Archived research. Equity forecasting is part of the Runchey Research archive (methodology era 1) and is no longer actively updated. Everything remains published at its original URL. Browse the archive
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RUN Forecast Markets
Sunrun Inc.
7
Active Markets
30%
Avg Probability
All Markets
7 markets
Will federal legislation reducing residential solar ITC below 30% gain committee passage by December 2026?
18%
Likely No
92% agreement
Jan 15, 2027
IG: 0.80
Will Sunrun's FY2026 cash generation exceed $350M (guidance midpoint)?
50%
Likely No
88% agreement
Mar 15, 2027
IG: 0.64
Will IRS finalize FIAC entity-level PFE/FIE rules by September 2026?
33%
Likely No
85% agreement
Oct 15, 2026
IG: 0.64
Will Sunrun's securitization spreads exceed 300 bps in any quarter of 2026?
22%
Likely No
90% agreement
Mar 15, 2027
IG: 0.60
Will Sunrun's annual default rate on securitized portfolios exceed 100 bps by year-end 2026?
13%
Likely No
93% agreement
Mar 15, 2027
IG: 0.48
Will Sunrun's grid services revenue exceed $100M on an annualized basis by Q4 2026?
17%
Likely No
90% agreement
Mar 15, 2027
IG: 0.48
Will Sunrun's asset sale/JV mix decline below 40% of subscriber additions by H2 2026?
55%
Likely Yes
82% agreement
Mar 15, 2027
IG: 0.36
Resolution Timeline
Jan 15, 2027
Will federal legislation reducing residential solar ITC below 30% gain committee passage by December 2026?Prediction: 18%
Mar 15, 2027
Will Sunrun's securitization spreads exceed 300 bps in any quarter of 2026?Prediction: 22%
Mar 15, 2027
Will Sunrun's annual default rate on securitized portfolios exceed 100 bps by year-end 2026?Prediction: 13%
Mar 15, 2027
Will Sunrun's grid services revenue exceed $100M on an annualized basis by Q4 2026?Prediction: 17%
Mar 15, 2027
Will Sunrun's asset sale/JV mix decline below 40% of subscriber additions by H2 2026?Prediction: 55%