Don't Run From Sunrun: Why I'm Bullish
Sunrun is undervalued even after its recent jump to $12 per share, despite headwinds like higher interest rates and potential solar subsidy cuts. Estimated book value, driven by contract assets, is significantly higher than market cap. Rising utility electricity rates give RUN room to expand margins and cover cost increases.
Sunrun Inc. (RUN) Q1 2025 Earnings Call Transcript
Sunrun Inc. (NASDAQ:RUN ) Q1 2025 Earnings Conference Call May 7, 2025 4:30 PM ET Company Participants Patrick Jobin - Senior Vice President of Finance and Investor Relations Mary Powell - Chief Executive Officer Paul Dickson - President and Chief Revenue Officer Danny Abajian - Chief Financial Officer Conference Call Participants Brian Lee - Goldman Sachs Andrew Percoco - Morgan Stanley Moses Sutton - BNP Paribas Exane Maheep Mandloi - Mizuho Joseph Osha - Guggenheim Securities Philip Shen - ROTH Capital Partners Dylan Nassano - Wolfe Research Kashy Harrison - Piper Sandler & Co. Ameet Thakkar - BMO Capital Markets Operator Good afternoon and welcome to Sunrun's First Quarter Earnings Conference Call. Please note that this call is being recorded and that one hour has been allocated for the call, including the Q&A session.
Sunrun (RUN) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Sunrun (RUN) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Sunrun (RUN) Q1 Earnings and Revenues Top Estimates
Sunrun (RUN) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of a loss of $0.22 per share. This compares to loss of $0.40 per share a year ago.
Here's Why Sunrun (RUN) Gained But Lagged the Market Today
Sunrun (RUN) closed the most recent trading day at $7.29, moving +1.39% from the previous trading session.
Sunrun (RUN) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
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) Outperforms Broader Market: What You Need to Know
Sunrun (RUN) closed at $7.50 in the latest trading session, marking a +1.49% move from the prior day.
Does Sunrun (RUN) Have the Potential to Rally 106.1% as Wall Street Analysts Expect?
The consensus price target hints at a 106.1% upside potential for Sunrun (RUN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Trump Has Put Solar In Limbo. What It Means for First Solar, Enphase, Sunrun Earnings.
Key themes heading into earnings include tariffs, IRA uncertainty, demand for residential solar, and what Trump's policies will mean for interest rates.
Sunrun (RUN) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Sunrun (RUN) closed the most recent trading day at $6.71, moving -1.61% from the previous trading session.
Sunrun (RUN) Increases Despite Market Slip: Here's What You Need to Know
Sunrun (RUN) closed the most recent trading day at $6.71, moving +0.75% from the previous trading session.
Here's What Key Metrics Tell Us About Sunrun (RUN) Q4 Earnings
Although the revenue and EPS for Sunrun (RUN) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
