RUN stock forecast, quote, news & analysis
Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States... Show more
Why Sunrun (RUN) Stock Is Up +31% in the Last 30 Days
Key Takeaways
- Sunrun (RUN) shares climbed roughly 31% over the last 30 days, rising from about $7.61 to approximately $9.98 on the strength of a blowout third-quarter earnings report.
- The company posted Q3 revenue of $1.1 billion (up 52% year over year), well above consensus estimates of about $757.5 million, and adjusted EPS of $0.56 versus a $0.16 estimate.
- A record 75% storage attachment rate and 9% growth in direct installations underscored improving fundamentals, even as total subscriber additions fell 24% year over year.
- U.S. midterm election results, which shifted Senate control to Democrats, lifted sentiment across the clean-energy and residential solar sector.
- Analyst reaction was broadly positive, with firms such as Goldman Sachs raising price targets while maintaining Buy ratings on the stock.
- Investors can find additional detail on Price Targets, Earnings, and Forecast pages to dig deeper into Sunrun's valuation and outlook.
- For automated, data-driven trading ideas across the market, readers can explore Trending AI Robots.
Sunrun (RUN) Company Overview and Market Position
Sunrun Inc. is the largest dedicated residential solar and home battery storage provider in the United States. The company designs, develops, installs, sells, owns, and maintains residential solar energy systems, offering customers flexible financing options that include leases, power purchase agreements, and direct purchases. Its "solar-as-a-service" model generates long-term, recurring revenue from a growing base of subscriber contracts while also monetizing energy systems and products through third-party transactions. Investors follow Sunrun closely because it sits at the intersection of residential electrification, energy storage adoption, and evolving grid-services and virtual power plant opportunities.
Sunrun (RUN) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, Sunrun shares rose from approximately $7.61 to about $9.98, a gain of roughly 31%. The move was heavily concentrated in early November, when the stock rallied sharply following its third-quarter earnings release and a post-election clean-energy advance across the sector.
The broader quarterly picture tells a more volatile story. Sunrun entered the quarter trading near $10.40 in early August, then slid steadily through September into a 52-week low near $6.80 in mid-October as higher interest rates and softer installation demand weighed on sentiment. The subsequent earnings-driven recovery brought shares back toward the $10 level, leaving the stock modestly lower over the full three-month stretch despite the powerful late-quarter rebound.
What Drove RUN Stock Price in the Last 30 Days
The primary catalyst was Sunrun's third-quarter 2026 earnings report, released November 4, 2026. Revenue surged 52% year over year to $1.1 billion, easily beating the consensus estimate of about $757.5 million, while adjusted earnings per share of $0.56 came in far above the $0.16 analysts had projected. Energy systems and product sales rose 134% to $546 million, reflecting a transaction under which certain storage and energy systems are sold to a third party while Sunrun retains the customer relationship.
Operationally, the storage attachment rate reached a record 75%, up from 70%, and direct installations grew 9% year over year. However, total subscriber additions declined 24% to 22,957, and management trimmed full-year guidance, now expecting roughly $4.6 billion in Aggregate Subscriber Value and about $200 million in Cash Generation.
Sentiment also benefited from U.S. midterm election results, in which Democrats gained control of the Senate, a development widely viewed as supportive of clean-energy policy. Analyst actions reinforced the move, with Goldman Sachs raising its price target to $13 from $11 while keeping a Buy rating, and firms including Oppenheimer and Mizuho reiterating Outperform ratings. Elevated short interest in the stock likely amplified the rally as well.
What Drove RUN Stock Performance Over the Last Quarter
Over the trailing quarter, Sunrun's stock was shaped by a broader reset in residential solar expectations. Persistently high interest rates raised financing costs, pressured demand, and prompted the company to scale back its affiliate partnership channel, which fell roughly 67% year over year. Management also cited higher borrowing costs, California property taxes, and insurance expenses tied to investment tax credit (ITC) monetization as headwinds. These pressures drove shares from around $10 in early August to a 52-week low near $6.80 in mid-October, reflecting investor concerns about slowing installations and cash-flow visibility. The sharp November recovery, driven by the earnings beat, record storage adoption, and a more favorable policy backdrop, has since partially reversed that decline.
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RUN Stock Forecast Drivers: What Investors Should Watch Next
Looking ahead, investors will monitor whether Sunrun can sustain direct-installation growth and convert its record storage adoption into higher subscriber economics. Key items include fourth-quarter and full-year 2026 results, management's stated goal of "meaningfully positive" Cash Generation in 2027, and the pace of equipment safe-harbor monetization. Interest-rate trends and financing costs remain central, as do the trajectory of the affiliate channel and total subscriber additions. Policy developments around the ITC, along with emerging monetization efforts such as distributed power plant programs and data-center and grid-edge applications, will also be closely watched. As with any high-beta clean-energy stock, broader market and sector sentiment can drive near-term volatility.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
RUN in upward trend: 10-day moving average crossed above 50-day moving average on November 06, 2026
The 10-day moving average for RUN crossed bullishly above the 50-day moving average on November 06, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 16 of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 30, 2026. You may want to consider a long position or call options on RUN as a result. In 77 of 95 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 81%.
The Moving Average Convergence Divergence (MACD) for RUN just turned positive on October 20, 2026. Looking at past instances where RUN's MACD turned positive, the stock continued to rise in 38 of 44 cases over the following month. The odds of a continued upward trend are 86%.
RUN moved above its 50-day moving average on November 02, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +13.54% 3-day Advance, the price is estimated to grow further. Considering data from situations where RUN advanced for three days, in 211 of 255 cases, the price rose further within the following month. The odds of a continued upward trend are 83%.
Bearish Trend Analysis
The 10-day RSI Indicator for RUN moved out of overbought territory on November 10, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 20 similar instances where the indicator moved out of overbought territory. In 18 of the 20 cases, the stock moved lower in the following days. This puts the odds of a move lower at 90%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 49 of 56 cases where RUN's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 88%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where RUN declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 87%.
RUN broke above its upper Bollinger Band on November 02, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for RUN entered a downward trend on October 29, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 30 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 55 (best 1 - 100 worst), indicating steady price growth. RUN’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 62 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 68 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.689) is normal, around the industry mean (2.537). P/E Ratio (5.871) is within average values for comparable stocks, (6.086). Projected Growth (PEG Ratio) (3.071) is also within normal values, averaging (1.699). Dividend Yield (0.000) settles around the average of (0.042) among similar stocks. P/S Ratio (0.646) is also within normal values, averaging (5.133).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. RUN’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 99, placing this stock worse than average.
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General Information
a company which engaged in the design, development, installation sale, ownership and maintenance of residential solar energy systems
Industry AlternativePowerGeneration