RUN

Sunrun Inc.

Nasdaq · Miscellaneous Electrical Machinery, Equipment & Supplies · Inc. DE · CIK 0001469367
$13.69 +3.95% $3.1B
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$3.1B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders9 funds
Inst. Value$782.1M
Inst. Activity4 buys / 1 sells
Insider Activity1B / 20S
Insider Net $-$12.3M
Reddit Sentiment42° Neutral
SEC Reports8
Exchange Nasdaq·Sector Miscellaneous Electrical Machinery, Equipment & Supplies·Inc. DE·CIK 0001469367·Prev Close $13.17

Recent Activity

May 19, 2026 short_volume
Short Volume: RUN — 55.6% short (1.5M / 2.7M)
Short: 1,527,276 | Exempt: 9,785 | TRF Vol: 2,746,404 | Short Ratio: 55.6% | Off-exchange volume (da
May 6, 2026 SEC
Sunrun reported Q1 2026 GAAP diluted EPS of $0.62, massively beating the $-0.05 Street consensus, on revenue of $722.2M
PRESS-RELEASE — Impact 6/10
May 1, 2026 Insider
Jurich Lynn Michelle sold 50,000 shares
Director @ $12.89 ($644.5K)
Apr 15, 2026 SEC
Sunrun Inc. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, where shareholders will vote on th
DEFA14A — Impact 2/10
Apr 10, 2026 SEC
Five Sunrun executives, including CEO Mary Powell and CFO Danny Abajian, sold shares in a concentrated 7-day window, gen
CLUSTER — Impact 7/10
Apr 10, 2026 Insider
Abajian Danny sold 130,611 shares
Chief Financial Officer @ $0.00 ($0.00)
Apr 10, 2026 Insider
Barak Maria sold 20,123 shares
Chief Accounting Officer @ $0.00 ($0.00)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
4,910,465 shares ($90.4M)

Price Targets

$19.21 +40.3% upside Strong Buy
Current $13.69 Low $12.00 Median $19.00 High $30.00 19 analysts
$12.00 $30.00

Analyst Ratings

Hold55% buy · 29 analysts
3Strong Buy
13Buy
12Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 TD Cowen MAINTAIN Buy → Buy
Apr 21, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 21, 2026 Citigroup MAINTAIN Buy → Buy
Apr 16, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 16, 2026 GLJ Research REITERATE Sell → Sell

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.22 ▲ +11.9% $-0.35 — $1.16 -79% YoY 11
Next Q $0.24 ▲ +12.4% $-0.29 — $0.55 294% YoY 11
Current FY $1.28 ▲ +186.9% $0.62 — $2.11 -25% YoY 9
Next FY $0.80 ▲ +30.2% $-0.80 — $3.71 -38% YoY 11

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$446.2M
TWO SIGMA INVESTMENTS, LP$90.4MADD
MORGAN STANLEY$77.3MTRIM
NORGES BANK$62.2MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$39.9MNEW

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026Jurich LynnSELL$644.5K
Apr 10, 2026Abajian DannyA$0.00
Apr 10, 2026Barak MariaA$0.00
Apr 10, 2026Dickson PaulA$0.00
Apr 10, 2026Powell MaryA$0.00

Reddit Sentiment

42°
Neutral
Bearish Neutral Bullish
21 mentions 6 bullish 10 bearish
9 institutional holders with $782.1M total value (42,504,435 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, MORGAN. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC24,249,559$446.2M57.1%
2TWO SIGMA INVESTMENTS, LP4,910,465$90.4M11.6%ADD +43.7%
3MORGAN STANLEY4,201,799$77.3M9.9%TRIM -33.0%
4NORGES BANK3,378,770$62.2M7.9%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,167,892$39.9M5.1%NEW
6RENAISSANCE TECHNOLOGIES LLC1,833,045$33.7M4.3%NEW
7BANK OF AMERICA CORP /DE/1,171,205$21.6M2.8%TRIM -56.5%
8WELLS FARGO & COMPANY/MN392,865$7.2M0.9%ADD +55.0%
9FMR LLC198,835$3.7M0.5%DOUBLED +194.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPADD3,418,0214,910,465+43.7%$90.4M2025-Q4
NORGES BANKNEW3,378,770$62.2M2025-Q4
BANK OF AMERICA CORP /DE/TRIM2,689,8891,171,205-56.5%$21.6M2025-Q4
WELLS FARGO & COMPANY/MNADD253,460392,865+55.0%$7.2M2025-Q4
FMR LLCDOUBLED67,548198,835+194.4%$3.7M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED311,6003,418,021+996.9%$59.1M2025-Q3
UBS Group AGTRIM3,433,5812,296,171-33.1%$39.7M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW1,877,045$32.5M2025-Q3
FMR LLCADD42,65667,548+58.4%$1.2M2025-Q3
NORGES BANKEXIT410,9560-100.0%$0.002025-Q3
MORGAN STANLEYTRIM7,631,1505,112,684-33.0%$41.8M2025-Q2
UBS Group AGTRIM7,214,6263,433,581-52.4%$28.1M2025-Q2
BANK OF AMERICA CORP /DE/ADD1,683,0442,602,389+54.6%$21.3M2025-Q2
NORGES BANKNEW410,956$3.4M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW311,600$2.5M2025-Q2
WELLS FARGO & COMPANY/MNTRIM908,871308,773-66.0%$2.5M2025-Q2
FMR LLCADD22,71342,656+87.8%$348.9K2025-Q2
FMR LLCTRIM64,51422,713-64.8%$133.1K2025-Q1
NORGES BANKEXIT3,353,6950-100.0%$0.002025-Q1
UBS Group AGDOUBLED2,047,2426,580,486+221.4%$60.9M2024-Q4
NORGES BANKDOUBLED639,3363,353,695+424.6%$31.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW2,170,251$39.2M2024-Q3
8 unique insiders with 21 transactions. Net insider value: -$12.3M ($149.0K bought, $12.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Jurich Lynn MichelleDirectorSELL50,000$12.89$644.5K
Apr 10, 2026Abajian DannyChief Financial OfficerA130,611$0.00$0.00
Apr 10, 2026Barak MariaChief Accounting OfficerA20,123$0.00$0.00
Apr 10, 2026Dickson Paul S.Pres. & Chief Revenue OfficerA148,026$0.00$0.00
Apr 10, 2026Powell MaryChief Executive OfficerA201,238$0.00$0.00
Apr 10, 2026STEELE JEANNAChief Legal & People OfficerA87,074$0.00$0.00
Apr 9, 2026Barak MariaChief Accounting OfficerSELL8,039$13.67$109.9K
Apr 6, 2026Barak MariaChief Accounting OfficerSELL4,641$13.25$61.5K
Apr 6, 2026Abajian DannyChief Financial OfficerSELL132,953$13.25$1.8M
Apr 6, 2026Abajian DannyChief Financial OfficerG123,463$0.00$0.00
Apr 6, 2026Dickson Paul S.Pres. & Chief Revenue OfficerSELL127,673$13.25$1.7M
Apr 6, 2026Powell MaryChief Executive OfficerSELL193,002$13.25$2.6M
Apr 6, 2026STEELE JEANNAChief Legal & People OfficerSELL76,478$13.25$1.0M
Apr 1, 2026Jurich Lynn MichelleDirectorSELL50,000$14.07$703.6K
Mar 6, 2026Abajian DannyChief Financial OfficerG2,586$0.00$0.00
Mar 6, 2026Powell MaryChief Executive OfficerSELL2,229$11.94$26.6K
Mar 6, 2026Jurich Lynn MichelleDirectorSELL450$11.99$5.4K
Mar 6, 2026Dickson Paul S.Pres. & Chief Revenue OfficerSELL1,090$11.94$13.0K
Mar 6, 2026STEELE JEANNAChief Legal & People OfficerSELL901$11.97$10.8K
Mar 6, 2026Abajian DannyChief Financial OfficerSELL1,412$11.98$16.9K
Mar 3, 2026FERBER ALANDirectorBUY12,500$11.92$149.0K
Mar 2, 2026Dickson Paul S.Pres. & Chief Revenue OfficerSELL1,021$12.33$12.6K
Mar 2, 2026STEELE JEANNAChief Legal & People OfficerSELL1,104$12.34$13.6K
Mar 2, 2026Powell MaryChief Executive OfficerSELL5,357$12.33$66.1K
Mar 2, 2026Jurich Lynn MichelleDirectorSELL5,507$12.33$67.9K
Mar 2, 2026Abajian DannyChief Financial OfficerSELL4,193$12.33$51.7K
Feb 27, 2026Jurich Lynn MichelleDirectorA12,729$0.00$0.00
Feb 27, 2026Abajian DannyChief Financial OfficerA10,874$0.00$0.00
Feb 27, 2026STEELE JEANNAChief Legal & People OfficerA2,864$0.00$0.00
Feb 27, 2026Fenster Edward HarrisDirectorA5,570$0.00$0.00
Feb 27, 2026Dickson Paul S.Pres. & Chief Revenue OfficerA3,291$0.00$0.00
Feb 27, 2026Powell MaryChief Executive OfficerA14,065$0.00$0.00
Feb 27, 2026STEELE JEANNAChief Legal & People OfficerA90,271$0.00$0.00
Feb 27, 2026Dickson Paul S.Pres. & Chief Revenue OfficerA170,515$0.00$0.00
Feb 27, 2026Powell MaryChief Executive OfficerA220,667$0.00$0.00
Feb 27, 2026Abajian DannyChief Financial OfficerA150,454$0.00$0.00
Feb 11, 2026Fenster Edward HarrisDirectorM250,600$0.00$0.00
Feb 11, 2026Fenster Edward HarrisDirectorG25,000$0.00$0.00
Feb 11, 2026Fenster Edward HarrisDirectorSELL134,813$19.79$2.7M
Feb 11, 2026Fenster Edward HarrisDirectorM250,600$5.08$1.3M
Feb 2, 2026Jurich Lynn MichelleDirectorSELL48,900$18.58$908.6K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (55% buy). Based on 29 analysts: 3 strong buy, 13 buy, 12 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$19.21 mean target +40.3% upside Strong Buy (2.05)
$12.00 Low $30.00 High
MetricValue
Current Price$13.69
Target Low$12.00
Target Mean$19.21
Target Median$19.00
Target High$30.00
# Analysts19
RecommendationStrong Buy (2.05)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.22 $-0.35 $1.16 -79.4% +11.9% 4↑ 4↓ $0.7B 30.6% 11
Next Q
2026-09-30
$0.24 $-0.29 $0.55 294.3% +12.4% 4↑ 4↓ $0.8B 13.9% 11
Current FY
2026-12-31
$1.28 $0.62 $2.11 -24.9% +186.9% 7↑ 1↓ $3.0B 2.7% 9
Next FY
2027-12-31
$0.80 $-0.80 $3.71 -37.6% +30.2% 2↑ 6↓ $3.3B 7.8% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.220
7d ago$0.198+0.023
30d ago$0.197+0.023
60d ago$0.115+0.105
90d ago$-0.057+0.277
15 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 TD Cowen MAINTAIN Buy Buy
Apr 21, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 21, 2026 Citigroup MAINTAIN Buy Buy
Apr 16, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 16, 2026 GLJ Research REITERATE Sell Sell
Apr 15, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 9, 2026 Susquehanna MAINTAIN Positive Positive
Apr 7, 2026 Jefferies MAINTAIN Hold Hold
Mar 26, 2026 GLJ Research MAINTAIN Sell Sell
Mar 10, 2026 UBS MAINTAIN Buy Buy
Mar 3, 2026 Freedom Broker DOWNGRADE Buy Hold
Mar 3, 2026 GLJ Research REITERATE Sell Sell
Mar 2, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 2, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 27, 2026 GLJ Research DOWNGRADE Hold Sell
Feb 27, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 27, 2026 Jefferies DOWNGRADE Buy Hold
Jan 13, 2026 Raymond James INITIATE Market Perform
Jan 7, 2026 Deutsche Bank MAINTAIN Hold Hold
Dec 2, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 2026313121055%
Apr 1, 2026313131053%
Mar 1, 2026314121057%
Feb 1, 2026414120060%
Jan 1, 2026414110062%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

42°
Neutral
Bearish Neutral Bullish
21 mentions 6 bullish 10 bearish 18 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 20, 2026150° Neutral001
May 18, 2026267° Warm202
May 18, 2026160° Warm101
May 6, 2026233° Cool022
May 6, 2026140° Cool011
Apr 22, 2026140° Cool011
Apr 22, 2026140° Cool011
Apr 2, 2026150° Neutral001
Apr 2, 2026150° Neutral001
Mar 27, 2026160° Warm101
Mar 27, 2026160° Warm101
Mar 19, 2026140° Cool011
Mar 19, 2026140° Cool011
Mar 5, 2026140° Cool011
Mar 5, 2026140° Cool011
Feb 27, 2026140° Cool011
Feb 25, 2026258° Warm102
Feb 4, 2026150° Neutral001

Recent Reddit Threads

r/pennystocks Neutral 1mo ago
02 APRIL 2026 , WHAT ARE THE BIGGEST RUN ON SMALL CAP COMPANIES ?
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2d 9h ago
$GLSI shows Less Than 9k Shares Available to Short
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 28d 2h ago
BYND: A GENERATIONAL RUN
▲ 1 💬 2 ⚡ 0.5
r/wallstreetbets Bearish 14d 5h ago
Is it time for $RUN start running?
▲ 1 💬 3 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
Gimme ur best long/term renewables, regards
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
RCKT FDA APPROVAL AFTER HOURS LOOKIJG TO RUN IN PREMARKET
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 2d 10h ago
$GLSI shows Less Than 1k Shares Available to Short
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 6h 26m ago
$CXAI IS ABOUT TO WAKE UP — AI PENNY STOCK READY TO RUN
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 14d 5h ago
Does $RUN start running tonight?
▲ 1 💬 2 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
RUN Iron Condors - WTF HAPPENED???
▲ 1 💬 1 ⚡ 0.0
r/wallstreetbets Neutral 2mo ago
Swing trade ideas - RUN & F
▲ 1 💬 0 ⚡ 0.0
r/options Bullish 2mo ago
Swing trade ideas - RUN & F
▲ 1 💬 2 ⚡ 0.0
r/options Neutral 3mo ago
$RUN Weekly Setup
▲ 1 💬 1 ⚡ 0.0
May 19, 2026
short_volume
Short Volume: RUN — 55.6% short (1.5M / 2.7M)
Short: 1,527,276 | Exempt: 9,785 | TRF Vol: 2,746,404 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
other
Sunrun Ranks No. 5 on TIME’s World’s Most Impactful Companies 2026
TIME recognizes Sunrun as one of the world’s most impactful companies for making home solar and battery storage affordable and accessible, and for its
May 12, 2026
short_volume
Short Volume: RUN — 56.8% short (2.2M / 3.9M)
Short: 2,236,425 | Exempt: 3,508 | TRF Vol: 3,936,702 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings
Sunrun Reports First Quarter 2026 Financial Results
<p align="center"><em>Aggregate Subscriber Value of $1.1 billion in Q1</em></p>
May 6, 2026
earnings_calendar
RUN Q1 2026 Earnings After Market Close — 2026-05-06
May 6, 2026
short_volume
Short Volume: RUN — 63.1% short (2.9M / 4.7M)
Short: 2,944,538 | Exempt: 6,635 | TRF Vol: 4,667,266 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_interest
FTD: RUN — 120,897 shares ($1.6M) failed to deliver
Settlement: 20260429, Price: $12.97, FTD Value: $1,568,034.09, SUNRUN INC COM STK (DE)
Apr 28, 2026
other
Sunrun Prices $584 million Securitization of Residential Solar and Storage Assets
<p>SAN FRANCISCO, April 28, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-gr
Apr 28, 2026
short_interest
FTD: RUN — 131,617 shares ($1.7M) failed to deliver
Settlement: 20260428, Price: $13.03, FTD Value: $1,714,969.51, SUNRUN INC COM STK (DE)
Apr 22, 2026
short_interest
FTD: RUN — 120,320 shares ($1.4M) failed to deliver
Settlement: 20260422, Price: $11.78, FTD Value: $1,417,369.6, SUNRUN INC COM STK (DE)
Apr 21, 2026
short_interest
FTD: RUN — 122,282 shares ($1.5M) failed to deliver
Settlement: 20260421, Price: $12.18, FTD Value: $1,489,394.76, SUNRUN INC COM STK (DE)
Apr 20, 2026
short_interest
FTD: RUN — 130,515 shares ($1.6M) failed to deliver
Settlement: 20260420, Price: $12.40, FTD Value: $1,618,386, SUNRUN INC COM STK (DE)
Apr 15, 2026
short_volume
Short Volume: RUN — 58.2% short (3.7M / 6.4M)
Short: 3,715,820 | Exempt: 788 | TRF Vol: 6,384,056 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
earnings
Sunrun Announces Date for First Quarter 2026 Earnings Report
Earnings Release and Conference Call Scheduled for May 6, 2026 <pre>Earnings Release and Conference Call Scheduled for May 6, 2026</pre>
Apr 7, 2026
short_volume
Short Volume: RUN — 55.9% short (1.4M / 2.6M)
Short: 1,438,055 | Exempt: 2,901 | TRF Vol: 2,570,387 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)