Stocks / Electrical Equipment

RUNElectrical Equipment

Sunrun Inc
$8.701d +4.8%5d +0.7%settled close · 2026-09-17
Mkt cap $3.2B (4/10)β 2.7952w $8.30–21Shares 234.5MInd. Miscellaneous Electrical Machinery, Equipment & SuppliesNasdaq since 2015Emp. 9,059HQ San Francisco, CAsunrun.com
The tape, with the calls on it

Who said what, and what RUN did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

bullish bearish both sides
Who’s talkingIdea Scout · free

Who’s talking about RUN

2 shortlatest 2024-06-12
DateVoiceStanceVenueThesis
2024-06-12Jim ChanosShort seller — Chanos & Co (family office)ShortinterviewResidential solar lease model bleeds hundreds of millions in cash per quarter and masks losses through…
2023-03-13Jim ChanosShort seller — Chanos & Co (family office)BearishMarket Talk with George NobleSunrun holds billions in 20-30 year solar lease receivables at ~3.5% cash yield while its own bonds yield…
Idea Scout tracks who’s talking across television, podcasts, and interviews — every stance dated to the appearance it came from. Sign up free →
Earnings

Next report: 4 Nov 2026 after the close

Confirmed date · consensus EPS 0.20. Reactions below are the next settled session over the prior close.
The options tape

Notable options days

Sessions in the last 120 where RUN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 20 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-09-08
2026-09-02
2026-08-17
2026-08-06
2026-07-27
2026-07-16
2026-07-08
2026-06-29
2026-06-24
2026-06-08
2026-05-11
2026-05-07
2026-05-06
2026-04-29
2026-04-23
2026-04-22
2026-04-21
2026-04-20
2026-04-01
2026-03-31
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
Today’s tape on RUN is in this morning’s Brief. Get The Brief — $20/mo →