Sunrun stock price target raised to $14.50 from $10 by Freedom Broker

Investing.com - Freedom Broker raised its price target on Sunrun (NASDAQ:RUN) to $14.50 from $10.00 while maintaining a Hold rating on the stock. The company has shown impressive momentum, with a 22% return over the past week and 46% over six months, according to InvestingPro data.

The price target increase follows Sunrun’s second-quarter 2025 earnings report released on August 6, which showed revenue of $569.3 million, representing 8.7% year-over-year growth and exceeding consensus estimates of $559 million.

Sunrun’s consumer agreements segment drove the strong performance with sales growth of 18% year-over-year, reaching $458.0 million, which offset an 18% decline in the solar systems sales segment, which fell to $111.3 million.

The company reaffirmed its guidance on cash generation for 2025, contributing to Freedom Broker’s more optimistic valuation despite maintaining its Hold rating.

Freedom Broker projects Sunrun’s revenue for the current quarter may reach $578 million, a 7.6% year-over-year increase, with full-year 2025 revenue estimated at $2.20 billion, representing 8.2% growth from the previous year.

In other recent news, Sunrun’s second-quarter performance has drawn significant attention from various analyst firms. Mizuho (NYSE:MFG) raised its price target for Sunrun to $25, highlighting the company’s strong second-quarter results, which exceeded consensus estimates in both solar and storage additions. The firm noted a substantial increase in Sunrun’s contracted net value creation margin. Meanwhile, BMO Capital increased its price target to $10, acknowledging strong performance in key metrics such as subscriber value and net value creation, although cash generation fell short of expectations. Goldman Sachs reiterated its Buy rating with a $15 target, citing robust growth in solar and storage volumes despite missed cash generation guidance. UBS also raised its price target to $16, reflecting revised forecasts for Sunrun’s solar capacity deployment in the coming years. On the other hand, GLJ Research maintained a Sell rating with a $0.01 target, expressing concerns over potential risks from upcoming Treasury guidance. These developments underscore the varied analyst perspectives on Sunrun’s financial outlook and operational performance.

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