Clearway Energy

CWEN · NYSE

$30.24+$0.69 (+2.34%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $29.55

CWEN analyst rating

BuyConsensus of 9 analysts over the last 12 months. 89% rate it a buy.

Strong buy0
Buy8
Hold1
Underperform0
Sell0

12-month price target · 14 analysts

Average $43.15 (+42.7% upside)

Low: $34.31
Now: $30.24
High: $58.74

Upgrades and downgrades

The latest rating actions, newest first

CWEN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Seaport Global	Oct 2, 2026	Maintains	Buy	$41.00 → $40.00	58%
Truist Securities	Sep 28, 2026	Maintains	Buy	$43.00 → $40.00	23%
Morgan Stanley	Aug 18, 2026	Maintains	Overweight	$60.00 → $58.00	61%
Evercore ISI Group	Aug 17, 2026	Maintains	In-Line	$39.00 → $40.00	17%
Truist Securities	Jul 14, 2026	Initiates	Buy	$43.00	23%
UBS	Jun 24, 2026	Maintains	Buy	$44.00 → $45.00	29%
Morgan Stanley	May 27, 2026	Maintains	Overweight	$56.00 → $60.00	61%
UBS	Mar 24, 2026	Maintains	Buy	$39.00 → $44.00	45%
Evercore ISI Group	Mar 5, 2026	Maintains	In-Line	$34.00 → $39.00	17%
Roth Capital	Feb 24, 2026	Maintains	Buy	$40.00 → $45.00	55%

The case for and against

Updated May 12, 2026

Bull case

Clearway Energy is a strong, sustainable investment with a positive outlook due to its focus on clean energy and long-term contracted assets. The company has reiterated its strong financial guidance, with projected CAGR of 7-8% from 2025-2030. Clearway's sponsor, Clearway Energy Group, has a significant pipeline of future projects, further supporting the company's growth. Risks to reaching our price target include competition, lower demand for solar energy, underperforming assets, and weaker policy support for renewable energy in the US. There is also potential for battery energy storage systems to play a larger role in data centers, but the impact is still uncertain.

Bear case

Clearway Energy is facing multiple challenges in the near future, including lower-than-expected CAFD, demand for renewable energy, high customer concentration, and potential supply chain delays. These factors could negatively impact the company's financial performance and impede its ability to reach analyst price targets. In addition, the company's heavy reliance on contracted assets and indebtedness make it vulnerable to changing government policies and climate change related events, further adding to the negative outlook.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.