
Sunrun NASDAQ: RUN narrowed its full-year 2026 Cash Generation and subscriber value forecasts to the low ends of their previous ranges, citing installation volumes that have lagged its expectations and sustained higher interest rates.
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $3.85B |
| Gross Profit (TTM) | $1.45B |
| EBITDA | $1.01B |
| Operating Margin | 14.00% |
| Return on Equity | -11.80% |
| Return on Assets | 0.65% |
| Revenue/Share (TTM) | $16.26 |
| Book Value | $15.31 |
| Price-to-Book | 0.61 |
| Price-to-Sales (TTM) | 0.62 |
| EV/Revenue | 4.786 |
| EV/EBITDA | 18.87 |
| Quarterly Earnings Growth (YoY) | 773.00% |
| Quarterly Revenue Growth (YoY) | 51.70% |
| Shares Outstanding | $240.85M |
| Float | $221.95M |
| % Insiders | 2.76% |
| % Institutions | 115.11% |
Volatility is currently expanding

Sunrun NASDAQ: RUN narrowed its full-year 2026 Cash Generation and subscriber value forecasts to the low ends of their previous ranges, citing installation volumes that have lagged its expectations and sustained higher interest rates.

Robust sales growth continued in our direct business Aggregate Subscriber Value of approximately $1.3 billion in Q3 Storage Attachment Rate reached record 75% in Q3 and Networked Storage Capacity reached 5.0 Gigawatt-hours as of September 30, 2026 Net cash provided by operating activities was $301 million in Q3 and Cash Generation was $6 million, or $56 million if excluding $50 million of net investments in equipment safe harbor Revised Cash Generation1,2 guidance to approximately $200 million for full-year 2026, excluding investments in equipment safe harbor SAN FRANCISCO, Nov. 04, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of home battery storage, solar, and home-to-grid power plants, today announced financial results for the third quarter ended September 30, 2026. “Sunrun has returned its direct business to growth, with installations increasing 9% year-over-year.

On Wednesday morning, the day after Democrats won control of both houses of Congress, clean-energy stocks rose and AI data center stocks fell. As of 10:46 AM ET, First Solar (NASDAQ:FSLR | FSLR Price Prediction) was up 9.26% at $203.

Solar stocks are extending their rebound into a second straight session as the group heads into a busy round of earnings reports. Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) stock is at $30.49, up 9% in afternoon trading.

Evaluate the expected performance of Sunrun (RUN) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

SAN FRANCISCO, Nov. 03, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America's largest provider of home battery storage, solar, and home-to-grid power plants, today announced that participation in its Puerto Rico distributed power plant has doubled to more than 60,000 customers, representing nearly 70,000 home batteries. The distributed power plant frequently and reliably delivers 45 megawatts of dispatchable power for four hours at a time, providing critical support to Puerto Rico's electric grid.

Solar stocks are winning back part of last week's earnings-driven losses, and two of the most beaten-down residential names are setting the pace. Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) stock is at $28.55, up 11% in morning trading.

Solar stocks are clawing back ground after a heavy selloff, and the group's hardest-hit name is leading the way. Sunrun (NASDAQ:RUN) stock is at $7.

Selling in solar names is concentrating on Sunrun (NASDAQ:RUN), the home solar and battery provider that's falling harder than the rest of its sector. Sunrun stock is at $6.93, down 5% this afternoon after touching $6.

Sunrun's surging revenues, expanding battery storage and stronger cash position give it an edge over Zeo Energy in the competitive residential solar market.
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