Clearway Energy, Inc. (CWEN) Stock Analysis
Breakout setup
Utilities · Utilities - Renewable
Sell if holding. Analyst target reached at $38.94 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5).
Clearway Energy is one of the largest U.S. clean energy owners, with approximately 12.9 GW of gross capacity across 27 states including ~10.1 GW of wind, solar, and BESS and ~2.8 GW of dispatchable combustion-based generation. Revenue ($1.43B in 2025) is primarily from long-term... Read more
Sell if holding. Analyst target reached at $38.94 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5). Chart setup: Golden cross, above all MAs, RSI 69, MACD bullish. Score 5.4/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 57d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About Clearway Energy, Inc.
About Clearway Energy, Inc.
Clearway Energy generated $1,429 million of total operating revenue in 2025, with the Renewables & Storage segment contributing $1,138 million and Flexible Generation $291 million, across approximately 12.9 GW of gross capacity in 27 states. Renewable energy and storage assets accounted for 98% of 2025 generation; the Renewables & Storage segment's offtake agreements carried a weighted-average remaining duration of approximately 12 years based on CAFD.
SCE and PG&E are the two largest offtake counterparties, representing 22% and 16% of total consolidated revenues in 2025, respectively, reflecting the California-heavy nature of the contracted renewable portfolio. The Flexible Generation segment operates dispatchable combustion-based assets that provide grid reliability services but must procure their own fuel, exposing those assets to natural gas supply and price variability. Growth capital is funded through external debt and equity issuances rather than retained cash, as the company distributes a significant portion of CAFD each quarter. Sponsor CEG (Clearway Energy Group LLC) controls the company through its Class B and Class D stock and supplies asset management, procurement, construction and development pipeline services under a Master Services Agreement; CEG owned 41.38% of Clearway Energy LLC's economic interests at December 31, 2025. The weighted-average Moody's rating of rated offtake counterparties was Baa1 based on rated capacity under contract.
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California utility offtake—where SCE and PG&E are the company's two largest contracted counterparties—poses a material concentration risk: the 10-K notes revenues and cash flows may be materially impaired if either counterparty fails to perform or terminates agreements early. Federal tax legislation enacted July 4, 2025 added new sunset conditions for ITC/PTC qualification, requiring wind and solar facilities commencing construction after July 4, 2026 to be placed in service by December 31, 2027—constraining the CEG-supplied development pipeline and potentially limiting future acquisition opportunities.
See also: Utilities · Utilities - Renewable
From Clearway Energy, Inc.'s most recent 10-K filing, extracted June 9, 2026.
Recent developments
updated 2026-06-10Recent Developments — Clearway Energy, Inc.
Latest news
- NEWS Clearway Energy, Inc. Announces Results of 2026 Annual Meeting of Stockholders - Investing News Network — Investing News Network neutral
- NEWS Clearway Energy, Inc. Announces Results of 2026 Annual Meeting of Stockholders - The Manila Times — The Manila Times neutral
- NEWS Clearway Energy, Inc. Announces Results of 2026 Annual Meeting of Stockholders - The Globe and Mail — The Globe and Mail neutral
- NEWS Clearway Energy (NYSE:CWEN) Sets New 52-Week High - Still a Buy? - MarketBeat — MarketBeat positive
- NEWS Sanctuary Advisors LLC Buys 35,468 Shares of Clearway Energy, Inc. $CWEN - MarketBeat — MarketBeat neutral
Generated 2026-06-15T18:11:46Z.
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Rating Breakdown
2 floor-breakers
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $38.94 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5). Chart setup: Golden cross, above all MAs, RSI 69, MACD bullish. Prior stop was $36.34. Score 5.4/10, moderate confidence.
Take-profit target: $40.91 (+5.1% upside). Prior stop was $36.34. Stop-loss: $36.34.
Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5); Leverage penalty (D/E 1.8): -1.0.
Clearway Energy, Inc. trades at a P/E of 389.1 (forward 16.8). TrendMatrix value score: 5.9/10. Verdict: Sell.
17 analysts cover CWEN with a consensus score of 4.1/5. Average price target: $44.
What does Clearway Energy, Inc. do?Clearway Energy is one of the largest U.S. clean energy owners, with approximately 12.9 GW of gross capacity across 27...
Clearway Energy is one of the largest U.S. clean energy owners, with approximately 12.9 GW of gross capacity across 27 states including ~10.1 GW of wind, solar, and BESS and ~2.8 GW of dispatchable combustion-based generation. Revenue ($1.43B in 2025) is primarily from long-term offtake agreements with a weighted-average remaining duration of ~12 years; SCE and PG&E were the largest customers at 22% and 16% of total consolidated revenues, respectively. The company is sponsored by Clearway Energy Group LLC (CEG), which controls the Company.