US · Technology · Solar
EPS came in at 0.42 against a street estimate of 0.08 — a beat of 425.0%.
Analysts rate Sunrun Inc a buy (13 buy, 9 hold, 2 sell out of 24) with an average price target of $15.97.
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 | 17.38% |
| Greenvale Capital LLP | 5.52% |
| Vanguard Portfolio Management, LLC | 5.37% |
| The Goldman Sachs Group Inc | 5.06% |
| D. E. Shaw & Co LP | 4.25% |
| Vanguard Capital Management, LLC | 4.17% |
| PGGM Investments | 3.96% |
| State Street Corp | 3.89% |
| Document | Date |
|---|---|
| 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 |
| Annual report FY2025 SUNRUN INC. – ANNUAL REPORT SUMMARY (FISCAL YEAR 2025) HEADLINE NUMBERS • Networked Solar Energy Capacity: 8,404 megawatts as of December 31, 2025 ( | 2026-02-26 |
| Results announced · Q1 2026 SUNRUN Q4 2025 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Net change in cash and restricted cash: $290 million for full year 2025; $81 million in | 2026-02-26 |
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.
Google PlayApp StoreData updated 2026-09-18.