RUN · Sunrun Inc.
Price & Indicators
Up next
AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Aggregate Contracted Subscriber Value | 1.09B | 2Q26 | — |
| Aggregate Subscriber Value | $1.2B | the second quarter of 2026 | — |
|
|
|||
| Aggregate Upfront Proceeds (estimated) | 1.03B | 2Q26 | — |
| Cash Generation non-GAAP | 23M | 2Q26 | — |
|
|
|||
| Contracted Net Earning Assets ($ millions) | $3.68B | 6/30/2026 | — |
| Contracted Net Subscriber Value | $5,100 | the second quarter of 2026 | — |
|
|
|||
| Contracted Subscriber Value | $55,033 | the second quarter of 2026 | — |
|
|
|||
| Creation Costs Reflected in Capital Expenditures non-GAAP | $519M | the second quarter of 2026 | — |
| Creation Costs Reflected in Operating Expenses non-GAAP | $469M | the second quarter of 2026 | — |
| Customer Additions | 20,979 | 2Q26 | — |
| Customer Additions with Storage | 15,531 | 2Q26 | — |
| Customers | 1,205,613 | 6/30/2026 | — |
| Net Earning Assets ($ millions) | $9B | 6/30/2026 | — |
| Net Subscriber Value | $9,444 | the second quarter of 2026 | — |
|
|
|||
| Networked Solar Capacity (MWs) | 8,732 | 6/30/2026 | — |
| Networked Storage Capacity | 4.6 | As of June 30, 2026 | — |
| Solar Capacity Installed | 174 | the second quarter of 2026 | — |
|
|
|||
| Storage Attachment Rate | 74% | the second quarter of 2026 | — |
|
|
|||
| Storage Capacity Installed | 332 | the second quarter of 2026 | — |
|
|
|||
| Subscriber Additions in period | 19,793 | 2Q26 | — |
| Subscriber Value | $59,377 | the second quarter of 2026 | — |
|
|
|||
| Subscribers | 1,034,738 | As of June 30, 2026 | — |
| Upfront Net Subscriber Value | $2,016 | 2Q26 | — |
| Aggregate Creation Costs non-GAAP | 872M | Q1 2026 | — |
|
|
|||
| Contracted Net Value Creation | 108M | Q1 2026 | — |
|
|
|||
| Contracted Net Value Creation per share | $0.46 | Q1 2026 | — |
| Creation Costs per Subscriber Addition | $49,348 | Q1 2026 | — |
|
|
|||
| Subscriber Additions | 17,665 | Q1 2026 | — |
|
|
|||
| Distributed power plant enrolled customers | 100,000 | full year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Solar — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RUN
this stock
Sunrun Inc.
|
$2.28B | -46.7% | +13.0% | 6.4 | 26.9% |
|
FSLR
First Solar, Inc.
|
$23.90B | -14.9% | +24.1% | 13.7 | 9.5% |
|
NXT
Nextpower Inc.
|
$15.03B | +5.8% | +20.3% | 25.6 | 5.5% |
|
ENPH
Enphase Energy, Inc.
|
$5.09B | +22.8% | +10.7% | 38.2 | 17.5% |
|
SMTGF
SMA Solar Technology AG/ADR
|
$2.15B | +63.4% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RUN | -0.4% | -10.5% | -52.0% | -0.1% | -46.7% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +0.0% | -13.4% | -63.6% | -3.1% | -59.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.