RUN

Over the past six months (April 2026 - October 2026), Sunrun's stock price has significantly declined, falling by -13.75% in the past month and -62.65% over the last 12 months, reaching $7.71 on October 2, 2026, from $19.25 on October 6, 2025. A major event was the Q2 2026 earnings report in August 2026; despite exceeding revenue expectations with sales up 52.8% year-on-year to $870 million and a GAAP profit of $0.42 per share, the stock tumbled. This selloff was due to Sunrun cutting its full-year cash generation outlook to $200 million-$375 million (from $250 million-$450 million) and trimming its aggregate subscriber value guidance. Management attributed this to pulling back volume from its affiliate sales channel (partly due to partner Freedom Forever's bankruptcy), a slower-than-expected ramp-up of its direct sales force, and rising interest rates increasing the cost of capital. The market reacted negatively to these near-term margin pressures, overshadowing the record 74% storage attachment rate in Q2. More recently, in October 2026, analysts from firms like Citi, Barclays, and Goldman Sachs lowered their price targets for Sunrun.