Key facts: Sunrun Inc. stock drops 35%; Q4 2025 sees 17% subscriber decline

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Sunrun Inc. (RUN) experienced a 35% decline in its stock price due to a disappointing cash flow outlook for 2026, leading to a downgrade by Jefferies analysts. In Q4 2025, the company also reported a 17% drop in new subscribers and a 30% decline in net value per customer, indicating a slowdown in residential solar demand. These factors contributed to the significant stock drop.

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