RUN Stock Surges 28% With A 6-day Spree On Analyst Buy Ratings
Sunrun (RUN) – a provider of residential solar energy system installation and maintenance. – hit 6-day winning streak, with cumulative gains over this period amounting to a 28%. The company market cap has surged by about $1.1 Bil over the last 6 days, and currently stands at $4.9 Bil.
The stock has YTD (year-to-date) return of 16.4% compared to 1.9% for S&P 500. This calls for a re-evaluation of the stock’s valuation to find out whether this is an opportunity, or a trap.
What Triggered The Rally?
[1] Sustained Positive Analyst Actions
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- Zacks Consensus EPS Estimate Moved 469.69% Higher
- Impact: Increased Institutional Confidence, Stock Price Outperformance
[2] Positive Industry Outlook
- Solar and Storage to Account For 99%+ of New US Capacity in 2026
- Partnership with HASI to Finance 300MW of Capacity
- Impact: Sector-Wide Momentum, Increased Retail Interest
Opportunity or Trap?
Below is our take on valuation.
There are several things to fear in RUN stock given its overall Weak operating performance and financial condition. Hence, despite its Moderate valuation, this makes the stock look Risky (For details, see Buy or Sell RUN).
But here is the real interesting point.
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Returns vs S&P 500
The following table summarizes the return for RUN stock vs. the S&P 500 index over different periods, including the current streak:
| Return Period | RUN | S&P 500 |
|---|---|---|
| 1D | 3.3% | -0.0% |
| 6D (Current Streak) | 27.5% | 2.7% |
| 1M (21D) | 4.6% | 0.7% |
| 3M (63D) | 4.4% | 1.5% |
| YTD 2026 | 16.4% | 1.9% |
| 2025 | 98.9% | 16.4% |
| 2024 | -52.9% | 23.3% |
| 2023 | -18.3% | 24.2% |
However, big gains can follow sharp reversals – but how has RUN behaved after prior drops? See RUN Dip Buyer Analysis to learn more.
Gains and Losses Streaks: S&P 500 Constituents
There are currently 55 S&P constituents with 3 days or more of consecutive gains and 80 constituents with 3 days or more of consecutive losses.
| Consecutive Days | # of Gainers | # of Losers |
|---|---|---|
| 3D | 36 | 38 |
| 4D | 7 | 24 |
| 5D | 4 | 15 |
| 6D | 6 | 0 |
| 7D or more | 2 | 3 |
| Total >=3 D | 55 | 80 |
Key Financials for Sunrun (RUN)
Last 2 Fiscal Years:
| Metric | FY2023 | FY2024 |
|---|---|---|
| Revenues | $2.3 Bil | $2.0 Bil |
| Operating Income | $-820.6 Mil | $-573.0 Mil |
| Net Income | $-1.6 Bil | $-2.8 Bil |
Last 2 Fiscal Quarters:
| Metric | 2025 FQ2 | 2025 FQ3 |
|---|---|---|
| Revenues | $569.3 Mil | $724.6 Mil |
| Operating Income | $-112.2 Mil | $3.7 Mil |
| Net Income | $279.8 Mil | $16.6 Mil |
While RUN stock looks attractive given its winning streak, investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.