RUN
Sunrun Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
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 its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Aggregate Subscriber Value | 1.1B | Q1 2026 | — |
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| Cash Generation non-GAAP | -$59M | Q1 2026 | — |
| Contracted Net Subscriber Value | $6,116 | Q1 2026 | — |
| Contracted Net Value Creation | 108M | Q1 2026 | — |
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| Contracted Subscriber Value | $55,464 | Q1 2026 | — |
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| Creation Costs per Subscriber Addition | $49,348 | Q1 2026 | — |
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| Net change in cash and restricted cash | -$148M | Q1 2026 | — |
| Net Subscriber Value | $11,892 | Q1 2026 | — |
| Solar Capacity Installed | 154 | Q1 2026 | — |
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| Storage Attachment Rate | 73% | Q1 2026 | — |
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| Storage Capacity Installed | 282 | Q1 2026 | — |
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| Subscriber Additions | 17,665 | Q1 2026 | — |
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| Subscriber Value | $61,240 | Q1 2026 | — |
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| Subscribers | 1,014,945 | As of March 31, 2026 | +1.8% |
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| aggregate creation costs non-GAAP | 872M | Q1 2026 call | — |
| cash generation excluding equipment safe harbor investments non-GAAP | -31M | Q1 2026 call | — |
| upfront net value creation non-GAAP | 91M | Q1 2026 call | — |
| Contracted Net Value Creation per share | $0.76 | Q4 | — |
| Distributed power plant programs | 18 | As of the end of the fourth quarter | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Solar — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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RUN
this stock
Sunrun Inc.
|
$2.90B | -34.0% | +13.0% | 5.7 | 27.3% |
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FSLR
First Solar, Inc.
|
$22.77B | -18.9% | +26.7% | 13.7 | 7.7% |
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NXT
Nextpower Inc.
|
$16.06B | +25.3% | +20.3% | 27.8 | 4.7% |
|
ENPH
Enphase Energy, Inc.
|
$5.41B | +37.4% | +10.7% | 40.7 | 17.9% |
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SEDG
Solaredge Technologies, Inc.
|
$3.18B | +81.4% | -4.3% | — | 17.1% |
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 | -2.6% | -4.0% | -35.3% | -9.3% | -34.0% |
| SPY | +1.3% | -0.2% | +10.1% | +1.1% | +10.7% |
| vs SPY | -3.8% | -3.8% | -45.4% | -10.4% | -44.7% |
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.