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Sunrun (RUN) Stock Price & Analysis

RUN Stock Chart & Stats

MX$138.00-MX$5.99(-4.16%)
At close:
Mex$125Mex$150Mex$1754 Aug17 Aug31 Aug14 Sep28 Sep12 Oct26 Oct
Day’s Range
MXN 138.00 - MXN 140.00
52-Week Range
MXN 127.50 - MXN 397.00
Previous Close
MXN 143.99
Volume
1,855
Average Volume (3M)
6,399
Market Cap
MXN 33.85B
Enterprise Value
MXN 19.48B
Total Cash (Recent Filing)
MXN 712.42M
Total Debt (Recent Filing)
MXN 15.21B
Price to Earnings (P/E)
4.4
Beta
0.87
Next Earnings
Nov 04, 2026 (Est.)
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Recurring Customer Contracts

Sunrun's lease and PPA model can create recurring customer payments over contract terms, while monitoring, maintenance and service add-ons extend relationships beyond installation. This contracted structure can support revenue visibility and customer retention over the next several quarters.

Improved Operating Performance

TTM revenue growth, positive operating profit and an approximately 11.6% net margin show a meaningful operating recovery. If maintained, this stronger earnings base could improve the economics of Sunrun's customer and financing platform, though durability remains unproven.

Multiple Monetization Channels

Tax-equity financing, customer payments and potential battery grid-services revenue give Sunrun several ways to monetize its solar and storage assets. This broadens the business model beyond equipment sales, although participation and economics depend on transaction terms and local programs.

Bears Say

High Leverage

Debt equal to roughly 4.36 times equity materially limits financial flexibility and leaves less capacity to absorb operating setbacks or fund expansion internally. Elevated leverage also increases dependence on financing conditions, making the earnings recovery less resilient over the medium term.

Deeply Negative Cash Generation

Negative operating cash flow and deeply negative free cash flow show that reported earnings are not yet converting into internally generated cash. Continued cash burn can require external financing and constrain investment, reducing the durability of Sunrun's improving profitability.

Volatile Profitability

The shift from large annual losses to positive results demonstrates progress but also a highly volatile earnings record. Such swings reduce confidence that current margins will persist, making medium-term planning and capital allocation more difficult for the company.

Sunrun News

RUN FAQ

What was Sunrun’s price range in the past 12 months?
Sunrun lowest stock price was Mex$127.50 and its highest was Mex$397.00 in the past 12 months.
What is Sunrun’s market cap?
Sunrun’s market cap is Mex$33.85B.
When is Sunrun’s upcoming earnings report date?
Sunrun’s next earnings report is estimated for Nov 04, 2026 (not yet confirmed), which is in 2 days.
How were Sunrun’s earnings last quarter?
Sunrun released its earnings results on Aug 05, 2026. The company reported Mex$7.893 earnings per share for the quarter, beating the consensus estimate of Mex$4.228 by Mex$3.664.
Is Sunrun overvalued?
According to Wall Street analysts Sunrun’s price is currently Undervalued.
Does Sunrun pay dividends?
Sunrun does not currently pay dividends.
What is Sunrun’s EPS estimate?
Sunrun’s EPS estimate is 3.78.
How many shares outstanding does Sunrun have?
Sunrun has 240,846,980 shares outstanding.
What happened to Sunrun’s price movement after its last earnings report?
Sunrun reported an EPS of Mex$7.893 in its last earnings report, beating expectations of Mex$4.228. Following the earnings report the stock price went down -11.096%.
Which hedge fund is a major shareholder of Sunrun?
Hedge funds hold Sunrun shares: hedge funds increased their holdings by 2.4M shares last quarter.
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