Clearway Energy, Inc. Class C (CWEN)

Clearway Energy, Inc. (CWEN) stock has shown strong momentum with a 23.8% 90-day share price return and a 45.0% one-year total shareholder return as of March 27, 2026. The company reported ($0.89) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.21). The company recently disclosed a quarterly dividend of $0.4602 per share. Analysts have set new price targets for CWEN, with a consensus rating of "Moderate Buy" and an average price target of $40.50. Clearway Energy Group agreed to three new long-term Power Purchase Agreements (PPAs) with Google in 2025. Clearway Energy plans a shareholder vote on April 29, 2026, to approve a Second Amended and Restated Certificate of Incorporation.

Demand seasonality for Clearway Energy, Inc.'s products and services is influenced by the nature of its energy generation assets. The output from wind and solar assets is inherently seasonal and intermittent, depending on weather patterns and daylight hours. The natural gas-fired facilities provide dispatchable power, which is crucial for grid reliability. Clearway Energy generates stable, predictable revenue through long-term Power Purchase Agreements (PPAs). The company is positioned to capitalize on surging electricity demand from data centers and industrial customers.

Clearway Energy, Inc. (CWEN) is an American company specializing in renewable energy infrastructure, operating as an energy infrastructure investor focused on clean energy assets across North America. The company owns and operates clean energy generation assets, including wind power, solar power, energy storage, and flexible generation (natural gas). Clearway Energy was originally incorporated in 2012 as NRG Yield, Inc. and rebranded in August 2018 after Global Infrastructure Partners (GIP) acquired NRG's controlling interest.

Clearway Energy, Inc. has a significant geographic footprint across the United States, with its portfolio comprising approximately 12.7 GW of gross capacity in 27 states. Its assets are spread across these states.

Clearway Energy is recognized for its role in the clean energy transition and its commitment to sustainability. The company is a core holding for many Environmental, Social, and Governance (ESG) funds. Clearway aims to be a responsible and invested long-term neighbor in the communities where it operates. Clearway maintains an industry-leading level of quality assurance in its EPC management processes. CWEN's board has approved a target of net-zero Scope 1 & 2 greenhouse gas emissions by 2050.

Clearway Energy, Inc. (CWEN) has a diverse ownership structure, with a significant portion held by institutional investors. Approximately 50.81% to 68.96% of the company's stock is owned by institutional investors. Approximately 1.3% of the shares are held by individuals. Clearway Energy, Inc. is sponsored by its controlling investor, Clearway Energy Group LLC, which is owned by Global Infrastructure Partners and TotalEnergies.