SunRun to $82 then $126 and ultimately $172 by Q1 2021

2020年11月18日

SunRun (RUN) has made some amazing gains in the past and it's clearly shown it has broken its downtrend pattern after the merger w/ Vivint Solar (VSLR). Vivint has an amazing management team and was doubling revenue every 2 years.

The combination of the 2 companies makes for the world's 3rd largest global owner of solar capacity:
https://www.greentechmedia.com/articles/read/sunrun-announces-acquisition-of-vivint-solar

Only 3% of US households have solar installed yet 9 out of 10 desire to have it. The future is bright for VSLR / RUN holders.

There is so much upside here that its pretty easy to spot considering the entire world is transitioning to higher proportion of solar energy.

The pro-forma company will have:

• 495k customers combined
  
• 3,435 MW cumulative solar installations
  
• $592 million of cash on the Balance Sheet
  

Revenue Growth
Here is what Revenue Growth will look like over next couple of years as well:
2020: 898m
2021E: $1,292m (44% increase year-over-year)
2022E: $1,483m (15% increase)