RUN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $7.71
Market Cap (MRQ) $1.85B
P/E (TTM) 5.2
EPS (TTM) $1.48
Revenue (TTM) $3.48B
ROE (TTM) 12.6%
52W Range $7–$22

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04
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About Sunrun Inc. - Common Stock Company overview from Wikipedia

05 · wikidata

Sunrun Inc. is an American provider of photovoltaic systems and battery energy storage products headquartered in San Francisco, California.

History

Early history (2007–2014)

Sunrun was founded in January 2007 by Lynn Jurich, Ed Fenster, and Nat Kreamer, with Jurich and Fenster having met as classmates at Stanford Graduate School of Business. Sunrun introduced a "solar-as-a-service" model under which the company would own and maintain the rooftop equipment while customers paid for the electricity generated through long-term contracts, removing the upfront installation cost associated with residential solar power.

In June 2008, Sunrun raised $12 million in venture capital funding from a group of investors including Foundation Capital. In 2009, Sunrun closed a Series B round of funding for $18 million led by Accel Partners and joined by Foundation Capital. The company also received an additional commitment of $90 million in tax equity from U.S. Bancorp in 2009, following the $105 million in project financing from the bank in 2008. In June 2010, Sunrun struck a deal with PG&E for $100 million. Following the deal, the company announced $55 million in fresh capital from Sequoia Capital. In May 2014, the company raised $150 million.

In 2014, Sunrun acquired the residential division of REC Solar, wholesale distributor AEE Solar, and racking hardware manufacturer SnapNrack from Mainstream Energy Corporation.

Listing, federal investigations, and shareholder litigation (2015–2019)

In 2015, Sunrun went public on the Nasdaq stock exchange at $14 per share, with an initial market capitalization of $1.36 billion. Also, in 2015, launched its BrightBox battery energy storage product in Hawaii and expanded it to California the following year.

In May 2017, the Wall Street Journal reported that the Securities and Exchange Commission (SEC) had issued a subpoena to Sunrun and was investigating whether the company had adequately disclosed customer cancellations of residential solar contracts, a metric viewed as a gauge of company performance. On May 22, 2017, the Wall Street Journal published a follow-up article in which former Sunrun sales managers alleged that, in the period leading up to the August 2015 IPO, they had been instructed by superiors to delay processing of customer cancellations and that one manager had altered cancellation dates within Sunrun's sales system to make it appear cancellations had not yet occurred. By 2017, cancellations of contracts with Sunrun reached 40%.

In 2017, multiple securities class actions were filed against Sunrun and its officers in federal court in California and consolidated as In re Sunrun Inc. Securities Litigation. A related shareholder action filed in the Superior Court of California for the County of San Mateo under the case caption In re Sunrun Inc. Shareholder Litigation was subsequently settled.

In December 2018, documents released under the Freedom of Information Act indicated that on June 5, 2017, the Federal Bureau of Investigation had opened a separate corporate fraud investigation into Sunrun at the request of the United States Department of Justice, following a referral by the United States Attorney's Office for the Northern District of California.

Vivint Solar acquisition, impairment charge, and Muddy Waters Research (2020–2023)

In 2020, Sunrun acquired Vivint Solar for $3.2 billion. In 2023, the company recorded a non-cash goodwill impairment charge of US$1.2 billion related to its acquisition of Vivint Solar, writing down goodwill from US$4.3 billion to US$3.1 billion.

In October 2023, the short-seller Muddy Waters Research published a report alleging that Sunrun had "greatly exaggerated" its non-GAAP subscriber numbers for years and had claimed and sold tax credits based on inflated counts, with potential excess investment tax credits estimated at US$200 million for the 2022 tax year alone. Sunrun rejected the allegations, stating that the data the short-seller used from the U.S. Energy Information Administration was not comparable to its reported subscriber counts because EIA data excludes solar systems not yet operational or in active billing. Following publication, Glancy Prongay & Murray announced a securities investigation on behalf of Sunrun investors.

State attorney general investigations and lawsuits (2024–2026)

In July 2024, Connecticut Attorney General William Tong filed a consumer protection lawsuit in Hartford Superior Court against Sunrun Inc., Sunrun Installation Services, Bright Planet Solar, Elevate Solar Solutions and two named salespersons alleging deceptive, unfair and unlawful sales practices in violation of the Connecticut Unfair Trade Practices Act and Home Improvement Act, including forged customer signatures, voice impersonation of consumers on confirmation calls, unpermitted installations, non-functional systems and undisclosed price-escalation clauses in long-term solar contracts. The complaint sought restitution for affected consumers, disgorgement of profits, civil penalties, and injunctive relief. In March 2026, Tong announced that the suit against Sunrun remained pending alongside related actions against other solar industry companies.

From 2023 to 2025, Sunrun had been the focus of at least 170 consumer complaints filed with the Massachusetts Attorney General's Consumer Advocacy & Response Division, more than any other solar company in the state during that period.

In April 2026, Texas Attorney General Ken Paxton issued civil investigative demands to Sunrun and three other residential solar installers, Freedom Forever, Lone Star Solar Services and CAM Solar, as part of a broader initiative examining alleged violations of the Texas Deceptive Trade Practices–Consumer Protection Act, including misrepresentations of energy bill savings, system efficacy, equipment installation, and contract terms.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryElectrical Equipment employees9,059 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$2.96B
2016-12-31 → 2025-12-31
EPS$1.71
2016-12-31 → 2025-12-31
Free Cash Flow·
2016-12-31 → 2024-12-31
Net margin11.6%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend RUN 5Y avg Peer Median Verdict
P/E (TTM) 5.25Y avg ≈-10.1 ≈-10.1 46.2 Undervalued
P/S (TTM) 0.55Y avg ≈2.2 ≈2.2 3.0 Undervalued
P/B (MRQ) 0.55Y avg ≈1.0 ≈1.0 3.8 Undervalued
Price / Cash Flow -4.35Y avg ≈-6.6 ≈-6.6 · ·
Price / Tangible Book 0.65Y avg ≈2.0 ≈2.0 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 738.3%
Next Report Nov 04, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 4, 2026 $0.42 $0.23 81.4%
March 31, 2026 $0.62 $-0.02 2620.3%
Dec. 31, 2025 $0.38 $-0.05 812.9%
Sept. 30, 2025 $0.06 $0.02 167.9%
June 30, 2025 $1.07 $-0.22 579.0%
March 31, 2025 $0.20 $-0.29 168.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $2.96B$2.04B$2.26B$2.32B$1.61B$922M$859M$760M$533M$477M$305M$199M
Cost of Revenue ········$254M$239M$169M$101M
R&D Expense $36M$39M$22M$21M$23M$20M$24M$19M$15M$10M$10M$8M
SG&A Expense $278M$245M$221M$195M$265M$267M$125M$117M$107M$92M$84M$68M
Operating Expenses $3.08B$5.73B$4.24B$2.98B$2.28B$1.39B$1.07B$882M$714M$669M$524M$331M
Operating Income $-126M$-3.70B$-1.98B$-662M$-666M$-465M$-216M$-122M$-181M$-192M$-219M$-133M
Other Non-op $-53M$162M$-64M$261M$23M$8M$-9M$-3M$-2M$840.0K$-2M$-3M
Pretax Income $-1.18B$-4.38B$-2.70B$-847M$-971M$-688M$-399M$-251M$-275M$-265M$-254M$-168M
Income Tax $-167M$-27M$-13M$2M$9M$-61M$-8M$9M$12M$56M$-5M$-10M
Net Income $450M$-2.85B$-1.60B$173M$-79M$-173M$26M$27M$125M$75M$-28M$-71M
EPS (Basic) $1.96$-12.81$-7.41$0.82$-0.39$-1.24$0.23$0.24$1.19$0.73$-0.96$-3.11
EPS (Diluted) $1.71$-12.81$-7.41$0.80$-0.39$-1.24$0.21$0.23$1.16$0.72$-0.96$-3.11
Shares (Basic) 229,809,000222,215,000216,642,000211,347,000205,132,000139,606,000116,397,000110,089,000105,432,000102,367,00055,091,00022,795,000
Shares (Diluted) 264,465,000222,215,000216,642,000219,157,000205,132,000139,606,000123,876,000117,112,000108,206,000104,964,00055,091,00022,795,000
EBITDA $-88M$-3.65B$-1.95B$-635M$-643M$-445M$-193M$-101M$-163M$-196M$-208M·
Balance Sheet 28
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $823M$575M$679M$741M$618M$520M$270M$227M$203M$206M$204M$152M
Receivables $263M$171M$172M$214M$146M$95M$78M$66M$66M$60M$60M$43M
Inventory $501M$402M$460M$784M$507M$283M$261M$79M$94M$67M$71M$24M
Prepaid Expense $155M$203M$263M$147M$45M$51M$32M$9M$9M$10M$6M$10M
Other Current Assets ········$0$10.0K$19.0K$1M
Current Assets $2.16B$1.72B$1.88B$2.10B$1.55B$1.14B$734M$461M$417M$369M$360M$237M
PP&E (Net) ·····$62M$57M$35M$36M$48M$45M$22M
PP&E (Gross) ·····$158M$144M$110M$92M$86M$66M$33M
Accum. Depreciation ·····$96M$87M$75M$55M$38M$22M$11M
Goodwill $0$0$3.12B$4.28B$4.28B$4.28B$95M$88M$88M$88M$88M$52M
Intangibles ···$8M$13M$18M$20M$10M$14M$18M$23M$13M
Other Non-current Assets $3.56B$3.02B$2.27B$1.84B$1.13B$682M$408M$336M$246M$35M$30M$9M
Total Assets $22.61B$19.90B$20.45B$19.27B$16.48B$14.38B$5.81B$4.75B$3.96B$3.57B$2.73B$1.93B
Accounts Payable $271M$354M$231M$339M$288M$207M$223M$131M$115M$66M$104M$51M
Current Liabilities $1.30B$1.33B$1.49B$1.16B$1.01B$901M$530M$372M$311M$245M$252M$151M
Capital Leases ·····$86M$36M$14M$6M$13M$15M$6M
Deferred Tax $163M$138M$123M$133M$102M$82M$66M$94M$83M$415M$190M·
Other Non-current Liabilities $156M$120M$191M$140M$190M$269M$141M$48M$43M$5M$7M$2M
Total Liabilities $17.63B$15.73B$13.54B$11.09B$8.91B$7.09B$4.17B$3.34B$2.60B$2.51B$1.93B$1.38B
Long-term Debt $14.70B$12.90B$10.67B$8.40B$6.50B$4.80B$2.25B$1.75B$1.29B$898M$535M$239M
Total Debt ······$2.25B$1.75B$1.29B$898M$538M·
Common Stock $23.0K$23.0K$22.0K$21.0K$21.0K$20.0K$12.0K$11.0K$11.0K$10.0K$10.0K$2.0K
Paid-in Capital $6.90B$6.75B$6.61B$6.47B$6.33B$6.11B$766M$722M$683M$668M$642M$384M
Retained Earnings $-3.83B$-4.28B$-1.43B$171M$-3M$77M$251M$229M$203M$4M$-87M$-59M
AOCI $63M$87M$55M$67M$-73M$-107M$-53M$-3M$-4M$437.0K$-921.0K·
Stockholders' Equity $3.13B$2.55B$5.23B$6.71B$6.25B$6.08B$965M$949M$882M$673M$554M$325M
Liabilities + Equity $22.61B$19.90B$20.45B$19.27B$16.48B$14.38B$5.81B$4.75B$3.96B$3.57B$2.73B$1.93B
Shares Outstanding 233,612,000225,662,000219,392,000214,184,000208,176,000201,406,000118,451,000113,149,000104,321,000104,321,000101,282,00024,249,000
Cash Flow 14
Metric Trend 202520242023202220212020201920182017201620152014
D&A $38M$44M$32M$27M$23M$20M$23M$20M$20M$19M$11M$6M
Stock-based Comp $108M$113M$112M$111M$211M$171M$26M$28M$22M$19M$16M$9M
Deferred Tax $-167M$-27M$-13M$2M$9M$-59M$-9M$10M$12M$56M$-5M$-10M
Amort. of Intangibles ···$5M$5M$5M$5M$4M$4M$4M$4M$2M
Other Non-cash $-850M$1.95B$653M$-1.16B$-981M$-276M$-271M$-148M$-259M$-316M$-99M·
Operating Cash Flow $-421M$-766M$-821M$-849M$-817M$-318M$-204M$-62M$-96M$-200M$-105M$-8M
CapEx ·$2M$21M$18M$9M$3M$25M$5M$8M$13M$13M$15M
Investing Cash Flow $-2.50B$-2.70B$-2.61B$-2.09B$-1.69B$-498M$-843M$-811M$-777M$-696M··
Stock Issued ···$0$0$75M$0$0····
Stock Repurchased ····$0$0$5M$0$0···
Net Stock Activity ···$0$0$75M$-5M·····
Financing Cash Flow $3.21B$3.43B$3.47B$3.04B$2.65B$1.16B$1.11B$936M$891M$899M··
Net Change in Cash $290M$-40M$35M$103M$142M$345M$59M$63M$17M$3M··
Free Cash Flow ·$-768M$-842M$-867M$-826M$-321M$-230M$-67M$-69M$-163M$-118M·
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin -4.3%-181.3%-87.6%-28.5%-41.4%-50.4%-25.1%-16.0%-34.4%-47.3%-72.0%·
Net Margin 15.2%-139.7%-71.0%7.5%-4.9%-18.8%3.1%3.5%23.5%20.2%-9.3%·
Pretax Margin -39.8%-215.1%-119.3%-36.5%-60.3%-74.6%-46.5%-33.0%-48.1%-58.9%-83.5%·
EBITDA Margin -3.0%-179.2%-86.2%-27.4%-40.0%-48.3%-22.5%-13.4%-30.7%-43.2%-68.3%·
ROA 2.1%-14.1%-8.1%0.97%-0.51%-1.7%0.50%0.61%3.3%2.9%-1.2%·
ROE 15.8%-73.1%-26.9%2.7%-1.3%-4.9%2.8%2.9%16.8%14.9%-6.4%·
ROIC -3.5%-143.8%-37.6%-9.9%-10.8%-7.0%-6.6%-4.7%-9.7%-15.5%-19.7%·
Liquidity & Solvency 4
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 1.71.31.31.81.51.31.41.21.31.51.4·
Quick Ratio 0.80.60.60.80.80.70.70.80.81.11.0·
Debt / Equity ······2.31.81.61.31.0·
LT Debt / Equity ······2.31.81.61.31.0·
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.10.10.10.10.10.10.20.20.10.10.1·
Inventory Turnover ········3.13.53.5·
Receivables Turnover 13.611.911.712.913.410.711.911.47.87.55.9·
Per Share 5
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $13.41$11.32$23.84$31.32$30.05$30.18$8.14$8.84$7.56$6.45$5.47·
Revenue / Share $11.18$9.17$10.43$10.59$7.85$6.61$6.93$6.49$4.90$4.32··
Cash Flow / Share $-1.59$-3.45$-3.79$-3.87$-3.98$-2.28$-1.65$-0.53$-0.56$-1.43··
Cash / Share $3.52$2.55$3.09$3.46$2.97$2.58$2.28$2.11$1.89$1.98$2.01·
EPS (TTM) $1.71$-12.81$-7.41$0.80$-0.39$-1.24$0.21$0.23$1.16$0.72$-0.96·
Growth Rates 5
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 45.1%-9.8%-2.6%44.2%74.6%·······
Revenue CAGR 3Y 8.4%8.2%34.8%·········
Revenue CAGR 5Y 26.2%···········
EPS CAGR 3Y 28.8%···········
Net Income CAGR 3Y 37.4%···········
Valuation (TTM) 14
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $2.96B$2.04B$2.26B$2.32B$1.61B$922M$859M$760M$533M$477M$305M·
Net Income TTM $450M$-2.85B$-1.60B$173M$-79M$-173M$26M$27M$125M$75M$-28M·
Market Cap $4.30B$2.09B$4.31B$5.14B$7.14B$13.97B$1.64B$1.17B$633M$554M$1.19B·
Enterprise Value ······$3.62B$2.69B$1.73B$1.25B$1.53B·
P/E 10.8-0.7-2.630.0-87.9-56.065.847.35.17.4-12.3·
P/S 1.51.01.92.24.415.21.91.51.21.23.9·
P/B 1.40.80.80.81.12.31.71.20.80.82.2·
P / Tangible Book 1.40.82.02.13.67.9······
P / Cash Flow -10.2-2.7-5.2-6.1-8.7-43.9-8.0-18.7-10.4-3.7-11.3·
P / FCF ·-2.7-5.1-5.9-8.6-43.5-7.1-17.3-9.2-3.4-10.1·
EV / EBITDA ······-18.7-26.5-10.6-6.4-7.3·
EV / FCF ······-15.8-39.9-25.0-7.6-12.9·
EV / Revenue ······4.23.53.22.65.0·
Earnings Yield 9.3%-138.5%-37.8%3.3%-1.1%-1.8%1.5%2.1%19.7%13.6%-8.2%·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $2.96B $2.04B $2.26B $2.32B $1.61B
Operating Margin % -4.3% -181.3% -87.6% -28.5% -41.4%
Net Income $450M $-2.85B $-1.60B $173M $-79M
Diluted EPS $1.71 $-12.81 $-7.41 $0.80 $-0.39

Institutional owners (13F) 476 filers · $4.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 476
Value held $4.4B
New positions 80
Exited positions 55
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
80 (+10 vs prior Q) 55 (-14 vs prior Q) 179 (+39 vs prior Q) 117 (-40 vs prior Q) +37.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $553,476,505 41,365,957 12.54% Shares
VANGUARD GROUP INC $446,191,885 24,249,559 10.11% Shares
GOLDMAN SACHS GROUP INC $256,719,253 19,186,790 5.82% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $183,023,762 13,678,906 4.15% Shares
Greenvale Capital LLP $178,009,942 13,304,181 4.03% Shares
STATE STREET CORP $140,264,213 10,483,125 3.18% Shares
VANGUARD CAPITAL MANAGEMENT LLC $138,077,292 10,319,678 3.13% Shares
D. E. Shaw & Co., Inc. $136,838,866 10,227,120 3.10% Shares
Invesco Ltd. $135,851,890 10,153,355 3.08% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $107,102,645 8,004,682 2.43% Shares
DIMENSIONAL FUND ADVISORS LP $91,772,997 6,858,527 2.08% Shares
GEODE CAPITAL MANAGEMENT, LLC $85,679,946 6,402,401 1.94% Shares
TWO SIGMA ADVISERS, LP $74,957,828 4,073,795 1.70% Shares
MORGAN STANLEY $72,495,991 5,418,234 1.64% Shares
TWO SIGMA INVESTMENTS, LP $67,512,978 5,045,813 1.53% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $66,421,478 4,964,236 1.51% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $65,058,912 4,862,400 1.47% Call option
CITADEL ADVISORS LLC $65,002,341 4,858,172 1.47% Shares
UBS Group AG $59,169,692 4,422,249 1.34% Shares
Robeco Schweiz AG $57,048,039 4,263,680 1.29% Shares
Balyasny Asset Management L.P. $52,524,836 3,925,623 1.19% Shares
Maple Rock Capital Partners Inc. $49,433,052 3,694,548 1.12% Shares
Amundi $45,844,712 3,428,504 1.04% Shares
JANE STREET GROUP, LLC $39,509,802 2,952,900 0.90% Call option
NORTHERN TRUST CORP $38,428,579 2,872,091 0.87% Shares
CANYON CAPITAL ADVISORS LLC $33,048,600 2,470,000 0.75% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $30,032,106 2,244,552 0.68% Shares
BANK OF AMERICA CORP /DE/ $29,953,498 2,238,677 0.68% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $27,936,102 2,087,900 0.63% Put option
Balyasny Asset Management L.P. $26,760,000 2,000,000 0.61% Call option
CITADEL ADVISORS LLC $25,947,834 1,939,300 0.59% Call option
Caption Management, LLC $25,838,118 1,931,100 0.59% Call option
FMR LLC $24,863,802 1,858,281 0.56% Shares
RENAISSANCE TECHNOLOGIES LLC $24,084,602 1,800,045 0.55% Shares
UBS Group AG $23,077,824 1,724,800 0.52% Put option
Trexquant Investment LP $22,931,380 1,713,855 0.52% Shares
AMERICAN CENTURY COMPANIES INC $21,858,170 1,633,645 0.50% Shares
ARDSLEY ADVISORY PARTNERS LP $21,408,000 1,600,000 0.49% Shares
JANE STREET GROUP, LLC $21,222,018 1,586,100 0.48% Put option
VANGUARD FIDUCIARY TRUST CO $20,965,430 1,566,923 0.48% Shares
BARCLAYS PLC $20,839,350 1,557,500 0.47% Call option
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $18,811,049 1,405,908 0.43% Shares
Dayah Capital LLC $18,732,000 1,400,000 0.42% Call option
SCHRODER INVESTMENT MANAGEMENT GROUP $18,602,886 1,380,036 0.42% Shares
CITADEL ADVISORS LLC $18,151,308 1,356,600 0.41% Put option
Bank of New York Mellon Corp $18,119,681 1,354,236 0.41% Shares
PRINCIPAL FINANCIAL GROUP INC $15,424,558 1,152,807 0.35% Shares
FIRST TRUST ADVISORS LP $15,228,500 1,138,154 0.35% Shares
BNP PARIBAS FINANCIAL MARKETS $14,895,673 1,113,279 0.34% Shares
MILLENNIUM MANAGEMENT LLC $14,346,036 1,072,200 0.33% Shares

Show all 476 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Tiger Global Long Opportunities Master Fund, L.P., Tiger Global Investments, L.P., Tiger Global Performance, LLC, Tiger Global Management, LLC, Charles P. Coleman III, Scott Shleifer ×7 filings Oct. 5, 2020 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 27 insiders · 12 officers · 16 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Mary Powell Chief Executive Officer July 6, 2026 S 1,111,535 0 7 $-3,399,826
Danny Abajian Chief Financial Officer July 6, 2026 G 374,105 0 8 $-2,413,895
Thomas Arthur Vonreichbauer Chief Financial Officer May 4, 2022 S 231,502 0 0 $0
Robert Patrick Komin Jr. Chief Financial Officer May 11, 2020 S 202,396 0 0 $0
Thomas John Holland President Dec. 15, 2015 A 289,437 0 0 $0
Christopher Dawson Chief Operating Officer Dec. 22, 2021 S 115,504 0 0 $0
Paul Thaddeus Winnowski Chief Operating Officer March 15, 2017 A 948,195 0 0 $0
Maria Barak Chief Accounting Officer July 9, 2026 S 90,033 0 8 $-426,981
Jeanna Steele Chief Legal & People Officer July 6, 2026 S 461,715 0 11 $-2,314,825
Paul S. Dickson Pres. & Chief Revenue Officer July 6, 2026 S 839,539 0 9 $-2,993,850
Michelle Philpot Chief Accounting Officer Aug. 4, 2023 M 66,989 0 0 $0
Mina Kim General Counsel March 15, 2017 A 327,606 0 0 $0
Lynn Michelle Jurich Director Aug. 3, 2026 S 367,405 0 17 $-9,770,044
Edward Harris Fenster Director July 1, 2026 A 1,567,779 0 4 $-6,338,477
Sonita Lontoh Director June 11, 2026 S 34,010 0 1 $-90,000
Alan Ferber Director March 3, 2026 P 77,134 1 0 $149,000
John Trinta Director Jan. 2, 2026 A 29,017 0 0 $0
Craig Cornelius Director Jan. 2, 2026 A 11,070 0 0 $0
Katherine August-Dewilde Director Jan. 2, 2026 A 9,687 0 0 $0
Leslie A Dach Director Jan. 2, 2026 A 112,629 0 0 $0
Manjula Talreja Director Jan. 2, 2025 A 39,278 0 0 $0
Gerald Alan Risk Director Aug. 19, 2024 S 334,761 0 0 $0
David Bywater Director April 8, 2021 S 220,461 0 0 $0
Ellen Smith Director Jan. 4, 2021 A 6,265 0 0 $0
Steven Vassallo Director March 25, 2019 A 43,716 0 0 $0
Rich Wong Director Jan. 2, 2018 A 30,703 0 0 $0
Jameson J Mcjunkin Director Aug. 10, 2015 C 6,374,192 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 57 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
TAN · Invesco Exchange-Traded Fund Trust … 3.76% 4,358,242 SH Oct. 1, 2026 Daily
RNRG · Global X Funds 1.66% 43,883 NS July 31, 2026 N-PORT
PBW · Invesco Exchange-Traded Fund Trust 1.31% 568,716 SH Oct. 1, 2026 Daily
PBD · Invesco Exchange-Traded Fund Trust … 0.76% 112,816 SH Oct. 1, 2026 Daily
PSCI · Invesco Exchange-Traded Fund Trust … 0.62% 210,462 SH Oct. 1, 2026 Daily
FNY · First Trust Exchange-Traded AlphaDE… 0.47% 274,398 NS July 31, 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0.35% 283,944 SH Aug. 19, 2026 Daily
ERTH · Invesco Exchange-Traded Fund Trust 0.29% 45,443 SH Oct. 1, 2026 Daily
CCSO · Tidal Trust II 0.23% 10,518 NS July 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.20% 500,177 SH Oct. 1, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.20% 204,303 SH Aug. 19, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.17% 834,026 SH Aug. 19, 2026 Daily
RZG · Invesco Exchange-Traded Fund Trust 0.17% 25,510 SH Oct. 1, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.16% 230,945 NS July 31, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.16% 94,784 NS July 31, 2026 N-PORT
TRFM · ETF Series Solutions 0.14% 35,787 NS July 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.14% 82,388 NS July 31, 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.12% 35,059 SH Oct. 1, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.10% 8,684 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.09% 1,345,457 SH Aug. 19, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.09% 62,205 NS July 31, 2026 N-PORT
POWR · iShares, Inc. 0.08% 43,633 SH Sept. 11, 2026 Daily
RSSL · Global X Funds 0.07% 111,915 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.07% 231,927 SH Oct. 1, 2026 Daily
IWM · iShares Trust 0.07% 5,976,335 SH Sept. 11, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.06% 3,299,881 SH Aug. 19, 2026 Daily
DFSV · Dimensional ETF Trust 0.05% 453,352 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.05% 723,200 NS July 31, 2026 N-PORT
ESML · iShares Trust 0.05% 149,374 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.04% 2,735,666 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.04% 5,193,780 SH Aug. 19, 2026 Daily
VIS · VANGUARD WORLD FUND 0.04% 277,831 SH Aug. 19, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.03% 75,062 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.03% 16,522 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.02% 13,537 SH Sept. 11, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.01% 4,546 SH Oct. 1, 2026 Daily
DFAC · Dimensional ETF Trust 0.01% 531,907 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.01% 25,033 NS July 31, 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0.01% 51,651 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.01% 29,991 NS July 31, 2026 N-PORT
VEGN · ETF Series Solutions 0.01% 1,455 NS July 31, 2026 N-PORT
SMDX · Tidal Trust III 0.01% 937 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 60,938 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.00% 8,848 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 70,684 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 298,263 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.00% 55,181 SH Sept. 10, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.00% 12,839 SH Oct. 1, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 7,170,226 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 185,937 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 18,728 SH Aug. 19, 2026 Daily
IJR · iShares Trust · 14,545,064 SH Sept. 10, 2026 Daily
IJT · iShares Trust · 2,262,398 SH Sept. 9, 2026 Daily
IWN · iShares Trust · 2,206,279 SH Sept. 11, 2026 Daily
XJR · iShares Trust · 32,907 SH Aug. 31, 2026 Daily
ISCB · iShares Trust · 10,458 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 50,275 SH Sept. 11, 2026 Daily

RUN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 27 analysts BUY
Median target $15.00 +94.6%
3 11.1% Strong Buy
13 48.1% Buy
10 37.0% Hold
1 3.7% Sell
0 0.0% Strong Sell

12-Month Price Target

19 analysts · 2026-09-28

Mean target $15.87 +105.8%

← Below all targets Current price $7.71
Low$10.00 Mean$15.87 High$30.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
RUN $4.30B 10.8 45.1% 15.2% 15.8% ·
ATKR $2.11B -139.4 -11.0% -0.53% -1.1% 23.7%
PLUG · -1.4 12.9% -229.8% -120.3% -34.1%
PLPC $1.01B 29.0 12.7% 5.3% 7.9% 31.2%
ALNT $910M 40.7 4.6% 4.0% 7.5% 32.8%
FCEL $412M -1.2 41.0% -118.8% -28.5% ·
AMSC $1.61B 11.1 34.3% 44.7% 29.8% 30.6%
AMPX $1.06B -22.5 202.1% -60.3% -48.8% 11.3%
FLNC · -29.2 -16.2% -2.1% -10.7% 13.1%
SHLS · 42.5 19.1% 7.1% 5.7% 35.0%
EOSE $3.86B -1.7 631.8% -849.1% 58.0% -126.0%

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Source: SEC 10-Q filed Aug 5, 2026