of $250-450 million provided Sunrun, America's largest home solar and battery storage company, reported strong 2025 financial results and positive 2026 guidance. Key highlights: The company generated $377 million in cas | 2026-02-26 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Sunrun Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.