Sunrun Stock Plummets 28% on Weak Cash Flow Outlook
Sunrun shares cratered 28% to $14.74 after projecting 2026 cash generation of $250M-$450M, below 2025's $377M. The selloff came despite a Q4 earnings beat (38 cents vs. 3-cent estimate) and 124% revenue surge to $1.16B.
Jefferies downgraded RUN to Hold, citing disappointing guidance. The absence of expected capital returns (dividends/buybacks) compounded investor frustration. Storage attachment rates hit record 71%, but growth concerns dominated trading.