AI Stock Memo: CWEN - Clearway Energy - RankAlpha

CWEN

Rating buyAI Memo

Clearway Energy

As of 2026-01-28/Confidence medium

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Data freshness

AI Memo

As of 2026-01-28 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Analyst 12-month target refresh • 2026-04-28

Expected move: +1%

Biggest risk

Bear case centers on lower-than-expected operational performance, adverse financing or power market weakness that pushes consensus toward the low end (~$34.00) and compresses cashflow, keeping the share below current levels.

Invalidation

Break below $34 or thesis failure.

What would change my mind?

Bull case assumes successful project commissioning, stable to improving contract pricing, and analyst upgrades toward the high end (up to $50.00), driving materially higher distributable cashflow and multiple expansion.

Research note

Recommendation

buy

Confidence

medium

As of

2026-01-28

Base target

$38

p=60%

Bull target

$50

p=20%

Bear target

$34

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Next quarterly earnings (estimated)
Project commissioning and contract awards affecting cashflow
Bull case assumes successful project commissioning, stable to improving contract pricing, and analyst upgrades toward the high end (up to $50.00), driving materially higher distributable cashflow and multiple expansion.

BearKey bullets

Financing or tax-equity market tightening
Power price volatility and merchant exposure
Project construction/commissioning delays

WatchKey bullets

Analyst 12-month target refresh

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $38 (p=60%)

Bull/Bear spread: +33% / -9%

Vs latest close: Bull +33% · Base +1% · Bear -9%

Scenario probabilities

Bull Target: $50 (p=20%)Base Target: $38 (p=60%)Bear Target: $34 (p=20%)

Commentary

Market sentiment appears mixed-to-cautiously constructive: consensus analyst targets cluster modestly above the current price with a median ~$37.71, but high/low dispersion is wide (low $34 / high $50) indicating divergent views [#SERP-6][#SERP-1]. News and aggregator pages show a hold-weighted stance among data providers, suggesting limited consensus momentum near-term [#SERP-4].

As of 2026-01-28 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Bear Case

Drivers

Scannable catalysts and supporting factors

Next quarterly earnings (estimated)
Project commissioning and contract awards affecting cashflow

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-01-28Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$37.71

Range (USD)

$34.00 - $50.00

Count

Query: Clearway Energy Inc Class C Common (CWEN) analyst consensus price target high low average

Clearway Energy Inc (CWEN) Stock Forecast, Price ... - TipRanks
Search result #1
The average price target is $39.57 with a high forecast of $50.00 and a low forecast of $34.00. The average price target represents a 10.32% change from the ...
Extracted: $39.57, $50.00, $34.00Open source
Clearway Energy (CWEN) Stock Forecast & Price Target - MarketBeat
Search result #2
According to the 11 analysts' twelve-month price targets for Clearway Energy, the average price target is $37.71. The highest price target for CWEN is ...
Extracted: $37.71Open source
Clearway Energy (CWEN) Price Targets - Zacks Investment Research
Search result #3
The forecasts range from a low of $34.00 to a high of $50.00. The average price target represents an increase of 9.56% from the last closing price of $36.18.
Extracted: $34.00, $50.00, $36.18Open source
Clearway Energy, Inc. (CWEN) Stock Price, News, Quote & History
Search result #4
Clearway Energy Inc has an Investment Rating of HOLD; a target price of ... Low; a Growth Subrating of Medium; and a Value Subrating of High. Rating.
Open source
Clearway Energy Class C Stock - Displayed [48 Analyst Price Targets]
Search result #5
Highest price target for CWEN is $40, Lowest price target is $40, average price target is $40. Most recent stock forecast was given by JUSTIN CLARE from ROTH ...
Extracted: $40.00Open source
Clearway Energy Analyst Ratings and Price Targets | NYSE:CWEN
Search result #6
Clearway Energy Inc has a consensus price target of $35.43 based on the ratings of 15 analysts. The high is $50 issued by Morgan Stanley on December 2, 2025.
Extracted: $35.43, $50.00Open source

Scenarios

Bull Target (Scenario probability)

$50 / p=20% prob

Base Target (Scenario probability)

$38 / p=60% prob

Bear Target (Scenario probability)

$34 / p=20% prob

Price $37 as of 2026-06-12

Nearest Scenario: Base (∆ 1%)

Targets vs latest close: Bull +33% · Base +1% · Bear -9%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-04-28
Analyst 12-month target refresh
Post-quarter analyst target updates commonly follow earnings; current published targets range low $34.00 / median $37.71 / high $50.00 and a refresh could re-rate the stock [#SERP-1][#SERP-6]. Assumed window end chosen for conservative timing.
Prob 60.00% • Move 6.00% • Priced-in 40.00%

Short-term Catalysts

Next few weeks

Next quarterly earnings (estimated)
2026-04-28
Estimated next quarterly earnings release; market reaction likely tied to FFO/cash flow and guidance vs. analyst expectations (consensus median ~$37.71) [#SERP-6].
Prob 70% • Move 3% • Priced-in 50%

Long-term Catalysts

Months to a year

Project commissioning and contract awards affecting cashflow
2027-01-28
Operational additions or material contract wins over the next 12 months could materially improve distributable cashflow and long-term valuation; timing conservatively set at one year [#SERP-3].
Prob 40% • Move 18% • Priced-in 25%

Risks

Financing or tax-equity market tightening
Power price volatility and merchant exposure
Project construction/commissioning delays

Peers

Symbol	Summary
NEE	Large renewable/utility operator; useful benchmark for scale and contract structures.
AES	Global power company with growing renewables portfolio; comparative on merchant/contract mix.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Clearway Energy Inc Class C Common (CWEN) analyst consensus price target high low average
Analysis date: 2026-01-28