Oppenheimer Forecasts Strong Price Appreciation for Sunrun (NASDAQ:RUN) Stock

Sunrun (NASDAQ:RUN) had its price target hoisted by investment analysts at Oppenheimer from $23.00 to $25.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the energy company’s stock. Oppenheimer’s price objective indicates a potential upside of 87.39% from the stock’s previous close.

A number of other research firms also recently commented on RUN. Deutsche Bank Aktiengesellschaft set a $19.00 price objective on Sunrun in a report on Wednesday, January 7th. Raymond James Financial initiated coverage on Sunrun in a report on Monday, January 12th. They set a “market perform” rating on the stock. Morgan Stanley boosted their target price on Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 2nd. Guggenheim upgraded Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 price target on the stock in a report on Monday, November 10th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Sunrun in a research report on Thursday, January 22nd. Twelve research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $20.09.

Sunrun Stock Down 34.7%

Shares of RUN stock traded down $7.08 on Friday, reaching $13.34. 20,547,919 shares of the company’s stock traded hands, compared to its average volume of 8,398,674. The company has a debt-to-equity ratio of 3.67, a quick ratio of 1.06 and a current ratio of 1.46. Sunrun has a 12-month low of $5.38 and a 12-month high of $22.44. The business’s 50 day moving average price is $19.22 and its two-hundred day moving average price is $18.29. The company has a market capitalization of $3.10 billion, a P/E ratio of -1.22 and a beta of 2.36.

Sunrun (NASDAQ:RUN) last posted its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 EPS for the quarter, topping the consensus estimate of ($0.08) by $0.46. Sunrun had a negative net margin of 106.50% and a positive return on equity of 19.34%. The business had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $610.29 million. During the same period last year, the company posted $1.41 earnings per share. The firm’s quarterly revenue was up 123.5% compared to the same quarter last year. On average, equities analysts forecast that Sunrun will post -0.43 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Lynn Michelle Jurich sold 50,000 shares of the stock in a transaction on Monday, December 1st. The shares were sold at an average price of $19.57, for a total value of $978,500.00. Following the completion of the transaction, the director owned 751,626 shares in the company, valued at approximately $14,709,320.82. This represents a 6.24% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Mary Powell sold 8,754 shares of Sunrun stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $155,821.20. Following the sale, the chief executive officer owned 864,946 shares in the company, valued at approximately $15,396,038.80. This trade represents a 1.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 518,800 shares of company stock valued at $9,903,520 in the last ninety days. 3.37% of the stock is currently owned by insiders.

Institutional Trading of Sunrun

Several institutional investors have recently bought and sold shares of RUN. Principal Financial Group Inc. boosted its position in shares of Sunrun by 5.6% in the 3rd quarter. Principal Financial Group Inc. now owns 1,194,915 shares of the energy company’s stock worth $20,660,000 after purchasing an additional 63,284 shares during the last quarter. Nisa Investment Advisors LLC boosted its position in shares of Sunrun by 7,260.9% during the second quarter. Nisa Investment Advisors LLC now owns 122,118 shares of the energy company’s stock worth $999,000 after purchasing an additional 120,459 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in shares of Sunrun by 41.7% in the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 498,530 shares of the energy company’s stock valued at $8,620,000 after buying an additional 146,588 shares during the period. Range Financial Group LLC acquired a new position in shares of Sunrun in the 3rd quarter valued at $1,403,000. Finally, Duff & Phelps Investment Management Co. increased its position in shares of Sunrun by 47.3% in the 2nd quarter. Duff & Phelps Investment Management Co. now owns 51,807 shares of the energy company’s stock valued at $424,000 after buying an additional 16,643 shares in the last quarter. Institutional investors and hedge funds own 91.69% of the company’s stock.

Sunrun News Roundup

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 results beat expectations strongly: revenue rose ~124% YoY to $1.16B, GAAP EPS $0.38 vs. consensus -$0.08, record 71% storage attachment rate, $377M cash generation in 2025 and guidance for positive cash generation of $250–$450M in 2026 — a near-term fundamentals-driven tailwind. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Zacks added RUN to its Rank #1 (Strong Buy) list today, which could attract momentum buyers and retail flows into the stock. New Strong Buy Stocks for February 27th
• Positive Sentiment: Management is pivoting toward a margin-focused direct business and is forecasting high single- to low double-digit direct growth for 2026 — a strategic shift that, if executed, could improve unit economics over time. Sunrun outlines high single- to low double-digit direct business growth for 2026 as it pivots
• Neutral Sentiment: Jefferies reaffirmed a “hold” rating with a $22 price target (roughly single-digit upside from recent levels) — signal of cautious, mixed analyst tone (PT above current price but not a buy recommendation). Benzinga
• Negative Sentiment: Despite the quarter’s headline EPS, Sunrun still reported a negative net margin metric and analysts expect FY EPS to remain negative (consensus ~-0.43), underlining uncertainty about sustained profitability. Sunrun earnings/press release & transcript
• Negative Sentiment: Macro and policy risks for distributed power (state incentives, interconnection, rate policy) remain a focus for investors and could pressure growth or returns in some markets. Sunrun earnings on deck: Can distributed power offset policy headwinds?
• Negative Sentiment: Leverage remains elevated (debt-to-equity and recourse debt concerns), which keeps risk premium high despite recent debt paydowns; investors may be trimming into the earnings pop. MarketBeat RUN profile

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.