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TickerTalks›$RUN
RURUN

Sunrun Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 43% YoYStreet coverage with positive forward estimatesConsistent chatter on X (1.9K/wk), no spike
$RUN·$3.0B·Solar·Energy
$11.85-2.4%YTD-38.1%1Y+19.0%
Mentions · last 7 days
2026-07-10: 308 posts2026-07-11: 125 posts2026-07-12: 234 posts2026-07-13: 378 posts2026-07-14: 241 posts2026-07-15: 328 posts2026-07-16: 262 posts1,918+1%
Price updated 4h ago·X counts updated 1d ago
RURUN
$RUNSunrun Inc.
$11.85-2.39%1.9k posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RUN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Battered residential-solar leader now selling an AI-compute story on top of the panels.

Sunrun is the largest US residential-solar installer, monetizing through 20-year lease and PPA structures — the customer buys the electricity, Sunrun owns the panels. The residential-solar sector was crushed by 2022-24 rate hikes, and Sunrun spent a year restructuring capital while the tape gave up on it.

What has to work for the turnaround to be real:

  • The top line is finally growing again: Q1 revenue up 43% YoY to $722M and Q4 growth was +124% — a two-quarter reacceleration that says the customer-add and battery-attach engine is coming back.
  • The economics are still stretched though: leverage is D/E 4.5x and Q1 free cash flow was negative $414M — Sunrun still funds installations by drawing on massive credit facilities and requires a friendly rate environment for the model to work.
  • The AI-compute pilot is the optionality nobody expected: the announcement of a distributed AI-compute pilot using the home-energy network, with Roth Capital modeling 1-2 year paybacks, gives Sunrun a second revenue vertical that would be truly re-rating if it scales.
  • Insider action is a mild caution: several officers and a director (Lynn Jurich) sold small amounts totaling ~$1.5M in the last two weeks — routine 10b5-1 rather than a cluster, but no offsetting buys either despite the stock at 23% of the 52-week range.

The forward look: the August 5 Q2 print is the primary referee. A beat plus a concrete AI-compute-pilot revenue number keeps the coil loading upward; a soft Q2 or another negative-FCF quarter and the balance-sheet worry drowns the AI narrative. Watch also California's virtual-power-plant program (the 425MW distributed-battery expansion announced this week is real) — meaningful CAISO revenues would give Sunrun a services-margin story that outlasts the residential-install cycle.

Agrees with X sentimentThe bullish X chatter (Roth's AI-compute framing, the distributed-plant expansion) matches the pieces that could actually re-rate this equity. Where we're more cautious than the crowd: the balance-sheet math still requires the residential business to work, and the insider selling into the strength is a mild counter-tell.

What to watch: August 5 Q2 earnings for any dimensioning of the AI-compute pilot and installation guide; a negative-FCF surprise or an insider-cluster sale in the same week would break the coil lower.

On the calendar: 2026-08-05 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-15

Sunrun chatter is bullish. RUN launched a distributed AI-compute pilot using home-energy network - Sunrun's first step into edge computing. Roth Capital sees potential excitement around Sunrun AI-compute pilot and believes RUN may generate 1-2 year paybacks from the new AI/data business. Community broadly long the new business category.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — structural AI data center clean-power demand pull and IRA domestic manufacturing credits are unchanged; utility-scale developers with contracted revenue are insulated from near-term sentiment noise.

What this means for $RUN

Partial — Largest US residential solar installer offering owned and leased systems with battery storage integration; the AI data center clean-power demand and IRA domestic manufacturing credits creates tailwinds for one product line, not the full operation.

Top industry ETF

$TANInvesco Solar ETF
+7.1%YTD
+42.0%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
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%
Q2 2025Aug 6, 2025$1.07$-0.18+694.4%
Next earningsWed, Aug 5·consensus EPS $0.26

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.1B$2.5B – $3.6B$1.31-$0.07 – $2.5415
FY27$3.3B$2.9B – $3.7B$0.57-$0.95 – $1.4216
FY28$3.8B$3.8B – $3.9B$0.95-$3.53 – $6.3512
FY29$3.5B$2.8B – $4.1B$1.42$1.03 – $1.7311
FY30$3.8B$3.0B – $4.4B$0.56$0.41 – $0.696

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.0.9×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.23%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.-10.7%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.-25.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 230.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% 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.β2.325-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

SellJul 9Maria BarakChief Accounting Officer3.3K sh$40KSellJul 6Jeanna SteeleChief Legal & People Officer9.9K sh$131KSellJul 6Mary PowellCEO24.0K sh$316KSellJul 6Paul S. DicksonPres. & Chief Revenue Officer15.6K sh$206KSellJul 6Maria BarakChief Accounting Officer1.7K sh$23KSellJul 6Danny AbajianCFO16.5K sh$218KSellJul 1Jurich Lynn MichelleDirector50.0K sh$680KSellJun 11Sonita LontohDirector7.5K sh$90KSellJun 8Danny AbajianCFO2.0K sh$27KSellJun 1Jurich Lynn MichelleDirector50.0K sh$796K
1–10 of 29
+ 22 other (17 awards · 5 gifts) 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.

+ 17 other (6 13Gs · 3 ABS-15Gs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Sunrun Earns Best Company's Preferred Partner Award for Customer Service Excellence for the Second Consecutive Yearglobenewswire.com·2d agoSunrun Announces Date for Second Quarter 2026 Earnings Reportglobenewswire.com·3d agoSunrun (RUN) Beats Stock Market Upswing: What Investors Need to Knowzacks.com·3d agoSunrun's California Distributed Power Plant Expands Dispatch Capacity to 425 Megawatts to Provide Statewide Grid Reliefglobenewswire.com·4d agoSunrun Inc (RUN) Shares Surge 3.8% -- What GF Score of 70 Tells Investorsgurufocus.com·8d ago

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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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