Sunrun (NASDAQ:RUN) Reaches New 12-Month Low – Here’s Why

Sunrun Inc. (NASDAQ:RUN) reached a new 52-week low during trading on Tuesday. The stock traded as low as $7.45 and last traded at $7.61, with a volume of 9477917 shares trading hands. The stock had previously closed at $7.71.

Sunrun News Summary

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun’s third-quarter 2026 earnings release is scheduled for after the market closes on November 4, followed by a conference call at 4:30 p.m. ET. The event gives investors a near-term catalyst and an opportunity to assess operating performance, liquidity and outlook. Sunrun Announces Date for Third Quarter 2026 Earnings Report
• Neutral Sentiment: Sunrun recently gained 2.1% in a prior session, but the stock remains well below its 50-day and 200-day moving averages and is close to its 52-week low, signaling continued investor caution. Sunrun Exceeds Market Returns: Some Facts to Consider
• Negative Sentiment: Several executives reported stock sales dated October 6, including CEO Mary Powell, CFO Danny Abajian, CAO Maria Barak, CRO Paul Dickson and insider Jeanna Steele. The transactions totaled roughly 68,700 shares, but all were described as sales to satisfy tax obligations from equity vesting. The volume of insider selling may weigh on sentiment, even though it does not necessarily represent discretionary bearish trading. Sunrun CEO Insider Filing Sunrun CFO Insider Filing
• Negative Sentiment: Sunrun previously set a new one-year low, reinforcing concerns about weak momentum and heightened volatility. The stock’s elevated beta and leverage could amplify reactions to the upcoming earnings report. Sunrun Sets New 1-Year Low

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on RUN. Glj Research reaffirmed a “sell” rating and set a $4.63 target price on shares of Sunrun in a report on Monday, August 17th. Wall Street Zen upgraded shares of Sunrun from a “sell” rating to a “hold” rating in a research report on Saturday, August 15th. Roth Capital reiterated a “buy” rating on shares of Sunrun in a report on Thursday, July 9th. Oppenheimer reissued an “outperform” rating and issued a $20.00 target price on shares of Sunrun in a research note on Thursday, August 6th. Finally, The Goldman Sachs Group lowered their target price on Sunrun from $15.00 to $13.00 and set a “buy” rating on the stock in a report on Monday, September 21st. Twelve equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $16.70.

Sunrun Price Performance

The company has a current ratio of 1.42, a quick ratio of 1.00 and a debt-to-equity ratio of 3.34. The company’s fifty day moving average is $8.93 and its two-hundred day moving average is $11.59. The stock has a market cap of $1.83 billion, a price-to-earnings ratio of 5.14 and a beta of 2.44.

Sunrun (NASDAQ:RUN) last released its quarterly earnings results on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.19. Sunrun had a return on equity of 9.59% and a net margin of 11.59%.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 firm earned $1.07 earnings per share. The firm’s revenue was up 52.8% compared to the same quarter last year. As a group, research analysts predict that Sunrun Inc. will post 1.19 earnings per share for the current year.

Insider Buying and Selling

In other Sunrun news, insider Jeanna Steele sold 10,042 shares of Sunrun stock in a transaction dated Tuesday, October 6th. The stock was sold at an average price of $7.76, for a total value of $77,925.92. Following the completion of the transaction, the insider directly owned 451,673 shares of the company’s stock, valued at $3,504,982.48. The trade was a 2.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Mary Powell sold 24,335 shares of the business’s stock in a transaction dated Tuesday, October 6th. The stock was sold at an average price of $7.76, for a total transaction of $188,839.60. Following the sale, the chief executive officer owned 1,087,200 shares in the company, valued at $8,436,672. This trade represents a 2.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 118,719 shares of company stock worth $1,031,277 over the last 90 days. 3.55% of the stock is owned by insiders.

Institutional Investors Weigh In On Sunrun

A number of hedge funds have recently added to or reduced their stakes in the business. Contour Asset Management LLC purchased a new stake in shares of Sunrun during the 4th quarter worth $98,010,000. Bank of America Corp DE acquired a new stake in Sunrun in the second quarter valued at $29,953,000. Bank of New York Mellon Corp purchased a new stake in Sunrun during the 2nd quarter worth about $18,120,000. Amundi lifted its holdings in Sunrun by 56.3% during the 1st quarter. Amundi now owns 3,300,626 shares of the energy company’s stock worth $44,798,000 after buying an additional 1,188,564 shares during the last quarter. Finally, Deutsche Bank AG acquired a new position in shares of Sunrun during the 2nd quarter worth about $12,483,000. 91.69% of the stock is currently owned by institutional investors and hedge funds.

About Sunrun

Sunrun Inc is a residential solar energy company that designs, installs, owns and maintains solar energy systems for homeowners. The company typically provides electricity through long-term agreements, including solar leases and power purchase agreements, allowing customers to use electricity generated by rooftop solar systems without purchasing the equipment outright.

Sunrun also offers energy storage solutions, including its BrightBox battery system, which can store electricity for use during outages, periods of high demand or when solar generation is unavailable.