Sunrun stock jumps 31% on partnership with Tesla for power supply
The two companies are teaming up with Renew Home to build what they're calling the largest virtual power plant in the US, targeting AI-hungry data centers.
Tesla Inc. (TSLA) price
Full chart and statsLoading chart…
- Last close
- $404
- Close-to-close change
- −0.8%
- Market cap
- $1.6T (shares as of 2026-10-15)
- P/E (trailing)
- 444.2 (EPS to 2026-09-30)
- Annual revenue
- $94.8B USD (FY ended 2025-12-31) 10-K
- Annual revenue growth
- −2.9% (FY ended 2025-12-31 vs FY ended 2024-12-31) 10-K
- Annual net income
- 3,794,000,000 USD (FY ended 2025-12-31, attributable to the company) 10-K
- Annual operating margin
- 4.6% (FY ended 2025-12-31)
- Forward P/E
- Unavailable: no dated forecast source
Gloria daily close for session Oct 28, 2026. Market cap and trailing P/E use this close with the SEC share total and trailing diluted earnings, each dated next to its figure. Annual revenue, revenue growth, net income and margin show their own fiscal period and link the 10-K. Current context may postdate this article.
Tesla Inc. and its peers
| Company | Price | Market cap | P/E (trailing) | Forward P/E | Annual revenue (USD) | Annual revenue growth | Annual net income (USD) | Operating margin |
|---|---|---|---|---|---|---|---|---|
|
|
$404 | $1.6T | 444.2 | Unavailable | $94.8BFY ended 2025-12-31 · 10-K | −2.9%FY ended 2025-12-31 vs 2024-12-31 · 10-K | 3,794,000,000FY ended 2025-12-31, attributable to the company · 10-K | 4.6%FY ended 2025-12-31 |
|
|
$82 | $69.6B | 18.0 | Unavailable | $185.0BFY ended 2025-12-31 · 10-K | −1.3%FY ended 2025-12-31 vs 2024-12-31 · 10-K | 2,697,000,000FY ended 2025-12-31, attributable to the company · 10-K | 1.6%FY ended 2025-12-31 |
| F Ford Motor Co F · Price dated Oct 27, 2026 | $12 | $46.8B | Not meaningfulLoss, diluted EPS −1.87 to 2026-06-30 · SEC filing | Unavailable | $187.3BFY ended 2025-12-31 · 10-K | +1.2%FY ended 2025-12-31 vs 2024-12-31 · 10-K | −8,182,000,000FY ended 2025-12-31, available to common stockholders · 10-K | −4.9%FY ended 2025-12-31 |
| R Rivian Automotive, Inc. RIVN · Price dated Oct 27, 2026 | $12 | $16.1B | Not meaningfulLoss, diluted EPS −2.59 to 2026-06-30 · SEC filing | Unavailable | $5.4BFY ended 2025-12-31 · 10-K | +8.4%FY ended 2025-12-31 vs 2024-12-31 · 10-K | −3,646,000,000FY ended 2025-12-31, attributable to the company · 10-K | −66.5%FY ended 2025-12-31 |
Missing figures stay unavailable. Forward P/E requires a dated source. Annual revenue, revenue growth, net income and margin come from each company's own 10-K, in US dollars, and each row shows that fiscal year. Revenue growth compares the fiscal year with the prior year stated in the same 10-K. Net income is the full year amount attributable to the company, or available to common stockholders where the filing states only that, or consolidated net income. Each row names its basis. Trailing P/E reads "Not meaningful" when the dated trailing diluted EPS is a loss or zero. An operating margin appears only when the filing states both the operating income and the revenue for the same year.
Sources: SEC filings, Gloria daily closes, CoinGecko and Databento. Oldest record refresh: Oct 28, 2026, 4:31 PM EDT. Refresh is not a price or filing date. Each row shows its price date and its annual fiscal period. Peers use industry code and company size, or editorial selection. Market cap multiplies that row price by the company share total the latest SEC filing states for every share class together. Trailing P/E divides it by trailing diluted earnings from SEC filings. Rolled earnings per share are approximate because share counts can change between periods. Both appear only when the SEC data carries its date, so they are estimates at one price date, not synchronized filing valuations. Not investment advice.
Token vs underlying stock
Current comparison for TSLA. Historical observations may postdate this article.
TSLAx token unit vs TSLA share · USD
+25.7% over displayed period
● TSLAx token┄ TSLA stock: $404.22
Source: CoinGecko + Gloria · Retrieved Oct 29, 01:51 UTC
Methodology and data
Split-adjusted regular-session stock closes from the existing Gloria shared history, paired only with an observed token price within 45 minutes of 16:00 New York time. Up to 60 matched sessions. No interpolation or missing-date fill. Weekends and known early closes are omitted. Token units are not adjusted for issuer multipliers or dividend treatment. This compares quoted prices, not fair value, executable premiums or arbitrage returns. Solid line: token. Dashed line: stock. Exact quote times and values appear below. Historical observations. Retrieval refers to the token source. Token quote times use UTC. The fixed cohort shows its oldest member fetch.
| Date (UTC) | Token (USD) | Stock close (USD) | Token quote (UTC) |
|---|---|---|---|
| 2026-08-05 | 321.77 | 321.55 | 2026-08-05 20:00 |
| 2026-08-06 | 319.34 | 319.53 | 2026-08-06 20:00 |
| 2026-08-07 | 328.56 | 328.58 | 2026-08-07 20:00 |
| 2026-08-10 | 330.41 | 330.88 | 2026-08-10 20:00 |
| 2026-08-11 | 332.57 | 332.81 | 2026-08-11 20:00 |
| 2026-08-12 | 327.33 | 327.51 | 2026-08-12 20:00 |
| 2026-08-13 | 339.84 | 339.96 | 2026-08-13 20:00 |
| 2026-08-14 | 342.19 | 342.27 | 2026-08-14 20:00 |
| 2026-08-17 | 339.31 | 339.30 | 2026-08-17 20:00 |
| 2026-08-18 | 336.76 | 336.87 | 2026-08-18 20:00 |
| 2026-08-19 | 350.81 | 351.12 | 2026-08-19 20:00 |
| 2026-08-20 | 344.93 | 345.13 | 2026-08-20 20:00 |
| 2026-08-21 | 363.21 | 362.86 | 2026-08-21 20:00 |
| 2026-08-24 | 349.40 | 348.95 | 2026-08-24 20:00 |
| 2026-08-25 | 350.44 | 350.25 | 2026-08-25 20:00 |
| 2026-08-26 | 345.96 | 345.82 | 2026-08-26 20:00 |
| 2026-08-27 | 354.49 | 354.81 | 2026-08-27 20:00 |
| 2026-08-28 | 348.43 | 348.75 | 2026-08-28 20:00 |
| 2026-08-31 | 368.11 | 367.95 | 2026-08-31 20:00 |
| 2026-09-01 | 356.26 | 356.09 | 2026-09-01 20:00 |
| 2026-09-02 | 356.40 | 357.01 | 2026-09-02 20:00 |
| 2026-09-03 | 376.26 | 376.37 | 2026-09-03 20:00 |
| 2026-09-04 | 353.98 | 354.08 | 2026-09-04 20:00 |
| 2026-09-08 | 367.67 | 368.16 | 2026-09-08 20:00 |
| 2026-09-09 | 367.89 | 367.81 | 2026-09-09 20:00 |
| 2026-09-10 | 363.21 | 363.56 | 2026-09-10 20:00 |
| 2026-09-11 | 365.20 | 365.44 | 2026-09-11 20:00 |
| 2026-09-14 | 358.97 | 358.97 | 2026-09-14 20:00 |
| 2026-09-15 | 356.15 | 356.58 | 2026-09-15 20:00 |
| 2026-09-16 | 357.92 | 358.08 | 2026-09-16 20:00 |
| 2026-09-17 | 366.16 | 366.20 | 2026-09-17 20:00 |
| 2026-09-18 | 364.26 | 364.27 | 2026-09-18 20:00 |
| 2026-09-21 | 375.33 | 375.30 | 2026-09-21 20:00 |
| 2026-09-22 | 378.85 | 378.90 | 2026-09-22 20:00 |
| 2026-09-23 | 379.78 | 380.12 | 2026-09-23 20:00 |
| 2026-09-24 | 378.18 | 377.94 | 2026-09-24 20:00 |
| 2026-09-25 | 372.41 | 372.11 | 2026-09-25 20:00 |
| 2026-09-28 | 357.86 | 357.45 | 2026-09-28 20:00 |
| 2026-09-29 | 352.87 | 352.84 | 2026-09-29 20:00 |
| 2026-09-30 | 354.55 | 354.81 | 2026-09-30 20:00 |
| 2026-10-01 | 354.60 | 354.11 | 2026-10-01 20:00 |
| 2026-10-02 | 370.48 | 370.59 | 2026-10-02 20:00 |
| 2026-10-05 | 378.53 | 378.73 | 2026-10-05 20:00 |
| 2026-10-06 | 380.33 | 380.68 | 2026-10-06 20:00 |
| 2026-10-07 | 377.65 | 377.81 | 2026-10-07 20:00 |
| 2026-10-08 | 374.64 | 375.00 | 2026-10-08 20:00 |
| 2026-10-09 | 382.68 | 382.70 | 2026-10-09 20:00 |
| 2026-10-12 | 377.87 | 378.03 | 2026-10-12 20:00 |
| 2026-10-13 | 375.78 | 375.23 | 2026-10-13 20:00 |
| 2026-10-14 | 366.65 | 367.16 | 2026-10-14 20:00 |
| 2026-10-15 | 362.70 | 362.44 | 2026-10-15 20:00 |
| 2026-10-16 | 354.41 | 354.72 | 2026-10-16 20:00 |
| 2026-10-19 | 368.02 | 368.06 | 2026-10-19 20:00 |
| 2026-10-20 | 373.65 | 373.71 | 2026-10-20 20:00 |
| 2026-10-21 | 386.28 | 386.47 | 2026-10-21 20:00 |
| 2026-10-22 | 376.50 | 374.58 | 2026-10-22 20:00 |
| 2026-10-23 | 372.40 | 372.22 | 2026-10-23 20:00 |
| 2026-10-26 | 391.19 | 391.62 | 2026-10-26 20:00 |
| 2026-10-27 | 406.70 | 407.46 | 2026-10-27 20:00 |
| 2026-10-28 | 404.39 | 404.22 | 2026-10-28 20:00 |
Stock history: Gloria · Retrieved Oct 29, 00:32 UTC. Token history: CoinGecko TSLAx.
Quoted token and share units can have different rights, multipliers and dividend treatment. This is not an executable premium or arbitrage signal.
Sunrun shares surged over 30% on June 24 after the residential solar company announced a partnership with Tesla and Renew Home to supply power for data centers and utilities. The three companies plan to deliver over 16 GW of flexible, dispatchable energy capacity sourced entirely from residential assets.
The virtual power plant play
Sunrun and Tesla are contributing their installed base of home batteries and solar systems. Renew Home brings over 8 million smart thermostats and connected devices to the table. Combined, the three companies say this constitutes the largest distributed or virtual power plant in the United States.
Roughly 300 MW is available immediately in Virginia, with plans to scale that to 500 MW by 2030. In Texas, about 1.7 GW is already accessible. That Texas figure alone represents enough power to meet the peak demand of approximately 17 large data centers.
No new hardware or software is required for the companies buying this power. The entire framework runs on infrastructure that’s already sitting on rooftops and hanging on garage walls across the country.
Why data centers, why now
The initiative builds on earlier collaborative efforts between Sunrun and Tesla, particularly in Texas VPP programs. Those programs have already been paying homeowners for participation. Customers with a Tesla Powerwall, for instance, can receive $400 in annual payments for letting their battery be tapped during peak demand events.
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The companies claim the initiative could be 16 times larger than California’s current VPP programs on a nationwide basis.
What this means for investors
Virginia is home to the largest concentration of data centers in the world, clustered in the Loudoun County corridor. Texas has its own deregulated grid (ERCOT). Both states have electricity demand that continues to climb sharply.
Investors watching this space should pay close attention to two metrics in the coming quarters: actual contracted capacity with named offtakers, and homeowner retention rates in existing VPP programs.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
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