Sunrun (RUN): Valuation Check After New NRG Energy Partnership Targets Texas Solar‑Plus‑Storage Growth

Simply Wall St.12-19

Sunrun (RUN) just signed a multi year partnership with NRG Energy to roll out solar plus storage packages across Texas, turning thousands of homes into a flexible power resource for the ERCOT grid. ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2592868191?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/3051000-choice2-main-header/1585186647175","is_english":true,"pubTime":"2025-12-19 01:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592868191","market":"hk","top_or_hot":-1,"title":"Sunrun (RUN): Valuation Check After New NRG Energy Partnership Targets Texas Solar‑Plus‑Storage Growth","media":"Simply Wall St.","content":"<div>\n<p>Sunrun (RUN) just signed a multi year partnership with NRG Energy to roll out solar plus storage packages across Texas, turning thousands of homes into a flexible power resource for the ERCOT grid. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nasdaq-run/sunrun/news/sunrun-run-valuation-check-after-new-nrg-energy-partnership\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sunrun (RUN): Valuation Check After New NRG Energy Partnership Targets Texas Solar‑Plus‑Storage Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSunrun (RUN): Valuation Check After New NRG Energy Partnership Targets Texas Solar‑Plus‑Storage Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 01:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nasdaq-run/sunrun/news/sunrun-run-valuation-check-after-new-nrg-energy-partnership><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sunrun (RUN) just signed a multi year partnership with NRG Energy to roll out solar plus storage packages across Texas, turning thousands of homes into a flexible power resource for the ERCOT grid. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nasdaq-run/sunrun/news/sunrun-run-valuation-check-after-new-nrg-energy-partnership\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4096","symbol_name":"电气部件与设备","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-run/sunrun/news/sunrun-run-valuation-check-after-new-nrg-energy-partnership","article_id":"2592868191","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3051000-choice2-main-header/1585186647175"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-run/sunrun/news/sunrun-run-valuation-check-after-new-nrg-energy-partnership","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592868191","pubTimestamp":1766078536,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Sunrun (RUN) just signed a multi year partnership with NRG Energy to roll out solar plus storage packages across Texas, turning thousands of homes into a flexible power resource for the ERCOT grid.\nSee our latest analysis for Sunrun.\nDespite the recent pullback, with a 7 day share price return of minus 6.8 percent and a 30 day share price return of minus 8 percent, momentum over 2024 remains positive. This is supported by a 67.3 percent year to date share price gain and an 86.7 percent 1 year...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4096":"电气部件与设备","BK4596":"哈里斯概念","BK4551":"寇图资本持仓","BK4081":"电力公用事业","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BK4519":"光伏太阳能","NRG":"NRG能源","LU0823414478.USD":"法巴经典能源转换基金","BK4588":"碎股","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","BK4585":"ETF&股票定投概念","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","RUN":"Sunrun Inc."},"translate_title":"Sunrun(RUN)：新的NRG能源合作伙伴关系瞄准德克萨斯州太阳能+存储增长后的估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RUN":1.5,"NRG":1.5},"content_text":"Sunrun (RUN) just signed a multi year partnership with NRG Energy to roll out solar plus storage packages across Texas, turning thousands of homes into a flexible power resource for the ERCOT grid. See our latest analysis for Sunrun. Despite the recent pullback, with a 7 day share price return of minus 6.8 percent and a 30 day share price return of minus 8 percent, momentum over 2024 remains positive. This is supported by a 67.3 percent year to date share price gain and an 86.7 percent 1 year total shareholder return, even as the 3 year total shareholder return of minus 37.3 percent shows how volatile the story has been. If Sunrun’s partnership has you rethinking where growth could come from next, it might be worth exploring fast growing stocks with high insider ownership as potential candidates for your watchlist. With shares still trading at a discount to analyst targets despite surging returns and a pivotal NRG deal, is Sunrun quietly undervalued, or is the market already baking in years of rooftop solar growth? Most Popular Narrative: 24.9% Undervalued With Sunrun last closing at $17.08 against a narrative fair value near the mid $22s, the story leans toward meaningful upside if assumptions hold.  Declining equipment and installation costs achieved through technological advancement, process optimization, and economies of scale are driving consistent reductions in customer acquisition and creation costs. These efficiencies are translating into record high net subscriber value and improved operating margins, supporting future earnings growth.  Read the complete narrative. Curious how steady, double digit growth, a swing from deep losses to healthy margins, and a future profit multiple all combine into that upside case? The full narrative unpacks the earnings leap, revenue runway, and valuation math that have followers arguing this stock still has plenty of room to run. Result: Fair Value of $22.74 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, looming solar tax credit expirations and potential tightening in financing conditions could quickly challenge Sunrun’s growth assumptions and the market’s optimistic margin outlook. Find out about the key risks to this Sunrun narrative.  Build Your Own Sunrun Narrative If you see the numbers differently or want to stress test your own assumptions, you can spin up a fresh narrative in just a few minutes, Do it your way A great starting point for your Sunrun research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? Smart investors keep their opportunity list fresh; let Simply Wall St’s powerful Screener surface data driven ideas so you never miss the next potential outperformance.  Capture high risk, high reward potential by scanning these 3640 penny stocks with strong financials that already show stronger balance sheets and fundamentals than most names in their bracket. Position yourself ahead of the next productivity revolution by targeting these 26 AI penny stocks powering automation, intelligent software, and real world AI adoption across industries. Lock in better risk reward setups by focusing on these 908 undervalued stocks based on cash flows where discounted cash flows suggest the market has not yet fully priced in future earnings power.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592868191","isCrawlerRequest":true}