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Sunrun Inc Stock Price, News & Analysis

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Welcome to our dedicated page for Sunrun news (Ticker: RUN), a resource for investors and traders seeking the latest updates and insights on Sunrun stock.

Sunrun Inc. (Nasdaq: RUN) is active in residential solar, home battery storage, and home-to-grid power plants, and its news flow reflects this focus on distributed clean energy. Company announcements frequently highlight developments in its subscription-based home energy model, large-scale battery deployments, and participation in grid-support programs across multiple states and territories.

Investors and observers following RUN news will see regular earnings releases and financial updates, often accompanied by conference calls where management discusses metrics such as Subscriber Additions, storage and solar capacity installed, Subscriber Value, Contracted Net Value Creation, and Cash Generation. These updates are typically paired with Form 8-K filings that reference the associated press releases.

Sunrun’s news also covers capital markets and financing activities, including securitizations of leases and power purchase agreements and other non-recourse debt financings backed by residential solar and storage portfolios. The company reports on pricing, structure, and investor participation in these transactions, which are central to funding its asset base and growth strategy.

Another major theme in RUN news is grid services and distributed power plant operations. Sunrun regularly reports on dispatch events where its fleet of home batteries provides hundreds of megawatts of peak power to support grid reliability, as well as on analyses that quantify its contribution to statewide distributed power plant tests. News items describe how these resources help avoid or reduce blackouts and manage peak demand.

Readers will also find coverage of strategic partnerships and pilot programs, such as collaborations with utilities, energy retailers, and automakers on home energy plans, vehicle-to-grid pilots, and virtual power plant initiatives. Governance updates, including board appointments, appear in both press releases and related SEC filings. This news page is a central place to review Sunrun’s latest disclosures on operations, financing, partnerships, and its evolving role in the residential solar and storage market.

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Sunrun (Nasdaq: RUN) CEO Mary Powell was named to CNBC’s 2026 Changemakers: Women Transforming Business list for leading a storage-first strategy that expanded home battery adoption and aggregated systems into distributed power plants.

Since 2021 Sunrun added >500,000 customers, surpassed 1 million total customers, grew battery installations >800%, distributed power plant participation >400%, and dispatched nearly 18 GWh in 2025.

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Sunrun (Nasdaq: RUN) completed a distributed power plant pilot with PG&E that enrolled more than 1,000 residential storage-plus-solar customers to supply targeted local grid relief. The program dispatched over 1,200 hours across July–October 2025, achieved ~99% dispatch accuracy, and paid customers $150 per battery.

Sunrun says the initiative aimed to help PG&E avoid or defer distribution upgrades while generating savings for utility customers and supporting California load-shifting goals.

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Sunrun (Nasdaq: RUN) reported rapid scaling of distributed power plant programs in 2025, with customer participation growing from ~20,000 to 106,000 and over 1,300 dispatches across 17 programs.

Sunrun dispatched nearly 18 GWh with a combined peak output of 416 MW, leverages 217,000 home batteries, and paid customers more than $17 million in 2025.

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Sunrun (Nasdaq: RUN) will release its fourth quarter and full-year 2025 earnings after market close on Thursday, February 26, 2026.

A conference call to discuss results is scheduled for 1:30 p.m. Pacific Time the same day, accessible via the Sunrun Investor Relations website or by phone. An audio replay will be available for about one month and a transcript posted the following day.

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Sunrun (Nasdaq: RUN) and HA Sustainable Infrastructure Capital (NYSE: HASI) closed a joint venture in December 2025 in which HASI will invest up to $500 million over an 18-month period to finance distributed energy assets.

The partnership is expected to ultimately fund >300 megawatts of capacity across more than 40,000 home power plants. HASI’s structured equity monetizes a portion of long-term customer cash flows while letting Sunrun retain significant ownership and flexible senior project debt structuring. The JV will be accounted for as a consolidated entity on Sunrun’s financials. Management says the structure should deliver a more efficient cost of capital and proceeds equal to or better than Sunrun’s traditional financings.

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Sunrun and NRG Energy (NYSE: NRG) announced a multi-year partnership to accelerate distributed energy adoption in Texas by aggregating home solar-plus-storage systems and delivering dispatchable capacity to the ERCOT grid.

The collaboration will offer Texas residents Sunrun solar-plus-storage with optimized rate plans through Reliant; Sunrun will aggregate and dispatch enrolled capacity, be paid for aggregation, and compensate participating Reliant customers for shared stored solar energy. NRG aims to help reach a 1 GW virtual power plant by 2035 and supply flexible capacity during peak demand.

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Sunrun (Nasdaq: RUN) was named No. 1 across all seven evaluated categories in the 2025 Extel All‑America Executive Team survey and was recognized as a Most Honored Company for the second consecutive year.

Sunrun earned top rankings in Alternative Energy for Best CEO (Mary Powell), Best CFO (Danny Abajian), Best IR Professional (Patrick Jobin), Best Company Board, Best ESG Program, Best IR Program, and Best IR Team. The 2025 survey reflects responses from 3,497 money managers and buy‑side analysts, over 340 sell‑side researchers, and evaluated more than 1,400 companies.

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Sunrun (Nasdaq: RUN) announced on November 6, 2025 the appointment of Craig Cornelius to its board of directors.

Cornelius brings about two decades of renewable energy experience, currently serving as President and CEO of Clearway and CEO of public affiliate Clearway Energy, Inc. He previously led NRG’s renewables division and held roles at Hudson Clean Energy Partners and the U.S. Department of Energy. Cornelius will join Sunrun’s Audit Committee and the Nominating, Governance and Sustainability Committee.

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Sunrun (Nasdaq: RUN) reported third quarter 2025 results showing continued growth and improving cash metrics. Q3 revenue was $724.6M (+35% YoY) and net income was $16.6M (basic EPS $0.07). Aggregate Subscriber Value reached $1.6B (+10% YoY) and Contracted Net Value Creation was $279M (+35% YoY). Cash Generation was $108M, the sixth consecutive quarter of positive Cash Generation; 2025 Cash Generation midpoint reiterated at $350M. Key operating metrics: 971,805 subscribers, storage attachment 70%, storage capacity installed 412 MWh (Q3).

Capital markets activity included ~$1.4B of securitizations in Q3 and ~$2.8B of non-recourse debt YTD.

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Sunrun (Nasdaq: RUN) released a national survey (1,000 U.S. homeowners; Sept 12–25, 2025) showing widespread anxiety about electricity reliability and affordability amid rising demand from AI and data centers. Key findings: 80% fear data centers will raise utility prices, 81% experienced an outage in the past year, and 62% have considered home battery storage. The release emphasizes homeowner interest in distributed solar+storage—91% say it strengthens the grid and Sunrun reports delivering hundreds of megawatts of dispatchable power via networked home systems.

The survey underpins Sunrun's positioning that residential storage and solar increase resilience, reduce outage impacts, and offer potential grid benefits.

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FAQ

What is the current stock price of Sunrun (RUN)?

The current stock price of Sunrun (RUN) is $20.1 as of February 24, 2026.

What is the market cap of Sunrun (RUN)?

The market cap of Sunrun (RUN) is approximately 4.6B.

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