Sunrun Inc.
FactSet-compiled analyst estimates show Sunrun Inc.’s 12-month average price target was cut to $16.93 from $18.63. The range is $4.63 to $30 per share, implying about 61% upside versus the Aug. 5 close. Consensus remains “Buy” from 26 analysts (14 Buys, 11 Holds, 1 Sell).
Sunrun (NASDAQ:RUN) shares fell in premarket after the company reported a Q2 earnings beat tied to system sales but cut full-year 2026 cash generation guidance to $200 million to $375 million from $250 million to $450 million. It also lowered Aggregate Subscriber Value to $4.6 billion to $4.9 billion, citing reduced affiliate volumes, delayed direct sales ramp, and higher capital costs.
US stock index futures were mixed, with S&P futures up 0.1% and Nasdaq futures down 0.5% as Sandisk (SNDK) fell about 9% and Western Digital (WDC) about 15% after earnings and weaker memory outlooks. Tech and AI names also dropped on results or guidance misses, while Mag 7 were mixed. Asian markets declined after chip-related losses, and investors awaited US payrolls.
Over the past 7 days, alphai's AI scored 8 news stories mentioning RUN (Sunrun Inc.). Coverage has skewed bearish: 0 bullish, 4 neutral, and 4 bearish.
Recent RUN coverage spans earnings, financial news and market movers.
In the last 30 days, RUN insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($538K). The most active reporter was Barak Maria, Chief Accounting Officer, with 1 filing. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
The article signals a bearish shift in Street targets, but consensus rating remains Buy, so near-term direction depends on whether traders treat the cut as risk-off or just valuation normalization.
Guidance reset points to weaker near-term execution and higher capital costs, likely keeping downside pressure on the stock until visibility improves.
Cash generation guidance cut can weigh on financing expectations and valuation.
The article frames a beat-and-lower setup: EPS and revenue beat, but guidance cuts tied to affiliate channel collapse and higher cost of capital drive the selloff.
Despite beating EPS and revenue estimates, the market sold RUN sharply after the Q2 print, implying investors focused on other forward-looking or qualitative factors not detailed here.
alphai scores every news story that mentions RUN with an AI model for sentiment and relevance, and aggregates insider trades from Sunrun Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
FactSet-compiled analyst estimates show Sunrun Inc.’s 12-month average price target was cut to $16.93 from $18.63. The range is $4.63 to $30 per share, implying about 61% upside versus the Aug. 5 close. Consensus remains “Buy” from 26 analysts (14 Buys, 11 Holds, 1 Sell).
Sunrun (NASDAQ:RUN) shares fell in premarket after the company reported a Q2 earnings beat tied to system sales but cut full-year 2026 cash generation guidance to $200 million to $375 million from $250 million to $450 million. It also lowered Aggregate Subscriber Value to $4.6 billion to $4.9 billion, citing reduced affiliate volumes, delayed direct sales ramp, and higher capital costs.
4 min readUS stock index futures were mixed, with S&P futures up 0.1% and Nasdaq futures down 0.5% as Sandisk (SNDK) fell about 9% and Western Digital (WDC) about 15% after earnings and weaker memory outlooks. Tech and AI names also dropped on results or guidance misses, while Mag 7 were mixed. Asian markets declined after chip-related losses, and investors awaited US payrolls.
6 min readSunrun (RUN) shares fell about 10% in pre-open after its after-hours Q2 2026 results. The company reported EPS of $0.42 vs about $0.26 expected and revenue near $870M. Investors focused on guidance cuts for full-year 2026: aggregate subscriber value to $4.6–$4.9B and cash generation to $200–$375M, citing weaker affiliate volumes, slower direct sales ramp, and higher interest rates.
3 min readSunrun (NASDAQ:RUN) shares fell 14.2% to $9 in extended trading after its Q2 results. The company reported EPS of 42 cents, above a 24-cent consensus, and revenue of $869.99 million versus a $751.83 million estimate, according to Benzinga Pro. CEO Mary Powell cited growth plans and monetizing its network.
2 min readSunrun (NASDAQ:RUN) reported Q2 CY2026 revenue of $870 million, up 52.8% year on year, ahead of Wall Street estimates by 19.2%. GAAP EPS was $0.42, above consensus. The article says operating margin was 4% and notes analysts expect revenue to fall 10.4% and EPS to drop 77.9% over the next 12 months. The stock fell 12% to $9.24.
5 min readSunrun Inc. (RUN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991q226.htm EX-99.1 Document Exhibit 99.1 Sunrun Reports Second Quarter 2026 Financial Results Aggregate Subscriber Value of approximately $1.2 billion in Q2 Storage Attachment Rate reached record 74% in Q2 and Networked Storage Capacity reaches 4.6 Gigawatt-hour
6 min readSunrun (NASDAQ: RUN) will report earnings Wednesday after the bell. Last quarter, it posted revenue of $722.2 million, up 43.2% year on year, and added 18,948 customers to 1.18 million. Analysts expect revenue growth of 28.2% year on year. The article cites an average analyst price target of $18.84 versus $10.46.
3 min readSunrun (RUN) closed at $9.65, down 3.31% on the day, underperforming the S&P 500 (+0.21%). The stock is down 25.96% over the past month. Ahead of its Aug. 5, 2026 earnings, consensus calls for EPS of $0.08 and revenue of $722.86M. Full-year estimates: EPS $1.01 and revenue $3.08B. RUN has a Zacks Rank #4 (Sell) and trades at a forward P/E of 9.86.
4 min readThe RENIXX World renewable-energy index fell 1.1% to 1,247.34 points on July 24, 2026, after closing below its prior week. SolarEdge (-20.3%), Sunrun (-16.5%), Array Technologies (-13.5%), Bloom Energy (-12.7%) and Enphase (-11.3%) led declines. Oil rose on US-Iran tensions; IEA expects renewables to surpass coal in 2026. CATL and Ørsted-related news also cited.
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