Sunrun Inc vs Solaredge Technologies Inc — how do they compare? Sunrun Inc trades at $10.06 (market cap $2.38B), while Solaredge Technologies Inc trades at $33.51 (market cap $1.98B). The key difference: Sunrun Inc is the larger of the two by market cap, and Solaredge Technologies Inc is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals.
| RUN | SEDG | |
|---|---|---|
Market Cap | $2.38B | $1.98B |
Sector | Technology | Technology |
52-Week High | $21.41 | $78.51 |
52-Week Low | $9.38 | $25.10 |
Enterprise Value | $16.90B | $1.84B |
Signals from Pluang's Aura AI — not financial advice
Sunrun (RUN) trades at $10.20, up 8.74% in 24 hours, with a bearish technical signal and mixed sentiment. The company reported Q2 2026 EPS of $0.42, beating estimates, but shares fell due to guidance cuts. Valuation ratios appear attractive with a P/E of 6.71 and P/S of 0.77, while net income margin stands at 11.59%.
Outlook is cautious; analyst consensus is bullish with a $14.38 price target, but risks include negative operating cash flow, high debt, and competitive pressures. Near-term performance hinges on execution amid sector volatility and macroeconomic headwinds.
SolarEdge Technologies (SEDG) trades at $31.76, down 2.79% amid weak Q3 2026 revenue guidance overshadowing a Q2 earnings beat. The stock exhibits a bearish technical trend with key support at $30 and resistance at $34. Fundamentally, the company reported a net loss of $405.45 million in 2025, though revenue grew to $1.18 billion, with profitability metrics like ROE at -58.42% reflecting ongoing challenges in the residential solar market.
The outlook remains cautious due to persistent losses and competitive pressures, but analyst consensus suggests a potential upside to $35.15. Key risks include soft U.S. demand and execution hurdles, while institutional sentiment is mixed with 20.83% buy ratings. Investors should weigh cost-control progress against macroeconomic headwinds in the solar sector.
Trailing returns across standard periods
Latest headlines on both assets
Sunrun Inc. is one of the largest residential solar, battery storage, and energy services companies in the United States. The company provides solar panel installations, battery backup systems, and energy management solutions to homeowners. Sunrun primarily uses a solar-as-a-service model, offering customers solar leases and power purchase agreements (PPAs), which allow homeowners to adopt solar energy with little to no upfront cost. The company's mission is to create a planet run by the sun.
Read more on RUN →SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers. Additionally, the company has nonsolar products targeting energy storage and e-mobility.
Read more on SEDG →