Sunrun(US:RUN) The Motley Fool·2026-02-22 13:29Company Overview - Sunrun is a leading provider of residential solar energy solutions in the United States, specializing in residential solar energy systems and battery storage solutions, and operates a virtual power plant system [7] - As of February 11, 2026, Sunrun's stock price was $20.28, with a market capitalization of $4.71 billion and a revenue of $2.32 billion for the trailing twelve months [6] Recent Transactions - Edward Harris Fenster, a director at Sunrun, sold 163,844 shares worth approximately $3.27 million on February 11, 2026, following the exercise of 250,600 stock options [1][2] - The transaction value was based on a weighted average purchase price of $19.95, with a post-transaction value of $29.8 million for Fenster's direct ownership [2] Stock Performance - Sunrun's stock experienced a significant increase of approximately 95% in 2025, marking the first year of positive gains since 2020, and is up 8% in 2026 as of February 21 [8] - The company's stock has a 1-year price change of 135.54% [6] Market Position and Challenges - Sunrun is the largest residential solar installer by volume in the United States and has the nation's largest distributed power plant, having grown more than fivefold in 2025 [11] - The company has a strong customer base in California and plans to expand operations in the Northeast, but faced challenges due to the expiration of a 30% federal tax credit for solar installations at the end of 2025 [9][10] - The solar industry has seen significant layoffs and market exits among competitors due to revenue declines following the tax credit expiration [10] Future Outlook - Sunrun's unique virtual power plant focus may benefit residential homes and electrical power grids, although full-scale implementation may take time [8] - The company may also benefit from the rise of AI and data centers that require substantial electricity [11]