The Goldman Sachs Group Has Lowered Expectations for Sunrun (NASDAQ:RUN) Stock Price

Sunrun (NASDAQ:RUN) had its target price dropped by equities research analysts at The Goldman Sachs Group from $18.00 to $15.00 in a research report issued on Thursday, Marketbeat reports. The firm currently has a “buy” rating on the energy company’s stock. The Goldman Sachs Group’s price target points to a potential upside of 42.99% from the company’s current price.

RUN has been the topic of several other reports. UBS Group decreased their price target on Sunrun from $23.00 to $20.00 and set a “buy” rating on the stock in a research report on Tuesday, June 16th. JPMorgan Chase & Co. lowered their target price on shares of Sunrun from $25.00 to $22.00 and set an “overweight” rating on the stock in a research note on Thursday, April 16th. TD Cowen dropped their target price on shares of Sunrun from $21.00 to $16.00 and set a “buy” rating for the company in a research report on Thursday. Zacks Research cut shares of Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 2nd. Finally, Roth Capital restated a “buy” rating on shares of Sunrun in a research report on Thursday, July 9th. Twelve investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $18.37.

Sunrun Price Performance

NASDAQ RUN opened at $10.49 on Thursday. The company has a quick ratio of 1.09, a current ratio of 1.45 and a debt-to-equity ratio of 3.44. The company has a market cap of $2.50 billion, a PE ratio of 4.92 and a beta of 2.35. Sunrun has a 52 week low of $9.01 and a 52 week high of $22.44. The firm’s 50-day simple moving average is $12.53 and its two-hundred day simple moving average is $14.21.

Sunrun (NASDAQ:RUN) last announced its quarterly earnings results on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, beating analysts’ consensus estimates of $0.23 by $0.19. Sunrun had a net margin of 17.88% and a return on equity of 14.06%. The company had revenue of $869.99 million for the quarter, compared to analysts’ expectations of $746.87 million. During the same period in the prior year, the company posted $1.07 EPS. Sunrun’s revenue was up 52.8% compared to the same quarter last year. Research analysts predict that Sunrun will post 1.01 earnings per share for the current year.

Insiders Place Their Bets

In other news, CAO Maria Barak sold 3,278 shares of Sunrun stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $12.17, for a total value of $39,893.26. Following the sale, the chief accounting officer directly owned 90,033 shares in the company, valued at approximately $1,095,701.61. This trade represents a 3.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lynn Michelle Jurich sold 50,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $9.96, for a total value of $498,000.00. Following the completion of the sale, the director directly owned 367,405 shares of the company’s stock, valued at $3,659,353.80. The trade was a 11.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 223,045 shares of company stock worth $2,934,835. 3.55% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Farther Finance Advisors LLC lifted its stake in shares of Sunrun by 156.9% in the 4th quarter. Farther Finance Advisors LLC now owns 1,449 shares of the energy company’s stock valued at $27,000 after purchasing an additional 885 shares during the period. Caitong International Asset Management Co. Ltd bought a new position in Sunrun in the fourth quarter worth $27,000. Hantz Financial Services Inc. lifted 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 valued at $28,000 after buying an additional 564 shares during the period. Kestra Advisory Services LLC purchased a new stake in shares of Sunrun in the 4th quarter worth about $30,000. Finally, Salomon & Ludwin LLC grew its position in shares of Sunrun by 49.2% in the 4th quarter. Salomon & Ludwin LLC now owns 1,693 shares of the energy company’s stock worth $31,000 after buying an additional 558 shares during the period. Hedge funds and other institutional investors own 91.69% of the company’s stock.

More Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun reported second-quarter revenue of approximately $870 million, up 52.8% from a year earlier, and adjusted earnings of $0.42 per share—well above the $0.23 consensus estimate. Sunrun Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Demand for storage remained strong: Sunrun’s battery attachment rate reached a record 74%, while networked storage capacity grew to 4.6 gigawatt-hours. The company also reported aggregate subscriber value of roughly $1.2 billion.
• Positive Sentiment: TD Cowen maintained a “buy” rating, although it lowered its price target from $21 to $16. The revised target still implies substantial potential upside from recent levels.
• Positive Sentiment: Sunrun priced a $267 million securitization of residential solar and storage leases and power-purchase agreements, supporting liquidity and its asset-financing model. Sunrun Prices $267 Million Securitization

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.