Sunrun's stock surged 5.14% in pre-market trading on Thursday, following the release of its first-quarter 2026 financial results that significantly exceeded analyst expectations.

The residential solar provider reported earnings of $0.62 per share, beating the consensus estimate of a loss of $0.01 per share by a remarkable margin. Revenue also outperformed, coming in at $722.2 million, a 43% year-over-year increase that surpassed the estimate of $681.9 million.

This strong quarterly performance, which included a swing to profitability, appears to have driven investor optimism and the subsequent price increase in the pre-market session.