SUNRUN INC (RUN) Forecast, Price Target & Analyst Ratings
NASDAQ:RUN • US86771W1053
11.54 USD
-0.98 (-7.83%)
At close: Mar 3, 2026
11.73 USD
+0.19 (+1.65%)
Pre-Market: 3/4/2026, 6:35:33 AM
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
$22.49
+ 94.89% Upside
Next Earnings Forecast
Release DateMay 5, 2026
PeriodQ1 / 2026
EPS Estimate-$0.10
Revenue Estimate603.28M
ChartMill Buy Consensus
72.67%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$22.49
Upside
+ 94.89%
From current price of $11.54 to mean target of $22.49, Based on 30 analyst forecasts
Low
$6.57
Median
$23.31
High
$31.50
Price Target Revisions
1 Month
-0.21%
3 Months
3.60%
Price Target Summary
30 analysts have analysed RUN and the average price target is 22.49 USD. This implies a price increase of 94.89% is expected in the next year compared to the current price of 11.54.
The average price target has been revised upward by 3.6% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
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 is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-03 | Freedom Capital Markets | Downgrade | Buy -> Hold |
| 2026-03-03 | GLJ Research | Reiterate | Sell -> Sell |
| 2026-03-02 | Mizuho | Maintains | Outperform -> Outperform |
| 2026-03-02 | Goldman Sachs | Maintains | Buy -> Buy |
| 2026-02-27 | GLJ Research | Downgrade | Hold -> Sell |
| 2026-02-27 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2026-02-27 | Jefferies | Downgrade | Buy -> Hold |
| 2026-01-13 | Raymond James | Initiate | Market Perform |
| 2025-12-02 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2025-11-11 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-11-10 | Guggenheim | Upgrade | Neutral -> Buy |
| 2025-10-21 | UBS | Maintains | Buy -> Buy |
| 2025-10-21 | Citigroup | Upgrade | Neutral -> Buy |
| 2025-10-16 | JP Morgan | Maintains | Overweight -> Overweight |
| 2025-10-15 | BMO Capital | Upgrade | Underperform -> Market Perform |
| 2025-10-13 | Susquehanna | Maintains | Positive -> Positive |
| 2025-10-08 | Goldman Sachs | Maintains | Buy -> Buy |
| 2025-10-01 | Jefferies | Upgrade | Hold -> Buy |
| 2025-09-19 | JP Morgan | Maintains | Overweight -> Overweight |
| 2025-09-11 | Goldman Sachs | Maintains | Buy -> Buy |
| 2025-08-18 | RBC Capital | Upgrade | Sector Perform -> Outperform |
| 2025-08-14 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-08-08 | UBS | Maintains | Buy -> Buy |
| 2025-08-07 | BMO Capital | Maintains | Underperform -> Underperform |
| 2025-08-07 | Oppenheimer | Maintains | Outperform -> Outperform |
Next Earnings Forecast Details
Next Earnings Details
Release DateMay 5, 2026
PeriodQ1 / 2026
EPS Estimate-$0.10
Revenue Estimate603.28M
Revenue Q2Q19.63%
EPS Q2Q-151.54%
Number of Analysts19
Next Earnings Revisions
Revenue (1 Month)
-0.27%
Revenue (3 Months)
-0.25%
EPS (1 Month)
59.30%
EPS (3 Months)
51.85%
Next Earnings Summary
RUN is expected to report earnings on 5/5/2026. The consensus EPS estimate for the next earnings is -0.1 USD and the consensus revenue estimate is 603.28M USD.
The next earnings revenue estimate has been revised downward by 0.25% in the past 3 months.
Full Analyst Estimates
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 | 2.26B -2.65% | 2.038B -9.83% | 2.957B 45.11% | 2.66B -10.04% | 2.98B 12.03% | 3.416B 14.63% | 4.025B 17.83% | 4.367B 8.50% | 5.192B 18.89% | |
| EBITDA YoY % growth | -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 | -820.643M -23.93% | -573.039M 30.17% | -126.129M 77.99% | -394.047M -212.42% | -332.23M 15.69% | 121.4M 136.54% | 407.74M 235.86% | 644.08M 57.96% | 854.06M 32.60% | |
| Operating Margin | -36.31% | -28.12% | -4.27% | -14.81% | -11.15% | 3.55% | 10.13% | 14.75% | 16.45% | |
| EPS YoY % growth | -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 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | -0.10 -151.54% | 0.16 -85.40% | 0.10 60.57% | -0.26 -167.33% | 0.04 139.19% | 0.09 -41.80% | 0.24 151.60% | 0.13 151.32% |
| Revenue Q2Q % growth | 603.28M 19.63% | 684.82M 20.28% | 732.22M 1.06% | 667.06M -42.44% | 663.79M 10.03% | 740.31M 8.10% | 852.64M 16.45% | 787.32M 18.03% |
| EBITDA Q2Q % growth | 137.54M 150.06% | 147.32M -40.44% | 155.66M -71.43% | 123.52M -84.99% | 148.66M 8.08% | 148.04M 0.49% | 199.32M 28.05% | 174.34M 41.14% |
| EBIT Q2Q % growth | -88.961M 22.57% | -90.429M 19.44% | -56.349M -1,643.38% | -107.258M -210.17% | -141.592M -59.16% | -147.147M -62.72% | -75.578M -34.13% | -107.812M -0.52% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
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
12.05%
Revenue Next 5 Year
12.46%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
73.98%
EBIT Next 5 Year
40.56%
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 22.49 USD. This implies a price increase of 94.89% is expected in the next year compared to the current price of 11.54.
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 -0.1 USD and the consensus revenue estimate is 603.28M USD.
What is the number of analysts for RUN stock?
The number of analysts covering SUNRUN INC (RUN) is 30.