Recent chatter on X about Sunrun Inc. (RUN) has been fueled by a mix of insider transactions and stock price movements. A notable point of discussion is the recent sale of shares by the company’s CEO, which has sparked curiosity about the motivations behind the move and its potential impact on investor confidence. Many users are dissecting whether this signals internal concerns or is simply a personal financial decision.
Additionally, posts on X have highlighted Sunrun’s stock price gapping down earlier this week, prompting debates over the sustainability of its current valuation. Some argue that the company’s consistent cash generation offers a strong foundation, while others express caution over broader market challenges in the renewable energy sector. The discussions remain dynamic as investors weigh the latest analyst ratings and institutional holdings for clues on the stock’s next direction.
Note: This discussion summary was generated from an AI condensation of post data.
Sunrun Inc. Insider Trading Activity
Sunrun Inc. insiders have traded $RUN stock on the open market 26 times in the past 6 months. Of those trades, 1 have been purchases and 25 have been sales.
Here’s a breakdown of recent trading of $RUN stock by insiders over the last 6 months:
- EDWARD HARRIS FENSTER purchased 50,000 shares for an estimated $543,500
- JEANNA STEELE (Chief Legal & People Officer) has made 0 purchases and 6 sales selling 41,149 shares for an estimated $530,607.
- MARY POWELL (Chief Executive Officer) has made 0 purchases and 6 sales selling 51,427 shares for an estimated $414,722.
- PAUL S. DICKSON (Pres. & Chief Revenue Officer) has made 0 purchases and 4 sales selling 31,442 shares for an estimated $248,056.
- DANNY ABAJIAN (Chief Financial Officer) has made 0 purchases and 4 sales selling 28,924 shares for an estimated $233,467.
- ALAN FERBER sold 10,927 shares for an estimated $122,820
- MARIA BARAK (Chief Accounting Officer) has made 0 purchases and 2 sales selling 3,717 shares for an estimated $29,049.
- LYNN MICHELLE JURICH has made 0 purchases and 2 sales selling 2,008 shares for an estimated $14,079.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Sunrun Inc. Hedge Fund Activity
We have seen 188 institutional investors add shares of Sunrun Inc. stock to their portfolio, and 247 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ORBIS ALLAN GRAY LTD removed 11,024,666 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $64,604,542
- POINT72 ASSET MANAGEMENT, L.P. added 10,239,545 shares (+2415.0%) to their portfolio in Q2 2025, for an estimated $83,759,478
- SYLEBRA CAPITAL LLC removed 8,273,331 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $67,675,847
- PGGM INVESTMENTS added 5,325,332 shares (+316.6%) to their portfolio in Q2 2025, for an estimated $43,561,215
- SOROS FUND MANAGEMENT LLC removed 5,189,486 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $42,449,995
- MAPLE ROCK CAPITAL PARTNERS INC. added 3,974,464 shares (+95.6%) to their portfolio in Q2 2025, for an estimated $32,511,115
- BLACKROCK, INC. removed 3,825,708 shares (-9.3%) from their portfolio in Q2 2025, for an estimated $31,294,291
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Sunrun Inc. Analyst Ratings
Wall Street analysts have issued reports on $RUN in the last several months. We have seen 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 08/14/2025
- UBS issued a "Buy" rating on 08/08/2025
- Oppenheimer issued a "Outperform" rating on 08/07/2025
- BMO Capital issued a "Underperform" rating on 08/07/2025
- Susquehanna issued a "Positive" rating on 08/07/2025
- JP Morgan issued a "Overweight" rating on 08/07/2025
- Mizuho issued a "Outperform" rating on 06/02/2025
To track analyst ratings and price targets for Sunrun Inc., check out Quiver Quantitative's $RUN forecast page.
Sunrun Inc. Price Targets
Multiple analysts have issued price targets for $RUN recently. We have seen 14 analysts offer price targets for $RUN in the last 6 months, with a median target of $13.5.
Here are some recent targets:
- Christopher Dendrinos from RBC Capital set a target price of $16.0 on 08/18/2025
- Michael Blum from Wells Fargo set a target price of $14.0 on 08/14/2025
- Jon Windham from UBS set a target price of $16.0 on 08/08/2025
- Mark Strouse from JP Morgan set a target price of $20.0 on 08/07/2025
- Ameet Thakkar from BMO Capital set a target price of $10.0 on 08/07/2025
- Biju Perincheril from Susquehanna set a target price of $13.0 on 08/07/2025
- Colin Rusch from Oppenheimer set a target price of $21.0 on 08/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
