Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sellside) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Sunrun (RUN) . Sunrun currently has an average brokerage recommendation (A ...

文章核心观点 - 公司成为美国最大的住宅清洁能源系统开发商,拥有超过100万客户,占全国家庭太阳能系统的五分之一 [1][2][3] - 公司从单一太阳能服务转型为多产品清洁能源业务,引入电池储能系统,为客户提供备用电力和优化用电 [4][5][6] - 公司正在建立最大的智能可控分布式能源资源网络,为公用事业和电网运营商提供支持 [6] 公司发展历程 - 2007年推出太阳能即服务模式,使家庭太阳能系统无需前期投资即可普及 [3] - 2016年开始提供电池储能系统,2023年转向以储能为中心的战略 [4] - 目前提供电动车充电和双向电力流等创新服务 [5] 客户案例 - 客户在极端天气事件中依靠储能系统保持供电,避免长时间停电 [9][11] - 客户通过公司与电网的合作项目,实现自家太阳能系统的电力共享 [10] 环境效益 - 公司客户的太阳能系统共产生超370亿千瓦时电力,节省约13亿美元电费 [12] - 客户系统帮助避免了1800万吨二氧化碳排放,相当于4.3百万辆汽车或48座燃气电厂一年的排放 [12]

Sunrun (RUN) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. Individual investors ...

From a technical perspective, Sunrun (RUN) is looking like an interesting pick, as it just reached a key level of support. RUN recently overtook the 20- day moving average, and this suggests a short-term bullish trend. The 20-day simple moving average is a well-liked trading tool because it provides a look back at a stock's price over a 20-day period. Additionally, shortterm traders find this SMA very beneficial, as it smooths out short-term price trends and shows more trend reversal signals than longer-ter ...

Sunrun (RUN) recently released its second-quarter 2024 results, wherein both its earnings and revenues comfortably exceeded their respective Zacks Consensus Estimate, backed by solid storage installation and attachment rates. The company was also successful in achieving a notable 13% growth in its customer count, which further strengthened its revenue generation prospects. With an impressive 11% year-over-year increase in its subscriber value, realized in the second quarter, some investors might be eager to ...

Sunrun (NASDAQ:RUN) stock is taking off on Wednesday after the solar power company provided investors with its earnings report for the second quarter of 2024. That report starts with the company's diluted earnings per share of 55 cents. That's a massive surprise for RUN stockholders when Wall Street was expecting EPS of -40 cents for the quarter. It's also a jump from the 25 cents reported in the same period of the year prior. Adding to this is Sunrun's revenue of $523.87 million for Q2 2024. This is above ...

Sunrun Inc (NASDAQ:RUN) stock is surging today, last seen up 13.9% to trade at $18.78, headed for its largest single-day percentage pop since mid-July. The solar panel company reported better-than-expected second-quarter results, with earnings of 55 cents per share far surpassing the 33 cent loss anticipated by analysts. Furthermore, the company announced it was teaming up with Tesla (TSLA) for a power plant in Texas. A flood of analysts lifted their price targets on Sunrun stock in response, the highest co ...

A contractor carries a SunRun solar panel on the roof of a home in San Jose, California, U.S., on Monday, Feb. 7, 2022. Sunrun stock jumped nearly 14% Wednesday as the rooftop solar installer sees an opportunity to snag market share after competitor SunPower filed for bankruptcy this week. Sunrun CEO Mary Powell said the company is having conversations with many of SunPower's former dealers and is bringing some of them on as partners. "This presents an opportunity for Sunrun to continue our industry leaders ...

财务数据和关键指标变化 - 公司在第二季度实现了265兆瓦时的储能装机量,同比增长152% [41][42][43] - 公司在第二季度安装了约192兆瓦的太阳能装机量,在190-200兆瓦的指导范围内 [43] - 公司在第二季度新增约26,700名客户,其中约25,000名为订阅客户 [44] - 公司在第二季度末拥有984,000名客户和约828,000名订阅客户,同比增长14% [44] - 公司在第二季度末的年度经常性收入(ARR)达到近15亿美元,同比增长27% [45] 各条业务线数据和关键指标变化 - 公司在第二季度的储能附加率达到54%,较上年同期的18%有大幅提升 [41][42] - 公司在第二季度的订阅占比达到95%,为多年来的最高水平 [44] 各个市场数据和关键指标变化 - 公司在夏威夷和波多黎各的储能附加率接近100% [143] - 公司在加州和德克萨斯州的储能附加率也有较高的水平 [143][144] - 公司在东海岸地区的储能市场仍有较大的增长潜力 [144][145] 公司战略和发展方向及行业竞争 - 公司将继续专注于提高客户价值和现金流的策略,通过增加储能产品和其他高价值服务来实现差异化 [9][10][28] - 公司正在积极拓展虚拟电厂业务,与加州和马里兰等地的监管机构和电力公司合作 [24][25][26] - 公司正在加强在新房地产市场的布局,并吸纳了SunPower的两名资深管理人员 [33][34] - 公司正在选择性地吸纳SunPower退出市场后的经销商合作伙伴 [32] - 公司认为行业新进入者的定价和风控措施还不够成熟,但随着经验积累正在相应调整 [35][167][168][169][170][171] 管理层对经营环境和未来前景的评论 - 公司认为电价持续上涨以及太阳能和储能设备成本下降是有利因素 [16] - 公司认为客户对控制自身能源需求的需求持续增强 [16] - 公司预计2024年全年太阳能装机量将下降约15%,但2024年第四季度开始将恢复双位数同比增长 [12][15] - 公司预计2024年第四季度的现金流将为5000万-1.25亿美元,2025年全年现金流将达到3.5亿-6亿美元 [15][71][72] 其他重要信息 - 公司在第二季度的现金流为2.17亿美元,收回了第一季度由于税收抵免转让导致的营运资金投资 [10] - 公司在第二季度的客户净推荐值达到76分,较去年同期提高5个百分点 [29] - 公司正在积极推进国内制造的太阳能支架业务,以满足国内含量标准 [39] 问答环节重要的提问和回答 问题1 **Brian Lee 提问** 询问公司2025年现金流目标的资本配置计划 [77][78] **Danny Abajian 回答** 公司将继续评估最佳选择,并保持谨慎,包括偿还母公司债务、股票回购等,具体方案将根据当时情况确定 [83][84] 问题2 **Julien Dumoulin-Smith 提问** 询问公司2025年的装机量预期 [97][98] **Mary Powell 和 Danny Abajian 回答** 公司预计2024年第四季度开始将恢复双位数同比增长,2025年现金流目标反映了这一增长预期 [99][102][103][104] 问题3 **Moses Sutton 提问** 询问公司在获取税权益融资和可转让税收抵免方面的策略 [107][108][109][110][111][112] **Danny Abajian 和 Ed Fenster 回答** 公司凭借多年积累的良好声誉和可靠的业绩在获取各类资本支持方面保持优势地位 [108][109][110][111][112]

文章核心观点 - 公司本季度业绩超出预期,每股收益为0.55美元,而此前预期为每股亏损0.26美元 [1] - 公司收入为5.2387亿美元,超出市场预期 [3] - 公司股价今年以来下跌15.8%,低于标普500指数8.7%的涨幅 [4] 公司业绩 - 公司本季度每股收益为0.55美元,去年同期为0.25美元,业绩同比增长 [1] - 公司本季度收入为5.2387亿美元,去年同期为5.9019亿美元,收入同比下降 [3] - 过去4个季度,公司业绩超出市场预期3次 [2] 未来展望 - 公司股价未来表现将主要取决于管理层在财报电话会议上的评论 [4] - 分析师对公司未来几个季度和本财年的盈利预期有分歧 [8][9] - 太阳能行业目前在250多个Zacks行业中排名靠后,未来表现可能不佳 [10]