Sunrun Earnings: What To Look For From RUN

Sunrun Earnings: What To Look For From RUN

Kayode Omotosho

Thu, February 26, 2026 at 2:16 AM GMT+9 2 min read

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RUN

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Residential solar energy company Sunrun (NASDAQ:RUN) will be reporting results tomorrow after the bell. Here’s what you need to know.

Sunrun beat analysts’ revenue expectations last quarter, reporting revenues of $724.6 million, up 34.9% year on year. It was an exceptional quarter for the company, with a solid beat of analysts’ ARR estimates and an impressive beat of analysts’ EBITDA estimates. It added 32,833 customers to reach a total of 1.14 million.

Is Sunrun a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Sunrun’s revenue to grow 16.2% year on year, improving from its flat revenue in the same quarter last year.

Sunrun Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Sunrun has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Sunrun’s peers in the renewable energy segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Bloom Energy delivered year-on-year revenue growth of 35.9%, beating analysts’ expectations by 18.7%, and American Superconductor reported revenues up 21.4%, topping estimates by 8%. Bloom Energy traded up 4.7% following the results while American Superconductor was down 6%.

Read our full analysis of Bloom Energy’s results here and American Superconductor’s results here.

There has been positive sentiment among investors in the renewable energy segment, with share prices up 5.3% on average over the last month. Sunrun is down 3.4% during the same time and is heading into earnings with an average analyst price target of $22.19 (compared to the current share price of $20.17).

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