Sunrun Inc. designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States. It also sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. In addition, the company 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. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.

Sunrun Inc.

Below is Validea's guru fundamental report for SUNRUN INC (RUN). Of the 22 guru strategies we follow, RUN rates highest using our Book/Market Investor model based on the published strategy of Joseph Piotroski. This value-quant strategy screens for high book-to-market stocks, and then separates out financially sound firms by looking at a host of improving financial criteria.
SUNRUN INC (RUN) is a mid-cap growth stock in the Semiconductors industry. The rating using this strategy is 50% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of SUNRUN INC
More Information on Joseph Piotroski
About Joseph Piotroski: Piotroski isn't your typical Wall Street big shot. In fact, he's not even a professional investor. He's a good old numbers-crunching accountant and college professor. But in 2000, shortly after he started teaching at the University of Chicago's Graduate School of Business, Piotroski published a groundbreaking paper in the Journal of Accounting Research entitled "Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers". In it, Piotroski laid out an accounting-based stock-selection/shorting method that produced a 23 percent average annual back-tested return from 1976 through 1996 -- more than double the S&P 500's gain during that time. Piotroski's findings were reported in major financial publiations like SmartMoney. Today, he teaches accounting at Stanford University's Graduate School of Business.
Additional Research Links
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RUN Quantitative Stock Analysis

AI, Superman, and Solar's Kryptonite

Sunrun (NASDAQ: RUN) is the largest residential solar installer in the U.S. by market share. The company’s position has become increasingly precarious due to a combination of policy shifts, financial pressure, and evolving market conditions.
There’s more to consider – With a market capitalization of $2.5 billion, Sunrun has lost 36% of its value in the last year. Investors should be aware of the company’s sensitivity to economic downturns, as evident in the Covid-19 crisis when its stock plummeted by approximately 40% in a few quarters. This historical precedent raises concerns that Sunrun’s current share price of $11 could potentially drop to around $7 if similar market conditions recur. However, for investors who seek lower volatility than individual stocks, the Trefis High Quality portfolio presents an alternative, having outperformed the S&P 500 and generated returns exceeding 91% since its inception. Separately, see Is Intel Stock A Buy Now?
Why Is It Relevant Now?
Recent legislative and executive actions have accelerated the expiration of key federal tax credits—specifically the 25D Residential Solar Credit and the 48E Investment Tax Credit—narrowing the window for Sunrun to capitalize on these critical incentives. An executive order signed on July 8 further complicates matters by tightening the definition of “under construction,” adding new compliance hurdles. At the same time, the introduction of steep tariffs on imported solar equipment threatens to raise costs and erode profit margins.
These developments strike at the core of Sunrun’s business model, which relies heavily on tax credits to support its leasing and power purchase agreements. As incentives diminish and operational costs rise, the company’s ability to maintain competitive pricing and profitability is under pressure.
How resilient is RUN stock during a downturn?
Sunrun has historically underperformed the S&P 500 in market downturns, highlighting its vulnerability to macro shocks. During the 2022 inflation-driven selloff, RUN plunged 67.4%, far steeper than the S&P 500’s 25.4% drop, and it has yet to reclaim its prior highs, now trading near $10.90. In the Covid-led downturn, RUN fell 38.7% but recovered quickly. While the stock can rebound, its track record points to high volatility and limited downside resilience. Our dashboard How Low Can Stocks Go During A Market Crash captures how key stocks fared during and after the last six market crashes.
Protecting Wealth
No longer just a solar stock, Sunrun now represents a high-stakes reflection of where rooftop solar may head as federal policy becomes less predictable.. Although the company is actively adapting – expanding into energy storage, revising billing models, and adjusting its supply chain – investors remain uncertain about the speed and effectiveness of these strategic shifts. With mounting regulatory headwinds and expiring incentives, the market is closely watching whether Sunrun can transition fast enough to sustain growth and protect margins.
RUN stock trades at 1.1x price-to-sales, below its 3-year average of 1.5x and well under the S&P 500 average of 3.1x. That may suggest a discount, but it’s not “deep value” territory. Sunrun is still being priced as a growth company, and when growth looks uncertain, that premium becomes harder to justify. Given the broader economic uncertainties, ask yourself the question: Do you want to hold on to Sunrun stock now? Will you panic and sell if it starts dropping to $8, $7, or even lower levels? Holding on to a falling stock is never easy. Trefis works with Empirical Asset Management — a Boston area wealth manager — whose asset allocation strategies yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Empirical has incorporated the Trefis HQ Portfolio in this asset allocation framework to provide clients better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How Low Can Sunrun Stock Go?

Critical tax subsidies that have made solar energy economical in the U.S. look like they are on their last legs, and that's sending solar energy stocks lower in 2025. But the drop may continue as the companies involved face the reality of a much smaller solar market.
*Stock prices used were end-of-day prices of June 17, 2025. The video was published on June 19, 2025.
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Travis Hoium has positions in First Solar. The Motley Fool has positions in and recommends First Solar and Tesla. The Motley Fool recommends Enphase Energy. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Why Are Solar Stocks Dropping So Fast?

Shares of Sunrun Inc. RUN plummeted 40% on the solar sector slump.
Shares of L3Harris Technologies, Inc. LHX gained 1.3%, with defense stocks rising again on the escalation in the Iran-Israel conflict.
Shares of Jabil Inc. JBL rose 8.9% after reporting third-quarter fiscal 2025 earnings of $2.55/share, beating the Zacks Consensus Estimate of $2.33.
Shares of Marathon Petroleum Corporation MPC jumped 2% on energy stocks emerging as one of the biggest winning sectors of the day.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
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Jabil, Inc. (JBL) : Free Stock Analysis Report
Marathon Petroleum Corporation (MPC) : Free Stock Analysis Report
Sunrun Inc. (RUN) : Free Stock Analysis Report
L3Harris Technologies Inc (LHX) : Free Stock Analysis Report
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Company News for Jun 18, 2025

In trading on Tuesday, the SPDR S&P Oil & Gas Exploration & Production ETF is outperforming other ETFs, up about 2% on the day. Components of that ETF showing particular strength include shares of Berry, up about 9.3% and shares of PBF Energy, up about 7.1% on the day.
And underperforming other ETFs today is the Invesco Solar ETF, off about 9% in Tuesday afternoon trading. Among components of that ETF with the weakest showing on Tuesday were shares of Sunrun, lower by about 38.1%, and shares of Solaredge Technologies, lower by about 33.5% on the day.
VIDEO: Tuesday's ETF Movers: XOP, TAN
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tuesday's ETF Movers: XOP, TAN

The NASDAQ 100 Pre-Market Indicator is down -78.16 to 21,859.41. The total Pre-Market volume is currently 181,023,973 shares traded.
The following are the most active stocks for the pre-market session:
Immuneering Corporation (IMRX) is +0.1109 at $2.48, with 14,725,576 shares traded. As reported by Zacks, the current mean recommendation for IMRX is in the "buy range".
Direxion Daily TSLA Bull 2X Shares (TSLL) is -0.1302 at $12.81, with 8,810,522 shares traded. This represents a 103.65% increase from its 52 Week Low.
Verve Therapeutics, Inc. (VERV) is +4.93 at $11.20, with 7,289,881 shares traded. As reported in the last short interest update the days to cover for VERV is 7.333988; this calculation is based on the average trading volume of the stock.
Sunrun Inc. (RUN) is -3.43 at $6.21, with 5,861,807 shares traded. RUN's current last sale is 56.45% of the target price of $11.
ProShares UltraPro Short QQQ (SQQQ) is +0.27 at $22.09, with 4,894,481 shares traded. This represents a 2.65% increase from its 52 Week Low.
ProShares UltraPro QQQ (TQQQ) is -0.88 at $74.92, with 3,949,860 shares traded. This represents a 114.06% increase from its 52 Week Low.
Coca-Cola Company (The) (KO) is -0.05 at $70.47, with 1,711,789 shares traded. As reported by Zacks, the current mean recommendation for KO is in the "buy range".
Circle Internet Group, Inc. (CRCL) is +6.27 at $157.33, with 1,466,825 shares traded.
Walt Disney Company (The) (DIS) is -0.9 at $118.58, with 1,265,081 shares traded. As reported by Zacks, the current mean recommendation for DIS is in the "buy range".
D-Wave Quantum Inc. (QBTS) is +0.06 at $16.06, with 1,186,363 shares traded. As reported by Zacks, the current mean recommendation for QBTS is in the "buy range".
BigBear.ai, Inc. (BBAI) is -0.06 at $4.08, with 1,162,302 shares traded. BBAI's current last sale is 81.6% of the target price of $5.
NIO Inc. (NIO) is +0.03 at $3.55, with 1,120,352 shares traded. NIO's current last sale is 88.75% of the target price of $4.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Most Active for Jun 17, 2025 : IMRX, TSLL, VERV, RUN, SQQQ, TQQQ, KO, CRCL, DIS, QBTS, BBAI, NIO

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Capital One Financial Corp (Symbol: COF), where a total of 23,885 contracts have traded so far, representing approximately 2.4 million underlying shares. That amounts to about 43.5% of COF's average daily trading volume over the past month of 5.5 million shares. Particularly high volume was seen for the $180 strike put option expiring June 20, 2025, with 7,187 contracts trading so far today, representing approximately 718,700 underlying shares of COF. Below is a chart showing COF's trailing twelve month trading history, with the $180 strike highlighted in orange:
Sunrun Inc (Symbol: RUN) options are showing a volume of 99,509 contracts thus far today. That number of contracts represents approximately 10.0 million underlying shares, working out to a sizeable 42.9% of RUN's average daily trading volume over the past month, of 23.2 million shares. Especially high volume was seen for the $9.50 strike call option expiring June 13, 2025, with 12,750 contracts trading so far today, representing approximately 1.3 million underlying shares of RUN. Below is a chart showing RUN's trailing twelve month trading history, with the $9.50 strike highlighted in orange:
And Krystal Biotech Inc (Symbol: KRYS) options are showing a volume of 1,496 contracts thus far today. That number of contracts represents approximately 149,600 underlying shares, working out to a sizeable 41.8% of KRYS's average daily trading volume over the past month, of 358,135 shares. Particularly high volume was seen for the $160 strike call option expiring June 20, 2025, with 1,479 contracts trading so far today, representing approximately 147,900 underlying shares of KRYS. Below is a chart showing KRYS's trailing twelve month trading history, with the $160 strike highlighted in orange:
For the various different available expirations for COF options, RUN options, or KRYS options, visit StockOptionsChannel.com.
Also see:
Top Ten Hedge Funds Holding AIZP
MAR RSI
VSPR Historical Stock Prices
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Friday Option Activity: COF, RUN, KRYS

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*Stock prices used were from the trading day of May 22, 2025. The video was published on May 22, 2025.
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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Neil Rozenbaum has positions in Amazon. The Motley Fool has positions in and recommends Amazon and First Solar. The Motley Fool recommends Enphase Energy. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Billionaire Investor Bill Ackman Just Bought a New Stock and It's My No. 1 Position

Shares of U.S. solar energy companies slumped after the House of Representatives narrowly passed a sweeping tax and spending bill on May 22. The bill severely weakens key clean-energy tax incentives established under former President Joe Biden’s landmark climate legislation. However, the Senate is poised to make significant changes.
First Solar Inc FSLR shares declined 4.3% on May 22, while Solaredge Technologies Inc SEDG and Sunrun Inc RUN shares nosedived 24.7% and 37.1%, respectively, on May 22. Invesco Solar ETF TAN retreated 7.5% on May 22.
Can Senate Republicans Take a Different Approach?
Senate Majority Leader John Thune emphasized that the Senate intends to write its own version of the bill. Several Senate Republicans, including moderates, are already looking to revise the bill, per Bloomberg, as quoted on Yahoo Finance. Senator Lisa Murkowski of Alaska expressed concern over the House’s aggressive approach, particularly regarding clean electricity and nuclear power tax credit phaseouts.
However,despite the Senate's intentions, political realities could complicate changes. Chris Moyer, a former Democratic Senate staffer, warned that Republicans who defy President Donald Trump — a key supporter of the House bill — could face political consequences. The narrow margin in the House further limits moderates’ influence.
Renewable Energy Stocks Take a Hit
The uncertainty surrounding the future of clean energy tax incentives has rattled investors. Renewable energy stocks plunged sharply:
Analysts at Roth Capital Partners flagged the proposed denial of the federal investment tax credit for residential solar-leasing companies as a major blow, as quoted on Bloomberg. This change would impact several firms that rely on leasing models for rooftop solar systems.
How Harmful Would the Bill Prove to Clean Energy Stocks?
Despite market concerns, some Wall Street analysts believe the final legislation will be less harmful than the House version, the Bloomberg article noted. If unchanged, the House bill would represent the most significant setback to clean energy efforts under President Trump’s administration.
Notably, the bill would ban the use of components, subcomponents, or materials from China, disqualifying many solar and battery manufacturers from tax credits. Additionally, the bill would end technology-neutral clean electricity tax credits (covering wind, solar, and more) by 2029.
The bill requires eligible projects to begin construction within 60 days of the bill becoming law. This is a more aggressive phase-out than previous House GOP proposals, which extended credits until 2032.
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First Solar, Inc. (FSLR) : Free Stock Analysis Report
Invesco Solar ETF (TAN): ETF Research Reports
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Sunrun Inc. (RUN) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.