Sunrun Captures 48% of U.S. Residential Battery Storage Market in 2025
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Sunrun announced it installed 1.5 gigawatt-hours (GWh) of residential battery storage in 2025, representing approximately 48% of the total U.S. market, according to a Solar Energy Industries Association (SEIA) report. This positions the company as the leading provider and operator of distributed power plants. This positive operational update follows recent negative sentiment around Sunrun's Q4 2025 results, which saw the stock plummet despite revenue growth, due to headwinds and a reported decline in overall installations. The company's dominant market share in the growing residential energy storage segment, coupled with a record 71% storage attachment rate in Q4 2025 and a target of over 10 GWh of dispatchable capacity by 2028, highlights strong competitive positioning and strategic focus. Traders will assess if this market leadership in storage can translate into sustained financial improvement and mitigate broader industry challenges.
At the time of this announcement, RUN was trading at $12.41 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $3B. The 52-week trading range was $5.38 to $22.44. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: GlobeNewswire.