RUN Sunrun Inc. - Common Stock
NASDAQ · Electrical Equipment · Ver en SEC EDGAR ↗ cerrar Oct 6, 2026 10-K/10-Q Ago 5, 2026RUN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
RUN Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Acerca de Sunrun Inc. - Common Stock Descripción general de la empresa de Wikipedia
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.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | RUN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 5.2promedio 5A ≈-10.1 | ≈-10.1 | 46.2 | Infravalorado | |
| P/S (TTM) | 0.5promedio 5A ≈2.2 | ≈2.2 | 3.0 | Infravalorado | |
| P/C (MRQ) | 0.5promedio 5A ≈1.0 | ≈1.0 | 3.8 | Infravalorado | |
| Price / Cash Flow (Precio / Flujo de Caja) | -4.3promedio 5A ≈-6.6 | ≈-6.6 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 0.6promedio 5A ≈2.0 | ≈2.0 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | RUN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 2.7%promedio 5A ≈-68.6% | ≈-68.6% | 8.1% | Débil | |
| EBITDA Margin (Margen EBITDA) | -3.0%promedio 5A ≈-67.1% | ≈-67.1% | 7.1% | Por debajo del promedio | |
| Margen antes de impuestos (TTM) | -26.4%promedio 5A ≈-94.2% | ≈-94.2% | -3.7% | Débil | |
| Margen de Beneficio Neto (TTM) | 11.6%promedio 5A ≈-38.6% | ≈-38.6% | 3.4% | De primer nivel | |
| ROA (TTM) | 1.8%promedio 5A ≈-3.9% | ≈-3.9% | 0.80% | De primer nivel | |
| ROE (TTM) | 12.6%promedio 5A ≈-16.6% | ≈-16.6% | 6.6% | De primer nivel | |
| ROIC | -3.5%promedio 5A ≈-41.1% | ≈-41.1% | 6.5% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | RUN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 1.4promedio 5A ≈1.5 | ≈1.5 | 2.6 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.8promedio 5A ≈0.7 | ≈0.7 | 1.4 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | RUN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 45.1%promedio 5A ≈30.3% | ≈30.3% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 8.4%promedio 5A ≈17.1% | ≈17.1% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 26.2% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 28.8% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 37.4% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | RUN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.1promedio 5A ≈0.1 | ≈0.1 | 0.6 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 13.6promedio 5A ≈12.7 | ≈12.7 | 6.0 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$326.4K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 4, 2026 | $0.42 | $0.23 | 81.4% |
| 31 de marzo de 2026 | $0.62 | $-0.02 | 2620.3% | |
| 31 de diciembre de 2025 | $0.38 | $-0.05 | 812.9% | |
| 30 de septiembre de 2025 | $0.06 | $0.02 | 167.9% | |
| 30 de junio de 2025 | $1.07 | $-0.22 | 579.0% | |
| 31 de marzo de 2025 | $0.20 | $-0.29 | 168.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | 229,809,000 | 222,215,000 | 216,642,000 | 211,347,000 | 205,132,000 | 139,606,000 | 116,397,000 | 110,089,000 | 105,432,000 | 102,367,000 | 55,091,000 | 22,795,000 | |
| Shares (Diluted) | 264,465,000 | 222,215,000 | 216,642,000 | 219,157,000 | 205,132,000 | 139,606,000 | 123,876,000 | 117,112,000 | 108,206,000 | 104,964,000 | 55,091,000 | 22,795,000 | |
| EBITDA | $-88M | $-3.65B | $-1.95B | $-635M | $-643M | $-445M | $-193M | $-101M | $-163M | $-196M | $-208M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 233,612,000 | 225,662,000 | 219,392,000 | 214,184,000 | 208,176,000 | 201,406,000 | 118,451,000 | 113,149,000 | 104,321,000 | 104,321,000 | 101,282,000 | 24,249,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.3 | 1.3 | 1.8 | 1.5 | 1.3 | 1.4 | 1.2 | 1.3 | 1.5 | 1.4 | · | |
| Quick Ratio | 0.8 | 0.6 | 0.6 | 0.8 | 0.8 | 0.7 | 0.7 | 0.8 | 0.8 | 1.1 | 1.0 | · | |
| Debt / Equity | · | · | · | · | · | · | 2.3 | 1.8 | 1.6 | 1.3 | 1.0 | · | |
| LT Debt / Equity | · | · | · | · | · | · | 2.3 | 1.8 | 1.6 | 1.3 | 1.0 | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.1 | 0.1 | 0.1 | · | |
| Inventory Turnover | · | · | · | · | · | · | · | · | 3.1 | 3.5 | 3.5 | · | |
| Receivables Turnover | 13.6 | 11.9 | 11.7 | 12.9 | 13.4 | 10.7 | 11.9 | 11.4 | 7.8 | 7.5 | 5.9 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -2.6 | 30.0 | -87.9 | -56.0 | 65.8 | 47.3 | 5.1 | 7.4 | -12.3 | · | |
| P/S | 1.5 | 1.0 | 1.9 | 2.2 | 4.4 | 15.2 | 1.9 | 1.5 | 1.2 | 1.2 | 3.9 | · | |
| P/B | 1.4 | 0.8 | 0.8 | 0.8 | 1.1 | 2.3 | 1.7 | 1.2 | 0.8 | 0.8 | 2.2 | · | |
| P / Tangible Book | 1.4 | 0.8 | 2.0 | 2.1 | 3.6 | 7.9 | · | · | · | · | · | · | |
| 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 | · | · | · | · | · | · | 4.2 | 3.5 | 3.2 | 2.6 | 5.0 | · | |
| Earnings Yield | 9.3% | -138.5% | -37.8% | 3.3% | -1.1% | -1.8% | 1.5% | 2.1% | 19.7% | 13.6% | -8.2% | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $870M | $722M | $1.16B | $725M | $569M | $504M | $518M | $537M | $524M | $458M | $517M | $563M | $590M | $590M | $609M | $632M | |
| R&D Expense | $10M | $10M | $9M | $9M | $8M | $10M | $9M | $8M | $10M | $12M | $8M | $5M | $5M | $5M | $4M | $4M | |
| SG&A Expense | $93M | $75M | $83M | $66M | $72M | $58M | $72M | $61M | $61M | $51M | $57M | $53M | $57M | $53M | $54M | $47M | |
| Operating Expenses | $835M | $766M | $1.06B | $721M | $682M | $619M | $3.77B | $665M | $652M | $641M | $714M | $1.91B | $796M | $818M | $798M | $768M | |
| Operating Income | $35M | $-44M | $97M | $4M | $-112M | $-115M | $-3.26B | $-128M | $-128M | $-183M | $-198M | $-1.35B | $-206M | $-228M | $-189M | $-136M | |
| Other Non-op | $17M | $17M | $24M | $-18M | $-15M | $-45M | $90M | $-83M | $64M | $90M | $-158M | $78M | $41M | $-25M | $-3M | $98M | |
| Pretax Income | $-212M | $-290M | $-135M | $-280M | $-374M | $-388M | $-3.40B | $-426M | $-271M | $-285M | $-537M | $-1.44B | $-322M | $-395M | $-326M | $-156M | |
| Income Tax | $-4M | $7M | $40M | $-2M | $-95M | $-111M | $136.0K | $-14M | $-11M | $-2M | $-2M | $30M | $19M | $-60M | $2M | $0 | |
| Net Income | $115M | $168M | $104M | $17M | $280M | $50M | $-2.81B | $-84M | $139M | $-88M | $-350M | $-1.07B | $55M | $-240M | $63M | $211M | |
| EPS (Basic) | $0.48 | $0.71 | $0.45 | $0.07 | $1.22 | $0.22 | $-12.67 | $-0.37 | $0.63 | $-0.40 | $-1.63 | $-4.92 | $0.26 | $-1.12 | $0.31 | $0.99 | |
| EPS (Diluted) | $0.42 | $0.62 | $0.38 | $0.06 | $1.07 | $0.20 | $-12.59 | $-0.37 | $0.55 | $-0.40 | $-1.62 | $-4.92 | $0.25 | $-1.12 | $0.32 | $0.96 | |
| Shares (Basic) | 238,997,000 | 234,576,000 | · | 230,980,000 | 229,167,000 | 226,406,000 | · | 223,695,000 | 222,474,000 | 219,882,000 | · | 217,344,000 | 216,017,000 | 214,548,000 | · | 212,696,000 | |
| Shares (Diluted) | 273,999,000 | 272,345,000 | · | 267,473,000 | 261,152,000 | 257,911,000 | · | 223,695,000 | 255,107,000 | 219,882,000 | · | 217,344,000 | 221,849,000 | 214,548,000 | · | 220,850,000 | |
| EBITDA | $35M | $-44M | · | $4M | $-112M | $-115M | · | $-128M | $-128M | $-183M | · | $-1.35B | $-206M | $-228M | · | $-136M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $712M | $680M | $823M | $709M | $618M | $605M | $575M | $534M | $708M | $487M | $679M | $644M | $669M | $629M | $741M | $672M | |
| Receivables | $235M | $233M | $263M | $248M | $187M | $172M | $171M | $183M | $180M | $170M | · | $189M | $215M | $219M | · | $219M | |
| Inventory | $650M | $490M | $501M | $570M | $491M | $414M | $402M | $342M | $353M | $412M | · | $662M | $792M | $888M | · | $589M | |
| Prepaid Expense | $145M | $154M | $155M | $97M | $96M | $102M | $203M | $67M | $101M | $306M | · | $126M | $155M | $135M | · | $116M | |
| Current Assets | $2.17B | $1.97B | $2.16B | $2.07B | $1.79B | $1.67B | $1.72B | $1.60B | $1.68B | $1.67B | · | $1.93B | $2.08B | $2.08B | · | $1.88B | |
| Goodwill | · | · | $0 | · | · | · | $0 | $3.12B | $3.12B | $3.12B | $3.12B | $3.12B | $4.28B | $4.28B | $4.28B | $4.28B | |
| Intangibles | · | · | · | · | · | · | · | · | · | · | · | $1M | $5M | $6M | · | $9M | |
| Other Non-current Assets | $3.89B | $3.71B | $3.56B | $3.47B | $3.28B | $3.10B | $3.02B | $2.82B | $2.65B | $2.46B | · | $2.32B | $2.08B | $1.91B | · | $1.76B | |
| Total Assets | $23.36B | $22.77B | $22.61B | $22.23B | $21.23B | $20.38B | $19.90B | $22.10B | $21.44B | $20.83B | · | $20.03B | $20.49B | $19.73B | · | $18.57B | |
| Accounts Payable | $321M | $343M | $271M | $337M | $280M | $269M | $354M | $244M | $217M | $287M | · | $296M | $329M | $346M | · | $275M | |
| Current Liabilities | $1.52B | $1.36B | $1.30B | $1.42B | $1.27B | $1.26B | $1.33B | $1.09B | $1.01B | $1.27B | · | $1.42B | $1.42B | $1.15B | · | $1.08B | |
| Deferred Tax | $199M | $199M | $163M | $124M | $71M | $98M | $138M | $115M | $112M | $122M | · | $137M | $91M | $63M | · | $123M | |
| Other Non-current Liabilities | $188M | $152M | $156M | $169M | $168M | $121M | $120M | $212M | $152M | $147M | · | $138M | $143M | $170M | · | $141M | |
| Total Liabilities | $18.15B | $17.81B | $17.63B | $17.58B | $16.78B | $16.28B | $15.73B | $15.07B | $14.39B | $14.08B | · | $12.95B | $12.30B | $11.56B | · | $10.51B | |
| Long-term Debt | $15.16B | $14.80B | $14.70B | $14.63B | $14.04B | $13.57B | $12.90B | $12.45B | $11.96B | $11.15B | · | $10.24B | $9.60B | $8.93B | · | $7.99B | |
| Common Stock | $24.0K | $24.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $22.0K | $22.0K | $22.0K | · | $22.0K | $22.0K | $21.0K | · | $21.0K | |
| Paid-in Capital | $6.97B | $6.94B | $6.90B | $6.87B | $6.82B | $6.78B | $6.75B | $6.71B | $6.65B | $6.61B | · | $6.58B | $6.55B | $6.51B | · | $6.43B | |
| Retained Earnings | $-3.55B | $-3.66B | $-3.83B | $-3.93B | $-3.95B | $-4.23B | $-4.28B | $-1.47B | $-1.38B | $-1.52B | · | $-1.08B | $-14M | $-70M | · | $108M | |
| AOCI | $69M | $64M | $63M | $50M | $53M | $61M | $87M | $37M | $95M | $88M | · | $119M | $65M | $32M | · | $78M | |
| Stockholders' Equity | $3.49B | $3.34B | $3.13B | $2.98B | $2.93B | $2.62B | $2.55B | $5.28B | $5.37B | $5.18B | · | $5.61B | $6.60B | $6.47B | · | $6.62B | |
| Liabilities + Equity | $23.36B | $22.77B | $22.61B | $22.23B | $21.23B | $20.38B | $19.90B | $22.10B | $21.44B | $20.83B | · | $20.03B | $20.49B | $19.73B | · | $18.57B | |
| Shares Outstanding | 240,126,000 | 235,512,000 | 233,612,000 | 231,605,000 | 230,321,000 | 227,325,000 | 225,662,000 | 224,087,000 | 223,298,000 | 220,672,000 | 219,392,000 | 217,714,000 | 217,044,000 | 215,166,000 | 214,184,000 | 212,954,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $193M | $190M | $184M | $182M | $190M | $170M | $162M | $156M | $152M | $151M | $143M | $139M | $127M | $123M | $119M | $119M | |
| Stock-based Comp | $21M | $26M | $28M | $30M | $25M | $25M | $29M | $27M | $28M | $29M | $28M | $28M | $28M | $28M | $22M | $23M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | $5M | $1M | $1M | · | $1M | |
| Operating Cash Flow | $-186M | $11M | $97M | $-122M | $-293M | $-104M | $-258M | $-156M | $-209M | $-143M | $-116M | $-63M | $-202M | $-439M | $-305M | $-90M | |
| CapEx | · | · | · | · | · | · | · | $202.0K | · | · | · | $5M | $8M | $4M | $7M | $7M | |
| Investing Cash Flow | $-449M | $-429M | $-409M | $-744M | $-693M | $-655M | $-792M | $-764M | $-609M | $-535M | $-661M | $-741M | $-700M | $-510M | $-519M | $-547M | |
| Financing Cash Flow | $682M | $270M | $393M | $1.01B | $1.02B | $791M | $988M | $889M | $1.08B | $474M | $813M | $836M | $980M | $840M | $820M | $730M | |
| Net Change in Cash | $47M | $-148M | $81M | $144M | $33M | $31M | $-63M | $-32M | $259M | $-205M | $36M | $31M | $78M | $-110M | $-3M | $93M | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | · | · | · | $-443M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.0% | -6.0% | · | 0.50% | -19.7% | -22.8% | · | -23.8% | -24.4% | -40.0% | · | -239.3% | -34.9% | -38.6% | · | -21.6% | |
| Net Margin | 13.2% | 23.2% | · | 2.3% | 49.1% | 9.9% | · | -15.6% | 26.6% | -19.2% | · | -189.9% | 9.4% | -40.8% | · | 33.3% | |
| Pretax Margin | -24.4% | -40.2% | · | -38.6% | -65.7% | -76.9% | · | -79.3% | -51.7% | -62.3% | · | -255.9% | -54.6% | -67.0% | · | -24.6% | |
| EBITDA Margin | 4.0% | -6.0% | · | 0.50% | -19.7% | -22.8% | · | -23.8% | -24.4% | -40.0% | · | -239.3% | -34.9% | -38.6% | · | -21.6% | |
| ROA | 0.52% | 0.78% | · | 0.07% | 1.3% | 0.24% | · | -0.40% | 0.66% | -0.43% | · | -5.5% | 0.29% | -1.3% | · | 1.2% | |
| ROE | 3.6% | 5.6% | · | 0.40% | 6.8% | 1.3% | · | -1.5% | 2.3% | -1.5% | · | -17.5% | 0.86% | -3.8% | · | 3.3% | |
| ROIC | 0.98% | -1.3% | · | 0.12% | -2.9% | -3.1% | · | -2.3% | -2.3% | -3.5% | · | -24.5% | -3.3% | -3.0% | · | -2.1% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | · | 1.5 | 1.4 | 1.3 | · | 1.5 | 1.7 | 1.3 | · | 1.4 | 1.5 | 1.8 | · | 1.7 | |
| Quick Ratio | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | 0.9 | 0.5 | · | 0.6 | 0.6 | 0.7 | · | 0.8 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Receivables Turnover | 4.1 | 3.6 | · | 3.4 | 3.1 | 3.0 | · | 2.9 | 2.7 | 2.4 | · | 2.8 | 2.7 | 2.8 | · | 3.2 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.53 | $14.19 | · | $12.88 | $12.71 | $11.51 | · | $23.55 | $24.03 | $23.48 | · | $25.77 | $30.40 | $30.06 | · | $31.08 | |
| Revenue / Share | $3.18 | $2.65 | · | $2.71 | $2.18 | $1.96 | · | $2.40 | $2.05 | $2.08 | · | $2.59 | $2.66 | $2.75 | · | $2.86 | |
| Cash Flow / Share | · | $0.04 | · | · | · | $-0.40 | · | · | · | $-0.65 | · | · | · | $-2.05 | · | · | |
| Cash / Share | $2.97 | $2.89 | · | $3.06 | $2.68 | $2.66 | · | $2.38 | $3.17 | $2.21 | · | $2.96 | $3.08 | $2.92 | · | $3.16 | |
| EPS (TTM) | $1.48 | $2.13 | · | $-11.26 | $-11.69 | $-12.21 | · | $-1.84 | $-6.39 | $-6.69 | · | $-5.47 | $0.41 | $0.10 | · | $0.30 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.48B | $3.17B | · | $2.32B | $2.13B | $2.08B | · | $2.04B | $2.06B | $2.13B | · | $2.35B | $2.42B | $2.42B | · | $2.15B | |
| Net Income TTM | $403M | $568M | · | $-2.47B | $-2.57B | $-2.71B | · | $-383M | $-1.37B | $-1.45B | · | $-1.19B | $89M | $21M | · | $72M | |
| Market Cap | $3.21B | $3.19B | · | $4.00B | $1.88B | $1.33B | · | $4.05B | $2.65B | $2.91B | · | $2.73B | $3.88B | $4.34B | · | $5.88B | |
| P/E | 9.0 | 6.4 | · | -1.5 | -0.7 | -0.5 | · | -9.8 | -1.9 | -2.0 | · | -2.3 | 43.6 | 201.5 | · | 92.0 | |
| P/S | 0.9 | 1.0 | · | 1.7 | 0.9 | 0.6 | · | 2.0 | 1.3 | 1.4 | · | 1.2 | 1.6 | 1.8 | · | 2.7 | |
| P/B | 0.9 | 1.0 | · | 1.3 | 0.6 | 0.5 | · | 0.8 | 0.5 | 0.6 | · | 0.5 | 0.6 | 0.7 | · | 0.9 | |
| P / Tangible Book | 0.9 | 1.0 | · | 1.3 | 0.6 | 0.5 | · | 1.9 | 1.2 | 1.4 | · | 1.1 | 1.7 | 2.0 | · | 2.5 | |
| P / Cash Flow | · | 300.6 | · | · | · | -12.8 | · | · | · | -20.3 | · | · | · | -9.9 | · | · | |
| Earnings Yield | 11.1% | 15.7% | · | -65.1% | -142.9% | -208.4% | · | -10.2% | -53.9% | -50.8% | · | -43.5% | 2.3% | 0.50% | · | 1.1% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $2.96B | $2.04B | $2.26B | $2.32B | $1.61B |
| Margen Operativo % | -4.3% | -181.3% | -87.6% | -28.5% | -41.4% |
| Beneficio neto | $450M | $-2.85B | $-1.60B | $173M | $-79M |
| EPS Diluido | $1.71 | $-12.81 | $-7.41 | $0.80 | $-0.39 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 1.7 | 1.3 | 1.3 | 1.8 | 1.5 |
| Ratio Rápido | 0.8 | 0.6 | 0.6 | 0.8 | 0.8 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | · | $-768M | $-842M | $-867M | $-826M |
Propietarios institucionales (13F) 476 declarantes · $4.4B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 80 (+10 vs trimestre anterior) | 55 (-14 vs trimestre anterior) | 179 (+39 vs trimestre anterior) | 117 (-40 vs trimestre anterior) | +37.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $553 476 505 | 41 365 957 | 12,54% | Acciones |
| VANGUARD GROUP INC | $446 191 885 | 24 249 559 | 10,11% | Acciones |
| GOLDMAN SACHS GROUP INC | $256 719 253 | 19 186 790 | 5,82% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $183 023 762 | 13 678 906 | 4,15% | Acciones |
| Greenvale Capital LLP | $178 009 942 | 13 304 181 | 4,03% | Acciones |
| STATE STREET CORP | $140 264 213 | 10 483 125 | 3,18% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $138 077 292 | 10 319 678 | 3,13% | Acciones |
| D. E. Shaw & Co., Inc. | $136 838 866 | 10 227 120 | 3,10% | Acciones |
| Invesco Ltd. | $135 851 890 | 10 153 355 | 3,08% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $107 102 645 | 8 004 682 | 2,43% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $91 772 997 | 6 858 527 | 2,08% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $85 679 946 | 6 402 401 | 1,94% | Acciones |
| TWO SIGMA ADVISERS, LP | $74 957 828 | 4 073 795 | 1,70% | Acciones |
| MORGAN STANLEY | $72 495 991 | 5 418 234 | 1,64% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $67 512 978 | 5 045 813 | 1,53% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $66 421 478 | 4 964 236 | 1,51% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $65 058 912 | 4 862 400 | 1,47% | Opción de compra |
| CITADEL ADVISORS LLC | $65 002 341 | 4 858 172 | 1,47% | Acciones |
| UBS Group AG | $59 169 692 | 4 422 249 | 1,34% | Acciones |
| Robeco Schweiz AG | $57 048 039 | 4 263 680 | 1,29% | Acciones |
| Balyasny Asset Management L.P. | $52 524 836 | 3 925 623 | 1,19% | Acciones |
| Maple Rock Capital Partners Inc. | $49 433 052 | 3 694 548 | 1,12% | Acciones |
| Amundi | $45 844 712 | 3 428 504 | 1,04% | Acciones |
| JANE STREET GROUP, LLC | $39 509 802 | 2 952 900 | 0,90% | Opción de compra |
| NORTHERN TRUST CORP | $38 428 579 | 2 872 091 | 0,87% | Acciones |
| CANYON CAPITAL ADVISORS LLC | $33 048 600 | 2 470 000 | 0,75% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30 032 106 | 2 244 552 | 0,68% | Acciones |
| BANK OF AMERICA CORP /DE/ | $29 953 498 | 2 238 677 | 0,68% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $27 936 102 | 2 087 900 | 0,63% | Opción de venta |
| Balyasny Asset Management L.P. | $26 760 000 | 2 000 000 | 0,61% | Opción de compra |
| CITADEL ADVISORS LLC | $25 947 834 | 1 939 300 | 0,59% | Opción de compra |
| Caption Management, LLC | $25 838 118 | 1 931 100 | 0,59% | Opción de compra |
| FMR LLC | $24 863 802 | 1 858 281 | 0,56% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $24 084 602 | 1 800 045 | 0,55% | Acciones |
| UBS Group AG | $23 077 824 | 1 724 800 | 0,52% | Opción de venta |
| Trexquant Investment LP | $22 931 380 | 1 713 855 | 0,52% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $21 858 170 | 1 633 645 | 0,50% | Acciones |
| ARDSLEY ADVISORY PARTNERS LP | $21 408 000 | 1 600 000 | 0,49% | Acciones |
| JANE STREET GROUP, LLC | $21 222 018 | 1 586 100 | 0,48% | Opción de venta |
| VANGUARD FIDUCIARY TRUST CO | $20 965 430 | 1 566 923 | 0,48% | Acciones |
| BARCLAYS PLC | $20 839 350 | 1 557 500 | 0,47% | Opción de compra |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18 811 049 | 1 405 908 | 0,43% | Acciones |
| Dayah Capital LLC | $18 732 000 | 1 400 000 | 0,42% | Opción de compra |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $18 602 886 | 1 380 036 | 0,42% | Acciones |
| CITADEL ADVISORS LLC | $18 151 308 | 1 356 600 | 0,41% | Opción de venta |
| Bank of New York Mellon Corp | $18 119 681 | 1 354 236 | 0,41% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $15 424 558 | 1 152 807 | 0,35% | Acciones |
| FIRST TRUST ADVISORS LP | $15 228 500 | 1 138 154 | 0,35% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $14 895 673 | 1 113 279 | 0,34% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $14 346 036 | 1 072 200 | 0,33% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| 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 presentaciones | 5 de octubre de 2020 | · | Presentación inicial | · | 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.
Informantes de la empresa 27 insiders · 12 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Mary Powell | Chief Executive Officer | 6 de julio de 2026 S | 1 111 535 | 0 | 7 | $-3 399 826 |
| Danny Abajian | Chief Financial Officer | 6 de julio de 2026 G | 374 105 | 0 | 8 | $-2 413 895 |
| Thomas Arthur Vonreichbauer | Chief Financial Officer | 4 de mayo de 2022 S | 231 502 | 0 | 0 | $0 |
| Robert Patrick Komin Jr. | Chief Financial Officer | 11 de mayo de 2020 S | 202 396 | 0 | 0 | $0 |
| Thomas John Holland | President | 15 de diciembre de 2015 A | 289 437 | 0 | 0 | $0 |
| Christopher Dawson | Chief Operating Officer | 22 de diciembre de 2021 S | 115 504 | 0 | 0 | $0 |
| Paul Thaddeus Winnowski | Chief Operating Officer | 15 de marzo de 2017 A | 948 195 | 0 | 0 | $0 |
| Maria Barak | Chief Accounting Officer | 9 de julio de 2026 S | 90 033 | 0 | 8 | $-426 981 |
| Jeanna Steele | Chief Legal & People Officer | 6 de julio de 2026 S | 461 715 | 0 | 10 | $-1 919 582 |
| Paul S. Dickson | Pres. & Chief Revenue Officer | 6 de julio de 2026 S | 839 539 | 0 | 8 | $-2 481 570 |
| Michelle Philpot | Chief Accounting Officer | 4 de agosto de 2023 M | 66 989 | 0 | 0 | $0 |
| Mina Kim | General Counsel | 15 de marzo de 2017 A | 327 606 | 0 | 0 | $0 |
| Lynn Michelle Jurich | Consejero | 3 de agosto de 2026 S | 367 405 | 0 | 14 | $-7 932 568 |
| Edward Harris Fenster | Consejero | 1 de julio de 2026 A | 1 567 779 | 0 | 4 | $-6 338 477 |
| Sonita Lontoh | Consejero | 11 de junio de 2026 S | 34 010 | 0 | 1 | $-90 000 |
| Alan Ferber | Consejero | 3 de marzo de 2026 P | 77 134 | 1 | 0 | $149 000 |
| John Trinta | Consejero | 2 de enero de 2026 A | 29 017 | 0 | 0 | $0 |
| Craig Cornelius | Consejero | 2 de enero de 2026 A | 11 070 | 0 | 0 | $0 |
| Katherine August-Dewilde | Consejero | 2 de enero de 2026 A | 9 687 | 0 | 0 | $0 |
| Leslie A Dach | Consejero | 2 de enero de 2026 A | 112 629 | 0 | 0 | $0 |
| Manjula Talreja | Consejero | 2 de enero de 2025 A | 39 278 | 0 | 0 | $0 |
| Gerald Alan Risk | Consejero | 19 de agosto de 2024 S | 334 761 | 0 | 0 | $0 |
| David Bywater | Consejero | 8 de abril de 2021 S | 220 461 | 0 | 0 | $0 |
| Ellen Smith | Consejero | 4 de enero de 2021 A | 6 265 | 0 | 0 | $0 |
| Steven Vassallo | Consejero | 25 de marzo de 2019 A | 43 716 | 0 | 0 | $0 |
| Rich Wong | Consejero | 2 de enero de 2018 A | 30 703 | 0 | 0 | $0 |
| Jameson J Mcjunkin | Consejero | 10 de agosto de 2015 C | 6 374 192 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 57 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| TAN · Invesco Exchange-Traded Fund Trust … | 3,72% | 4 358 242 SH | 5 de octubre de 2026 | Diario |
| RNRG · Global X Funds | 1,66% | 43 883 NS | 31 de julio de 2026 | N-PORT |
| PBW · Invesco Exchange-Traded Fund Trust | 1,28% | 575 102 SH | 5 de octubre de 2026 | Diario |
| PBD · Invesco Exchange-Traded Fund Trust … | 0,74% | 112 816 SH | 5 de octubre de 2026 | Diario |
| PSCI · Invesco Exchange-Traded Fund Trust … | 0,60% | 210 721 SH | 5 de octubre de 2026 | Diario |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,47% | 274 398 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,35% | 283 944 SH | 19 de agosto de 2026 | Diario |
| ERTH · Invesco Exchange-Traded Fund Trust | 0,28% | 45 443 SH | 5 de octubre de 2026 | Diario |
| CCSO · Tidal Trust II | 0,23% | 10 518 NS | 31 de julio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,20% | 204 303 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,20% | 501 627 SH | 5 de octubre de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,17% | 834 026 SH | 19 de agosto de 2026 | Diario |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,16% | 230 945 NS | 31 de julio de 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 0,16% | 25 510 SH | 5 de octubre de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 94 784 NS | 31 de julio de 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,14% | 35 787 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,14% | 82 388 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,11% | 35 059 SH | 5 de octubre de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,10% | 8 684 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 1 345 457 SH | 19 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 62 205 NS | 31 de julio de 2026 | N-PORT |
| POWR · iShares, Inc. | 0,08% | 43 633 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,07% | 111 915 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,07% | 5 976 335 SH | 11 de septiembre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,07% | 226 842 SH | 5 de octubre de 2026 | Diario |
| VBR · VANGUARD INDEX FUNDS | 0,06% | 3 299 881 SH | 19 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,05% | 453 352 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 723 200 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,05% | 149 374 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 2 735 666 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,04% | 5 193 780 SH | 19 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,04% | 277 831 SH | 19 de agosto de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,03% | 75 062 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 16 522 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 13 537 SH | 11 de septiembre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 4 555 SH | 5 de octubre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 531 907 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 25 033 NS | 31 de julio de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,01% | 51 651 SH | 19 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,01% | 29 991 NS | 31 de julio de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,01% | 1 455 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,01% | 937 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 60 938 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 8 848 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 70 684 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 298 263 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 55 181 SH | 10 de septiembre de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,00% | 12 841 SH | 5 de octubre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 7 170 226 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 185 937 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 18 728 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 14 545 064 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 2 262 398 SH | 9 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 2 206 279 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 32 907 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 10 458 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 50 275 SH | 11 de septiembre de 2026 | Diario |
RUN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
18 analistas · 2026-10-05Objetivo medio $15.86 +104,1%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| 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% |
| FLNC | · | -29.2 | -16.2% | -2.1% | -10.7% | 13.1% |
| SHLS | · | 42.5 | 19.1% | 7.1% | 5.7% | 35.0% |
| AMPX | $1.06B | -22.5 | 202.1% | -60.3% | -48.8% | 11.3% |
| EOSE | $3.86B | -1.7 | 631.8% | -849.1% | 58.0% | -126.0% |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.