Sunrun Inc. (NASDAQ:RUN) is one of them The best solar stocks to buy now. On February 26, CFO Danny Abajian of Sunrun Inc. (NASDAQ:RUN) confirmed that it is on pace for another strong year, surpassing its cash generation midpoint for 2025.
The comments are consistent with the company reporting fourth-quarter revenue of $1.16 billion, up 124% year-over-year. Revenue increased 20% to $466.5 million as a result of customer agreements and incentive revenue. Net income attributable to shareholders totaled $103.6 million, or $0.45 per share, or $0.38 per diluted share. Full-year revenue rose 45% to $2.975 billion, while net income totaled $449.9 million, or $1.96 per share.
Amid strong fourth-quarter and full-year results, Jefferies downgraded Sunrun from buy to hold, maintaining a $22 price target. The downgrade was due to Jefferies’ concerns about Sunron’s 2026 outlook, particularly the company’s cautious commentary.
Sunron expects total customer value of $850 million to $950 million, with cash generation between $250 million and $450 million. Total customer value guidance is between $4.8 billion and $5.2 billion.
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According to Jefferies, Sunron’s guidance points to soft volume growth and reduced cash generation for 2026.
Sunrun Inc. (NASDAQ:RUN) is a U.S. leader in residential solar panels, home battery storage, and energy services, providing homeowners with solutions to generate, store, and manage solar energy.
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Read more: 40 Most Popular Stocks Among Hedge Funds Going into 2026 and 10 Best Blue Chip Stocks to Buy for the Long Term.
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