RUNTechnology · SolarThe 22 Wall Street analysts covering SunRun, Inc. hold a median 12-month price target of $15 — +47.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 33 of 100 as at 15 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores SunRun, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (100): Sales and profits are climbing, and climbing faster than before.
Volatility (2): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on RUN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +47.2% from it.
Of the 20 most recent actions, 0 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Aug 2026 | Citigroup | Maintains | Buy | $20 → $16 |
| 7 Aug 2026 | Susquehanna | Maintains | Positive | $18 → $15 |
| 6 Aug 2026 | Goldman Sachs | Maintains | Buy | $18 → $15 |
| 6 Aug 2026 | RBC Capital | Maintains | Outperform | $18 → $14 |
| 6 Aug 2026 | TD Cowen | Maintains | Buy | $21 → $16 |
| 10 July 2026 | GLJ Research | Reiterates | Sell | — |
| 10 July 2026 | GLJ Research | Reiterates | Sell | $4.63 |
| 10 July 2026 | Susquehanna | Maintains | Positive | $19 → $18 |
| 10 July 2026 | Susquehanna | Maintains | Positive | — |
| 16 June 2026 | UBS | Maintains | Buy | — |
| 11 June 2026 | GLJ Research | Reiterates | Sell | — |
| 7 May 2026 | TD Cowen | Maintains | Buy | — |
| 21 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
| 21 Apr 2026 | Citigroup | Maintains | Buy | — |
| 21 Apr 2026 | GLJ Research | Maintains | Sell | — |
| 16 Apr 2026 | GLJ Research | Reiterates | Sell | — |
| 16 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 15 Apr 2026 | Goldman Sachs | Maintains | Buy | — |
| 9 Apr 2026 | Susquehanna | Maintains | Positive | — |
| 7 Apr 2026 | Jefferies | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. RUN appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 64% of US stocks
Cheaper than 78% of US stocks
Cheaper than 81% of US stocks
Cheaper than 14% of US stocks
Higher than 87% of US stocks
Higher than 8% of US stocks
Higher than 47% of US stocks
Higher than 53% of US stocks
Higher than 73% of US stocks
Higher than 31% of US stocks
Higher than 44% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own SunRun, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research reviewed Sunrun's Q2 2026 earnings, comparing its key metrics against Wall Street estimates and year-ago figures.
Why it matters — The article provides a performance benchmark that helps investors assess how Sunrun's operational results stack up against analyst expectations and historical data.
President Donald Trump announced new import restrictions on certain products made with polysilicon, a raw material essential for manufacturing solar panels and semiconductors. Solar stocks rose in premarket trading in response to the news.
Why it matters — A RUN watcher would care because the tariff expansion directly affects the solar-panel supply chain, and solar stocks reacted positively in premarket trading.
Sunrun reported second-quarter 2026 results that beat top- and bottom-line estimates, but shares traded lower Thursday morning after the company cut its full-year guidance. Goldman Sachs also reduced its price target on the stock from $18 to $15.
Why it matters — A RUN watcher would care because the earnings beat was overshadowed by lower full-year guidance and an analyst price target cut, reflecting weaker expectations for the company's outlook.
Sunrun reported second-quarter results featuring a record storage attachment rate and positive cash generation excluding safe-harbor equipment investments. The company also reduced its full-year outlook as it shifts toward a larger direct-sales business.
Why it matters — A RUN watcher would care because the quarter pairs operational strengths such as record storage attachment and cash generation with a lowered full-year outlook driven by a strategic shift toward direct sales.
Zacks Investment Research reports on Sunrun's Q2 earnings, examining how its top- and bottom-line figures and key metrics compare with Wall Street estimates and year-ago values for the quarter ended June 2026.
Why it matters — RUN watchers can gauge how the company's quarterly performance and underlying metrics measured up against analyst expectations and prior-year results.
The 22 Wall Street analysts covering SunRun, Inc. have a median 12-month price target of $15, with estimates ranging from $11 to $30. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering SunRun, Inc., 12 rate it a Buy, 10 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks SunRun, Inc. 33 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, SunRun, Inc. ranks 33 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (100 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +47.2% from the last close, and Ticker Nerd's factor model ranks SunRun, Inc. 33 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering SunRun, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for RUN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $11 to $30 over the next 12 months.
SunRun, Inc. returned -2.8% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Sunrun Inc. is a residential solar, battery storage, and energy services company based in San Francisco, California, founded in 2007.
The most recent item we track (Zacks Investment Research, 7 Aug 2026): "Sunrun (RUN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates". Zacks Investment Research reviewed Sunrun's Q2 2026 earnings, comparing its key metrics against Wall Street estimates and year-ago figures.
Sunrun Inc. is a residential solar, battery storage, and energy services company based in San Francisco, California, founded in 2007. The company focuses on providing rooftop solar energy systems and integrated home battery solutions to homeowners across the United States. Sunrun designs, develops, installs, sells, owns, and maintains these systems, offering customers access through flexible structures such as leases, power purchase agreements, and direct system sales. Its offerings include solar panels, inverters, racking equipment, and the Brightbox home battery product, which enables customers to store energy for use during peak demand periods or outages. Sunrun also operates distributed home-to-grid power plant services, aggregating customer systems to support grid reliability and energy management. The company reaches customers through direct-to-consumer marketing, retail and digital channels, and partnerships with homebuilders and solar partners, serving primarily the residential market and select multifamily and new construction projects.
CEO Ms. Mary Grace Powell · 9,059 employees · United States · https://www.sunrun.com