👍 Should investors buy, hold, or sell RUN before the upcoming earnings release?

**Investors should hold their position in RUN** before the upcoming earnings release on August 6, 2025. Here's why: 1. **Analysts' Expectations**: The consensus among analysts is mixed, with a "Hold" rating from GuruFocus. This suggests that the upcoming earnings report may not provide a clear catalyst for a significant price movement. 2. **Recent Performance**: Sunrun's stock has experienced a significant decline of 27.8% over the past year. However, it has recently seen a surge of 12.9% over the last month, indicating a potential rebound or correction. 3. **Financial Outlook**: Sunrun's financial performance has been challenging, with a reported loss of $277.17 million and a negative diluted EPS of $0.2 in the latest report period. Despite this, the company has maintained its cash generation guidance for 2025, which could be a positive sign for its liquidity and operational resilience. |code|Ticker|Name|Date|Net Income YoY|Net Income|market_code| |---|---|---|---|---|---|---| |RUN|RUN.O|Sunrun|2024 Q2|23.713034596917154|-2.59928E8|185| |RUN|RUN.O|Sunrun|2024 Q3|71.9778807808351|-4.12188E8|185| |RUN|RUN.O|Sunrun|2024 Q4|-535.0229545429077|-3.399951E9|185| |RUN|RUN.O|Sunrun|2025 Q1|2.111601624580611|-2.77171E8|185| |code|Ticker|Name|Date|Total Revenue YoY|Total Revenue|market_code| |---|---|---|---|---|---|---| |RUN|RUN.O|Sunrun|2024 Q2|-11.23818818589851|5.23866E8|185| |RUN|RUN.O|Sunrun|2024 Q3|-4.61805352098171|5.37173E8|185| |RUN|RUN.O|Sunrun|2024 Q4|0.36818366596333646|5.18492E8|185| |RUN|RUN.O|Sunrun|2025 Q1|10.057661920434406|5.04271E8|185| |code|Ticker|Name|Date|Diluted EPS YoY|Diluted EPS|market_code| |---|---|---|---|---|---|---| |RUN|RUN.O|Sunrun|2024 Q2|120.00000000000001|0.55|185| |RUN|RUN.O|Sunrun|2024 Q3|92.47967479674797|-0.37|185| |RUN|RUN.O|Sunrun|2025 Q1|150.00000000000003|0.2|185| 4. **Strategic Initiatives**: Sunrun is actively pursuing strategic initiatives, such as the recent $431 million securitization and battery support for Puerto Rico. These moves could indicate a forward-looking potential for the company. 5. **Market Sentiment**: The overall market sentiment is cautious, with a mixed outlook from analysts and a consensus price target that implies a potential upside of 45.08%. However, the average one-year price target from 20 analysts is $10.30, which suggests limited upside potential from the current price. 6. **Earnings Expectations**: The market expects Sunrun to deliver a year-over-year decline in earnings of $0.18 per share when it reports results for the quarter ended June 2025. This expectation could lead to some caution, as negative earnings surprises could further depress the stock price. In conclusion, while there are some positive signs for Sunrun's future, such as its strategic initiatives and potential upside based on GuruFocus metrics, the upcoming earnings release may not provide a strong catalyst for a significant upward movement in the stock price. Therefore, holding the position may be the most prudent strategy until the earnings report is disclosed and its implications for the company's future are clearer.