RUN Earnings

RUN reported its earnings on 2026-02-26, showcasing a revenue of against an estimate of 656.91M, resulting in a 0% surprise. The EPS was 0, surpassing the expected -0.08 by 0%. The stock experienced a -35.11% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following RUN's earnings announcement on 2026-02-26, the stock price moved by -35.11% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, RUN's stock price tends to shift by an average of 3.19% in the 10 days leading up to earnings and 5.4% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate RUN's annual revenue to reach 577.38M, while the EPS is projected at -0.00. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between RUN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, RUN's stock price typically moves by 3.19% in the 10 days before its earnings and 5.4% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of -0.00 and revenue of 577.38M.

The company's earnings call shows strong financial performance with a 15% YoY revenue increase and improved margins, leading to a 25% YoY net income growth. The strategic initiatives and forward-looking statements for 2026, despite acknowledging potential risks, suggest confidence in future growth. The absence of a dividend or buyback program is neutral, but the overall financial health and growth outlook contribute to a positive sentiment. Given the market cap of approximately $2.94 billion, the stock price is likely to react positively, within a 2% to 8% range.