---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43267218.md"
description: "$Sunrun(RUN.US) dropped -11%, with Q2 revenue of $870 million, up 53% YoY, beating the $752 million expectation, but net profit fell 58.8% YoY; the stock crashed after guidance was adjusted; $Fastly(FSLY.US) fell even harder, with Q2 revenue of $183 million setting a record, strong growth in security business, and an upgraded full-year outlook. Keyi and two other analysts simultaneously raised their price targets, yet the stock still dropped -13%; $Beyond Meat(BYND.US) also fell -14%, with Q3 net income expected to decline. Two out of the three stocks saw their prices drop despite beating earnings expectations. This usually implies that sell-side models were already ahead, and the beat was already priced in. Is the market pricing in guidance risks early, or is it simply profit-taking? The CEO of $Fastly(FSLY.US) sold 14,868 shares for cash on the same day, totaling $370,000. The timing of this sale makes me uncomfortable; I'm more inclined to believe the former explanation."
datetime: "2026-08-07T09:43:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43267218.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43267218.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43267218.md)
author: "[袋鼠](https://longbridge.com/en/profiles/27248405.md)"
---

# $Sunrun(RUN.US) dropped -11%, with Q2 revenue of $…


### Related Stocks

- [RUN.US](https://longbridge.com/en/quote/RUN.US.md)
- [FSLY.US](https://longbridge.com/en/quote/FSLY.US.md)
- [BYND.US](https://longbridge.com/en/quote/BYND.US.md)