Clearway Energy, Inc. (Class C) (CWEN)
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-11-04
$35.71+3.72%
Close 2026-11-04 · 1-day change
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-11-04
QuarterlyIQ Insights · CWEN
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.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 84.4% |
| Our one-year growth estimate | diamond | 14.3% |
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.
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.
Growth built into the price is above our model estimate.
The price assumes 70.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has erratic recent earnings surprises and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 0 industry peers
CWEN — CFO transition
Dated 2026-09-08
CFO — Sarah Rubenstein: The CFO is transitioning to a new role within the parent company (CEG) with a named successor appointed simultaneously, indicating an orderly internal succession rather than a sudden loss of executive talent.
Why it matters: Steven Ryder took over as CFO on October 1. His first results will show how the finance handoff is working.
Watch forClearway files its next results on time and confirms its $430M–$470M 2026 CAFD range.
Also watch forClearway delays results or cuts the 2026 CAFD range below $430M.
Why it matters: The Arizona solar and storage project has a long-term utility contract. A dropdown offer would move it closer to a Clearway investment.
Supportive ifClearway Group makes a dropdown offer for Chimney Canyon, the 975 MW project planned for 2029.
Worry ifClearway reports no offer, a dropped project, or a delay to the planned 2029 start.
Why it matters: The 210 MW Utah storage deal adds contracted assets, but it needs final approval and completion. Clearway first described it as an offer.
Supportive ifA company filing or release confirms the Honeycomb Phase II purchase closed. The portfolio was planned for 210 MW.
Worry ifClearway withdraws the offer, says the deal failed approval, or does not complete it by its stated 2027 timeline.
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.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$104 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $309 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,937 loss on $10,000 · 29.4% | 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.