Sunrun (NASDAQ:RUN) Cut to “Hold” at Jefferies Financial Group

Jefferies Financial Group cut shares of Sunrun (NASDAQ:RUN) from a buy rating to a hold rating in a research report report published on Friday morning, MarketBeat Ratings reports. The firm currently has $22.00 price objective on the energy company’s stock.

RUN has been the subject of a number of other research reports. Wells Fargo & Company raised their price objective on Sunrun from $14.00 to $21.00 and gave the company an “overweight” rating in a research note on Tuesday, November 11th. Deutsche Bank Aktiengesellschaft set a $19.00 price target on shares of Sunrun in a research note on Wednesday, January 7th. Morgan Stanley increased their price objective on shares of Sunrun from $20.00 to $21.00 and gave the company an “equal weight” rating in a research note on Tuesday, December 2nd. Weiss Ratings reissued a “sell (d-)” rating on shares of Sunrun in a report on Thursday, January 22nd. Finally, Raymond James Financial initiated coverage on shares of Sunrun in a research note on Monday, January 12th. They issued a “market perform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $20.09.

Sunrun Stock Performance

Sunrun stock opened at $13.25 on Friday. Sunrun has a 12-month low of $5.38 and a 12-month high of $22.44. The company has a debt-to-equity ratio of 3.38, a current ratio of 1.66 and a quick ratio of 1.27. The company has a market capitalization of $3.11 billion, a price-to-earnings ratio of 7.75 and a beta of 2.43. The firm’s fifty day moving average price is $19.12 and its 200 day moving average price is $18.40.

Sunrun (NASDAQ:RUN) last posted its quarterly earnings data on Thursday, February 26th. The energy company reported $0.38 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.08) by $0.46. Sunrun had a net margin of 15.22% and a return on equity of 11.72%. The company had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $610.29 million. During the same period in the prior year, the company posted $1.41 EPS. The firm’s revenue for the quarter was up 123.5% on a year-over-year basis. On average, research analysts forecast that Sunrun will post -0.43 EPS for the current fiscal year.

Insiders Place Their Bets

In other Sunrun news, CEO Mary Powell sold 8,754 shares of Sunrun stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $17.80, for a total value of $155,821.20. Following the completion of the transaction, the chief executive officer directly owned 864,946 shares in the company, valued at $15,396,038.80. The trade was a 1.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Edward Harris Fenster sold 163,844 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $19.95, for a total value of $3,268,687.80. Following the transaction, the director directly owned 1,578,895 shares of the company’s stock, valued at $31,498,955.25. This trade represents a 9.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 468,800 shares of company stock worth $8,925,020. Corporate insiders own 3.37% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in shares of Sunrun by 1.2% in the third quarter. Vanguard Group Inc. now owns 24,193,170 shares of the energy company’s stock valued at $418,300,000 after purchasing an additional 288,945 shares during the period. PGGM Investments grew its holdings in Sunrun by 17.8% in the 3rd quarter. PGGM Investments now owns 8,256,941 shares of the energy company’s stock worth $142,763,000 after buying an additional 1,249,683 shares in the last quarter. Maple Rock Capital Partners Inc. increased its position in Sunrun by 95.6% in the 2nd quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company’s stock valued at $66,525,000 after acquiring an additional 3,974,464 shares during the period. Invesco Ltd. increased its position in Sunrun by 26.6% in the 4th quarter. Invesco Ltd. now owns 5,868,199 shares of the energy company’s stock valued at $107,975,000 after acquiring an additional 1,231,628 shares during the period. Finally, Geode Capital Management LLC raised its stake in Sunrun by 3.8% during the 4th quarter. Geode Capital Management LLC now owns 5,663,239 shares of the energy company’s stock valued at $104,220,000 after acquiring an additional 205,627 shares in the last quarter. Institutional investors own 91.69% of the company’s stock.

Trending Headlines about Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun beat expectations in Q4: GAAP EPS $0.38 vs a consensus loss, revenue $1.16B (well above estimates) and strong cash generation (Cash Generation of $377M in 2025). The company also reported record storage attachment rates and other operational wins that support future revenue quality. Sunrun Reports Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Company guidance and metrics were constructive: outlook for positive cash generation in 2026 ($250M–$450M range), $290M net change in cash, $176M contracted net value creation in Q4 and a 71% storage attachment rate — items that support a margin-focused pivot. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Zacks upgraded RUN to a Rank #1 (Strong Buy), which can attract momentum and short-term buying interest from retail and quant flows. Sunrun Upgraded to Strong Buy (Zacks)
• Positive Sentiment: Oppenheimer raised its price target to $25 and kept an “outperform” rating, signaling bullish analyst conviction and a large implied upside from current levels. Oppenheimer Raises PT to $25 (Benzinga)
• Neutral Sentiment: Sunrun outlined a pivot to a margin-focused strategy with projected high single- to low double-digit direct business growth for 2026 — strategic shift could improve profitability over time but timing/scale remain uncertain. Sunrun Pivot to Margin-Focused Strategy (Seeking Alpha)
• Neutral Sentiment: Full earnings call/transcript coverage is available (details on cash, storage attach, partnerships and cost pressures) — useful for investors assessing execution risk vs. growth opportunity. Q4 2025 Earnings Call Transcript
• Negative Sentiment: At least one firm (GLJ Research) reaffirmed a “sell” rating, signaling continued analyst skepticism that can pressure the stock amid volatile trading. GLJ Reaffirms Sell (TickerReport/Benzinga)
• Negative Sentiment: Despite the beat, structural concerns remain: aggregate analyst expectations still imply negative FY EPS (consensus around -0.43), Sunrun shows a negative net margin and a high debt/equity ratio — factors that leave the stock vulnerable to downside if execution slips. Analyst Estimates and Metrics (MarketBeat)

About Sunrun

Sunrun, Inc (NASDAQ: RUN) is a leading provider of residential solar energy systems in the United States. The company designs, installs and maintains rooftop solar panels and battery storage solutions for homeowners under flexible financing arrangements. Customers can choose from leasing, power purchase agreements or solar ownership models, all of which are supported by Sunrun’s network of installation partners and service technicians. Sunrun also offers integrated home energy management services, including its Brightbox battery storage product, which enables customers to store solar energy for use during peak hours or power outages.

Founded in 2007 by Lynn Jurich, Ed Fenster and Nat Kreamer, Sunrun is headquartered in San Francisco, California.