Compare Sunrun Inc (RUN) vs VanEck Semiconductor ETF (SMH) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Sunrun Inc vs VanEck Semiconductor ETF — how do they compare? Sunrun Inc trades at $11.48 (market cap $2.73B), while VanEck Semiconductor ETF trades at $583.72. The key difference: VanEck Semiconductor ETF is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals.
| RUN | SMH | |
|---|---|---|
Market Cap | $2.73B | — |
Sector | Technology | — |
52-Week High | $21.41 | $668.91 |
52-Week Low | $9.07 | $283.95 |
Enterprise Value | $16.92B | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Sunrun (RUN) trades at $11.44, down 3.46% today, with a bearish technical outlook despite strong recent earnings beats. The company shows solid fundamentals with a 17.88% net income margin and attractive valuation ratios (P/E 5.37, P/B 0.82). Recent developments include a major virtual power plant partnership with Tesla and Renew Home, expanding grid capacity to 425 megawatts.
While analyst consensus remains bullish with a $15.91 price target, negative cash flows and high debt-to-asset ratio (70.76%) present significant risks. The stock offers value potential if execution improves, but investors face volatility from operational challenges and market sentiment shifts.
SMH trades at $584.08, up 5.08% today amid volatile semiconductor sector conditions. The ETF shows bearish technical signals with moving averages indicating selling pressure, though RSI levels suggest potential oversold conditions. Recent institutional buying by firms like Empirical Wealth Management and Assetmark Inc. contrasts with mixed news flow including China's potential AI chip export controls and concerns about AI trade rotation. The fund remains concentrated in top semiconductor names with strong AI exposure.
Outlook remains cautious as semiconductor stocks face sector rotation pressures despite strong AI demand fundamentals. Key risks include geopolitical tensions, potential capex slowdowns, and valuation concerns after the 2026 rally. The current technical setup suggests near-term consolidation between support at $538-$553 and resistance at $569-$584 levels.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Sunrun Inc
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 →About VanEck Semiconductor ETF
The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →
