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RURUN

Sunrun Inc.

$RUN·$1.8B·Solar·Energy
$7.30-4.5%YTD-59.3%1Y-63.8%
Price updated 7h ago·X counts updated 5d ago
RURUN
$RUNSunrun Inc.
$7.30-4.45%202 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $RUN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

202X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $RUN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-15

Solar chatter positions Sunrun alongside FSLR, SEDG and TAN as a sector reawakening, plus a virtual-power-plant PG&E deal involving TSLA/RUN/Carrier turning smart-home devices into a coordinated asset. A $418K 9/18 $10C sweep confirms the flow interest.

Read what X is saying about $RUN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RUN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptSelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

Residential-solar leader down 60% YTD while quietly posting giant EPS beats — the 10-year yield is still the enemy.

Sunrun is the largest US residential-solar installer — subscription-model solar + battery, often paired with virtual-power-plant utility programs. The stock is down 60% YTD on the back of elevated borrowing costs, even as the operating numbers quietly inflected positive.

  • The P&L inflected hard but is missed by the tape: last four EPS prints beat by +86%, +1340%, +575%, +500% with Q1 2026 revenue up 43% YoY — rate-cost headwinds are being partially offset by operating-model mix improvements and virtual-power-plant monetization.
  • The 10-year Treasury is the real enemy: 4.5x debt-to-equity means every 50bp move in the long end re-prices the solar lease book — the stock sits at 2% of its 52-week range because the market is pricing continued higher-for-longer.
  • The business is quietly profitable at ~5.5x TTM earnings: this is cheap enough that any yield pullback or a Fed cut cycle rerates it fast — the 2027 revenue consensus of $3.23B against today's $1.93B market cap says the growth is still priced in.

A sustained Treasury-yield pullback or a Nov 5 Q3 print with virtual-power-plant revenue scaling re-rates it off the floor; another leg higher in rates and the stock continues the breakdown.

Agrees with X sentimentX is cautiously bullish on the solar-sector reawakening and the TSLA/RUN/Carrier PG&E virtual-power-plant deal — real catalysts and backed by the operating-model shift. The crowd under-weights the leverage: 4.5x debt-to-equity means every rate shock disproportionately hits this stock.

What to watch: The 10-year Treasury yield more than anything, Nov 5 Q3 earnings for virtual-power-plant revenue scaling, and operating-leverage trends. A sustained move in Treasury yields below 4.5% re-rates the stock sharply; another leg higher continues the breakdown.

On the calendar: 2026-11-05 — Q3 2026 earnings

Read the AI verdict on $RUN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Largest US residential solar installer offering owned and leased systems with battery storage integration.

Industry overviewAI analysisGenerated by AI from underlying data

Where Solar sits in its cycle right now — and what that implies for $RUN.

Solar · Energy

No material change from last week — IRA domestic manufacturing credits structurally protect US-domiciled solar producers while Chinese panel oversupply continues compressing margins for non-IRA-shielded players.

What this means for $RUN

Neutral — Largest US residential solar installer offering owned and leased systems with battery storage integration.

Top industry ETF

$TANInvesco Solar ETF
-14.6%YTD
-12.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
5.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-23.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.42$0.23+86.3%
Q1 2026May 6, 2026$0.62$-0.05+1340.0%
Q4 2025Feb 26, 2026$0.38$-0.08+575.0%
Q3 2025Nov 6, 2025$0.06$0.01+500.0%
Next earningsWed, Nov 4·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$722.2M+43.2%30.4%-6.0%$0.71$-414.2M
Q4 FY25$1.2B+123.5%35.3%8.4%$0.45$97.7M
Q3 FY25$724.6M+34.9%33.6%0.5%$0.07$-865.2M
Q2 FY25$569.3M+8.7%16.6%-20.1%$1.22$431.1M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$2.5B – $3.7B$1.27$0.66 – $2.1413
FY27$3.2B$2.5B – $3.8B$0.43-$3.25 – $3.9914
FY28$3.6B$2.6B – $4.4B$0.27-$0.44 – $1.2313
FY29$3.4B$2.7B – $4.2B-$1.25-$1.59 – -$0.8811
FY30$3.8B$2.9B – $4.6B-$3.56-$4.55 – -$2.526

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-15.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-43.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 232.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 6Danny AbajianCFO16.7K sh$130KSellOct 6Paul S. DicksonPres. & Chief Revenue Officer15.8K sh$123KSellOct 6Mary PowellCEO24.3K sh$189KSellOct 6Jeanna SteeleChief Legal & People Officer10.0K sh$78KSellOct 6Maria BarakChief Accounting Officer1.8K sh$14KSellAug 3Jurich Lynn MichelleDirector50.0K sh$498KSellJul 9Maria BarakChief Accounting Officer3.3K sh$40KSellJul 6Jeanna SteeleChief Legal & People Officer9.9K sh$131KSellJul 6Paul S. DicksonPres. & Chief Revenue Officer15.6K sh$206KSellJul 6Maria BarakChief Accounting Officer1.7K sh$23K
1–10 of 17
+ 5 other (3 gifts · 2 awards) in window

See when $RUN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 18-K — Item 5.07: Shareholder vote
AI summary

Sunrun held its 2026 Annual Meeting on May 28, 2026 via virtual format; nine director nominees including Lynn Jurich were elected with strong support. Routine annual meeting.

+ 15 other (5 13Gs · 4 ABS-15Gs · 2 Ds · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Investors Need to Take Advantage of These 2 Oils and Energy Stocks Nowzacks.com·3d agoCalifornia Boosts Virtual Power Plants; These Clean Energy Players Benefitinvestors.com·3d agoSunrun Leads Record Grid Dispatch Delivering Enough Energy to Power Every Home in San Francisco and San Joseglobenewswire.com·3d agoSunrun (RUN) Increases Despite Market Slip: Here's What You Need to Knowzacks.com·3d agoFirst Solar Climbs 4% as Truist Buy Call and December Tariff Floor Reset Panel Pricing Outlook; Enphase Energy and Sunrun Hold Flat247wallst.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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