Sunrun Inc vs STMicroelectronics NV — how do they compare? Sunrun Inc trades at $10.03 (market cap $2.38B), while STMicroelectronics NV trades at $55.05 (market cap $49.31B). The key difference: STMicroelectronics NV is far larger — about 20.7× Sunrun Inc's market cap, and STMicroelectronics NV pays a 0.66% dividend while Sunrun Inc pays none. Which is the better fit depends on your goals.
| RUN | STM | |
|---|---|---|
Market Cap | $2.38B | $49.31B |
Sector | Technology | Financials |
52-Week High | $21.41 | $79.91 |
52-Week Low | $9.38 | $21.20 |
Enterprise Value | $16.90B | $47.30B |
Dividend Yield | — | 0.66% |
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.
STM trades at $56.10, up 5.29% with a bullish technical signal despite recent earnings misses. The stock shows mixed fundamentals with a high P/E of 110 but improving revenue outlook to $13.1B for 2026. Recent news highlights AI data center growth potential targeting $2B by 2027, though Q3 2026 revenue guidance missed estimates causing volatility.
Analyst consensus remains positive with $74.63 price target (51.72% buy ratings), but execution risks in AI expansion and margin pressure from Power & Discrete segments warrant caution. The stock offers growth exposure to semiconductor recovery with balanced risk-reward near current levels.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →