Equity Brief · Technology2026-05-20
RUN·Technology

Sunrun Inc

Sentinellis health

3.7/10

Significant risks

Market capitalisation

$3.1B

Revenue (TTM)

$3.0B

§ 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.

Synthesis Claude Sonnet 4.5Confidence 7/10

§ 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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