Sunrun(US:RUN) ZACKS·2026-02-10 00:00Core Viewpoint - Sunrun's stock performance has shown resilience with a recent increase, but upcoming earnings are expected to reflect a significant decline in earnings per share year-over-year [1][2]. Company Performance - Sunrun's stock closed at $20.41, up 2.41% from the previous day, outperforming the S&P 500's gain of 0.47% [1]. - Over the past month, Sunrun's shares have increased by 10.17%, while the Oils-Energy sector gained 13.69% [1]. Upcoming Financial Results - Sunrun is set to announce its earnings on February 26, 2026, with analysts predicting an earnings per share of -$0.08, indicating a year-over-year decline of 105.67% [2]. - The consensus estimate for quarterly revenue is $656.91 million, which represents a 26.7% increase from the same period last year [2]. Full Year Projections - For the full year, earnings are projected at $1.32 per share, reflecting a decrease of 0.75%, while revenue is expected to reach $2.43 billion, marking an increase of 19.22% from the prior year [3]. Analyst Estimates and Market Sentiment - Recent modifications to analyst estimates indicate a positive outlook for Sunrun's business operations, with upward revisions suggesting improved profit generation capabilities [4]. - A significant rise of 604.85% in the Zacks Consensus EPS estimate over the past month highlights growing analyst confidence [6]. Valuation Metrics - Sunrun currently has a Forward P/E ratio of 54.72, which is a premium compared to the industry average Forward P/E of 21.17 [7]. - The Solar industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 94, placing it in the top 39% of over 250 industries [7]. Zacks Rank System - Sunrun holds a Zacks Rank of 2 (Buy), indicating a favorable investment outlook based on the quantitative model that incorporates estimate changes [6].