Clearway Energy Sees Accelerating Growth from AI-Driven Demand and Rising PPA Pricing

Friday, Feb 6, 2026 5:13 pm ET1min read
CWEN--

Clearway Energy (CWEN) has seen substantial growth in its stock price, with the A shares now trading at a 16.3X CAFD. Demand for incremental power development has become ubiquitous, and power purchase agreement (PPA) pricing has nearly doubled, impacting going-in yield and rollover organic growth. CWEN's ambitious growth guidance, indicating a 7%-8% CAGR through 2030, is plausible due to the company's expertise in developing large-scale energy assets and its ability to capitalize on high demand.

Clearway Energy Sees Accelerating Growth from AI-Driven Demand and Rising PPA Pricing

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