Sunrun Inc. (RUN)

Sunrun's stock price has experienced fluctuations. As of January 12, 2026, the share price was $18.90, representing a significant increase of 94.24% over the past year. In the past three months, the stock has decreased by 12.52%. Key events impacting the stock include Q3 2025 financial results, which surpassed analyst revenue expectations but missed EPS estimates, leading to a negative market reaction. Sunrun announced a partnership with NRG Energy to expand distributed energy in Texas and expanded their relationship with HASI with a new $500 million joint venture. Analyst ratings have varied, with Raymond James initiating coverage with a "Market Perform" rating, while Morgan Stanley, Wells Fargo, Guggenheim, Citigroup and UBS upgraded or maintained positive ratings with increased price targets. On January 9, 2026, Sunrun's CAO, Maria Barak, sold 1,630 shares of the company's stock.

The demand for Sunrun's products and services can be influenced by seasonality. Installation work can be affected by adverse weather, and longer daylight hours in summer months can increase the perceived value of solar installations. Changes in government incentives or tax credits might create surges or dips in demand. Partnerships with home builders could tie Sunrun's demand to the broader residential construction seasonality. Sunrun's focus on a "Solar-as-a-Service" model and battery storage aims to create predictable recurring revenue streams and offer more consistent energy solutions.

Sunrun Inc. is an American company that provides residential solar energy systems and battery energy storage products. They design, develop, install, sell, own, and maintain these systems, primarily serving residential homeowners through various channels. Their offerings include photovoltaic systems, battery energy storage products like Brightbox, and energy services with financing options such as PPAs, leases, and direct sales. Sunrun also develops and sells mounting structures under the SnapNrack brand and provides services to commercial developers. As of Q3 2025, Sunrun had nearly 800,000 customers and had installed a total of 5.7 gigawatts of power, and by the end of 2024, their total customer base surpassed 1 million.

Sunrun Inc. is headquartered in San Francisco, California, and operates primarily in numerous U.S. states, including Arizona, California, Delaware, Colorado, Connecticut, Hawaii, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, and South Carolina, as well as the District of Columbia. The company strategically focuses on key markets with high demand for energy storage, such as California and Puerto Rico.

Sunrun's brand reputation in the past year appears to be mixed. The company has received positive recognition, such as earning multiple No. 1 rankings in Extel's All-America Executive Team Survey in November 2025. However, there have also been instances of negative sentiment concerning customer service and sales practices. Issues raised included disputes over roof repairs and aggressive sales tactics, suggesting that customer experience and sales practices have, at times, negatively impacted its brand reputation.

Sunrun Inc.'s ownership structure is primarily composed of institutional investors, who hold a significant portion of the company's shares. Approximately 54.13% of the company's stock is owned by Institutional Investors, 2.93% by Insiders, and 32.20% by Public Companies and Individual Investors. Major institutional owners include BlackRock, Inc. and Vanguard Group Inc. Insider ownership stood at approximately 40.36% in 2025, with co-founders Edward Fenster and Lynn Jurich holding influential positions. Tiger Global Management LLC emerged as a significant individual shareholder in 2025, controlling 52.88 million shares, representing 23.14% of the company.