The analyst sees data center demand driving growth for both developers. Truist's Buy ratings on Clearway and Enlight signal a bullish view on AI-linked power. Clearway's Alpha Score sits at 43.
Alpha Score of 43 reflects weak overall profile with weak momentum, moderate value, weak quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Truist started coverage of Clearway Energy and Enlight Renewable at Buy, calling them best positioned to tap rising data center power demand. The firm said both developers have pipelines that can feed the next wave of U.S. electricity growth from artificial intelligence and cloud computing.
Clearway Energy, a utility-scale renewable operator, trades with an Alpha Score of 43 – a mixed signal from AlphaScala’s proprietary model. The rating from Truist adds a fresh endorsement to a sector already drawing interest from institutional investors focused on AI-linked energy needs.
Enlight Renewable, which focuses on solar and storage projects, also received a Buy as the analyst cited its development-stage backlog. The initiation comes as utilities and independent power producers compete for new data center load, a shift that has lifted valuations across clean energy names.
Truist’s call is one of the first broad coverage launches in the sector this year, giving investors a direct benchmark for comparing renewable developers as pure AI infrastructure plays.
Drafted by a large language model from the source reporting linked above, then screened by automated publishing checks. It is not read by a journalist before publication. Some articles cite our Alpha Score. Verify prices and figures against the original source. Educational coverage, not personalized advice.