Sunrun Inc. (RUN) received a ‘Hold’ rating from Julien Dumoulin-Smith at Jefferies on February 27, 2026, reflecting a cautious yet optimistic outlook. The firm’s price target of $22 implies substantial upside potential from its current price of $13.25. This rating is particularly critical for investors navigating the complex landscape of renewable energy stocks, as it suggests a pause for reflection before making significant investment decisions.
Market Price Action
Recent trading sessions have illustrated significant volatility for Sunrun’s stock. Currently priced at $13.25, RUN has seen a drastic decline of 35.11%, dropping $7.17 from earlier highs. The stock’s 52-week range highlights this volatility, with a high of $279.55 and a low that drastically contrasts at $9, pointing to extreme oscillations in market perception. Over the past week, the average trading volume surged to 56,354,562 shares, significantly exceeding its 3-month average of 7,188,141 shares. This spike in activity signals a heightened investor interest, potentially spurred by news flow surrounding the company’s earnings and market dynamics. With a market cap of approximately $3.07 billion and a beta of 2.36, Sunrun has demonstrated a tendency toward greater volatility compared to the broader market, making it a stock to watch closely.
Short- and Long-Term Performance
A closer examination of Sunrun’s performance over various time frames reveals an intricate picture. Over the last 30 days, the stock has seen a decline of 1.7%, while the quarterly performance reflects a more considerable drop of 13.94%. However, in a year that has turned many markets upside down, RUN has remarkably risen by 75.81%, showcasing its potential in the long-term renewable energy sector. Investors should also note the stock’s volatility measures, including a weekly and monthly volatility average of 6.53% and 6.39%, respectively. Such measures indicate that while the stock may be risky in the short term, it could still offer lucrative opportunities for those willing to navigate the fluctuations.
Earnings and Financials
In its latest earnings report, released on November 6, 2025, Sunrun posted an earnings per share (EPS) of $0.06, significantly surpassing estimates of just $0.01—a remarkable surprise factor of 500%. This positive earnings surprise becomes even more compelling when compared to the previous quarter, which saw an EPS of $1.07 against an estimate of -$0.18. This steep drop-off between quarters raises questions about sustainability and long-term profitability for investors considering a stake in the company.
Analyst and Consensus Views
The consensus surrounding Sunrun’s stock reflects a measured optimism amid the current volatility. Currently, among three total ratings, one is categorized as ‘Buy’ while two are ‘Hold.’ The average price target stands at approximately $22.67, illustrating that analysts are cautiously eyeing the potential for recovery and growth. The most optimistic analyst sets the high target at $25, indicating confidence in Sunrun’s ability to rebound, while the low target remains at $21, suggesting a more conservative outlook.
Stock Grading and Fundamental View
The Stocks Telegraph Grade for Sunrun Inc. is currently rated at 40, a reflection of the company’s overall health and investment profile. This score incorporates various financial metrics and market analyses, suggesting that Sunrun has solid fundamentals and a strategic position within the renewable energy sector. While it may not be at the forefront of innovation compared to its peers, the firm remains relevant and promising as the energy landscape evolves.
Conclusion
In summary, Sunrun Inc. (RUN) presents a mixed bag for investors. With a solid long-term growth trajectory underscored by substantial past performance, the recent hold rating and volatile trading patterns signify that the stock may best suit investors with a higher risk tolerance looking for exposure in the renewable energy space. However, the short-term outlook appears uncertain, making it critical for potential investors to stay vigilant and informed. As the market continues to react to broader economic shifts and specific company developments, RUN remains a stock worthy of attention for both cautious observers and optimistic strategists.