Sunrun (NASDAQ:RUN) Shares Down 7.7% Following Analyst Downgrade

Shares of Sunrun Inc. (NASDAQ:RUN) were down 7.7% during trading on Monday after Mizuho lowered their price target on the stock from $25.00 to $22.00. Mizuho currently has an outperform rating on the stock. Sunrun traded as low as $12.40 and last traded at $12.2340. Approximately 7,395,814 shares were traded during trading, a decline of 21% from the average daily volume of 9,317,760 shares. The stock had previously closed at $13.25.

Several other research analysts have also recently issued reports on the company. Guggenheim upgraded Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 price objective for the company in a research note on Monday, November 10th. Morgan Stanley increased their price target on shares of Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 2nd. Wells Fargo & Company raised their price target on shares of Sunrun from $14.00 to $21.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 11th. Deutsche Bank Aktiengesellschaft set a $19.00 price objective on shares of Sunrun in a report on Wednesday, January 7th. Finally, Glj Research cut shares of Sunrun from a “hold” rating to a “sell” rating and set a $6.73 target price for the company. in a report on Friday, February 27th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $19.84.

Insider Activity

In related news, Director Lynn Michelle Jurich sold 55,507 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $12.68, for a total value of $703,828.76. Following the completion of the transaction, the director directly owned 608,397 shares in the company, valued at $7,714,473.96. The trade was a 8.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Danny Abajian sold 7,190 shares of the company’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $17.80, for a total transaction of $127,982.00. Following the completion of the transaction, the chief financial officer owned 405,518 shares of the company’s stock, valued at approximately $7,218,220.40. This trade represents a 1.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 535,982 shares of company stock worth $9,772,812. 3.37% of the stock is currently owned by corporate insiders.

Trending Headlines about Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 results and presentation showed a substantial beat on revenue and EPS, highlighting accelerating revenue growth and improving margins—supporting the thesis that fundamentals are improving. Sunrun Inc. 2025 Q4 – Results – Earnings Call Presentation
• Positive Sentiment: The Goldman Sachs Group raised its price target to $24 and maintained a Buy, signaling institutional confidence in Sunrun’s growth path after recent results. Sunrun (NASDAQ:RUN) Given New $24.00 Price Target at The Goldman Sachs Group
• Positive Sentiment: Another outlet reported a price-target raise to $25, adding further upward analyst pressure on valuation expectations. Sunrun (NASDAQ:RUN) Price Target Raised to $25.00
• Positive Sentiment: Profile piece on the CEO highlights strategic narrative (battery/VPP focus and long-term positioning), which can help investor sentiment and visibility. This self-described “accidental CEO” is powering America’s energy future
• Neutral Sentiment: Analyst coverage remains mixed — an aggregate “deep dive” summarizes four recent ratings, underscoring divergent views that can increase intraday volatility. Deep Dive Into Sunrun Stock: Analyst Perspectives (4 Ratings)
• Neutral Sentiment: Mizuho trimmed its target from $25 to $22 but kept an Outperform rating, reflecting tempered near-term expectations while still positive on medium-term upside. Sunrun (NASDAQ:RUN) Given New $22.00 Price Target at Mizuho
• Neutral Sentiment: Operational update: installation volumes fell in Q4 2025 even as Virtual Power Plant (VPP) capacity grew — a mix of near-term revenue headwinds and longer-term value creation from grid services. Sunrun installation volumes fall in Q4 2025 as VPP capacity grows
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Sunrun, introducing potential legal risk and uncertainty that often triggers selling pressure. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sunrun Inc. – RUN
• Negative Sentiment: Recent analyst downgrades include a cut to Sell by GLJ Research and a Hold from Jefferies, which can amplify downward pressure from investors re-pricing near-term risk. Sunrun (NASDAQ:RUN) Cut to “Sell” at Glj Research Sunrun (NASDAQ:RUN) Cut to “Hold” at Jefferies Financial Group

Institutional Trading of Sunrun

A number of institutional investors and hedge funds have recently made changes to their positions in RUN. Farther Finance Advisors LLC lifted its position in shares of Sunrun by 156.9% during the 4th quarter. Farther Finance Advisors LLC now owns 1,449 shares of the energy company’s stock valued at $27,000 after buying an additional 885 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in Sunrun during the fourth quarter worth $27,000. Hantz Financial Services Inc. raised its position in Sunrun by 59.1% during the fourth quarter. Hantz Financial Services Inc. now owns 1,519 shares of the energy company’s stock worth $28,000 after acquiring an additional 564 shares during the period. Sycomore Asset Management purchased a new position in Sunrun during the third quarter valued at $28,000. Finally, Kestra Advisory Services LLC acquired a new stake in shares of Sunrun in the fourth quarter valued at about $30,000. 91.69% of the stock is currently owned by hedge funds and other institutional investors.

Sunrun Trading Down 7.8%

The company has a quick ratio of 1.27, a current ratio of 1.66 and a debt-to-equity ratio of 3.38. The company’s 50-day moving average price is $18.81 and its 200-day moving average price is $18.40. The firm has a market cap of $2.71 billion, a price-to-earnings ratio of 6.75 and a beta of 2.43.

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

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.