Sunrun Inc. (RUN)

Sunrun's stock has experienced volatility in the past six months. As of February 6, 2026, the closing price was $18.99, with a 52-week high of $22.44 and a 52-week low of $5.38. The stock's price increased by 119.56% over the last 12 months and 3.66% in the past month, but saw a 7.10% decrease over the last three months. A significant event was the announcement in early February 2026 that Sunrun had built the nation's largest distributed power plant, leading to an 11.3% jump in shares. Sunrun's Q3 2025 earnings showed a 35% year-over-year revenue surge and positive cash flow, despite an EPS miss. However, Q3 CY2024 sales fell short of market expectations.

Specific information regarding the demand seasonality for Sunrun, Inc.'s products and services was not found. However, the solar industry, in general, can experience some seasonality due to factors like weather conditions affecting installation schedules and longer daylight hours in certain seasons potentially influencing consumer interest.

Sunrun Inc. is an American company that provides residential solar energy systems and battery energy storage products. Established in 2007 and headquartered in San Francisco, California, the company aims to provide clean and affordable solar energy to homeowners. Sunrun offers subscription-based services for solar power and battery storage through Power Purchase Agreements (PPAs) or leases, allowing homeowners to install solar with little to no upfront cost and receive predictable pricing. Customers can also purchase solar energy systems outright. Additionally, Sunrun provides grid services and sells mounting structures under its SnapNrack brand. The company generates revenue from long-term payments from its subscribers and by selling power back to the grid.

Sunrun operates in 22 states across the United States and Washington D.C., including Arizona, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and Wisconsin.

Information regarding Sunrun's brand reputation in the past year is limited. A Reddit post from May 2022 indicated a negative customer experience regarding high pricing compared to competitors. More recent, specific events affecting Sunrun's reputation in the past year were not found.

Institutional investors hold a significant portion of Sunrun's shares, with 607 institutional owners holding a total of 276,850,699 shares. Major institutional shareholders include BlackRock, Inc., The Vanguard Group Inc., Greenvale Capital LLP, D. E. Shaw & Co., Inc., State Street Corp, PGGM Investments, Dimensional Fund Advisors LP, and Maple Rock Capital Partners Inc. As of September 29, 2025, BlackRock, Inc. held 16.10% of shares, and The Vanguard Group, Inc. held 10.43%. Individual insiders also hold a substantial stake in the company.