Sunrun stock price tumbles nearly 19% as 2026 outlook flags slower solar volumes
Sunrun shares fell about 19% to $16.56 Friday after the company forecast 2026 “Cash Generation” of $250–$450 million and said it would cut affiliate partner volumes by over 40%. Fourth-quarter revenue rose 124% to $1.16 billion, with net income at $103.6 million. Subscriber additions dropped 17% to 25,475. Jefferies downgraded the stock to Hold.