🔴 Sunrun is trading 11.3% down today after cutting full-year guidance and reporting a 31% drop in subscriber additions

Sunrun is trading 11.3% down at $9.30 following its Q2 2026 earnings report, which featured a reduction in full-year guidance for Cash Generation and Aggregate Subscriber Value.

• The company reported a sharp 31% decline in subscriber additions, signaling slower growth as it pivots toward prioritizing margins over volume amid regulatory shifts.
• Despite the guidance cut, operational highlights included a record 74% storage attachment rate and strong Q2 revenue and EPS figures that exceeded expectations.