RUN — Sunrun Inc.
Technology · Solar
About Sunrun Inc.
Sunrun Inc. designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States. The company sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. It offers battery storage along with solar energy systems; and sells services to commercial developers through multi-family and new homes. Its primary customers are residential homeowners. The company markets and sells its products through direct-to-consumer approach across online, retail, mass media, digital media, canvassing, field marketing, and referral channels, as well as its partner network. It also operates distributed electricity power plants. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.
The renewables & solar complex
The renewables complex spans panel and equipment makers (First Solar, Enphase, SolarEdge, Nextracker, Array), a rooftop installer (Sunrun), and owners of operating wind and solar farms (Brookfield Renewable, and NextEra — which is also a huge Florida utility). These are very different businesses traded as one theme, and the theme is brutally sensitive to two things: interest rates, because projects and rooftop loans run on debt, and policy, because tax credits and tariffs can rewrite the economics overnight. Dispersion inside the group is enormous — a manufacturer with a fat US order book and an installer bleeding cash can sit side by side. Check margins, funding costs and policy exposure name by name before treating any move as a sector signal. Sunrun leases rooftop solar-and-battery systems — a financing machine highly sensitive to rates and subsidy rules.
Key data · delayed ~15 min, as of 1 August 2026
| Ticker | RUN |
| Company | Sunrun Inc. |
| Price | $9.81 |
| Market cap | $2.3B |
| Sector / industry | Technology / Solar |
| Analyst mean target | $19 (19 analysts, buy) |
Valuation read
What the price implies: the market is pricing in roughly ~-4%/yr earnings growth (discounted), on a reverse-DCF of forward earnings ($1.01). Run your own assumptions in the fair-value calculator.
Chart
Related energy names
See the full picture on the energy stocks bubble map, or watch the whole sector live on the terminal.
Test what today's price assumes with your own growth and discount inputs — no signup needed.
Open the fair-value calculator →Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.