reports
Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results
Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results Net change in cash and restricted cash of $290 million and Cash Generation1 of $377 million in 2025 Outlook for positive Cash Generation2 in the range of $250 million to $450 million for full year 2026 Aggregate Subscriber Value of $1.3 billion in Q4 Contracted Net Value Creation of $176 million in Q4, or $0.76 per share Storage Attachment Rate reached record 71% in Q4 Paid down $81 million of recourse debt in Q4 with excess cash SAN FRANCISCO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest...
Sunrun CEO Mary Powell Named To 2026 CNBC Changemakers: Women Transfor...
Sunrun CEO Mary Powell Named To 2026 CNBC Changemakers: Women Transforming Business List CNBC recognized Sunrun CEO for accelerating battery storage growth and advancing distributed power plant innovation to help meet surging energy demand in America SAN FRANCISCO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, today announced that CEO Mary Powell has been named to the 2026 CNBC Changemakers: Women Transforming Business list. The annual list honors 50 exceptional female leaders who are imp...
Sunrun and PG&E Dispatch Energy from Northern California Homes to Form...
Sunrun and PG&E Dispatch Energy from Northern California Homes to Form Distributed Power Plants Providing Local Grid Relief Coordinated residential battery storage and solar systems supplied targeted power to neighborhoods with highly-constrained electric grids SAN FRANCISCO and OAKLAND, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, has completed a successful dispatching season of a first-of-its-kind distributed power plant partnership with Pacific Gas and Electric Company (PG&E)....
Arista Networks Inc: 1 director
A director at Arista Networks Inc sold/sold after exercising options 58,000 shares at 142.397USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's direct...
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
660 SK HYNIX INC
Sunrun Inc: 1 director
A director at Sunrun Inc sold 50,000 shares at 18.595USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
Sunrun Builds the Nation’s Largest Distributed Power Plant After Quint...
Sunrun Builds the Nation’s Largest Distributed Power Plant After Quintupling Customer Participation in 2025 Sunrun scales the nation’s largest distributed power plant with 400% growth, 17 programs, major partnerships, and record grid dispatches as AI-driven electricity demand surges SAN FRANCISCO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- With rising electricity costs, growing risk of power outages, and a widening gap between power supply and demand, Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, rapidly delivered new, dispatchabl...
- Pierre FerraguÊ
Sunrun Announces Date for Fourth Quarter and Full-year 2025 Earnings R...
Sunrun Announces Date for Fourth Quarter and Full-year 2025 Earnings Report Earnings Release and Conference Call Scheduled for February 26, 2026 SAN FRANCISCO, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN) today announced that it will issue its fourth quarter and full-year 2025 earnings report after the market closes on Thursday, February 26, 2026. A conference call has been scheduled to discuss these earnings results at 1:30 p.m. Pacific Time. The conference call can be accessed live via the Sunrun Investor Relations website at or over the phone by dialing (877) 407-5989 (to...
Kinder Morgan Inc: 1 director
A director at Kinder Morgan Inc sold 20,000 shares at 30.000USD and the significance rating of the trade was 64/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
- Pierre FerraguÊ
Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...
Today, we are publishing the Enterprise IT section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...
- Pierre FerraguÊ
Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 1...
Today, we are publishing the Hyperscale & Cloud section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Hyperscale revenues grew 16% YoY, with cloud services up nearly 30%. Capacity constra...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
Sunrun Earns Multiple No. 1 Rankings in Extel’s All-America Executive ...
Sunrun Earns Multiple No. 1 Rankings in Extel’s All-America Executive Team Survey Sunrun receives first-place recognitions across all categories in the Alternative Energy sector and is named a Most Honored Company, recognizing the Company’s excellence in executive leadership, corporate governance, and investor relations SAN FRANCISCO, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, today announced it has once again earned top honors in the 2025 Extel (formerly Institutional Investor) All-Am...
- Pierre FerraguÊ
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
QRVO QORVO INC.
LITE LUMENTUM HOLDINGS INC.
ANET ARISTA NETWORKS INC.
QCOM QUALCOMM INC
POWI POWER INTEGRATIONS INC.
ON ON SEMICONDUCTOR CORPORATION
MKSI MKS INSTRUMENTS INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
FTNT FORTINET INC.
COHR COHERENT INC.
CDW CDW CORP.
AOSL ALPHA & OMEGA SEMICONDUCTOR
SWKS SKYWORKS SOLUTIONS INC.
3661 ALCHIP TECHNOLOGIES INC.
6963 ROHM CO. LTD.
6201 TOYOTA INDUSTRIES CORP.
LSCC LATTICE SEMICONDUCTOR CORPORATION
AMD ADVANCED MICRO DEVICES INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FSLY FASTLY
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
AEVA AIRBNB INC. CLASS A
RIVN AEVA INC
GRAB RIVIAN AUTOMOTIVE INC
688082 GRAB HLDGS LTD
IONQ ONTO INNOVATION INC.
ARM ACM RESEARCH INC(SHANGHAI)
IONQ INC
ARM HOLDINGS PLC
- Jonathan Moreland
LNG CHENIERE ENERGY INC.
WM WASTE MANAGEMENT INC.
VRSK VERISK ANALYTICS INC
SLGN SILGAN HOLDINGS INC.
SFNC SIMMONS FIRST NATIONAL CORPORATION CLASS A
OHI OMEGA HEALTHCARE INVESTORS INC.
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
NBTB NBT BANCORP INC.
MTDR MATADOR RESOURCES COMPANY
MNRO MONRO INC
JBLU JETBLUE AIRWAYS CORPORATION
GBCI GLACIER BANCORP INC.
FISV FISERV INC.
FFIN FIRST FINANCIAL BANKSHARES INC
DENN DENNY'S CORPORATION
CNS COHEN & STEERS INC.
AMT AMERICAN TOWER CORPORATION
ASA ASA
NEWT NEWTEK BUSINESS SERVICES INC.
NCBS NICOLET BANKSHARES INC
RLMD RELMADA THERAPEUTICS
URE UR-ENERGY
KMI KINDER MORGAN INC CLASS P
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
NSC NORFOLK SOUTHERN CORPORATION
AJG ARTHUR J. GALLAGHER & CO.
WINA WINMARK CORP.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
BX THE BLACKSTONE GROUP L.P.
MBIN MERCHANTS BANCORP
OBNK ORIGIN BANCORP
OSPN ONESPAN
FUSB FIRST US BANCSHARES INC
AVO MISSION PRODUCE
UTZ UTZ BRANDS INC (A)
OPCH OPTION CARE HEALTH INC
INTA INTAPP INC
CLVT CLARIVATE PLC
NVCT NUVECTIS PHARMA INC
BPRN BANK OF PRINCETON
GTE GRAN TIERRA ENERGY INC.
NCDL NUVEEN CHURCHILL DIRECT LENDING CORP
GAM GENERAL DE ALQUILER DE MAQUINARIA
LAW CS DISCO INC
GF THE NEW GERMANY FUND
ASST INC.
ASSET ENTITIES INC.
Sunrun Announces Appointment of Craig Cornelius to its Board of Direct...
Sunrun Announces Appointment of Craig Cornelius to its Board of Directors SAN FRANCISCO, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of home battery storage, solar, and home-to-grid power plants, today announced the appointment of Craig Cornelius as a member of Sunrun’s board of directors (the “Board”). Mr. Cornelius brings two decades of industry experience across the renewable energy space. “I am excited to announce the appointment of Craig as our newest board member. Craig brings a wealth of experience and perspective, having led large, complex e...
Sunrun Reports Third Quarter 2025 Financial Results
Sunrun Reports Third Quarter 2025 Financial Results Aggregate Subscriber Value of $1.6 billion in Q3, 10% growth year-over-year Contracted Net Value Creation of $279 million, 35% growth year-over-year Net change in cash and restricted cash of $144 million and Cash Generation1 of $108 million in Q3, the sixth consecutive quarter of positive Cash Generation Cash Generation guidance for 2025 of $250 million to $450 million narrowed within original range, $350 million midpoint reiterated SAN FRANCISCO, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), America’s largest provider of h...
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