The Market Is Missing Sunrun's Cash And Battery Boom [Seeking Alpha]
Sunrun Inc. (RUN)
NASDAQ:AMEX Investor Relations:
investors.sunrun.com/investor-overview
Company Research
Source: Seeking Alpha
RUN's Q3 2025 saw a 35% YOY revenue surge, 10% higher aggregate subscriber value, and robust storage adoption driving superior unit economics. Balance sheet strength is evident with $709M unrestricted cash, six consecutive quarters of positive cash flow, and strong capital markets access. Sustained cash generation, asset value growth, and strong price trends signal potential for valuation re-rating. Getty Images Elevator Thesis I looked into Sunrun Inc. RUN ) today. Its stock continues to trade like a problem, despite the business beginning to work. The difference between perception and performance is large, and interestingly, that's where opportunity lies. This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (ot
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News
- Industry insider explains how solar panel subscriptions could transform American energy bills: 'No stopping ... this consumer-led revolution' [Yahoo! Finance]Yahoo! Finance
- Sunrun (NASDAQ:RUN) is now covered by analysts at Raymond James Financial, Inc.. They set a "market perform" rating on the stock.MarketBeat
- Sunrun (RUN) Is Down 6.9% After $500 Million Solar JV With HASI - What's Changed [Yahoo! Finance]Yahoo! Finance
- Deutsche Bank Trims Price Target on Sunrun (RUN) [Yahoo! Finance]Yahoo! Finance
- Sunrun and HASI Form $500M JV to Boost Distributed Power Development [Yahoo! Finance]Yahoo! Finance
RUN
Earnings
- 11/6/25 - Beat
RUN
Sec Filings
- 1/12/26 - Form 4
- 1/9/26 - Form 144
- 1/7/26 - Form 4
- RUN's page on the SEC website