Sunrun (RUN) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.42
- Estimate
- $0.25
- Surprise
- +68.8%
- Revenue (period 2026-06-30)
- $870.0M
- Score today
- 5.1/10
Revenue source: xbrl.
How the report landed
Sunrun (RUN) beat the $0.25 estimate with adjusted EPS of $0.42 — a large 68.8% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates RUN Sell at 5.1/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +68.8% surprise compares with a +487.6% four-quarter average. Next scheduled report: 2026-11-04.
What argues against it
- Cyclical trap - fwd PE 16x vs trail 6x (2.9x)
- Quality below floor (2.7 < 4.0)
- EARNINGS_PROXIMITY:1d<=7d
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $8.83
- Price target
- $12.79
- Stop
- $8.21
- Upside to target
- +44.8%
- Reward-to-risk
- 3.0:1
Forward estimates sit below the trailing run-rate (15.9× forward vs 5.6× trailing) — consensus expects earnings to decline from here.
Model outputs from TrendMatrix’s engine as of 2026-11-03 — shown for context, not personalized investment advice.
RUN at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Solar
- Market cap
- $1.99B
- P/E (fwd)
- 15.9
- P/E (ttm)
- 5.6
- 52-week range
- $6.78–$21.95
- Off 52-week high
- 59.8%
- RSI (14)
- 68
- Volume vs avg
- 0.81×
- Score today
- 5.1/10