Mary Powell Sells 23,985 Shares of Sunrun (NASDAQ:RUN) Stock

Sunrun Inc. (NASDAQ:RUN) CEO Mary Powell sold 23,985 shares of Sunrun stock in a transaction on Monday, July 6th. The shares were sold at an average price of $13.19, for a total value of $316,362.15. Following the completion of the sale, the chief executive officer owned 1,111,535 shares in the company, valued at $14,661,146.65. This represents a 2.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Sunrun Stock Performance

NASDAQ RUN opened at $12.01 on Thursday. The stock has a market cap of $2.86 billion, a PE ratio of 5.64 and a beta of 2.32. The company has a current ratio of 1.45, a quick ratio of 1.09 and a debt-to-equity ratio of 3.44. Sunrun Inc. has a twelve month low of $9.01 and a twelve month high of $22.44. The stock has a fifty day simple moving average of $13.66 and a 200-day simple moving average of $15.32.

Sunrun (NASDAQ:RUN) last issued its quarterly earnings data on Wednesday, May 6th. The energy company reported $0.62 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.05) by $0.67. Sunrun had a net margin of 17.88% and a return on equity of 14.06%. The firm had revenue of $722.23 million for the quarter, compared to analyst estimates of $688.50 million. During the same period in the previous year, the firm earned $0.20 EPS. Sunrun’s revenue was up 43.2% on a year-over-year basis. Equities analysts anticipate that Sunrun Inc. will post 1.09 earnings per share for the current year.

Key Stories Impacting Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun launched a pilot program to convert part of its 1.1 million-customer home energy network into a distributed AI compute platform, creating a potential new business line tied to AI demand. Sunrun Launches Distributed AI Data Center Pilot Backed By Existing Home Energy Generation
• Positive Sentiment: The company’s AI initiative is being framed as a high-margin opportunity that could leverage its installed solar, battery, and grid-service infrastructure without requiring a traditional data center buildout. Sunrun Launches Distributed AI Data Center Pilot Backed By Existing Home Energy Generation
• Neutral Sentiment: Analysts and media are highlighting the concept of using customer homes as “inference nodes,” which could attract investor attention but remains an early-stage pilot rather than a proven earnings driver. Sunrun Wants to Turn a Million Homes Into an AI Data Center
• Neutral Sentiment: Several insiders, including the CEO and CFO, sold shares, but the filings indicate the sales were made to cover tax withholding obligations tied to vesting equity awards, limiting the negative signal for investors. Maria Barak Sells 1,747 Shares of Sunrun (NASDAQ:RUN) Stock
• Neutral Sentiment: A Barron’s article also discussed the broader idea that residential solar systems could help power AI data centers, adding to the market’s enthusiasm around Sunrun’s new pilot. Your Solar Panels Could Be Used to Power AI Data Centers

Hedge Funds Weigh In On Sunrun

Several hedge funds and other institutional investors have recently added to or reduced their stakes in RUN. Handelsbanken Fonder AB boosted its holdings in Sunrun by 6.7% in the fourth quarter. Handelsbanken Fonder AB now owns 2,314,802 shares of the energy company’s stock valued at $42,592,000 after purchasing an additional 145,285 shares during the period. LBP AM SA purchased a new stake in Sunrun during the 4th quarter worth about $3,307,000. Intech Investment Management LLC raised its position in Sunrun by 33.1% in the 4th quarter. Intech Investment Management LLC now owns 324,632 shares of the energy company’s stock valued at $5,973,000 after purchasing an additional 80,695 shares in the last quarter. Lingotto Investment Management LLP purchased a new position in shares of Sunrun in the 4th quarter valued at about $4,480,000. Finally, Baader Bank Aktiengesellschaft acquired a new position in shares of Sunrun during the fourth quarter worth about $2,760,000. Hedge funds and other institutional investors own 91.69% of the company’s stock.

Wall Street Analysts Forecast Growth

RUN has been the topic of several recent analyst reports. Wall Street Zen lowered shares of Sunrun from a “hold” rating to a “sell” rating in a report on Saturday, April 25th. Glj Research reissued a “sell” rating on shares of Sunrun in a research report on Wednesday, June 24th. Jefferies Financial Group decreased their price target on Sunrun from $22.00 to $15.00 and set a “hold” rating on the stock in a research note on Tuesday, April 7th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $18.00 price objective on shares of Sunrun in a research note on Thursday, May 7th. Finally, Barclays cut their price objective on Sunrun from $23.00 to $14.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 21st. Eleven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $18.87.

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.