Sunrun Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
19analysts covering
FY EPS (est.)
$1.58next fiscal year
Monitoring Framework
Key Performance Indicators
Storage Attachment Rate Quarterly73.0%
Contracted Net Value Creation Quarterly108MTarget: 650000000 to 1050000000
Aggregate Subscriber Value Quarterly1.1BTarget: 4800000000 to 5200000000
Cash Generation Quarterly-59MTarget: 250000000 to 450000000
Watch Items
- Project Finance Transaction TimingTrigger: Delays shifting cash generation from Q1 into Q2Action: Monitor Q2 2026 cash generation to ensure recovery toward the full-year target of $250M to $450M.
- Parent Recourse Debt LevelAction: Track capital allocation and debt paydown progress to achieve the target of <2x parent debt to trailing-four-quarter cash generation by year-end.
Research as of 19 Jun 2026