Clearway Energy, Inc. (Class A) (CWEN-A)
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-11-04
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-11-04
QuarterlyIQ Insights · CWEN-A
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Model as of — · Company calendar date is not available
CWEN-A — capital allocation — Material
Dated 2026-05-01
Material Modification to Rights of Security Holders. Amended Charter As described in the disclosure set forth above in
Why it matters: This range is management’s cash target for 2026. Cash from projects can shift between quarters.
Watch forFull-year 2026 CAFD is within $470M–$510M, or management keeps that range in its next update.
Also watch forManagement cuts the 2026 CAFD range below $470M, or full-year CAFD lands below $470M.
Why it matters: The large pipeline points to possible growth, but it is not yet the same as built projects or cash flow.
Supportive ifClearway names new projects from its late-stage pipeline. It also reports funding or construction starts.
Worry ifThe pipeline falls below 12.7 GW, or future updates show no new projects funded or being built.
Why it matters: Clearway has 500 MW of power deals at the site so far. More deals would support its digital growth plan.
Supportive ifClearway reports new power deals signed or awarded at the Montana site. This raises the total above 500 MW.
Worry ifThe next company update still reports only 500 MW or less in signed or awarded deals.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$106 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $316 loss on $10,000 · 3.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,083 loss on $10,000 · 10.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.