RUN
SunrunCNasdaq / Capital Goods
Last Price
At close
2026-07-21
Current thesis
The constructive case is that Sunrun is proving a storage-led model can still create value: Q1 delivered a 73% storage attachment rate, $108 million of contracted net value creation, and an unchanged 2026 cash-generation guide, while capital-markets actions and debt paydown improved runway [#SEC-8K-2026-05-06][#SEC-10Q-2026-05-06].
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta 0.0.
What can break
If storage attachment or home-to-grid monetization slows, the margin and cash-generation thesis loses support.
Momentum
12
Value
43
Sentiment
100
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $21.50 · Bull $24.00 · Bear $12.00
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-02 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $18.63
Why
Momentum12 · Δ7d -4.8
Value43 · Δ7d +0.1
Sentiment100 · Δ7d 0.0
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
12
26% active weight
Current posture
7d trendSoftening
Δ7d
-4.8
Δ21d
+1.4
Value
43
39% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
-0.2
Sentiment
100
34% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
+1.8
Why this grade
Composite grade C. Momentum 12.2 / Value 42.5 / Sentiment 100.0
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$2.73B
Beta
2.36
Shares Out
238.55M
P/E (TTM) · Derived
5.8
P/S (TTM)
1.83
P/FCF (TTM) · Derived
-1.18
Rev YoY
+43.2%
EPS YoY
+214.4%
Gross Margin
+28.7%
Op Margin
-150.2%
Net Debt
$13.59B
Current Ratio
1.45
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology

