The U.S. Solar industry faces tariffs and policy hurdles, but stocks like Sunrun, Shoals, and Tigo Energy stand out as capacity growth drives demand.
Shares of Sunrun Inc (NASDAQ:RUN) are down 3.4% to trade at $10.56 this morning, brushing off a maintained "overweight" rating and price-target hike to $14 from $8 at Wells Fargo.
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.
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.
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.
RUN's Q2 results on Aug. 6 may reflect solar demand gains, but rising battery costs could weigh on earnings.
Sunrun (RUN) closed the most recent trading day at $10.26, moving +1.08% from the previous trading session.
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.
Sunrun (RUN) reached $10.78 at the closing of the latest trading day, reflecting a +1.89% change compared to its last close.
Welcome to the Green Stock News brief for Thursday July 24th. Here are today's top headlines: Sunrun (NASDAQ: RUN) has partnered with Tesla Electric (NASDAQ: TSLA) to launch a new home energy plan exclusively for Sunrun Flex customers in Texas, offering optimized solar production, battery backup, and energy independence.
In the most recent trading session, Sunrun (RUN) closed at $10.24, indicating a +2.81% shift from the previous trading day.