RUN — Sunrun Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

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. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$15.20
Market Cap$3.45B
Float219.9M
Shares Outstanding238.5M
P/E (Forward)13.25
P/E (TTM)6.79
Price/Sales (TTM)1.09
vs. Analyst Target+26.4% to analyst PT
Profit Margin17.88%
Operating Margin (TTM)-6.02%
Revenue (TTM)$3.17B
Earnings Growth (YoY)214.40%
Dividend RateNone
Analyst Target Price$19.21 (24 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $922M -$173M $179M -$214M
2021 $1.61B -$79.4M $244M -$255M
2022 $2.32B $173M $299M $49.5M
2023 $2.26B -$1.60B $163M -$1.51B
2024 $2.04B -$2.85B $329M -$2.91B
2025 $2.96B $450M $792M $2.05B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $569M $280M
Sep 2025 $725M $16.6M
Dec 2025 $1.16B $104M
Mar 2026 $722M $168M

Ownership & Float

Insider Ownership2.9%
Institutional Ownership113.1%
Short Float25.5%
% of All Funds Holding4.61%
Number of Funds Holding379

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$13.60Near-term / short-term trend
Weekly40-Week SMA$16.76Medium-term trend
Weekly80-Week SMA$12.97Cyclical trend (business cycle)
Weekly200-Week SMA$16.32Secular trend (multi-year)
Monthly10-Month SMA$16.64Near-term monthly trend
Monthly20-Month SMA$12.83Medium-term monthly trend
Monthly40-Month SMA$14.48Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$10.10 support 1.22x 8 months ago
$8.20 support 1.30x 9 months ago

Historical Earnings Reactions (44 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.55% 0.66% 59.09% 23.48% -17.12%
1 Day -0.17% -1.70% 40.91% 32.30% -35.11%
1 Week -0.37% -1.86% 38.64% 73.88% -44.47%
2 Weeks -0.34% -2.63% 43.18% 62.51% -44.75%
1 Month 4.03% -1.52% 46.51% 76.75% -50.17%

Next earnings: July 25, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.6%45.5%11
Feb-7.0%45.5%11
Mar-2.6%45.5%11
Apr1.0%54.5%11
May8.4%60.0%10
Jun8.8%70.0%10
Jul20.3%80.0%10
Aug7.3%50.0%10
Sep-2.4%36.4%11
Oct-8.5%27.3%11
Nov4.8%36.4%11
Dec3.6%45.5%11

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.14% 54.2% 507
Tuesday 0.17% 50.5% 560
Wednesday 0.32% 49.3% 556
Thursday 0.18% 49.4% 547
Friday -0.14% 49.3% 546

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 113.1%

Insider Transactions — Smart Summary

Total insider ownership: 2.9%

Founder-led management: Lynn Jurich (Co-Founder & Executive Co-Chair of the Board), Ed Fenster (Co-Founder & Executive Co-Chair of the Board)

12-Month Insider Activity Summary

Total Filings68
Net Value-$11.5M
Net Shares Change-281,874
% of Float-0.1%
C-Suite Filings51
Clusters Detected8

Key Insiders

NameTitleNet ValueFilingsActivity
Powell Mary Chief Executive Officer -$2.6M 2 2 sell
Abajian Danny Chief Financial Officer -$1.8M 2 2 sell
Dickson Paul S. Pres. and Chief Revenue Officer -$1.7M 2 2 sell
STEELE JEANNA Chief Legal and People Officer -$1.0M 2 2 sell
FERBER ALAN +$149,028.75 1 1 buy
Barak Maria Chief Accounting Officer -$61,480.255 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-03 – 2025-06-10 6 5 -$86,225.871 5 C-suite
2025-07-09 – 2025-07-09 5 5 -$357,438.274 5 C-suite
2025-09-03 – 2025-09-10 6 5 -$194,776.668 5 C-suite
2025-10-03 – 2025-10-17 10 6 -$4.1M 9 C-suite
2025-12-02 – 2025-12-10 7 6 -$2.5M 4 C-suite
2026-01-06 – 2026-01-12 7 6 -$1.5M 6 C-suite
2026-03-03 – 2026-03-09 11 6 -$771,493.761 8 C-suite
2026-04-03 – 2026-04-10 7 6 -$7.9M 6 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-04 FERBER ALAN +$149,028.75 Transaction at $11.92, now +27.5%
2026-04-08 STEELE JEANNA Chief Legal and People Officer -$1.0M Transaction at $13.25, now +14.7%
2026-04-08 Powell Mary Chief Executive Officer -$2.6M Transaction at $13.25, now +14.7%
2026-04-08 Dickson Paul S. Pres. and Chief Revenue Officer -$1.7M Transaction at $13.25, now +14.7%
2026-03-03 STEELE JEANNA Chief Legal and People Officer -$13,620.269 Transaction at $12.34, now +23.2%
2026-03-03 Powell Mary Chief Executive Officer -$66,074.309 Transaction at $12.33, now +23.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Sunrun Inc (RUN) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for RUN on Trend Edge →