RUN

Sunrun (RUN) stock declined 5.62% to $6.89 despite broader market gains, underperforming the S&P 500 and lagging its sector by 14.42% over the past month. The company is expected to report earnings on November 4, 2026, with projected EPS of $0.26 (up 333% YoY) and revenue of $795.86 million (up 9.84% YoY). Sunrun currently holds a Zacks Rank #3 (Hold) rating with a Forward P/E of 5.01, trading at a discount to its industry average of 12.97.

The article compares two residential solar companies: Zeo Energy (ZEO) and Sunrun (RUN). Zeo Energy shows improving residential solar momentum with revenue growth of 9.2% year-over-year and expanding contribution margins, plus diversification into commercial energy storage through its Heliogen acquisition.

Sunrun demonstrates stronger fundamentals with 53% revenue growth, record 74% battery storage attachment rates, and expanding distributed power plant operations generating grid services revenues. While Zeo offers upside potential if its recovery accelerates, Sunrun appears better positioned due to its larger operating platform, established recurring revenue model, and greater financing capacity, though both face challenges from financing conditions and market dynamics.

The article highlights how investors can use the Zacks Earnings ESP (Expected Surprise Prediction) filter to identify stocks likely to beat earnings expectations. It features Phillips 66 with a +13.53% ESP and Strong Buy rating ahead of October 28 earnings, and Sunrun with a +195.17% ESP and Hold rating before November 4 earnings, both showing strong potential for positive earnings surprises.