Sunrun Inc Stock Price, News & Analysis

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.

Sunrun (NASDAQ:RUN), California's largest distributed power plant operator, achieved a record-breaking energy dispatch of 360 megawatts to the state's grid during a scheduled test event. The analysis by The Brattle Group confirmed that Sunrun's fleet of home batteries contributed over two-thirds of the total 535 megawatts delivered during the July 29 event between 7-9 PM.

This marks Sunrun's second significant grid contribution this summer, following a 325-megawatt dispatch on June 24. The company's network of over 100,000 residential batteries demonstrated consistent performance, effectively reducing peak demand. Participating customers can earn up to $150 per battery per dispatching season, while Sunrun receives compensation for managing the dispatches.

Sunrun (Nasdaq: RUN) has partnered with Tesla Electric (Nasdaq: TSLA) to launch an innovative home energy plan for Texas homeowners. The partnership combines Sunrun Flex™ solar + storage systems with Tesla's retail electric plan to provide a comprehensive energy solution.

The plan features Tesla Powerwall batteries for backup power, low fixed electricity rates, competitive sellback rates for excess solar energy, and participation in Tesla's Virtual Power Plant program. Key benefits include cost predictability, managed settings, seamless customer service, rollover credits, and performance guarantees.

This collaboration aims to simplify the complex Texas electricity market while providing customers with enhanced energy independence and protection against grid outages.

Sunrun (Nasdaq: RUN), the leading clean energy subscription service provider, has activated over 37,000 home batteries to supply emergency power to Puerto Rico's grid amid summer energy shortages. The company's dispatched power capacity has grown tenfold since last summer, helping prevent rotating blackouts during LUMA's expected 75+ energy shortfall events from July through October.

The distributed power plant successfully addressed a generation shortfall of nearly 50 MW, with participating customers earning a minimum of $200 per battery. Sunrun's fleet serves as an alternative to traditional natural gas peaker plants, providing on-demand power during critical grid needs while generating revenue for both customers and the company.

Sunrun (NASDAQ: RUN), the leading clean energy subscription service provider, has successfully priced its fourteenth securitization of leases and power purchase agreements since 2015. The transaction includes $431 million in notes, with $331 million Class A-1 Notes marketed publicly and $100 million Class A-2 Notes placed privately.

The Class A Notes carry a 6.15% coupon and represent a 68% advance rate. The securitization is backed by 63,318 systems across 12 states and Washington D.C., with customers having a weighted average FICO score of 757. The transaction is expected to close by July 30, 2025.

Sunrun (NASDAQ: RUN), a leading solar energy company, has scheduled its second quarter 2025 earnings release for Wednesday, August 6, 2025, after market close. The company will host a conference call at 1:30 p.m. Pacific Time to discuss the results.

Investors can access the conference call through the Sunrun Investor Relations website or by phone using the provided toll-free and toll numbers. An audio replay and transcript will be available on the company's investor relations website following the call.

Sunrun (NASDAQ:RUN) demonstrated significant grid support capabilities by dispatching over 340 megawatts of peak power from its home battery fleet on June 24, 2025, across multiple states including California, New York, Massachusetts, Rhode Island, and Puerto Rico. The company responded to urgent power needs during a severe heat wave that stressed traditional power infrastructure.

As the world's largest distributed battery power plant operator with nearly a gigawatt of total battery capacity, Sunrun activated more than 5,600 batteries in Puerto Rico within an hour and dispatched 325 megawatts of peak power in California during critical evening hours. The company's subscription-based model enables rapid deployment and management of home battery systems, effectively serving as a decentralized power plant.

Sunrun (RUN), America's leading residential clean energy provider, has announced the activation of over 130,000 home batteries for grid support this summer, representing two-thirds of its total battery fleet. The company can dispatch 650 megawatts of peak power, equivalent to powering 480,000 homes. With a storage attachment rate reaching 70% for new solar customers in Q1, Sunrun has become one of the top 5 energy storage operators nationwide, with nearly 1 gigawatt of total battery capacity. The company operates 17 dispatchable power plant programs across multiple states, including Texas, Arizona, California, New York, and Puerto Rico, where it has already provided critical grid support during peak demand periods. Sunrun's subscription model and rapid deployment capabilities position it strategically to address America's growing energy demands, particularly from manufacturing, data centers, and AI.

Scanifly has announced a new integration with SnapNrack, a Sunrun (RUN) subsidiary, to streamline solar installation workflows. The partnership connects Scanifly's drone-based PV design platform with SnapNrack's Blueprint portal through an API integration, enabling automatic transfer of project data including drone imagery, digital checklists, and structural data.

The integration delivers significant efficiency gains: cutting design cycles by 1-3 hours, reducing installation prep time by 2-4 hours per project, and improving first-time pass rates by over 30%. The solution leverages Scanifly's drone technology to create precise 3D property models, eliminating errors from manual data entry and outdated imagery. The integration is immediately available to solar contractors through their account managers.