Sunrun Inc.(RUN)Stock Analysis
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Rank #1,186 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
RUN Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Sunrun Inc. (RUN), a Technology sector company. 13F Pro's AI-powered ranking engine scores RUN at 56.3/100 on a 32-signal composite quality model, placing it at rank #1,186 of 2,961 stocks — the top half of the AI-ranked universe. RUN scores in the top quartile across revenue growth (86.3). Areas of concern include earnings quality (12.1) and free cash flow (19.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 29.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Sunrun Inc. reports quarterly revenue of $870.0M, net income of $115.2M. Top institutional holders of RUN by reported 13-F value include BlackRock, GOLDMAN SACHS GROUP, LINDEN ADVISORS, based on the most recent SEC filings. RUN trades on the Nasdaq exchange and files with the SEC under CIK 1469367. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RUN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Sunrun Inc. directly from SEC EDGAR. Sunrun Inc.'s 13F Pro composite quality score has ranged between 27 and 57 since 2021, currently 56.3 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$870.0M
Net Income
Q2 2026
$115.2M
ROIC
Q2 2026
0.8%
D/E Ratio
Q2 2026
4.34
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+45.1% YoYNet Income
+115.8% YoYOperating Income
+96.6% YoYEPS (Diluted)
+113.3% YoYTotal Assets
+13.6% YoYTotal Debt
+13.9% YoYOp. Cash Flow
+45.0% YoYFree Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.96B +45.1% | $2.04B -9.8% | $2.26B -2.7% | $2.32B +44.2% | $1.61B +74.6% | $922.2M |
| Net Income | $449.9M +115.8% | $-2.85B -77.4% | $-1.60B -1025.4% | $173.4M +318.3% | $-79.4M +54.2% | $-173.4M |
| Operating Income | $-126.1M +96.6% | $-3.70B -86.8% | $-1.98B -198.8% | $-662.2M +0.6% | $-666.2M -43.2% | $-465.1M |
| EPS (Diluted) | $1.71 +113.3% | $-12.81 -72.9% | $-7.41 -1026.3% | $0.80 +305.1% | $-0.39 +68.5% | $-1.24 |
| Total Assets | $22.61B +13.6% | $19.90B -2.7% | $20.45B +6.1% | $19.27B +16.9% | $16.48B +14.6% | $14.38B |
| Total Debt | $14.70B +13.9% | $12.90B +20.9% | $10.67B +27.1% | $8.40B +29.2% | $6.50B +35.6% | $4.80B |
| Operating Cash Flow | $-421.4M +45.0% | $-766.2M +6.7% | $-820.7M +3.3% | $-848.8M -3.9% | $-817.2M -157.0% | $-318.0M |
| Free Cash Flow | — | $-767.7M +8.8% | $-841.7M +2.9% | $-867.0M -5.0% | $-825.8M -157.2% | $-321.1M |
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Top Institutional Holders of RUN
BlackRock, Inc.
$553.5M41,365,957 shGOLDMAN SACHS GROUP INC
$256.7M19,186,790 shLINDEN ADVISORS LP
$220.8M185,934,000 shVANGUARD PORTFOLIO MANAGEMENT LLC
$183.0M13,678,906 shGreenvale Capital LLP
$178.0M13,304,181 shSTATE STREET CORP
$140.3M10,483,125 shVANGUARD CAPITAL MANAGEMENT LLC
$138.1M10,319,678 shD. E. Shaw & Co., Inc.
$136.8M10,227,120 shInvesco Ltd.
$135.9M10,153,355 shPGGM Investments
$127.7M9,546,965 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $553.5M | 41,365,957 |
| GOLDMAN SACHS GROUP INC | $256.7M | 19,186,790 |
| LINDEN ADVISORS LP | $220.8M | 185,934,000 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $183.0M | 13,678,906 |
| Greenvale Capital LLP | $178.0M | 13,304,181 |
| STATE STREET CORP | $140.3M | 10,483,125 |
| VANGUARD CAPITAL MANAGEMENT LLC | $138.1M | 10,319,678 |
| D. E. Shaw & Co., Inc. | $136.8M | 10,227,120 |
| Invesco Ltd. | $135.9M | 10,153,355 |
| PGGM Investments | $127.7M | 9,546,965 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is RUN a good stock to buy?
13F Pro's AI-powered analysis of Sunrun Inc. (RUN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RUN are available on the RUN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. RUN is classified as a mid company.
Which hedge funds own RUN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RUN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Sunrun Inc.'s investment landscape.