RNW
ReNew Energy GlobalBNasdaq / Utilities
Last Price
At close
2026-07-22
Current thesis
The bull case is that ReNew delivered record FY26 profit, increased operating capacity, and paired the print with FY27 EBITDA and cash-flow guidance that still implies further operating improvement. If project execution, manufacturing ramp, and capital recycling hold, the stock can work toward the packet's $7.91 median target and beyond.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.0.
What can break
Construction of 1.6 to 2.4 GW in FY27 and the planned December 2026 cell-capacity expansion must stay on schedule for the guidance to hold.
Momentum
60
Value
57
Sentiment
54
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $7.91 · Bull $9.60 · Bear $4.70
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-22 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-19 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-22
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $7.75
Why
Momentum60 · Δ7d -2.6
Value57 · Δ7d +0.0
Sentiment54 · Δ7d -1.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
60
26% active weight
Current posture
7d trendSoftening
Δ7d
-2.6
Δ21d
-3.9
Value
57
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
0.0
Sentiment
54
34% active weight
Current posture
7d trendSoftening
Δ7d
-1.3
Δ21d
-0.9
Why this grade
Composite grade B. Momentum 60.1 / Value 57.1 / Sentiment 54.1
Fundamentals (TTM)As of 2026-07-22
Fundamentals (TTM)
As of 2026-07-22
Market Cap
$2.27B
Beta
0.91
Shares Out
364.2M
P/E (TTM)
23.3
P/S (TTM)
1.54
P/FCF (TTM)
32.86
Rev YoY
+3.6%
EPS YoY
-76.7%
Gross Margin
+58.7%
Op Margin
+53.9%
Net Debt
$7.42B
Current Ratio
0.42
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology

