Nama Insights

Sunrun (RUN)

Technology · Solar · NASDAQ

Sunrun (RUN) is a Technology company in the Solar industry. It has a market capitalization of $2.41B, a trailing price-to-earnings ratio of 5.0 and a free-cash-flow yield of -110.7%. Over the most recent reported fiscal year, revenue grew 45.1%. Nama's AI scorecard rates it Sell, 2.7 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Sell · 2.7/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Trailing · -62.7% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-83.5%
How far the last close sits under the highest price of the past five years.
Market cap$2.41B
Trailing P/E5.0
Price / book0.7
Price / sales0.7
FCF yield-110.7%
Dividend yield—
Gross margin35.3%
Operating margin2.7%
Net margin11.6%
Revenue growth (YoY)+45.1%
Revenue growth (3-yr annual)+8.4%
EPS growth (YoY)+43.7%
FCF/share growth (YoY)—
Beta2.4
ExchangeNASDAQ
SectorTechnology
IndustrySolar

RUN earnings

Next report: Feb 25, 2027 (Q4 2026, EPS estimate $0.18). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 4, 2026 $0.56 $0.32 +75.0% $1.10B
Q2 2026 Aug 5, 2026 $0.42 $0.25 +68.0% $869.99M
Q1 2026 May 6, 2026 $0.62 -$0.05 +1340.0% $722.23M
Q4 2025 Feb 26, 2026 $0.38 -$0.06 +733.3% $1.16B

RUN analyst price target

Median target $12.50 from 18 analysts, ranging $7.00 – $30.00.

Solar peers

TickerCompanyMarket capP/E
FSLR First Solar $21.62B 11.6
NXT Nextpower $16.00B 21.9
ENPH Enphase Energy $3.77B 13.9
SEDG SolarEdge Technologies $1.70B —
SHLS Shoals Technologies Group $1.70B 23.4
Explore live RUN data on Nama Insights →

RUN FAQ

Is RUN a buy?
Nama's AI scorecard currently rates Sunrun Sell (2.7 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is RUN's P/E ratio?
Sunrun trades at a trailing price-to-earnings ratio of 5.0.
When does RUN report earnings?
Sunrun's next scheduled report is on Feb 25, 2027. Analysts expect EPS of $0.18.
What is the RUN price target?
The median analyst price target from 18 analysts is $12.50, with a range of $7.00 – $30.00.
Is RUN Shariah compliant?
Nama's AAOIFI-style screen reads Sunrun as Not Shariah Compliant. At least one of the three ratios or the industry test failed.