Sunrun
About: Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed either by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.
Employees: 11,058
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
2.33% more ownership
Funds ownership: 106.13% [Q3] → 108.46% (+2.33%) [Q4]
8% less call options, than puts
Call options by funds: $208M | Put options by funds: $226M
9% less funds holding
Funds holding: 432 [Q3] → 391 (-41) [Q4]
14% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 145
25% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]
36% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 98
47% less capital invested
Capital invested by funds: $4.28B [Q3] → $2.26B (-$2.03B) [Q4]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Citigroup Vikram Bagri 40% 1-year accuracy 4 / 10 met price target | 2%upside $7 | Neutral Downgraded | 17 Apr 2025 |
Truist Securities Jordan Levy 17% 1-year accuracy 7 / 42 met price target | 12%downside $6 | Hold Reiterated | 16 Apr 2025 |
Susquehanna Biju Perincheril 10% 1-year accuracy 6 / 63 met price target | 46%upside $10 | Positive Maintained | 14 Apr 2025 |
Jefferies Julien Dumoulin-Smith 54% 1-year accuracy 91 / 169 met price target | 17%upside $8 | Hold Downgraded | 12 Mar 2025 |
UBS Jon Windham 19% 1-year accuracy 5 / 26 met price target | 119%upside $15 | Buy Maintained | 4 Mar 2025 |
Financial journalist opinion
Based on 5 articles about RUN published over the past 30 days









