Sunrun Inc

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  • uploads///revenue trend
    Earnings Report

    Why Did Sunrun Miss Analysts’ 3Q16 Revenue Estimates?

    For 3Q16, Sunrun’s (RUN) consolidated revenue came in at ~$112 million against analysts’ expectations of $135 million.

    By Sheldon Krieger
  • uploads///installation Q guidance
    Earnings Report

    Solar Companies See Pressure to Improve Top Line Growth in 3Q16

    Following 2Q16, major downstream solar companies such as Sunrun, SolarCity, and SunPower have revised their 2016 guidances downward.

    By Sheldon Krieger
  • uploads///stock price
    Earnings Report

    Can Vivint Solar Beat Analysts’ 2Q16 Estimates?

    Vivint Solar (VSLR) will announce its 2Q16 earnings results on August 8, 2016, after Market hours. In this series, we’ll look at analysts’ expectations for 2Q16 and 2016 guidance.

    By Sheldon Krieger
  • uploads///architecture _
    Energy & Utilities

    Solar Stocks: Analyzing the Top Gainers of 2019

    Solar stocks have been a sweet spot among equities this year. On average, they’ve gained 50% this year, notably outperforming broader markets.

    By Vineet Kulkarni
  • uploads///journey
    Company & Industry Overviews

    SolarCity: A Quick Trip down Memory Lane

    SolarCity was founded in 2006 with the initial focused on selling, financing, and installing solar energy systems for residential and commercial customers.

    By Sheldon Krieger
  • uploads///journey
    Company & Industry Overviews

    Sunrun: The Beginning of a Residential Solar Major

    Sunrun was co-founded in 2007 as a startup by Ed Fenster and Lynn Jurich, with an aim to create worldwide use of solar energy. It began offering solar services in 2008.

    By Sheldon Krieger
  • uploads///EV Copy
    Company & Industry Overviews

    Understanding SolarCity’s Valuation Compared to Peers: Who’s Trading at a Discount?

    Among the downstream solar companies, SolarCity (SCTY) has the highest EV-to-sales value of 8.70x, which is closely followed by Vivint Solar at 8.31x.

    By Sheldon Krieger
  • uploads///stock price
    Earnings Report

    What Factors Have Driven Downstream Solar Stocks So Far in 2016?

    In this series, we will perform a comparative analysis of downstream solar companies’ 1Q16 earnings and SunPower’s downstream operations. We will take a close look at its management’s guidance and analyst expectations for 2016.

    By Sheldon Krieger
  • uploads///ANR pic
    Earnings Report

    How Do Analysts Rate SolarCity ahead of 3Q16 Results?

    Since the release of SolarCity’s 2Q16 results, three of the 15 analysts covering the stock lowered their price targets.

    By Sheldon Krieger
  • uploads///ANR
    Earnings Report

    How Do Analysts Rate Sunrun ahead of Its 3Q16 Results?

    Of the 11 analysts covering Sunrun (RUN) stock, nine analysts (81.8%) gave the company a “buy” rating. Two analysts (18.2%) rated it a “hold,” and there weren’t any “sell” ratings on Sunrun’s stock on November 4, 2016.

    By Sheldon Krieger
  • uploads///stock price
    Earnings Report

    What to Expect from SolarCity’s 3Q16 Earnings

    Between its 2Q16 earnings release on August 9 and October 21, 2016, SolarCity’s stock price fell nearly 19%.

    By Sheldon Krieger
  • uploads///solar panel array _
    Energy & Utilities

    These Solar Stocks Offer a Strong Gain Potential for 2020

    Overall, 2019 turned out to be volatile for solar stocks. However, there were some bright spots among broader markets last year.

    By Vineet Kulkarni
  • uploads///Solar stocks
    Energy & Utilities

    Enphase Energy Stock Starts Off 2020 with a Bang

    Enphase Energy (ENPH) stock started off 2020 with a bang and surged more than 12% on January 2. Solar stocks also gained yesterday.

    By Vineet Kulkarni
  • uploads///Solaredge stock
    Consumer

    Tesla Solar: Could 2020 Be the Year of the Solar Roof?

    During Tesla’s Q3 call, Musk said that he thinks Tesla’s solar segment could be as big or even bigger than the company’s electric vehicle business.

    By Vineet Kulkarni
  • uploads///Solar stocks
    Technology & Communications

    How’s Enphase Energy Stock Placed before 2020?

    Cowen and Company increased the target price for Enphase Energy stock. The target price indicates a potential upside of 13% from its current price of $24.6.

    By Vineet Kulkarni
  • uploads///Enphase Energy stock
    Energy & Utilities

    Will the US Solar Industry Get Trump’s Support?

    To boost the domestic solar industry, Trump imposed a 30% tariff on imported panels last year. However, the policy severely impacted the sector.

    By Vineet Kulkarni
  • uploads///Sunpower
    Company & Industry Overviews

    What’s Next for Sunrun in the Wake of Its Q3 Results?

    Sunrun (RUN) stock has lost almost 4% this week. Despite its recent weakness, Sunrun is sitting at a solid gain of about 30% year-to-date.

    By Vineet Kulkarni
  • uploads///First SOlar stock
    Company & Industry Overviews

    Where Enphase Energy Stock Might Be Heading

    Enphase Energy stock fell almost 4% on Monday. The company announced its supply agreement with Sunrun to provide seventh-generation IQ microinverters.

    By Vineet Kulkarni
  • uploads///First SOlar stock
    Company & Industry Overviews

    First Solar Stock Still Looks Weak after Q3 Earnings

    First Solar’s (FSLR) third-quarter earnings didn’t boost its stock. Investors were disappointed with wide misses on the revenues and earnings front.

    By Vineet Kulkarni
  • uploads///Enphase Energy stock
    Company & Industry Overviews

    Can California’s Blackouts Boost Tesla’s V3 Solar Roof?

    Tesla (TSLA) CEO Elon Musk launched the company’s V3 Solar Roof last week. Musk expects its market size to be around 100 million homes worldwide.

    By Vineet Kulkarni
  • uploads///Solar stocks
    Earnings Report

    First Solar Stock Could Rally despite Q3 Earnings Miss

    Yesterday, First Solar (FSLR) returned to profits in Q3 after reporting deep losses in Q2. FSLR missed analysts’ estimates and posted EPS of $0.29.

    By Vineet Kulkarni
  • uploads///Solar stocks
    Earnings Report

    How Is First Solar Stock Placed ahead of Its Q3 Earnings?

    Solar panel maker First Solar (FSLR) plans to report its Q3 earnings on October 24. Analysts expect the company to report earnings per share of $1.19.

    By Vineet Kulkarni
  • uploads///First SOlar stock
    Company & Industry Overviews

    Solar Stocks: Paying Too Much for a Rosy Outlook?

    Solar stocks highlighted the top-rallied sectors this year. After hitting multiyear highs, many solar stocks have fallen as much as 40% since August.

    By Vineet Kulkarni
  • uploads///First SOlar stock
    Company & Industry Overviews

    Why First Solar Stock Could Continue to Climb

    Top solar stock First Solar (FSLR) has surged about 10% in September. FSLR is trading close to its 52-week high and might continue to march upward.

    By Vineet Kulkarni
  • uploads///Enphase Energy
    Company & Industry Overviews

    Generac Challenges Enphase Energy, SolarEdge Duopoly

    Short-seller Citron Research noted that Generac Holdings could challenge solar microinverter makers Enphase Energy and SolarEdge’s duopoly.

    By Vineet Kulkarni
  • uploads///Enphase Energy stock
    Company & Industry Overviews

    Enphase Energy Stock Looks Strong, 600% 2019 Gain

    Solar microinverter company Enphase Energy (ENPH) has rallied more than any other stock in the space this year with a more-than-600% gain.

    By Vineet Kulkarni
  • uploads///Solar stocks
    Energy & Utilities

    Which Solar Stocks Offer Handsome Upside Potential?

    Solar stocks have been on an impressive run this year. So far, Enphase Energy (ENPH) stock has risen more than 530% in 2019.

    By Vineet Kulkarni
  • uploads///aerial
    Company & Industry Overviews

    FSLR, RUN, and SPWR: Analysts’ Recommendations

    First Solar (FSLR) stock offers a potential upside of 9% for the next 12 months. The stock has a mean target price of $70.3—compared to its current market price of $61.8.

    By Vineet Kulkarni
  • uploads///architecture _
    Company & Industry Overviews

    How’s First Solar Stock Placed Compared to Its Peers?

    First Solar stock is trading at a forward PE ratio of 18x. On average, solar stocks (TAN) are trading at a forward valuation multiple of 14x.

    By Vineet Kulkarni
  • uploads///
    Company & Industry Overviews

    Comparing First Solar, SunRun, and SunPower’s Valuations

    First Solar (FSLR) stock is trading at a forward EV-to-EBITDA multiple of 4x based on analysts’ earnings estimates for 2019.

    By Vineet Kulkarni
  • uploads///costrev
    Earnings Report

    How Did Vivint Solar’s Costs Affect Its Bottom Line in 3Q17?

    In 3Q17, Vivint Solar (VSLR) posted $34.7 million as its cost of revenue for its operating leases and incentives, higher than the $33.8 million in 2Q17 but lower than the $39.3 million in 3Q16.

    By Alexis Tate
  • uploads///segrev
    Earnings Report

    Vivint Solar Beat Analysts’ 3Q17 Revenue Estimates

    Vivint Solar reported $75.1 million in consolidated revenue for 3Q17 compared to $73.0 million in 2Q17 and $41.3 million 3Q16.

    By Alexis Tate
  • uploads///costperwatt
    Earnings Report

    Vivint Solar Reported Rise in Estimated Retained Value in 3Q17

    Vivint Solar (VSLR) reported a cost per watt of $2.94 for 3Q17, higher than the $2.88 it reported in 2Q17 and $3.85 in 3Q16.

    By Alexis Tate
  • uploads///revenue outlook
    Earnings Report

    What to Expect from Sunrun’s Future Earnings

    For the coming quarter, analysts expect Sunrun’s (RUN) revenue to be ~$130 million, and they expect significant improvement in company revenue in the latter half of 1H17.

    By Sheldon Krieger
  • uploads///gross margin
    Earnings Report

    How Did Sunrun’s Costs in 3Q16 Affect Its Gross Margins?

    Sunrun (SUN) reported an operating loss of ~$51 million for 3Q16 compared to an operating loss of $48 million in 2Q16 and $63 million in 3Q15.

    By Sheldon Krieger
  • uploads///Stock price
    Earnings Report

    Why Did Sunrun’s Stock Price Surge after Its 3Q16 Results?

    Sunrun (RUN) announced its 3Q16 earnings results on November 10, 2016, after market hours. Sunrun reported earnings per share of $0.16, compared to analysts’ consensus EPS estimate of -$0.20.

    By Sheldon Krieger
  • uploads///cost of reve
    Earnings Report

    How Did Vivint Solar’s Costs in 3Q16 Affect Its Bottom Line?

    Vivint Solar (VSLR) reported $39.3 million in operating leases and incentives revenue costs for 3Q16 compared to $38.5 million in 2Q16 and $37.6 million in 3Q15.

    By Sheldon Krieger
  • uploads///Cost perfor
    Earnings Report

    Vivint Solar Reported a Record Low Cost per Watt in 3Q16

    Vivint Solar (VSLR) reported a record low cost per watt of $2.85 for 3Q16 as compared to $2.94 in 2Q16 and $3.12 in 3Q15.

    By Sheldon Krieger
  • uploads///margin estimates
    Earnings Report

    What Do Analysts Expect for Sunrun’s Margins in 3Q16?

    Sunrun’s (RUN) gross profit for 2Q16 came in at $22.3 million. For 3Q16, analysts expect the company to report a gross profit of $23.3 million.

    By Sheldon Krieger
  • uploads///revenue esti
    Earnings Report

    Why Analysts Expect Vivint Solar’s Revenue to Rise in 3Q16

    Analysts estimate that Vivint Solar (VSLR) will report revenue of $44.0 million in 3Q16, which is almost a 26.0% rise on a quarter-over-quarter basis.

    By Sheldon Krieger
  • uploads///interest exp
    Earnings Report

    Analyzing SolarCity’s Leverage and Liquidity Position

    SolarCity’s interest expenses have risen more than fourfold in the last two years.

    By Sheldon Krieger
  • uploads///revenue
    Earnings Report

    SolarCity Beat Analysts’ 1Q16 Revenue Estimates

    SolarCity (SCTY) reported $123 million in 1Q16 revenue against analysts’ consensus estimate of $113 million.

    By Sheldon Krieger
  • uploads///capacity addition
    Company & Industry Overviews

    How SolarCity’s Operational Performance Stands up to Peers

    As of December 31, 2015, the cumulative installed capacity of SolarCity stood at 1,945 MW as compared to Sunrun’s 596 MW and Vivint Solar’s 459 MW.

    By Sheldon Krieger
  • uploads///cumulative megawatts
    Company & Industry Overviews

    Understanding SolarCity’s Business Strategy

    Business expansion is crucial for companies like SolarCity, which intends to expand its presence via partnerships with homebuilders and industry leaders.

    By Sheldon Krieger
  • uploads///RPS
    Company & Industry Overviews

    How SolarCity’s Customers Benefit from Solar Tax Credits

    ITCs (investment tax credits) are dollar-for-dollar reductions on income taxes. These apply to the residential and commercial deployment of solar systems.

    By Sheldon Krieger
  • uploads///segment wise revenues
    Company & Industry Overviews

    How Does SolarCity Make Money?

    SolarCity’s business is divided into two segments: Operating Leases and Solar Energy Systems Incentives and Solar Energy Systems and Component Sales.

    By Sheldon Krieger
  • uploads///EV
    Company & Industry Overviews

    Is Vivint Solar Trading at a Discount Compared to Its Peers?

    One out of four analysts covering Vivint Solar (VSLR) has rated the stock a “buy,” two analysts rated the stock a “hold,” and one analyst recommends a “sell” for the stock.

    By Sheldon Krieger
  • uploads///Cost of debt
    Company & Industry Overviews

    Must-Know: Key Risks Involved in Sunrun’s Business

    Sunrun is required to maintain the quality of its assets to raise capital at low cost.

    By Sheldon Krieger
  • uploads///Net Metering
    Company & Industry Overviews

    Must Know: Key Risks Involved in Vivint Solar’s Business

    The elimination of net metering system in Nevada affected the expansion plans of Vivint Solar and also led to the market exit of its peers Sunrun and SolarCity.

    By Sheldon Krieger
  • uploads///capacity expansion
    Company & Industry Overviews

    A Closer Look at Key Elements of Vivint Solar’s Business Strategy

    Vivint Solar intends to expand its presence in existing solar markets and penetrate into new markets by leveraging its brand presence and customer base.

    By Sheldon Krieger
  • uploads///Net Metering
    Company & Industry Overviews

    How Vivint Solar’s Customers Benefited from Solar Tax Credits

    ITCs (investment tax credits) are a dollar-for-dollar reduction on an income tax bill. It is applicable to both residential and commercial deployment of solar systems.

    By Sheldon Krieger
  • uploads///Revenue
    Company & Industry Overviews

    How Does Vivint Solar Make Money?

    Vivint Solar’s business model is divided into two revenue segments: Operating Leases and Incentives and Solar Energy Systems and Product Sales.

    By Sheldon Krieger
  • uploads///Business strategy
    Company & Industry Overviews

    Analyzing Key Elements of Sunrun’s Business Strategy

    Unlike its peers, Sunrun is building an open platform of services and tools to provide a differentiated customer experience and, at the same time, gaining a wide customer base.

    By Sheldon Krieger
  • uploads///cash in investing
    Company & Industry Overviews

    Need to Know: Sunrun’s Major Acquisitions

    In February 2014, Sunrun (RUN) acquired the residential business of REC Solar, AEE Solar, and SnapNrack from Mainstream Energy Corporation for $78.8 million.

    By Sheldon Krieger
  • uploads///segment wise revenue
    Company & Industry Overviews

    How Does Sunrun Make Money?

    Extension of ITCs for investments in solar energy has been key for the rapid expansion of downstream solar companies like Sunrun, Vivint Solar (VSLR), SolarCity (SCTY), and SunPower (SPWR).

    By Sheldon Krieger
  • uploads///operational performance
    Earnings Report

    Behind Vivint Solar’s Key Operational Metrics

    Vivint Solar’s estimated nominal contracted payments remaining increased by $251.4 million during 4Q15, compared to $214 million during 3Q15.

    By Sheldon Krieger
  • uploads///Part
    Earnings Report

    Why Did the Solar Sector Underperform the S&P 500 in 3Q15?

    With 3Q15 earnings season over and all eyes shifted to 4Q15 and beyond, we’re taking an opportunity to update our readers on the 3Q15 earnings of all major American solar companies.

    By Mike Sonnenberg
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