Sunrun Inc Stock Price, News & Analysis

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.

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.

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.

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.

Sunrun (Nasdaq: RUN) will release its third quarter 2025 earnings after market close on Thursday, November 6, 2025. A conference call to discuss the results is set for 1:30 p.m. Pacific Time that day.

Investors can join the call live via the Sunrun Investor Relations website at https://investors.sunrun.com or by phone at (877) 407-5989 (toll-free) or (201) 689-8434 (toll). An audio replay will be available on the investor site for about one month, and a call transcript will be posted the following day.

Sunrun (Nasdaq: RUN) has achieved a significant milestone by activating America's first residential vehicle-to-grid distributed power plant in partnership with Baltimore Gas and Electric Company (BGE) and Ford. The groundbreaking program allows Ford F-150 Lightning truck owners to dispatch energy from their vehicles' batteries to the power grid during peak demand periods.

The program, which began with vehicle-to-home capability last summer, now enables participating customers to earn up to $1,000 per season by sharing energy with the grid between 5 p.m. and 9 p.m. on weekdays. This initiative demonstrates how electric vehicles can contribute to grid stability, provide backup power to homes, and create additional income opportunities for customers while helping utilities meet peak electricity demand.

Sunrun (Nasdaq: RUN), America's leading residential battery storage and solar provider, has successfully priced a $510 million securitization of leases and power purchase agreements. This marks the company's fifteenth securitization since 2015 and fifth issuance in 2025.

The securitization includes two A-rated tranches: $260 million Class A-1 Notes marketed publicly and $250 million Class A-2 Notes placed privately, both with a 6.15% coupon rate. The notes are backed by 29,929 systems across 19 states, with customers having an average FICO score of 743.

Combined with an August private securitization, Sunrun will have raised over $1.5 billion in non-recourse debt financing during Q3 2025, demonstrating strong capital markets access and diverse financing channels.

Sunrun (NASDAQ:RUN), the leading residential solar and energy services provider, has successfully completed a major digital transformation by migrating from Oracle E-Business Suite to Oracle Warehouse Management Cloud (WMS) across 38 locations. The migration was led by Intellinum, utilizing their FlexiPro™ mobile platform.

The implementation addresses several key challenges including outdated EBS customizations, security vulnerabilities, and operational inefficiencies. The new cloud-based solution features enhanced mobility, improved inventory management, and support for project-based transactions. Notable improvements include facility-level serial management, integrated shipping instructions, and a new "mega-branch" model for streamlined deliveries.

Sunrun (NASDAQ:RUN), America's largest residential battery storage and solar provider, reported strong Q2 2025 financial results. The company achieved $1.6 billion in Aggregate Subscriber Value, up 40% year-over-year, and $376 million in Contracted Net Value Creation, a 316% increase. Key highlights include a record 70% storage attachment rate and the fifth consecutive quarter of positive Cash Generation at $27 million.

Financial performance showed total revenue of $569.3 million, up 9% year-over-year, with net income of $279.8 million ($1.22 per basic share). The company added 28,823 new subscribers, a 15% increase, reaching a total of 941,701 subscribers. Sunrun maintains its 2025 Cash Generation guidance of $200-500 million and increased its Contracted Net Value Creation guidance to $1.0-1.3 billion.