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Sunrun (CH:3S9)
:3S9

Sunrun (3S9) Price & Analysis

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3S9 Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Storage-first Customer AdoptionHigh and rising storage attachment (73%) and a 237k+ solar-plus-storage fleet create durable differentiation vs pure-play rooftop installers. A large dispatchable battery base supports recurring grid-services revenue, improves lifetime customer value, and strengthens barriers to entry through network effects and operational scale.
Proven Capital Markets ExecutionConsistent access to non‑recourse debt, securitizations and warehouse capacity demonstrates durable financing capability to fund asset growth without diluting equity. This funding stack supports scale of deployments, reduces reliance on recourse capital and underpins repeatable project monetization over the medium term.
Improving Operational Efficiency And Liquidity ProgressManagement’s clear cash‑generation target, sizeable unrestricted cash and parent debt paydown signal improving financial discipline. Material service-cost reductions (>30%) indicate durable margin tailwinds from scale and AI-driven efficiencies, supporting the company’s pathway to sustained positive cash flow if execution continues.
Bears Say
Weak Cash Conversion And Deep Negative FCFDespite reported profitability improvements, the company still fails to convert earnings into cash at scale. Persistent negative operating and free cash flow increases dependence on external funding, elevates refinancing risk, and limits capacity to self-fund growth or weather capital‑markets volatility over the coming months.
Elevated Leverage And Constrained FlexibilityA leverage ratio near 4.4x constrains strategic optionality and increases interest and refinancing exposure. High debt amplifies vulnerability to higher rates or funding disruptions, making the business dependent on continued securitization/non‑recourse markets and reducing buffer for operational shocks over the medium term.
Rising Unit Creation Costs And Fixed-cost HeadwindsHigher unit creation costs (≈18% YoY) driven by larger, storage‑rich systems raise upfront capital intensity and compress margins. Until direct sales volumes and throughput increase to absorb fixed costs, unit economics remain pressured, requiring sustained volume growth to restore durable margin improvement.

Sunrun News

3S9 FAQ

What was Sunrun’s price range in the past 12 months?
Currently, no data Available
What is Sunrun’s market cap?
Sunrun’s market cap is CHF1.99B.
    When is Sunrun’s upcoming earnings report date?
    Sunrun’s upcoming earnings report date is Nov 04, 2026 which is in 85 days.
      How were Sunrun’s earnings last quarter?
      Sunrun released its earnings results on Aug 05, 2026. The company reported CHF0.341 earnings per share for the quarter, beating the consensus estimate of CHF0.183 by CHF0.158.
        Is Sunrun overvalued?
        According to Wall Street analysts Sunrun’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Sunrun pay dividends?
          Sunrun does not currently pay dividends.
          What is Sunrun’s EPS estimate?
          Sunrun’s EPS estimate is 0.14.
            How many shares outstanding does Sunrun have?
            Currently, no data Available
            What happened to Sunrun’s price movement after its last earnings report?
            Sunrun reported an EPS of CHF0.341 in its last earnings report, beating expectations of CHF0.183. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Sunrun?
              Currently, no hedge funds are holding shares in CH:3S9
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Sunrun

                Sunrun Inc. is a company operating in the United States that specializes in providing comprehensive residential solar energy solutions. Their services encompass the entire lifecycle of a solar system, from initial design and development through installation, sales, ongoing ownership, and maintenance. In addition to complete solar energy systems, Sunrun also offers individual components like solar panels and racking equipment. They further enhance their offerings by integrating battery storage capabilities with their solar installations. Residential homeowners are the primary clientele for Sunrun. The company utilizes a direct-to-consumer sales approach, employing a broad spectrum of marketing and sales channels, including online platforms, retail partnerships, mass and digital media advertising, door-to-door canvassing, field marketing, and referral programs. Sunrun Inc. was founded in 2007 and is headquartered in San Francisco, California.

                Sunrun (3S9) Earnings & Revenues

                3S9 Company Deck

                3S9 Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call conveyed strong operational momentum (19k Q1 additions, 73% storage attach, >50% YoY dispatchable fleet growth), robust capital markets activity (multiple financings, $774M non‑recourse debt raised, securitization pricing improvement, ~1,000 MW pipeline) and reiterated full‑year guidance. Short‑term headwinds included negative Q1 cash generation driven largely by transaction timing, elevated unit creation costs (+18% YoY), affiliate channel contraction and some tax‑equity investor caution around FIAT rules. On balance the company emphasized durable competitive advantages, improving direct sales momentum, debt reduction and long‑term cash generation targets, so positives materially outweighed the transitory and manageable negatives.View all CH:3S9 earnings summaries

                3S9 Revenue Breakdown

                47.66%47.66%29.05%18.44%4.85%
                47.66% Customer agreements
                29.05% Solar energy systems
                18.44% Products
                4.85% Incentives
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                3S9 Stock 12 Month Forecast

                Average Price Target

                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