Electrical Components and Equipment

Sunrun

Salesforce

Conference Minutes

INFA

VEEV

TWTR

08391

4502

Below is Dolphin Research's Trans of $Salesforce(CRM.US) FY26 Q4 earnings call.For our earnings analysis, cf. 'Salesforce: The AI replacement thesis sweeps the field — has the SaaS leader been cast aside?'Key takeaways recap1) Q1 guidance: revenue of $11.03–11.08bn, implying reported growth of ~12–13%.Management also guides Q1 CRPO to grow ~14% YoY on a reported basis ...

ServiceNow

Informatica

Veeva Systems -CL

AstraZeneca PLC

AstraZeneca

Pfizer

Twitter

CORNERSTONE TEC

Takeda Pharmaceutical Co. Ltd.

CRM Trans: Organic rev. growth to re-accelerate in H2 FY

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DNB Reduces Stake in Sunrun by 19.9%, Vanguard and Others Increase Holdings

Sunrun Ranks Fifth on Time Magazine's 2026 List of Most Influential Companies

RBC Capital analyst reiterates buy rating on Sunrun

Sunrun Reports Strong Q1 Performance With Over 19,000 New Customers

Sunrun released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 722.23 M (forecast USD 638.56 M), actual EPS USD 0.62 (forecast USD -0.0422)

Sunrun Reports Q1 2026 Earnings Showing Revenue Growth But Fewer New Customers

Sunrun to Release FY2026 Q1 Earnings on May 6 After-Market (EST), Forecast Revenue USD 638.56 M, EPS USD -0.1049

Sunrun Prices $584 Million Asset-Backed Securities for Solar and Storage Leases

Sunrun insiders sell over $5.3 million in stock

Sunrun Director Jurich Sells Company Shares

Glj Research Downgrades Sunrun's Target Price to $4.63

PlusTick Management Acquired Sunrun Shares

Sunrun installed 1.5 GWh of residential battery storage in 2025

Sunrun Inc. director Alan Ferber increased holdings in company stocks

Sunrun Inc. Director Lynn Michelle Jurich Sells Common Stock

Sunrun Inc. Unveils Investor Presentation Highlighting Residential Solar and Storage Market Performance

Sunrun Reports Beat Earnings but Shares Fall 30%

Diversify Wealth Management LLC Increases Holdings in Sunrun Inc.

Sunrun released FY2025 Q4 earnings on February 26 After-Market (EST), actual revenue USD 1.159 B (forecast USD 610.29 M), actual EPS USD 0.3836 (forecast USD -0.0617)

Sunrun released FY2025 earnings on February 26 After-Market EST, actual revenue USD 2.957 B (forecast USD 2.4 B), actual EPS USD 1.7013 (forecast USD 1.3561)

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

DNB Asset Management AS reduced its stake in Sunrun Inc. (NASDAQ:RUN) by 19.9% in Q4, holding 771,582 shares valued at approximately $14.20 million. Other institutional investors, including Vanguard and Erste Asset Management, increased their positions. Analysts have mixed ratings on Sunrun, with a consensus price target of $18.48. The stock opened at $13.99, with a market cap of $3.34 billion and a recent earnings report showing a significant revenue increase of 43.2%.

Market Beat

Deutsche Bank AG

Oppenheimer

Goldman Sachs

Barclays

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

GS Hldg R

DNB Asset Management AS Has $14.20 Million Position in Sunrun Inc. $RUN

Sunrun Ranks No. 5 on TIME’s World’s Most Impactful Companies 2026 | RUN Stock News

StockTitan

Sunrun Ranks No. 5 on TIME’s World’s Most Impactful Companies 2026 | RUN Stock News

RBC Capital analyst Chris Dendrinos has reaffirmed a Buy rating on Sunrun (RUN) with a price target of $18.00. Dendrinos, a 5-star analyst, has an average return of 57.8% and a success rate of 57.40%. Sunrun also received a Buy rating from Roth MKM's Philip Shen on May 7, while Barclays maintained a Hold rating on May 8.

Tip Ranks

First Solar

Solaredge Tech

ROYAL BANK OF CANADA

RBC Capital Keeps Their Buy Rating on Sunrun (RUN)

Trump's policies have led to a halt in business with U.S. solar factories linked to China, jeopardizing over a third of U.S. solar capacity. This uncertainty, stemming from the "One Big Beautiful Bill," threatens domestic manufacturing jobs and increases electricity costs. While Chinese firms dominate solar equipment manufacturing, U.S. regulations restrict their involvement in federal subsidies. The lack of guidance from the Treasury Department has caused major companies like Sunrun to avoid these factories, impacting financing and project development in the solar sector.

fidelity

Invesco Solar ETF

LONGi

TRINA SOLAR

Trump's crackdown on China-linked solar firms stalls U.S. factory boom

ENPH

The US residential solar industry is facing a downturn, with a potential 30% market shrinkage this year following the end of a lucrative homeowner tax break. Major companies like Freedom Forever and Sunrun are struggling, with rising interest rates and tariffs increasing costs. Analysts describe the sector as zero-growth, and California's reduced incentives add pressure. Despite challenges, some firms see opportunities in battery storage and distributed power programs. Enphase and SolarEdge are navigating the market disruption, with varying stock performances amid the changing landscape.

GuruFocus

Enphase Energy

Tesla

SunPower

SUNPOWER CORP

Sunnova Energy

SUNNOVA ENERGY INTERNATIONAL INC

SUNPOWER INC C/WTS 31/07/2028 (TO PUR COM)

Solar Rout Deepens As Market Faces Possible 30% Drop

Investors showed significant interest in Sunrun Inc. (NASDAQ:RUN) by purchasing 31,584 call options, marking an 83% increase from the average volume. Additionally, insiders sold a total of 204,151 shares to cover tax obligations. Institutional investors hold 91.69% of the stock, with recent positive earnings results and analyst upgrades contributing to a favorable outlook. However, concerns about cash flow and high leverage persist, as the company reported a net cash change of -$148M in Q1.

Investors Purchase High Volume of Call Options on Sunrun (NASDAQ:RUN)

Sunrun (NASDAQ: RUN) reported strong Q1 performance, with CEO Mary Powell noting a surge in customer demand amid tax incentive changes. The company added approximately 19,000 customers, achieving a 73% storage attachment rate. Aggregate Subscriber Value reached $1.1 billion, exceeding prior guidance. Despite a negative Cash Generation of $59 million, Sunrun maintains its full-year guidance of $250 million to $450 million. Management highlighted strong investor demand and successful financing activities, including raising $774 million in non-recourse debt, while addressing tax credit market conditions and pricing improvements.

Sunrun Q1 Earnings Call Highlights

CVS Health shares are trading higher after the company reported better-than-expected Q1 financial results and raised its FY26 guidance.

benzinga_article

CVS Health

Sunrun(RUN.US)

DNB Asset Management AS Has $14.20 Million Position in Sunrun Inc. $RUN

Sunrun Ranks No. 5 on TIME’s World’s Most Impactful Companies 2026 | RUN Stock News

RBC Capital Keeps Their Buy Rating on Sunrun (RUN)

Trump's crackdown on China-linked solar firms stalls U.S. factory boom

Solar Rout Deepens As Market Faces Possible 30% Drop

Investors Purchase High Volume of Call Options on Sunrun (NASDAQ:RUN)

Sunrun Q1 Earnings Call Highlights

CVS Health shares are trading higher after the company reported better-than-expected Q1 financial results and raised its FY26 guidance.