RUN · Sunrun Inc.
Price & Indicators
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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 |
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| Aggregate Subscriber Value | 1.2B | the second quarter of 2026 | — |
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| Cash Generation non-GAAP | 23M | the second quarter of 2026 | — |
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| Contracted Net Earning Assets | 3.7B | as of June 30, 2026 | — |
| Contracted Net Subscriber Value | $5,100 | the second quarter of 2026 | — |
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| Contracted Subscriber Value | $55,033 | the second quarter of 2026 | — |
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| 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 | — |
| Net Subscriber Value | $9,444 | the second quarter of 2026 | — |
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| Networked Storage Capacity | 4.6 | As of June 30, 2026 | — |
| Solar Capacity Installed | 174 | the second quarter of 2026 | — |
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| Storage Attachment Rate | 74% | the second quarter of 2026 | — |
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| Storage Capacity Installed | 332 | the second quarter of 2026 | — |
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| Subscriber Additions | 19,793 | the second quarter of 2026 | — |
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| Subscriber Value | $59,377 | the second quarter of 2026 | — |
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| Subscribers | 1,034,738 | As of June 30, 2026 | — |
| Aggregate Creation Costs non-GAAP | 872M | Q1 2026 | — |
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| Contracted Net Value Creation | 108M | Q1 2026 | — |
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| Contracted Net Value Creation per share | $0.46 | Q1 2026 | — |
| Creation Costs per Subscriber Addition | $49,348 | Q1 2026 | — |
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| 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 |
|---|---|---|---|---|---|
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RUN
this stock
Sunrun Inc.
|
$2.37B | -44.6% | +13.0% | 6.7 | 26.9% |
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FSLR
First Solar, Inc.
|
$24.04B | -13.7% | +24.1% | 13.8 | 9.5% |
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NXT
Nextpower Inc.
|
$15.73B | +16.5% | +20.3% | 26.8 | 5.5% |
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ENPH
Enphase Energy, Inc.
|
$5.36B | +26.3% | +10.7% | 40.3 | 17.5% |
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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 | -0.1% | -14.0% | -49.0% | +3.9% | -44.6% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -0.5% | -18.5% | -62.8% | -0.1% | -58.5% |
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.