Equity Brief · Technology2026-05-20
RUN·Technology

Sunrun Inc

I · AI Analysis

The brief

Sunrun sells and operates residential solar panel systems and battery storage solutions through direct sales, online channels, retail partnerships, and referral networks [Company Overview]. The company also operates distributed electricity power plants and offers integrated solar-plus-storage packages, with 73% of new customers in Q1 adding battery storage to their systems [Yahoo Finance].

Sunrun Inc. designs, installs, owns, and maintains residential solar energy systems and battery storage across the United States [Company Overview]. The company recently earned recognition as No. 5 on TIME's World's Most Impactful Companies 2026 list and won four 2026 Buyer's Choice Awards from ConsumerAffairs [Yahoo Finance]. Despite beating Q1 earnings estimates with 45% revenue growth year-over-year [Yahoo Finance], the stock has declined 69.9% over five years and faces significant financial health risks with negative free cash flow of $423 million [Yahoo Finance].

Sunrun shows strong revenue growth but faces serious liquidity and leverage concerns with negative free cash flow and high debt levels.

The brief AI analysisConfidence 7/10

Sentinellis health

3.7/10

Significant risks

Market capitalisation

$3.1B

Revenue (TTM)

$3.0B

Explainers

How we read these numbers

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II · Recent news

What moved

6 stories · ranked by relevance

  • Macro2026-05-19

    Sunrun Earns Four 2026 Buyer’s Choice Awards from ConsumerAffairs, Including Best Customer Service

    Yahoo Finance

  • Macro2026-05-19

    Sunrun’s TIME Impact Honor Versus A Volatile Stock And Earnings Outlook

    Simply Wall St

  • Macro2026-05-18

    Sunrun (RUN) Price Target Lowered Despite Exceeding Estimates in Q1

    Yahoo Finance

  • Macro2026-05-16

    5 Revealing Analyst Questions From Sunrun’s Q1 Earnings Call

    Yahoo Finance

  • Macro2026-05-17

    Sunrun (RUN) Gets A Small Target Hike But The Bigger Solar Story Remains Unsettled

    Yahoo Finance

  • Macro2026-05-14

    Sunrun Ranks No. 5 on TIME’s World’s Most Impactful Companies 2026

    Yahoo Finance

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Sunrun is burning $423 million annually in free cash flow while carrying net debt at 6.9 times EBITDA, creating significant refinancing and liquidity risk [Yahoo Finance].

1 of 5 risks in this report

Risks

5

Opportunities

5

Red flags

4

Leadership

10

13 more findings in the full report — free with any account.

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Produced 20 May 2026, 19:56 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated