Sunrun Inc.’s (RUN) 2026 Cash Growth Outlook Appears Flat, Says Mizuho

Sunrun Inc. (NASDAQ:RUN) is among the 6 Cheap Solar Stocks to Buy Now.

Sunrun Inc.'s (RUN) 2026 Cash Growth Outlook Appears Flat, Says Mizuho

On March 2, Maheep Mandloi from Mizuho trimmed the price target on Sunrun Inc. (NASDAQ:RUN) to $22 from $25 and maintained an Outperform rating. In a research note, the analyst said that the 2026 cash generation outlook appeared flat relative to the YoY growth forecasts.

Earlier, on February 26, Sunrun Inc. (NASDAQ:RUN) reported Q4 financial results for FY25, with EPS of $0.38 and revenue of $1.16 billion. Impressively, the company outperformed the analysts’ $-0.04 EPS and $601.83 million revenue estimates. Since the surprise EPS, the stock has declined by nearly 35%.

The solid operational and financial performance in the fourth-quarter is a testament to the company’s growth trajectory, although subscriber additions came in flat relative to the year before. With Sunrun Inc. (NASDAQ:RUN) focusing on improving its storage attachment rate and accelerating cash generation, no wonder the company performed well. That said, SunRun reported cash generation of $377 million for the full year, with $187 million in Q4 alone.

For 2026, Sunrun Inc. (NASDAQ:RUN) has outlined bold plans, including enhancing its storage attachment rate and expanding its distributed power generation capacity. As stated by CEO Lynn Jurich,

“Our strong financial results reflect Sunrun’s commitment to innovation and operational excellence. We are well-positioned to continue leading the residential solar market.”

Sunrun Inc. (NASDAQ:RUN) is a California-based provider of residential solar energy systems. Founded in 2007, the company offers solar energy systems and products, as well as battery storage.

While we acknowledge the potential of RUN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than RUN and that has 100x upside potential, check out our report about this cheapest AI stock.

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