Added to YB: 2026-07-06
Pitch date: 2026-07-02
RUN [neutral]
Sunrun Inc.
+2.13%
current return
Author Info
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Company Info
Sunrun Inc. designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States.
Market Cap
$3.0B
Pitch Price
$12.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.68
P/E
6.02
EV/Sales
5.94
Sector
Electrical Equipment
Category
N/A
Sunrun: Solar Stock Teaming Up With Tesla?
RUN (pass): Largest US residential solar/battery installer, $3B cap. New Tesla/Renew Home VPP deal (16GW potential, ~4GW firm) sells excess battery power to data centers. Q1 rev $722M (+43% YoY), NI $167M, but op margin -1.7%, driven by tax credits/financing, not ops. $14.8B debt, no moat, subsidy-dependent, insiders own 2% & sell monthly. Author passes despite Tesla hype.
Read full article (5 min)