Sunrun (NASDAQ:RUN) Stock

Sunrun

Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed either by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.

Medicaid.Healthcare

News

Health Care

Politics

General

NOVA

On Tuesday January 28, 2025, a federal health payment system lockout, blamed on an &#34;outage,&#34; sparked criticism amid Trump&#39;s spending freeze, though payments were reportedly unaffected, according to the white house.

Trump White House Blames &#39;Outage&#39; For Medicaid Website Lockout: &#39;We Have Confirmed No Payments Have Been Affected&#39;

What Trump Said?

Government

Regulations

Legal

Movers

A federal judge in the District of Columbia on Tuesday afternoon temporarily blocked an executive order given by President Donald Trump that imposed a freeze of all federal grants and loans, putting $3 trillion in funding in jeopardy and entire industries on edge. 

Judge Blocks Trump&#39;s Order To Freeze Federal Grant Money

Why It Matters

Equities

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White House freezes $3 trillion in federal funding, sparking legal and political showdown. Industries like education, healthcare, and clean energy at risk.

Trump&#39;s Federal Spending Freeze Puts $3 Trillion In Limbo, Threatens Industries Like Clean Energy, Defense, Health Care

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A nationwide lockout of federal health payment systems, reportedly due to an &#8220;outage&#8221;, has led to widespread criticism of the White House. The lockout affected several organizations and agencies, including state Medicaid programs, federally funded Head Start early education programs, and community health centers.
What Happened: The White House attributed the lockout to an &#8220;outage.&#8221; White House Press Secretary Karoline Leavitt said on X that the administration is &#8220;aware&#8221; of the Medicaid website not functioning.
&#8220;We have confirmed no payments have been affected — they are still being processed and sent,&#8221; said Leavitt.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The White House is aware of the Medicaid website portal outage. We have confirmed no payments have been affected — they are still being processed and sent. We expect the portal will be back online shortly.
&mdash; Karoline Leavitt (@PressSec) <a href="https://twitter.com/PressSec/status/1884329868030271759?ref_src=twsrc%5Etfw">January 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The lockout prevented multiple state Medicaid programs from accessing their payment systems. However, operations resumed later the same day, according to a CBS News <a href="https://www.cbsnews.com/news/medicaid-head-start-health-centers-trump-funding-freeze/">report</a>. The incident coincided with President Donald Trump&#8217;s controversial decision to freeze spending across the federal government, leading to heightened criticism from state governments, nonprofits, and lawmakers.
The entities affected were unable to access the Payment Management Services web portal, run by the Department of Health and Human Services (HHS), which processes billions of dollars in payments annually. 
The lockout and the ongoing communication &#8220;pause&#8221; imposed by the Trump administration at HHS led to a flurry of requests for comment from various stakeholders, including the National Association of Medicaid Directors and several lawmakers.
See Also: <a href="https://www.benzinga.com/markets/equities/25/01/43293219/teslas-30k-ev-risks-being-a-nothing-burger-says-gary-black-warns-of-cannibalization-without-a-new-compact-design">Tesla&#8217;s $30K EV Risks Being A &#8216;Nothing Burger,&#8217; Says Gary Black—Warns Of Cannibalization Without A New Compact Design</a>
Why It Matters: The lockout occurred amidst the administration&#8217;s decision to freeze spending across the federal government, a move that has been challenged legally. A federal judge issued a <a href="https://www.benzinga.com/government/regulations/25/01/43292056/judge-blocks-trumps-order-to-freeze-federal-grant-money">temporary stay on the funding freeze</a>, halting the move until further arguments can be heard.
The freeze put<a href="https://www.benzinga.com/25/01/43290381/trumps-federal-spending-freeze-puts-3-trillion-in-limbo-threatens-industries-like-clean-energy-defense-healthcare"> $3 trillion in funding under scrutiny</a>. This directive required all federal agencies to halt disbursements while programs were reviewed for alignment with Trump&#8217;s policy priorities.
The move is expected to hit sectors such as healthcare, education, clean energy and others. Stocks of clean energy companies like Sunnova Energy International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>). and Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) suffered a downturn. Shares of healthcare-sector firms like Universal Health Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>) and Tenet Healthcare Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>) also were in the red on Tuesday.
Photo Courtesy: Shutterstock.com
Read Next: 
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<li><a href="https://www.benzinga.com/25/01/43293715/cathie-wood-dumps-tesla-stock-ahead-of-q4-earnings-ark-invest-loads-up-on-amazon">Cathie Wood Dumps Tesla Stock Ahead Of Q4 Earnings, Ark Invest Loads Up On Amazon</a></li>
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Trump White House Blames 'Outage' For Medicaid Website Lockout: 'We Have Confirmed No Payments Have Been Affected'

A federal judge in the District of Columbia on Tuesday afternoon temporarily blocked an executive order given by President Donald Trump that imposed a freeze of all federal grants and loans, putting $3 trillion in funding in jeopardy and <a href="https://www.benzinga.com/25/01/43290381/trumps-federal-spending-freeze-puts-3-trillion-in-limbo-threatens-industries-like-clean-energy-defense-healthcare">entire industries on edge.&nbsp;</a>
The Details: According to a New York Times <a href="https://www.nytimes.com/2025/01/28/us/politics/trump-funding-freeze-blocked.html">report</a>, Judge Loren AliKhan blocked the order late Tuesday afternoon in response to a lawsuit filed by Democracy Forward. The lawsuit argued the directive violated the First Amendment and the Administrative Procedures Act governing the issuance of executive orders. 
Judge AliKhan said she will issue a more permanent decision on Feb. 3 
Read Next: <a href="https://www.benzinga.com/news/large-cap/25/01/43106379/trump-reverses-bidens-ai-policies-on-day-1-what-it-means-for-tech-giants-nvidia-amd-alphabet">Trump Reverses Biden&#8217;s AI Policies On Day 1: What It Means For Tech Giants Nvidia, AMD, Alphabet&nbsp;</a>
Skye Perryman, Democracy Forward's president and chief executive, commented on the judge's decision in a statement.&nbsp;
"We are grateful for this administrative stay to allow our clients time to sort through the chaos created by the Trump administration's hasty and ill-advised actions," Perryman said, per the New York Times. 
Trump's directive, issued Monday by the Office of Management and Budget, required federal agencies to halt disbursements while programs were reviewed for alignment with Trump administration policies and was slated to go into effect on Tuesday at 5 p.m. ET.&nbsp;
But, early Tuesday, state Medicaid programs reported the federal reimbursement portals had been locked. State officials said funding for community health centers, food for families, housing assistance, preschools and disaster relief was in limbo.
According to the New York Times, the White House and OMB said on Tuesday afternoon the funding freeze did "not apply across-the-board" and affected programs on D.E.I. efforts and funding for organizations "that undermine the national interest."
Stocks To Watch: It remains unclear exactly which industries could be affected by Trump's order or if the judge will elect to block it permanently on Feb 3.&nbsp;
However, Medicaid funding had reportedly been stopped at least temporarily. HCA Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>) and Universal Health Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>) stocks fell on Tuesday. 
Large defense contractors like RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) and Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) also face a growing degree of uncertainty regarding government funding and contracts.
Green industries including solar energy could also be on the chopping block for federal funding due to Trump administration policies. Sunnova Energy International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>) dropped 12% Tuesday and Sunrun, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) fell 9.2% amid the uncertainty on future policy changes. 
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/25/01/43287988/microsoft-q2-preview">Microsoft Q2 Earnings Preview: Street &#8216;Too Optimistic&#8217; On Near-Term AI Returns?&nbsp;</a></li>
</ul>
Photo: Shutterstock

Judge Blocks Trump's Order To Freeze Federal Grant Money

Barclays analyst Christine Cho maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Equal-Weight and lowers the price target from $18 to $15.

Price Target

Analyst Ratings

Barclays Maintains Equal-Weight on Sunrun, Lowers Price Target to $15

The White House has ordered a temporary freeze on all federal grants and loans, putting $3 trillion in funding under scrutiny and setting the stage for a legal and political showdown over the congressional power of the purse that could heavily impact a <a href="https://www.benzinga.com/markets">wide range of industries.</a>
The directive, issued Monday by the Office of Management and Budget and received by several media outlets, requires all federal agencies to halt disbursements while programs are reviewed for alignment with President Donald Trump's policy priorities.
This includes halting new awards, existing payment and funding for projects until reviewed.
The exact financial impact of the order remains uncertain. Budget experts cited <a href="https://www.washingtonpost.com/business/2025/01/28/trump-spending-freeze-upends-washington-triggering-legal-threats-delays/">by the Washington Post </a>estimate at least tens of billions of dollars are at stake, though the White House directive suggests the total could be significantly higher.
Of the almost $10 trillion spent by the federal government in fiscal 2024, more than $3 trillion was federal financial assistance, Matthew Vaeth, acting director at the OMB, said in the memorandum.
&#8220;Financial assistance should be dedicated to advancing Administration priorities,&#8221; Vaeth said, adding that &#8220;the use of Federal resources to advance Marxist equity, transgenderism, and green new deal social engineering policies is a waste of taxpayer dollars that does not improve the day-to-day lives of those we serve.&#8221;
The White House said that Social Security and Medicare remain untouched. The sweeping pause threatens funding for universities, nonprofits, contractors and private companies that depend on federal assistance.
&#8220;Nothing in this memo should be construed to impact Medicare or Social Security benefits,&#8221; the memo said. 
The immediate focus will be on how agencies handle exemptions. The OMB memo allows federal departments to request case-by-case approvals, which means some funding may still flow, but the process is likely to be slow and politically charged.
Federal agencies have until Feb. 10, 2025, to provide OMB with detailed reports outlining which programs, projects, and activities are affected by the funding pause.
<h3 class="wp-block-heading">Legal, Political Showdown Over Federal Funds </h3>
The move is triggering legal challenges from nonprofits and Democratic-led states.
Within hours of the announcement, lawsuits were filed in federal courts in New York, Illinois and Oregon, arguing that Trump does not have the authority to withhold congressionally approved spending.
Senate Minority Leader Chuck Schumer was among the first to push back, saying Congress-approved investments are legally mandated and asserting the president lacks the authority to override the Impoundment Control Act of 1974, which restricts unilateral executive control over federal funds.
Trump has long argued that the 1974 law is unconstitutional, stating that past presidents had far more discretion over spending before its passage.
<h3 class="wp-block-heading">Which Industries Could Face Trouble?</h3>
Some of the hardest-hit sectors could include clean energy, defense, health care and education, where federal dollars have played a crucial role in driving investment and growth in recent years.
Trump's OMB memo explicitly targeted climate initiatives and green energy programs. Shares of solar and renewable energy companies were among the hardest hit following the federal funding freeze.
The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) and the Invesco Wilderhill Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBW#NYSE">PBW</a>) fell by 2% and 1.3%, respectively, on Tuesday. 
Sunnova Energy International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>) dropped 12%, Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) fell 9.2% and SolarEdge Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) declined 5%. 
Defense contractors such as Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) and Northrop Grumman (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) may also see rising uncertainty. While military spending is unlikely to be cut outright, several defense contractors rely on federal grants for research and development. 
The impact on health care remains unclear. While Medicare is shielded, Medicaid funding — which supports hospitals, managed care providers and pharmaceutical companies — could be at risk.
HCA Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>) and Universal Health Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>) fell by 1% and 1.4%, respectively, while Tenet Healthcare Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>) showed resilience Tuesday. 
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Photo via Shutterstock.

Trump's Federal Spending Freeze Puts $3 Trillion In Limbo, Threatens Industries Like Clean Energy, Defense, Health Care

The securitization is Sunrun's thirteenth securitization since 2015 and first issuance in 2025.

Offerings

Sunrun Reports Pricing Of $629M Senior Securitization Of Residential Solar & Battery Systems

WIIM

Sunrun shares are trading lower after Jefferies cut its price target on the stock from $19 to $17.

Throughout the last three months, 15 analysts have evaluated Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>), offering a diverse set of opinions from bullish to bearish.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">5</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $16.65, along with a high estimate of $30.00 and a low estimate of $7.78. Experiencing a 22.7% decline, the current average is now lower than the previous average price target of $21.54. 
<img src="https://www.benzinga.com/files/images/story/2025/1738090879_0_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
The perception of Sunrun by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Julien Dumoulin-Smith</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Buy</td>
<td>$17.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Mark Strouse</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$18.00</td>
<td>$22.00</td>
</tr>
<tr>
<td>Jon Windham</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$17.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Michael Blum</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$12.00</td>
<td>$15.00</td>
</tr>
<tr>
<td>Jeff Osborne</td>
<td>TD Cowen</td>
<td>Announces</td>
<td>Buy</td>
<td>$21.00</td>
<td>-</td>
</tr>
<tr>
<td>Brian Lee</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$17.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Jon Windham</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$14.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Kashy Harrison</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$11.00</td>
<td>$23.00</td>
</tr>
<tr>
<td>Stephen Byrd</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$27.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Jordan Levy</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Hold</td>
<td>$12.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Ameet Thakkar</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$11.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Robert Freeman</td>
<td>Roth MKM</td>
<td>Lowers</td>
<td>Buy</td>
<td>$30.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Michael Blum</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$15.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Colin Rusch</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$20.00</td>
<td>$22.00</td>
</tr>
<tr>
<td>Gordon Johnson</td>
<td>GLJ Research</td>
<td>Announces</td>
<td>Sell</td>
<td>$7.78</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Sunrun. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Sunrun compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Sunrun's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Sunrun's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/RUN/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Sunrun analyst ratings.</a>
<h2>Discovering Sunrun: A Closer Look</h2>
Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed either by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.
<h3>Sunrun's Financial Performance</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Decline in Revenue: Over the 3 months period, Sunrun faced challenges, resulting in a decline of approximately -4.62% in revenue growth as of 30 September, 2024. This signifies a reduction in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.
Net Margin: Sunrun's net margin is impressive, surpassing industry averages. With a net margin of -15.59%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Sunrun's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -1.57% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Sunrun's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of -0.38%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Sunrun's debt-to-equity ratio is notably higher than the industry average. With a ratio of 2.38, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>The Significance of Analyst Ratings Explained</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 15 Analysts Discuss Sunrun Stock

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Barclays raised the price target for Victoria&#8217;s Secret &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSCO#NYSE">VSCO</a>) from $51 to $53. Barclays analyst Adrienne Yih upgraded the stock from Equal-Weight to Overweight. Victoria&#8217;s Secret shares closed at $37.34 on Monday. <a href="https://www.benzinga.com/quote/VSCO/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Morgan Stanley boosted Ecolab Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ECL#NYSE">ECL</a>) price target from $263 to $280. Morgan Stanley analyst Vincent Andrews upgraded the stock from Equal-Weight to Overweight. Ecolab shares closed at $246.20 on Monday. <a href="https://www.benzinga.com/quote/ECL/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Mizuho raised the price target for Autodesk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADSK#NASDAQ">ADSK</a>) from $280 to $400. Mizuho analyst Siti Panigrahi upgraded the stock from Neutral to Outperform. Autodesk shares closed at $299.07 on Monday. <a href="https://www.benzinga.com/quote/ADSK/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Barclays raised the price target for Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) from $159 to $168. Barclays analyst Matt Miksic maintained an Equal-Weight rating. Johnson &amp; Johnson shares closed at $152.89 on Monday. <a href="https://www.benzinga.com/quote/JNJ/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Needham boosted SoFi Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>) price target from $13 to $20. Needham analyst Kyle Peterson maintained a Buy rating. SoFi Technologies shares settled at $16.08 on Monday. <a href="https://www.benzinga.com/quote/SOFI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan raised Ciena Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) price target from $84 to $88. JP Morgan analyst Samik Chatterjee upgraded the stock from Neutral to Overweight. Ciena shares closed at $76.29 on Monday. <a href="https://www.benzinga.com/quote/CIEN/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Canaccord Genuity lifted Akero Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKRO#NASDAQ">AKRO</a>) price target from $56 to $73. Canaccord Genuity analyst Edward Nash maintained a Buy rating. Akero Therapeutics shares closed at $51.71 on Monday.  <a href="https://www.benzinga.com/quote/AKRO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies cut the price target for Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) from $19 to $17. Jefferies analyst Julien Dumoulin-Smith maintained a Buy rating. Sunrun shares settled at $10.19 on Monday. <a href="https://www.benzinga.com/quote/RUN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group boosted Lululemon Athletica Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) price target from $440 to $495. Evercore ISI Group analyst Michael Binetti maintained an Outperform rating. Lululemon shares closed at $402.90 on Monday. <a href="https://www.benzinga.com/quote/LULU/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup increased McDonald&#8217;s Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) price target from $334 to $336. Citigroup analyst Jon Tower maintained a Buy rating. McDonald&#8217;s shares closed at $293.09 on Monday. <a href="https://www.benzinga.com/quote/MCD/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
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Pre-Market Outlook

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McDonald's To Rally Around 15%? Here Are 10 Top Analyst Forecasts For Tuesday

Jefferies analyst Julien Dumoulin-Smith maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Buy and lowers the price target from $19 to $17.

Jefferies Maintains Buy on Sunrun, Lowers Price Target to $17

Investors with a lot of money to spend have taken a bearish stance on Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with RUN, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 9 options trades for Sunrun.
This isn't normal.
The overall sentiment of these big-money traders is split between 33% bullish and 66%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $570,564, and 8, calls, for a total amount of $365,378.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $7.0 to $12.0 for Sunrun during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Sunrun's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Sunrun's whale activity within a strike price range from $7.0 to $12.0 in the last 30 days. 
<h3>Sunrun Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737739834_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>RUN</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$2.44</td>
<td>$2.36</td>
<td>$2.43</td>
<td>$10.00</td>
<td>$570.5K</td>
<td>5.5K</td>
<td>2.3K</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$3.7</td>
<td>$3.6</td>
<td>$3.7</td>
<td>$7.00</td>
<td>$107.6K</td>
<td>10</td>
<td>292</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$0.84</td>
<td>$0.83</td>
<td>$0.84</td>
<td>$10.00</td>
<td>$67.5K</td>
<td>7.5K</td>
<td>803</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/28/25</td>
<td>$0.8</td>
<td>$0.79</td>
<td>$0.8</td>
<td>$11.00</td>
<td>$36.1K</td>
<td>86</td>
<td>457</td>
</tr>
<tr>
<td>RUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/14/25</td>
<td>$1.49</td>
<td>$1.37</td>
<td>$1.37</td>
<td>$9.00</td>
<td>$34.2K</td>
<td>378</td>
<td>252</td>
</tr>
</tbody>
</table>

<h3>About Sunrun</h3>
Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed either by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.
Following our analysis of the options activities associated with Sunrun, we pivot to a closer look at the company's own performance.
<h3>Current Position of Sunrun</h3>
<ul>
<li>With a volume of 8,815,243, the price of RUN is up 10.55% at $10.32. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 34 days.</li>
</ul>
<h3>Professional Analyst Ratings for Sunrun</h3>
Over the past month, 3 industry analysts have shared their insights on this stock, proposing an average target price of $15.666666666666666.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from JP Morgan continues to hold a Overweight rating for Sunrun, targeting a price of $18. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Sunrun with a target price of $12. 
&#x2A; Showing optimism, an analyst from UBS upgrades its rating to Buy with a revised price target of $17. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Sunrun options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Options

Market Whales and Their Recent Bets on RUN Options

JP Morgan analyst Mark Strouse maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Overweight and lowers the price target from $22 to $18.

JP Morgan Maintains Overweight on Sunrun, Lowers Price Target to $18

The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the <a href="https://www.benzinga.com/topic/rsi">RSI is below 30</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">Fluence Energy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLNC#NASDAQ">FLNC</a>)</h3>
<ul>
<li>On Jan. 22, Jefferies analyst Julien Dumoulin-Smith downgraded Fluence Energy from Buy to Hold and lowered the price target from $22 to $15. The company' stock fell around 19% over the past five days and has a <a href="https://www.benzinga.com/quote/FLNC">52-week low of $12.74</a>.</li>
<li>RSI Value: 26.7&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>FLNC Price Action: Shares of Fluence Energy dipped 7.5% to close at $13.33 on Wednesday.</li>
<li>Benzinga Pro's real-time newsfeed alerted to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012325&amp;t=be2bearmibe3na1">latest FLNC news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012325&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="908" height="822" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035622/image-161.png" alt="" class="wp-image-746368" style="width:602px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035622/image-161.png 908w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035622/image-161-300x272.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035622/image-161-768x695.png 768w" sizes="(max-width: 908px) 100vw, 908px" /></a></figure>
<h3 class="wp-block-heading">Sunrun Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h3>
<ul>
<li>On Jan. 8, Wells Fargo analyst Michael Blum maintained Sunrun with an Overweight rating and lowered the price target from $15 to $12. The company's stock fell around 16% over the past five days and <a href="https://www.benzinga.com/quote/RUN">has a 52-week low</a> of $8.39.</li>
<li>RSI Value: 28.3</li>
<li>RUN Price Action: Shares of Sunrun dipped 8.2% to close at $8.46 on Wednesday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the trend in <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012325&amp;t=be2bearmibe3na1">RDNT stock</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012325&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="913" height="832" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035655/image-162.png" alt="" class="wp-image-746369" style="width:544px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035655/image-162.png 913w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035655/image-162-300x273.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035655/image-162-768x700.png 768w" sizes="(max-width: 913px) 100vw, 913px" /></a></figure>
<h3 class="wp-block-heading">Nuburu Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURU#NYSE">BURU</a>)</h3>
<ul>
<li>On Nov. 22, 2024, NUBURU received a notice of non-compliance with the NYSE. The company's stock fell around 12% over the past five days and has a 52-week <a href="https://www.benzinga.com/quote/BURU">low of $0.16</a>.</li>
<li>RSI Value: 28.5</li>
<li>BURU Price Action: Shares of Nuburu dipped 13.1% to close at $0.38 on Wednesday.</li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012325&amp;t=be2bearmibe3na1">breakout in BURU share</a>s. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012325&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="875" height="825" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035749/image-163.png" alt="" class="wp-image-746371" style="width:595px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035749/image-163.png 875w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035749/image-163-300x283.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/23035749/image-163-768x724.png 768w" sizes="(max-width: 875px) 100vw, 875px" /></a></figure>
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Shares of solar stocks are trading lower on continued weaknsss following President Trump's inauguration as investors assess the new administrations pro-fossil fuel policies.

Sunrun's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NYSE">RUN</a>) short percent of float has fallen 3.38% since its last report. The company recently reported that it has 51.15 million shares sold short, which is 27.41% of all regular shares that are available for trading. Based on its trading volume, it would take traders 6.47 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Sunrun Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737561614_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Sunrun has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Sunrun's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Sunrun's peer group average for short interest as a percentage of float is 9.69%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

(RUN) - Analyzing Sunrun's Short Interest

Shares of solar stocks are trading lower following President Trump's inauguration as investors assess the new administrations pro-fossil fuel policies.

President-elect Donald Trump's picks for Secretary of State, Secretary of Transportation, Attorney General, CIA Director and Secretary of Energy are set to begin the confirmation process on Wednesday. Here's a look at who will be appearing before Senate committees on as the <a href="https://www.benzinga.com/etfs/sector-etfs/25/01/42956943/trump-cabinet-confirmation-hearings-begin-tuesday-pete-hegseth-doug-collins-up-first">nominations process unrolls.&nbsp;</a>
Secretary Of State: Florida Sen. Marco Rubio will appear before the Senate Foreign Relations Committee, on which he served. Rubio has gained bipartisan support due to his extensive foreign policy and political experience.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/legal/25/01/42979220/biden-announces-more-student-loan-forgiveness-bringing-debt-relief-to-nearly-5-million-borrowers">Biden Announces More Student Loan Forgiveness, Bringing Debt Relief To Nearly 5 Million Borrowers</a>
Secretary of Transportation: Former Wisconsin congressman and Fox Business host Sean Duffy will appear before the Senate Commerce, Science and Transportation Committee which oversees the Department of Transportation.&nbsp;
Duffy&#8217;s path to confirmation appears smooth, with support from both Republicans and Democrats on the Commerce Committee, <a href="https://www.politico.com/live-updates/2025/01/07/congress/sean-duffy-confirmation-hearing-00196809">according to</a> Politico.&nbsp;
Some of the topics at the Senate hearing may include electric vehicle policies, discretionary grant programs and Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>).&nbsp;&nbsp;
Airline stocks, including United Airlines Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) and American Airlines Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>), and EV stocks such as Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Rivian Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) are ones to watch as Duffy's hearing gets underway Wednesday at 10 a.m. ET. 
Attorney General: Pam Bondi, former Florida Attorney General, is Trump&#8217;s choice to serve as the U.S. Attorney General and will appear before the Senate Judicial Committee on Wednesday.&nbsp;
Sen. Dick Durbin has <a href="https://www.judiciary.senate.gov/press/dem/releases/durbin-outlines-concerns-regarding-pam-bondi-trumps-attorney-general-pick-ahead-of-nomination-hearing">expressed concerns</a> regarding Bondi's loyalty to Trump and her potential independence. She will likely face questioning about her commitment to maintaining the Department of Justice&#8217;s independence and impartiality.
CIA Director: John Ratcliffe, former director of national intelligence and former Texas congressman, will go before the Senate Intelligence Committee on Wednesday. Ratcliffe is expected to face less resistance than he saw in 2020 due to his experience and qualifications.&nbsp;
Energy Secretary: Trump's choice to lead the Department of Energy is Chris Wright, fossil fuel executive and founder of fracking company Liberty Energy. Wright's nomination is expected to face questions related to his lack of government experience and fossil fuel background. He has also previously expressed skepticism regarding climate change and renewable energy.&nbsp;
Stocks to watch include oil companies like Exxon Mobil Corp. (NYSE XOM) and Shell Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>) as well as solar names like First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) and Sunrun, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>).&nbsp;
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Photo: Shutterstock&nbsp;

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Trump Cabinet Confirmation Hearings On Wednesday: Departments Of Transportation, Energy, State; Attorney General, CIA Director

Throughout the last three months, 15 analysts have evaluated Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>), offering a diverse set of opinions from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">5</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Sunrun, presenting an average target of $17.05, a high estimate of $30.00, and a low estimate of $7.78. Observing a downward trend, the current average is 21.39% lower than the prior average price target of $21.69. 
<img src="https://www.benzinga.com/files/images/story/2025/1736517640_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
The analysis of recent analyst actions sheds light on the perception of Sunrun by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jon Windham</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$17.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Michael Blum</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$12.00</td>
<td>$15.00</td>
</tr>
<tr>
<td>Jeff Osborne</td>
<td>TD Cowen</td>
<td>Announces</td>
<td>Buy</td>
<td>$21.00</td>
<td>-</td>
</tr>
<tr>
<td>Brian Lee</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$17.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Jon Windham</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$14.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Kashy Harrison</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$11.00</td>
<td>$23.00</td>
</tr>
<tr>
<td>Stephen Byrd</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$27.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Jordan Levy</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Hold</td>
<td>$12.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Ameet Thakkar</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$11.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Robert Freeman</td>
<td>Roth MKM</td>
<td>Lowers</td>
<td>Buy</td>
<td>$30.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Michael Blum</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$15.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Colin Rusch</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$20.00</td>
<td>$22.00</td>
</tr>
<tr>
<td>Gordon Johnson</td>
<td>GLJ Research</td>
<td>Announces</td>
<td>Sell</td>
<td>$7.78</td>
<td>-</td>
</tr>
<tr>
<td>Christine Cho</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$18.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Biju Perincheril</td>
<td>Susquehanna</td>
<td>Lowers</td>
<td>Positive</td>
<td>$23.00</td>
<td>$24.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Sunrun. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Sunrun compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Sunrun's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Sunrun's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/RUN/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Sunrun analyst ratings.</a>
<h2>Discovering Sunrun: A Closer Look</h2>
Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed either by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year agreements to utilize its solar energy system. The company also sells solar energy systems and products, such as panels and racking, and solar leads generated to customers.
<h3>Sunrun: Delving into Financials</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Challenges: Sunrun's revenue growth over 3 months faced difficulties. As of 30 September, 2024, the company experienced a decline of approximately -4.62%. This indicates a decrease in top-line earnings. When compared to others in the Industrials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Sunrun's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of -15.59%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Sunrun's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of -1.57%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Sunrun's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -0.38% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Sunrun's debt-to-equity ratio is notably higher than the industry average. With a ratio of 2.38, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Expert Outlook: Sunrun Through The Eyes Of 15 Analysts

UBS analyst Jon Windham upgrades Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) from Neutral to Buy and raises the price target from $14 to $17.

Upgrades

UBS Upgrades Sunrun to Buy, Raises Price Target to $17

Shares of Sunrun are trading lower after Wells Fargo maintained an Overweight rating but cut its price target from $15 to $12. Solar stocks may also be on watch as investors assess President-elect Trump's planned energy policies.

Wells Fargo analyst Michael Blum maintains Sunrun (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) with a Overweight and lowers the price target from $15 to $12.

Wells Fargo Maintains Overweight on Sunrun, Lowers Price Target to $12

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