Citigroup Issues Pessimistic Forecast for Sunrun (NASDAQ:RUN) Stock Price

Posted by Brenda Bartman on Nov 5th, 2026

Sunrun (NASDAQ:RUN – Get Free Report) had its price target decreased by research analysts at Citigroup from $14.00 to $13.00 in a research note issued on Thursday, Benzinga reports. The brokerage currently has a “buy” rating on the energy company’s stock. Citigroup‘s price target points to a potential upside of 32.11% from the stock’s previous close.

A number of other research firms have also recently commented on RUN. Barclays dropped their target price on Sunrun from $14.00 to $12.00 and set an “equal weight” rating on the stock in a research report on Friday, October 9th. TD Cowen reduced their price target on Sunrun from $21.00 to $16.00 and set a “buy” rating for the company in a report on Thursday, August 6th. Susquehanna lowered their price target on Sunrun from $15.00 to $13.00 and set a “positive” rating on the stock in a research report on Wednesday, October 14th. Weiss Ratings raised Sunrun from a “sell (d)” rating to a “sell (d+)” rating in a report on Friday, October 9th. Finally, JPMorgan Chase & Co. cut their price objective on Sunrun from $14.00 to $12.00 and set an “overweight” rating for the company in a research report on Monday, October 19th. Twelve equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $14.33.

Check Out Our Latest Analysis on Sunrun

Sunrun Stock Performance

RUN stock traded up $1.05 during midday trading on Thursday, hitting $9.84. 35,170,092 shares of the stock traded hands, compared to its average volume of 9,495,002. The firm has a market cap of $2.37 billion, a P/E ratio of 6.65 and a beta of 2.35. The company has a debt-to-equity ratio of 3.34, a current ratio of 1.42 and a quick ratio of 1.00. The stock’s fifty day simple moving average is $8.09 and its 200-day simple moving average is $12.33. Sunrun has a 1-year low of $6.78 and a 1-year high of $21.95.

Sunrun (NASDAQ:RUN – Get Free Report) last released its quarterly earnings data on Wednesday, November 4th. The energy company reported $0.56 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.40. The company had revenue of $1.10 billion during the quarter, compared to analysts’ expectations of $757.53 million. Sunrun had a net margin of 11.59% and a return on equity of 9.59%. The firm’s revenue for the quarter was up 51.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.06 earnings per share. On average, analysts expect that Sunrun will post 1.46 earnings per share for the current year.

Insider Buying and Selling at Sunrun

In other Sunrun news, CFO Danny Abajian sold 16,734 shares of the stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $7.76, for a total transaction of $129,855.84. Following the transaction, the chief financial officer directly owned 386,532 shares of the company’s stock, valued at $2,999,488.32. This trade represents a 4.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Mary Powell sold 24,335 shares of Sunrun stock in a transaction dated Tuesday, October 6th. The shares were sold at an average price of $7.76, for a total transaction of $188,839.60. Following the completion of the sale, the chief executive officer owned 1,087,200 shares in the company, valued at approximately $8,436,672. This trade represents a 2.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 71,975 shares of company stock valued at $563,721. Insiders own 3.55% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of RUN. Allworth Financial LP acquired a new stake in Sunrun in the 2nd quarter worth about $25,000. Summit Securities Group LLC purchased a new stake in Sunrun during the 1st quarter worth approximately $36,000. Nykredit A S acquired a new position in shares of Sunrun during the second quarter valued at approximately $78,000. Parallel Advisors LLC raised its holdings in shares of Sunrun by 72.2% during the third quarter. Parallel Advisors LLC now owns 6,765 shares of the energy company’s stock valued at $53,000 after acquiring an additional 2,837 shares during the last quarter. Finally, Quantbot Technologies LP acquired a new position in shares of Sunrun during the second quarter valued at approximately $125,000. 91.69% of the stock is owned by hedge funds and other institutional investors.

Sunrun News Summary

Here are the key news stories impacting Sunrun this week:

Positive Sentiment: Sunrun reported Q3 earnings of $0.56 per share, beating the $0.16 consensus estimate, while revenue of $1.10 billion exceeded expectations of about $758 million and rose 51.7% year over year. The sizable results beat is the main company-specific catalyst. Sunrun Shares Rise After Higher 3Q Profit, Revenue
Positive Sentiment: Management expects approximately $200 million in cash generation in 2026 and is targeting a doubling of storage capacity by the end of 2028. That outlook may ease concerns about cash generation and support the company’s growth prospects. Sunrun expects 2026 cash generation and targets storage growth
Positive Sentiment: Sunrun reached 5 GWh of installed storage capacity. Its expanding battery business and distributed power plant programs could provide additional growth opportunities beyond rooftop solar. Sunrun reaches 5 GWh storage milestone
Neutral Sentiment: Clean-energy stocks also benefited from investor expectations of a more favorable policy environment following Democrats’ election gains. This sector-wide tailwind may have supported RUN, but is not specific to Sunrun. Clean-energy stocks rally after election results
Negative Sentiment: Q3 solar installations fell 15% year over year, a sign of continuing pressure in Sunrun’s core solar business that could temper the positive results and storage growth story. Q3 installations and storage milestone

About Sunrun

(Get Free Report)

Sunrun Inc is a residential clean-energy company that designs, sells, installs, owns and maintains home solar energy systems. The company provides rooftop solar panels and related equipment through purchase and financing options, as well as subscription-based solar-as-a-service arrangements under which customers pay for the electricity their systems produce.

Sunrun also offers home energy storage through its Brightbox battery product. These systems can store solar-generated electricity for use when solar production is unavailable and may provide backup power during grid outages.