🔴 Sunrun is trading 13.92% down today after lowering 2026 Cash Generation guidance

Sunrun is trading 13.92% down at $9.25 after its August 5 earnings report lowered 2026 Cash Generation guidance to $200 million–$375 million from $250 million–$450 million.

• Aggregate Subscriber Value guidance fell to $4.6 billion–$4.9 billion; additions declined 31% year over year to 19,793. Management cited reduced affiliate volumes, a slower direct-sales ramp, and higher capital costs.
• Revenue and diluted EPS beat expectations, but investors focused on weaker growth and profitability outlook. Storage attachment hit a record 74%; installed solar and storage capacity declined year over year.