Market Cap
$1.9B
RUN
Sunrun Inc.
$7.71 ▲ +0.92%
Prev close $7.64Market cap$1.9B
ConsensusHold
12-mo target$15.87 (+105.8%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)26 New Institutional Positions24 Institutional Exits Clean & Renewable Energy
Snapshot
The big-picture read on RUN right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Buy (59%)
Inst. Holders
50 funds
Inst. Value
$3.0B
Inst. Activity
26 buys / 24 sells
Insider Activity
$149.0K buy / $12.5M sell
Insider Net $
-$12.3M
Social Sentiment
49° Neutral
SEC Reports
12
Price chart 30d -13.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 23, 2026 contract
Sunrun and SPAN Expand Partnership to Accelerate Distributed Edge Computing
The expanded partnership delivers a complete, behind-the-meter distributed compute solution for resi
Aug 3, 2026 Insider
Jul 15, 2026 SEC Jurich Lynn Michelle sold 50,000 shares
Director @ $9.96 ($498.1K)
Sunrun reported Q1 2026 EPS of $0.62, crushing consensus of $0.25 by 148%, marking the fourth consecutive quarter of sig
PRESS-RELEASE — Impact 7/10
Five Sunrun insiders including the CEO, CFO, President/Chief Revenue Officer, Chief Legal & People Officer, and Chief Ac
CLUSTER — Impact 2/10
Jul 9, 2026 Insider
Jul 8, 2026 SEC Barak Maria sold 3,278 shares
Chief Accounting Officer @ $12.17 ($39.9K)
Six Sunrun insiders, including the CEO, CFO, and President, sold a combined ~$1.57M in open-market shares over a one-wee
CLUSTER — Impact 2/10
Jul 6, 2026 Insider
Powell Mary sold 23,985 shares
Chief Executive Officer @ $13.19 ($316.3K)
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
19,186,790 shares ($256.7M)
Analyst ratings buy % -4.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
59% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 17, 2026 | GLJ Research | REITERATE | Sell | 52% |
| Aug 14, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Aug 6, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 6, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jul 10, 2026 | GLJ Research | REITERATE | Sell | 52% |
| Jul 10, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 13 | 10 | 1 | 0 | 59% | |
| Aug 1, 2026 | 3 | 13 | 11 | 1 | 0 | 57% | |
| Jul 1, 2026 | 3 | 13 | 11 | 1 | 0 | 57% | |
| Jun 1, 2026 | 3 | 13 | 11 | 1 | 0 | 57% | |
| May 1, 2026 | 3 | 13 | 12 | 1 | 0 | 55% | |
| Apr 1, 2026 | 3 | 13 | 13 | 1 | 0 | 53% | |
| Mar 1, 2026 | 3 | 14 | 12 | 1 | 0 | 57% | |
| Feb 1, 2026 | 4 | 14 | 12 | 0 | 0 | 60% |
Price targets
Where 19 covering analysts think RUN trades over the next 12 months.
$15.87 +105.8% upside Strong Buy
Current$7.71 Low$10.00 Median$15.00 High$30.00 19 analysts
$10.00$30.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood -34.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
49°
Neutral
BearishNeutralBullish
Recent posts
BRUN, about to go on a RUN? My First DD. Second time posting.
▲ 1 · 💬 7· ⚡ 0.5
BRUN, about to go on a RUN? My First DD. Second time posting.
▲ 1 · 💬 3· ⚡ 0.5
Who watches the VIX and plays accordingly?
▲ 1 · 💬 7· ⚡ 0.5
The US government NEEDS the stock market to crash and here’s why
▲ 1 · 💬 8· ⚡ 0.5
A brief history of Leopold Aschenbrenner: a most situationally unaware degenerate!
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 1 bullish, 2 bearish, 2 mixed, 7 neutral · avg impact 4.1/10.
BULLISHPRESS-RELEASE7/10
Sunrun reported Q1 2026 EPS of $0.62, crushing consensus of $0.25 by 148%, marking the fourth consec
Jul 15, 2026
NEUTRALCLUSTER2/10
Five Sunrun insiders including the CEO, CFO, President/Chief Revenue Officer, Chief Legal & People O
Jul 10, 2026
NEUTRALCLUSTER2/10
Six Sunrun insiders, including the CEO, CFO, and President, sold a combined ~$1.57M in open-market s
Jul 8, 2026
NEUTRALCLUSTER3/10
Two Sunrun insiders sold shares in the past week: Director Lynn Jurich sold $796K worth and CFO Dann
Jun 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
contract
Sunrun and SPAN Expand Partnership to Accelerate Distributed Edge Computing
The expanded partnership delivers a complete, behind-the-meter distributed compute solution for residential deployment at gigawatt scale, built into n
Sep 23, 2026
short_volume
Short Volume: RUN — 63.5% short (2.4M / 3.8M)
Short: 2,386,055 | Exempt: 5,115 | TRF Vol: 3,759,346 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_interest_report
Short Interest: RUN up 4% to 71.1M shares
Settlement 2026-09-15 | Days to cover: 10.14 | ≈29.53% of shares outstanding (est.)
Aug 21, 2026
short_volume
Short Volume: RUN — 61.7% short (2.5M / 4.0M)
Short: 2,476,036 | Exempt: 5,698 | TRF Vol: 4,011,523 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Aug 20, 2026
short_volume
Short Volume: RUN — 57.4% short (1.7M / 2.9M)
Short: 1,661,176 | Exempt: 17,499 | TRF Vol: 2,894,897 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.22–$0.57 | 580.2% | +92.2% | 2↑ 3↓ | $0.8B | 6 |
| Next Q | $0.27 | $-0.05–$0.48 | -30.0% | +305.1% | 2↑ 3↓ | $0.9B | 6 |
| Current FY | $1.46 | $0.78–$2.03 | -14.8% | +22.2% | 5↑ 2↓ | $3.1B | 10 |
| Next FY | $1.01 | $-0.12–$3.71 | -30.3% | +0.7% | 3↑ 3↓ | $3.2B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.408 | — |
| 7d ago | $0.446 | -0.038 |
| 30d ago | $0.212 | +0.196 |
| 60d ago | $0.218 | +0.190 |
| 90d ago | $0.237 | +0.172 |
Institutional ownership
Which big funds own RUN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.0B total value (222,122,329 shares) as of 2026-Q2. Top holders: BlackRock,, GOLDMAN, VANGUARD. Net buying activity: 26 institutions added/increased vs 24 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 41,365,957 | $553.5M | 18.6% | — |
| GOLDMAN SACHS GROUP INC | 19,186,790 | $256.7M | 8.6% | ADD +57.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,678,906 | $183.0M | 6.2% | — |
| STATE STREET CORP | 10,483,125 | $140.3M | 4.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,319,678 | $138.1M | 4.6% | — |
| D. E. Shaw & Co., Inc. | 10,227,120 | $136.8M | 4.6% | ADD +40.8% |
| Invesco Ltd. | 10,153,355 | $135.9M | 4.6% | — |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,004,682 | $107.1M | 3.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 6,858,527 | $91.8M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,402,401 | $85.7M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 12,179,911 | 19,186,790 | +57.5% | $256.7M |
| D. E. Shaw & Co., Inc. | ADD | 7,261,297 | 10,227,120 | +40.8% | $136.8M |
| MORGAN STANLEY | ADD | 3,950,052 | 5,418,234 | +37.2% | $72.5M |
| CITADEL ADVISORS LLC | DOUBLED | 392,214 | 4,858,172 | +1138.7% | $65.0M |
| UBS Group AG | ADD | 2,708,609 | 4,422,249 | +63.3% | $59.2M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 355,670 | 3,925,623 | +1003.7% | $52.5M |
| FMR LLC | DOUBLED | 547,090 | 1,858,281 | +239.7% | $24.9M |
| Trexquant Investment LP | DOUBLED | 664,798 | 1,713,855 | +157.8% | $22.9M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 442,195 | 1,633,645 | +269.4% | $21.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 409,326 | 1,405,908 | +243.5% | $18.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 50 transactions. Net -$12.3M — $149.0K bought, $12.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Jurich Lynn Michelle | Director | SELL | 50,000 | $9.96 | $498.1K |
| Jul 9, 2026 | Barak Maria | Chief Accounting Officer | SELL | 3,278 | $12.17 | $39.9K |
| Jul 6, 2026 | Powell Mary | Chief Executive Officer | SELL | 23,985 | $13.19 | $316.3K |
| Jul 6, 2026 | Abajian Danny | Chief Financial Officer | GIFT | 17,052 | — | — |
| Jul 6, 2026 | Barak Maria | Chief Accounting Officer | SELL | 1,747 | $13.17 | $23.0K |
| Jul 6, 2026 | Dickson Paul S. | Pres. & Chief Revenue Officer | SELL | 15,613 | $13.18 | $205.9K |
| Jul 6, 2026 | STEELE JEANNA | Chief Legal & People Officer | SELL | 9,897 | $13.19 | $130.5K |
| Jul 6, 2026 | Abajian Danny | Chief Financial Officer | SELL | 16,495 | $13.19 | $217.5K |
| Jul 1, 2026 | Jurich Lynn Michelle | Director | SELL | 50,000 | $13.61 | $680.3K |
| Jul 1, 2026 | Fenster Edward Harris | Director | AWARD | 8,314 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RUN.
Shares short
71,121,215
Settlement Sep 15, 2026
Change vs prior
+3.8%
Semi-monthly cycle
Days to cover
10.1
At avg daily volume
Of shares outstanding
≈29.5%
Estimate — not % of float
All RUN filing & press-release reports (12)
- PRESS-RELEASE reportJul 15, 2026
- CLUSTER reportJul 10, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJun 9, 2026
- PRESS-RELEASE reportMay 6, 2026
- DEFA14A reportApr 15, 2026
- CLUSTER reportApr 10, 2026
- CLUSTER reportApr 8, 2026
- PRESS-RELEASE reportApr 8, 2026
- CLUSTER reportMar 9, 2026
- CLUSTER reportMar 4, 2026
- CLUSTER reportMar 4, 2026