Clearway Energy

Renewable Energy Expansion And Battery Storage Will Transform Energy Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

24 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

19.7%

7D

-7.0%

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1Y

19.7%

7D

-7.0%

You can edit this narrative until Nov 25 8:10 AM. Then, changes will post as Updates.

Author's Valuation

US$36.913.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 24 Nov 25

Fair value Increased 0.54%

CWEN.A: Ongoing M&A Execution And Solar Acquisition Will Support Distribution Outlook

Analysts have raised Clearway Energy's fair value estimate slightly to $36.90. This update is supported by recent price target lifts as the company continues to outperform expectations and enhance long-term visibility.

Shared on 07 Nov 25

Fair value Increased 1.63%

CWEN.A: Sustained M&A Execution And 613MW Solar Acquisition Will Drive Cash Flow Upside

Analysts have increased their price target for Clearway Energy from $36.11 to $36.70. They cite stronger revenue growth, improved profit margins, and ongoing execution on growth initiatives following robust quarterly results and higher forward guidance.

Shared on 04 Sep 25

Despite legislative clarity boosting sentiment, valuation concerns following a 30% YTD rally and lingering doubts about long-term growth prospects have led analysts to hold Clearway Energy’s price target steady at $36.11. Analyst Commentary Resolution of the "One Big Beautiful Bill Act" and the President's Executive Order provides greater policy clarity for the clean energy sector, considered a positive catalyst.

Shared on 07 May 25

Fair value Decreased 40%

Shared on 30 Apr 25

Fair value Decreased 1.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 42%

Shared on 26 Mar 25

AnalystConsensusTarget has increased profit margin from 9.7% to 11.0% and decreased future PE multiple from 54.1x to 47.6x.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 70%

AnalystConsensusTarget has increased revenue growth from 5.8% to 6.8%, decreased profit margin from 12.7% to 9.7% and increased future PE multiple from 39.6x to 54.2x.

AnalystConsensusTarget Fair Value

US$36.9

13.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

10.26%

Renewable Energy revenue growth rate

0.42%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.98%

Calculation

US$132.61m

Earnings '28

x

46.08x

PE Ratio '28

=

US$6.11b

Market Cap '28

US$6.11b

Market Cap '28

/

125.70m

No. shares '28

=

US$48.61

Share Price '28

US$48.61 Share Price '28

Discounted to 2025 @ 9.83% p.a.

=

US$36.69

Fair Value '25