Sunrun Inc. ( RUN ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Patrick Jobin - Senior VP of Finance & Investor Relations Mary Powell - CEO & Director Danny Abajian - CFO & Principal Financial Officer Paul Dickson - President & Chief Revenue Officer Conference Call Participants Brian Lee - Goldman Sachs Group, Inc., Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Ameet Thakkar - BMO Capital Markets Equity Research Colin Rusch - Oppenheimer & Co. Inc., Research Division Vikram Bagri - Citigroup Inc., Research Division Philip Shen - ROTH Capital Partners, LLC, Research Division Presentation Operator Good afternoon, and welcome to Sunrun's Third Quarter Earnings Conference Call. Please note that this call is being recorded and that 1 hour has been allocated for the call, including the question-and-answer session.
Sunrun (RUN) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.37 per share a year ago.
Evaluate the expected performance of Sunrun (RUN) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
RUN's new Tesla-backed energy plan and rising solar demand may lift Q3 results, though higher battery costs could weigh on margins.
Sunrun (RUN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
After reaching an important support level, Sunrun (RUN) could be a good stock pick from a technical perspective. RUN surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
In the closing of the recent trading day, Sunrun (RUN) stood at $20.51, denoting a -1.63% move from the preceding trading day.
In the closing of the recent trading day, Sunrun (RUN) stood at $19.51, denoting a -3.13% move from the preceding trading day.
Sunrun Inc. is evolving from a solar installer into a fully integrated energy provider, building a home-based network for power storage and management. RUN's strategic pivot toward storage solutions has sharply improved profitability, liquidity, and the sustainability of its business model. The year 2025 marks a turning point, with steady positive cash flow, expanding margins, and expectations for positive EPS after years of losses.
BMO analysts upgraded the stock to Market Perform from Underperform and hiked their price target to $19 from $10.
Jefferies analysts upgrade shares of the solar panel provider to Buy from Hold and raise their price target to $21.
Sunrun (RUN) concluded the recent trading session at $17.29, signifying a -2.76% move from its prior day's close.