RUN Stock Recent News

Sunrun's Q2 earnings beat expectations, but profitability relies on non-controlling interests absorbing unsustainable losses, raising long-term sustainability concerns. Operating cash flow remains negative, with growth fueled by increasing debt and external funding rather than true business improvement. The business model is heavily dependent on tax incentives, particularly 48E, which begin phasing out in 2028, casting doubt on future viability.

Solar stocks were well in the green Thursday, after quarterly earnings provided a much-needed boost for the sector

Analysts at JPMorgan just reiterated an outperform rating on Sunrun with a price target of $20.

Sunrun Inc. (NASDAQ:RUN ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Call Participants Danny Abajian - CFO & Principal Financial Officer Mary Grace Powell - CEO & Director Patrick Jobin - Senior VP of Finance & Investor Relations Paul S. Dickson - President & Chief Revenue Officer Conference Call Participants Brian K.

Sunrun (RUN -3.71%), a leading U.S. residential solar and battery storage company, posted its second-quarter results on August 6, 2025. Revenue (GAAP) was $569.3 million, exceeding the $559.4 million GAAP estimate.

While the top- and bottom-line numbers for Sunrun (RUN) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Sunrun (RUN) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of a loss of $0.18 per share. This compares to earnings of $0.55 per share a year ago.

Sunrun, Inc. RUN released its second-quarter results after Wednesday's closing bell. Here's a look at the key figures from the quarter.

Aggregate Subscriber Value of $1.6 billion in Q2, 40% growth year-over-year Contracted Net Value Creation of $376 million, or $1.64 per share, 316% growth year-over-year Net change in cash and restricted cash of $33 million and Cash Generation1 of $27 million in Q2, the fifth consecutive quarter of positive Cash Generation Reiterating Cash Generation guidance of $200 million to $500 million in 2025 SAN FRANCISCO, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of residential battery storage, solar, and home-to-grid power plants, today announced financial results for the quarter ended June 30, 2025. “We are delivering the best product and experience for customers, underwriting volumes with strong unit margins, driving cost and efficiency improvements, and growing our generation capabilities as the nation's largest distributed power plant operator, hitting records this summer in providing energy capacity for the grid.

SAN FRANCISCO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- A new analysis by The Brattle Group found that Sunrun's (Nasdaq: RUN) fleet of home batteries across California was the largest contributor to a historic distributed power plant dispatch event that delivered an average of 535 megawatts to the grid—enough to power more than half of the city of San Francisco. Multiple distributed power plant aggregators, of which Sunrun is the largest, discharged home batteries in coordination with the California Energy Commission, the California Independent System Operator, and local utilities during a scheduled test event between 7 and 9 p.m.