Sunrun Inc vs iShares Semiconductor ETF — how do they compare? Sunrun Inc trades at $7.66 (market cap $1.83B), while iShares Semiconductor ETF trades at $574.29 (market cap $48.60B). The key difference: iShares Semiconductor ETF is far larger — about 26.6× Sunrun Inc's market cap, and iShares Semiconductor ETF is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Sunrun Inc for 16 Days and iShares Semiconductor ETF for 46 Days on average.
| RUN | SOXX | |
|---|---|---|
Market Cap | $1.83B | $48.60B |
Volume | 13,379,830 | 4,851,301 |
Sector | Energy | Sector/Thematic |
52-Week High | $21.41 | $655.01 |
52-Week Low | $7.59 | $268.10 |
Typical Hold Time | 16 Days | 46 Days |
Enterprise Value | $16.35B | — |
Signals from Pluang's Aura AI — not financial advice
Sunrun (RUN) trades at $7.61, down 2.06% amid broader solar sector weakness. The stock shows bearish technical signals with oversold RSI levels, while fundamentals reveal strong earnings beats but negative operating cash flow. Recent partnerships with Tesla and Voltus highlight growth potential in distributed energy, though high borrowing costs pressure project financing.
Wall Street maintains a bullish consensus with a $16.56 price target (62% buy ratings), but risks include persistent cash burn, interest expense burden, and solar industry headwinds. The stock trades at discounted valuations (P/E 5.18, P/B 0.53) but requires improved profitability to justify analyst optimism.
SOXX trades at $582.94, down 1.1% on the day, with technical indicators showing a bullish trend supported by moving averages but overbought RSI levels. The semiconductor ETF benefits from strong AI-driven demand, with recent news highlighting sector momentum and major acquisitions. A 1:3 stock split is scheduled for November 2026, while dividend payments remain modest.
The outlook remains positive due to robust AI infrastructure growth projections, though high valuations and concentration risks warrant caution. Key risks include Michael Burry's bearish bets and potential sector rotation. Analyst sentiment is generally favorable, with earnings growth expected to support further upside if macroeconomic conditions remain stable.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →