Paul Dickson Sells 1,021 Shares of Sunrun (NASDAQ:RUN) Stock

Sunrun Inc. (NASDAQ:RUN) CRO Paul Dickson sold 1,021 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $12.33, for a total value of $12,588.93. Following the completion of the sale, the executive owned 836,404 shares of the company’s stock, valued at approximately $10,312,861.32. This trade represents a 0.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

Sunrun Stock Up 5.5%

Shares of NASDAQ RUN opened at $12.17 on Thursday. The firm’s 50-day simple moving average is $18.65 and its 200 day simple moving average is $18.36. The company has a market cap of $2.85 billion, a price-to-earnings ratio of 7.12 and a beta of 2.43. The company has a quick ratio of 1.27, a current ratio of 1.66 and a debt-to-equity ratio of 3.38. Sunrun Inc. has a 12-month low of $5.38 and a 12-month high of $22.44.

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 the consensus estimate of ($0.08) by $0.46. Sunrun had a net margin of 15.22% and a return on equity of 11.72%. The firm had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $610.29 million. During the same quarter last year, the company posted $1.41 EPS. The company’s quarterly revenue was up 123.5% compared to the same quarter last year. On average, research analysts expect that Sunrun Inc. will post -0.43 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Sunrun

Institutional investors have recently made changes to their positions in the stock. Contour Asset Management LLC acquired a new position in Sunrun in the fourth quarter valued at about $98,010,000. Maple Rock Capital Partners Inc. grew its position in shares of Sunrun by 95.6% during the 2nd quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company’s stock worth $66,525,000 after buying an additional 3,974,464 shares during the period. Norges Bank bought a new stake in shares of Sunrun in the 4th quarter valued at about $62,169,000. Voloridge Investment Management LLC acquired a new stake in shares of Sunrun in the 3rd quarter valued at approximately $40,193,000. Finally, Robeco Schweiz AG acquired a new stake in shares of Sunrun in the 3rd quarter valued at approximately $36,969,000. 91.69% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on RUN. The Goldman Sachs Group upped their price objective on Sunrun from $21.00 to $24.00 and gave the stock a “buy” rating in a report on Monday. Glj Research downgraded Sunrun from a “hold” rating to a “sell” rating and set a $6.73 target price for the company. in a research report on Friday, February 27th. Zacks Research upgraded Sunrun from a “hold” rating to a “strong-buy” rating in a report on Thursday, February 26th. TD Cowen lifted their price objective on Sunrun from $22.00 to $23.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Morgan Stanley upped their target price on shares of Sunrun from $20.00 to $21.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $19.84.

Key Stories Impacting Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 results materially beat expectations (revenue +123.5% y/y; EPS $0.38 vs. consensus -$0.08), supporting an improving margin story and giving a fundamental reason for upside. Read More.
• Positive Sentiment: Goldman Sachs raised its price target to $24 and kept a Buy rating — an institutional endorsement that can provide valuation support and help the stock recover after declines. Read More.
• Positive Sentiment: CEO Mary Powell’s profile/podcast on CNBC increases visibility for Sunrun’s battery and virtual power plant (VPP) strategy, which may strengthen the long-term narrative for growth and grid services. Read More.
• Neutral Sentiment: Mizuho trimmed its target to $22 but kept an Outperform — a tempered near‑term view that still implies upside versus current levels. Read More.
• Neutral Sentiment: Operational nuance: Sunrun reported lower installation volumes in Q4 even as VPP capacity increased — this tradeoff signals near‑term booking headwinds but potential longer‑term grid‑service value. Read More.
• Neutral Sentiment: Analyst coverage remains mixed across firms (some upgrades and some trims), which tends to boost intraday volatility as different research views clash. Read More.
• Negative Sentiment: An analyst downgrade reported this morning was cited as a direct near‑term selling catalyst and likely triggered stop‑losses, contributing to an earlier sharp drop in the stock. Read More.
• Negative Sentiment: Pomerantz LLP opened an investor investigation into Sunrun, introducing legal and management‑level uncertainty that often prompts risk‑averse selling. Read More.
• Negative Sentiment: Several insiders — including the CEO, CFO, CRO and a director — disclosed sizable stock sales in early March; clustered insider selling can be interpreted by some investors as reduced near‑term conviction. Read More.
• Negative Sentiment: Broader market pressure: a midday selloff in clean‑energy names tied to rising crude prices and geopolitics hit Sunrun alongside the analyst downgrade, exacerbating intraday losses. Read More.

Sunrun Company Profile

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.