In the most recent trading session, Sunrun (RUN) saw its shares close at $19.34, reflecting a notable increase of 1.31% compared to the previous trading day. This performance stood out against the broader market, as the S&P 500 managed a modest gain of 0.1%, while the Dow saw an increase of 0.07% and the Nasdaq, which is heavily weighted toward technology stocks, rose 0.14%.
Over the past month, Sunrun’s stock has appreciated by 4.72%. Despite this growth, it lagged behind the Oils-Energy sector, which enjoyed an impressive gain of 11.68%. In contrast, the S&P 500 experienced a decline of 1.43% in the same period.
Looking ahead, the upcoming earnings report for Sunrun is generating significant anticipation among investors. Scheduled for release on February 26, 2026, analysts project that the company will report earnings of -$0.08 per share, signaling a substantial year-over-year drop of 105.67%. On a more optimistic note, revenue for the quarter is expected to reach $656.91 million, indicating a robust growth of 26.7% compared to the same period last year.
For the full fiscal year, analysts predict earnings of $1.32 per share alongside revenue projections of $2.43 billion. These figures represent slight changes of -0.75% for earnings and an encouraging increase of 19.22% for revenue from the previous year.
Analysts have also recently adjusted their estimates for Sunrun, reflecting evolving business trends. Changes in these estimates often indicate shifting sentiments among analysts, and favorable revisions may suggest increased optimism about the company’s prospects and profitability.
To capitalize on this, the Zacks Rank system has been developed to provide a comprehensive rating based on changes in earnings estimates. This proprietary model ranks stocks from #1 (Strong Buy) to #5 (Strong Sell) and has demonstrated impressive returns, with #1 ranked stocks yielding an average annual return of 25% since 1988. Notably, there has been a staggering 996.35% increase in the Zacks Consensus EPS estimate for Sunrun over the past month, contributing to a current Zacks Rank of #2 (Buy).
In terms of valuation, Sunrun trades with a Forward Price-to-Earnings (P/E) ratio of 52.42, which is significantly higher than the average Forward P/E of 19.3 for its industry. This observation suggests that Sunrun’s shares are trading at a premium when compared to its peers.
The solar industry, of which Sunrun is a key player, is categorized under the Oils-Energy sector. This sector currently holds a Zacks Industry Rank of 80, positioning it among the top 33% of over 250 industries. The Zacks Industry Rank evaluates the strength of various industry groups by averaging the Zacks Rank of the stocks within those groups. Historical data indicates that industries ranked in the top 50% outperform those in the lower half by a factor of two to one, further underscoring the significance of Sunrun’s standing within its sector.
