SUNRUN INC (RUN) Forecast, Price Target & Analyst Ratings

NASDAQ:RUN • US86771W1053

Current stock price

12.6 USD
+0.2 (+1.61%)
At close:
12.51 USD
-0.09 (-0.71%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for SUNRUN INC (RUN).

Forecast Snapshot

Consensus Price Target

Price Target
$21.25
+ 68.61% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 5, 2026
Period
Q1 / 2026
EPS Estimate
-$0.07
Revenue Estimate
627.49M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
72.67%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$21.25
Upside
+ 68.61%
From current price of $12.60 to mean target of $21.25, Based on 30 analyst forecasts
Low
$6.57
Median
$23.46
High
$31.50

Price Target Revisions

1 Month
-5.54%
3 Months
-5.54%

Price Target Summary

30 Wall Street analysts provided a forecast for the next 12 months for RUN. The average price target is 21.25 USD. This implies a price increase of 68.61% is expected in the next year compared to the current price of 12.6.
The average price target has been revised downward by 5.54% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

RUN Current Analyst RatingRUN Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

RUN Historical Analyst RatingsRUN Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30

Analyst Ratings Consensus

ChartMill Buy Consensus
72.67%
RUN was analyzed by 30 analysts. The buy percentage consensus is at 73. So analysts seem to be have mildly positive about RUN.
In the previous month the buy percentage consensus was at a similar level.
RUN was analyzed by 30 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-26GLJ ResearchMaintains Sell -> Sell
2026-03-10UBSMaintains Buy -> Buy
2026-03-03Freedom Capital MarketsDowngrade Buy -> Hold
2026-03-03GLJ ResearchReiterate Sell -> Sell
2026-03-02MizuhoMaintains Outperform -> Outperform
2026-03-02Goldman SachsMaintains Buy -> Buy
2026-02-27GLJ ResearchDowngrade Hold -> Sell
2026-02-27OppenheimerMaintains Outperform -> Outperform
2026-02-27JefferiesDowngrade Buy -> Hold
2026-01-13Raymond JamesInitiate Market Perform
2025-12-02Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2025-11-11Wells FargoMaintains Overweight -> Overweight
2025-11-10GuggenheimUpgrade Neutral -> Buy
2025-10-21UBSMaintains Buy -> Buy
2025-10-21CitigroupUpgrade Neutral -> Buy
2025-10-16JP MorganMaintains Overweight -> Overweight
2025-10-15BMO CapitalUpgrade Underperform -> Market Perform
2025-10-13SusquehannaMaintains Positive -> Positive
2025-10-08Goldman SachsMaintains Buy -> Buy
2025-10-01JefferiesUpgrade Hold -> Buy
2025-09-19JP MorganMaintains Overweight -> Overweight
2025-09-11Goldman SachsMaintains Buy -> Buy
2025-08-18RBC CapitalUpgrade Sector Perform -> Outperform
2025-08-14Wells FargoMaintains Overweight -> Overweight
2025-08-08UBSMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 5, 2026
Period
Q1 / 2026
EPS Estimate
-$0.07
Revenue Estimate
627.49M
Revenue Q2Q
24.44%
EPS Q2Q
-134.41%
Number of Analysts
21

Next Earnings Revisions

Revenue (1 Month)
7.49%
Revenue (3 Months)
7.54%
EPS (1 Month)
25.13%
EPS (3 Months)
34.60%

Next Earnings Summary

RUN is expected to report earnings on 5/5/2026. The consensus EPS estimate for the next earnings is -0.07 USD and the consensus revenue estimate is 627.49M USD.
The next earnings revenue estimate has been revised upward by 7.54% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2031

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031
Revenue
YoY % growth
RUN revenue by date.RUN revenue by date.
2.26B
-2.65%		2.038B
-9.83%		2.957B
45.11%		2.816B
-4.77%		3.131B
11.19%		3.648B
16.51%		4.025B
10.33%		4.367B
8.50%		5.192B
18.89%
EBITDA
YoY % growth
RUN ebitda by date.RUN ebitda by date.
-288.974M
-36.86%		47.837M
116.55%		599.449M
1,153.11%		599.47M
0.00%		718.82M
19.91%		1.143B
59.01%		1.057B
-7.52%		1.22B
15.42%		N/A
EBIT
YoY % growth
RUN ebit by date.RUN ebit by date.
-820.643M
-23.93%		-573.039M
30.17%		-126.129M
77.99%		-333.282M
-164.24%		-288.958M
13.30%		-225.821M
21.85%		407.74M
280.56%		644.08M
57.96%		854.06M
32.60%
Operating Margin
RUN operating margin by date.RUN operating margin by date.
-36.31%-28.12%-4.27%-11.84%-9.23%-6.19%10.13%14.75%16.45%
EPS
YoY % growth
RUN eps by date.RUN eps by date.
-7.39
-1,059.74%		1.19
116.10%		1.71
43.70%		0.37
-78.10%		0.15
-59.24%		1.34
776.97%		5.34
299.03%		5.75
7.56%		0.44
-92.27%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		-0.07
-134.41%		0.20
-81.59%		0.07
16.79%		0.02
-95.22%		-0.04
41.29%		0.15
-24.36%		0.27
278.35%		0.06
247.22%		0.06
237.50%		0.20
32.20%		0.47
79.05%		0.33
420.00%
Revenue
Q2Q % growth		627.49M
24.44%		712.77M
25.19%		792.35M
9.36%		761.46M
-34.29%		741.29M
18.14%		845.5M
18.62%		947.48M
19.58%		941.71M
23.67%		852.28M
14.97%		1B
18.27%		1.126B
18.84%		1.046B
11.07%
EBITDA
Q2Q % growth		150.71M
174.01%		164M
-33.70%		194.89M
-64.23%		190.2M
-76.89%		190.54M
26.43%		192.19M
17.19%		324.61M
66.56%		315.7M
65.98%		257.97M
35.39%		264.84M
37.80%		337.55M
3.99%		335.45M
6.26%
EBIT
Q2Q % growth		-79.18M
31.08%		-80.8M
28.02%		-67.268M
-1,942.45%		-51.602M
-153.00%		-78.923M
0.32%		-83.396M
-3.21%		-32.352M
51.91%		-40.369M
21.77%		-105.585M
-33.78%		-103.788M
-24.45%		67.7M
309.26%		84.396M
309.06%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

RUN Yearly Revenue VS EstimatesRUN Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 1B 2B 3B 4B 5B
RUN Yearly EPS VS EstimatesRUN Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 0 2 -2 4 -4 -6

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
-7.83%
EPS Next 5 Year
27.43%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
14.53%
Revenue Next 5 Year
12.46%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
73.98%
EBIT Next 5 Year
40.56%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

SUNRUN INC / RUN Forecast FAQ

What is the average price target for SUNRUN INC (RUN) stock?

30 analysts have analysed RUN and the average price target is 21.25 USD. This implies a price increase of 68.61% is expected in the next year compared to the current price of 12.6.

What is the next earnings date for RUN stock?

SUNRUN INC (RUN) will report earnings on 2026-05-05, after the market close.

What are the consensus estimates for RUN stock next earnings?

The consensus EPS estimate for the next earnings of SUNRUN INC (RUN) is -0.07 USD and the consensus revenue estimate is 627.49M USD.

What is the number of analysts for RUN stock?

The number of analysts covering SUNRUN INC (RUN) is 30.