RUNRUNTechnology · Solar

RUN Stock Forecast: SunRun, Inc. Price Predictions for 2026-2027

Last close, 9 Sept 2026
$8.80
−4.56% on the day

The 21 Wall Street analysts covering SunRun, Inc. hold a median 12-month price target of $15 — +70.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 33 of 100 as at 8 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$2.2B
Ticker Nerd rank
33 / 100
Median analyst target
$15
Analysts covering
21
Revenue$870.0M+52.8% y/y
Operating income$34.8M
Net income−$208.2M
Free cash flow−$619.8M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+5.1%
1M
−13.7%
YTD
−52.2%
1Y
−45.1%
From 52W high
−58.9%
From 52W low
+5.1%
$8
$21
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

RUN stock analysis: one number for the whole business

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.

Where the model ranks itAs at 8 Sept 2026
33 / 100

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
Revisions
73
Quality
55
Momentum
36
Size
35
Value
24
Issuance
24
Accruals
21
Volatility
2

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.

Wall Street

RUN stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on RUN, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$15$20$25$30Oct 25Jan 26Apr 26Jul 26RUNHigh $30Median $15Low $10

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says21 analysts
12 Buy9 Hold0 Sell
Low $10Median $15High $30

The green dot is the last close — the median target sits +70.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
17 Aug 2026GLJ ResearchReiteratesSell$4.63
14 Aug 2026Wells FargoMaintainsOverweight$22$17
7 Aug 2026CitigroupMaintainsBuy$20$16
7 Aug 2026CitigroupMaintainsBuy
7 Aug 2026SusquehannaMaintainsPositive$18$15
7 Aug 2026SusquehannaMaintainsPositive
6 Aug 2026Goldman SachsMaintainsBuy
6 Aug 2026Goldman SachsMaintainsBuy$18$15
6 Aug 2026RBC CapitalMaintainsOutperform
6 Aug 2026RBC CapitalMaintainsOutperform$18$14
6 Aug 2026TD CowenMaintainsBuy
6 Aug 2026TD CowenMaintainsBuy$21$16
10 July 2026GLJ ResearchReiteratesSell
10 July 2026GLJ ResearchReiteratesSell$4.63
10 July 2026SusquehannaMaintainsPositive
10 July 2026SusquehannaMaintainsPositive$19$18
16 June 2026UBSMaintainsBuy
11 June 2026GLJ ResearchReiteratesSell
7 May 2026TD CowenMaintainsBuy
21 Apr 2026BarclaysMaintainsEqual-Weight

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

RUN vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Sept 2026, SunRun, Inc. returned −45.1% against +18.5% for the S&P 500, dividends included.

RUN vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120140Oct 25Jan 26Apr 26Jul 26RUNS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

RUN analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+13.5%
Analysts raising
5
Analysts cutting
2
Fundamentals

SunRun, Inc. (RUN) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
6.0×

Cheaper than 65% of US stocks

Price / sales
0.6×

Cheaper than 79% of US stocks

Price / book
0.6×

Cheaper than 83% of US stocks

EV / EBITDA
21.9×

Cheaper than 14% of US stocks

Growth & margins
Revenue growth (YoY)
52.8%

Higher than 87% of US stocks

Earnings growth (YoY)
−58.8%

Higher than 9% of US stocks

Gross margin
37.7%

Higher than 46% of US stocks

Operating margin
4.0%

Higher than 53% of US stocks

Net margin
11.6%

Higher than 73% of US stocks

Returns & dividend
Return on equity
−19.9%

Higher than 31% of US stocks

Return on assets
0.3%

Higher than 44% of US stocks

Dividend yield

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

SunRun, Inc. (RUN) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • SunRun, Inc. has a market value of $2.2B and an enterprise value of $18.4B.

  • Revenue in the twelve months to 30 June 2026: $3.5B. The latest quarter grew 52.8% year on year.

  • Net income over the same four quarters: −$958.5M, a −27.6% net margin.

  • Diluted earnings per share, trailing twelve months: $1.48.

  • Free cash flow in the twelve months to 30 June 2026: −$2.2B.

  • Shares outstanding: 240.1M.

  • Trailing P/E: 6.0×; forward P/E: 8.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • SunRun, Inc. employs 9,059 people $384K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 9 Sept 2026

Data provided by Twelve Data

Peers

RUN vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSolar
CompanyMarket capTKN rank
RUNSunRun, Inc.$2.2B
33
SEDGSolarEdge Technologies, Inc.$2.2B
56
SHLSShoals Technologies Group, Inc.$1.2B
72
ENPHEnphase Energy, Inc.$5.1B
51
CSIQCanadian Solar, Inc.$940.6M
20
ARRYArray Technologies, Inc.$719.3M
62
NXTNextpower, Inc.$13.0B
64

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 →

News

Latest RUN news & analysis

Most Active Options Report: DELL, CRDO, GTLB, RUN, ALLY

Schaeffers Research · 2 Sept 2026neutral

The report flags Dell, CRDO, GTLB, RUN, and ALLY as the most active options names. The accompanying detail notes that Dell rose 3.9% after posting better-than-expected quarterly earnings and revenue and raising its full-year outlook on strong AI server demand.

Why it matters — RUN is listed among the day's most actively traded options, which may draw attention to its options activity even though this article focuses on Dell.

Sunrun: Too Cheap To Sell, Too Messy To Buy

Seeking Alpha · 1 Sept 2026negative

Seeking Alpha reports that Sunrun's stock appears cheap after a 46% drop, but headline revenue and earnings figures are misleading due to asset sales and accounting treatments. Underlying business trends are weak, with subscriber additions and margins collapsing, upfront net subscriber margin falling to 3.7%, and management cutting full-year guidance; a shift to direct sales may help margins but requires a significant second-half recovery in productivity and cash generation.

Why it matters — RUN watchers would care because the article highlights deteriorating core operating metrics and a guidance cut beneath the optically cheap valuation.

Trump's Solar Tariffs Could Spark The Next Intel-Style Government Deal: 2 Stocks To Watch

Benzinga · 26 Aug 2026neutral

The article reports that Trump administration Section 232 tariffs on polysilicon imports could lead to direct government equity stakes in the domestic solar supply chain, following an Intel-style playbook. Retail investors are watching First Solar and Corning as the federal government works to secure domestic energy.

Why it matters — A government equity playbook and supply-chain support in the domestic solar sector could signal broader policy shifts affecting solar companies like SunRun.

Sunrun to Supply Voltus with Energy Capacity for AI Hyperscaler Agreements

GlobeNewsWire · 17 Aug 2026positive

Sunrun has agreed to supply Voltus with energy capacity from its storage-plus-solar systems, which Voltus will use to deliver "Bring Your Own Capacity" megawatts to AI hyperscalers, aiming to strengthen grid reliability and generate economic benefits for customers in the PJM and MISO regions.

Why it matters — The agreement positions Sunrun's distributed storage-plus-solar capacity as a resource for growing AI-driven energy demand, potentially broadening the market for its residential energy systems.

Sunrun (RUN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Zacks Investment Research · 7 Aug 2026neutral

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.

FAQ

Frequently asked questions about RUN stock

What is the RUN stock price forecast for 2026-2027?

The 21 Wall Street analysts covering SunRun, Inc. have a median 12-month price target of $15, with estimates ranging from $10 to $30. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is RUN stock a buy right now?

Of the 21 analysts covering SunRun, Inc., 12 rate it a Buy, 9 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 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank RUN?

As at 8 Sept 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).

Will RUN stock go up?

No one can know that. What the data says: the median 12-month target from 21 analysts implies +70.5% from the last close, and Ticker Nerd's factor model ranks SunRun, Inc. 33 out of 100 as at 8 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the RUN stock forecast for 2030?

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: $10 to $30 over the next 12 months.

How has RUN stock performed over the past year?

SunRun, Inc. returned -45.1% over the 12 months to 9 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does SunRun, Inc. do?

Sunrun Inc. is a residential solar energy and battery storage company focused on helping homeowners generate, store, and manage electricity at home.

What is the latest news on RUN?

The most recent item we track (Schaeffers Research, 2 Sept 2026): "Most Active Options Report: DELL, CRDO, GTLB, RUN, ALLY". The report flags Dell, CRDO, GTLB, RUN, and ALLY as the most active options names. The accompanying detail notes that Dell rose 3.9% after posting better-than-expected quarterly earnings and revenue and raising its full-year outlook on strong AI server demand.

Company

About SunRun, Inc.

Sunrun Inc. is a residential solar energy and battery storage company focused on helping homeowners generate, store, and manage electricity at home. Sunrun designs, installs, finances, monitors, and maintains rooftop solar systems and connected storage solutions, offering flexible customer options such as leases, power purchase agreements, and direct ownership. Its home energy services include battery storage products, system monitoring, maintenance, and integrated energy management features that support backup power and more efficient use of solar generation. The company also serves commercial developers in multi-family and new home projects and sells related solar equipment and services through multiple customer channels. Sunrun plays a significant role in the U.S. distributed energy market by expanding access to clean, decentralized power for households and supporting broader home electrification.

CEO Ms. Mary Grace Powell · 9,059 employees · United States · https://www.sunrun.com