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CLCLSK

CleanSpark, Inc.

$CLSK·$3.3B·Asset Management - Cryptocurrency·Financial Services
$13.03+1.0%YTD+25.3%1Y+0.4%
Mentions · last 7 days
2026-07-10: 297 posts2026-07-11: 87 posts2026-07-12: 206 posts2026-07-13: 343 posts2026-07-14: 832 posts2026-07-15: 419 posts2026-07-16: 328 posts2,540+9%
Price updated 4h ago·X counts updated 1d ago
CLCLSK
$CLSKCleanSpark, Inc.
$13.03+1.01%2.5k posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CLSK, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Bitcoin miner is quietly turning into an AI data-center landlord — a $6.6B lease is the pivot.

CleanSpark started life as one of the largest US Bitcoin mining operators — literal buildings full of ASIC hashers converting cheap power into freshly-minted coins. Today the company disclosed a $6.6B multi-year infrastructure lease with an investment-grade tech customer, effectively pivoting the same power-and-real-estate footprint into AI data-center hosting.

  • The $6.6B AI lease with an unnamed investment-grade counterparty converts CleanSpark's grid-adjacent, permit-ready hashrate footprint into a rental revenue stream that doesn't care about the Bitcoin price — the biggest structural change the company has ever announced.
  • Revenue was $136M last quarter and cash was $260M — a real balance sheet, but running $260M-plus of operating losses annually until the AI hosting revenue arrives means the lease timing matters as much as the size.
  • Trades at 5.4x TTM sales with negative earnings — the multiple is fair for a Bitcoin miner but becomes cheap if the AI landlord narrative is real, so this is the classic 'valuation follows disclosure' setup.
  • Zero insider transactions in the last 30 days — no distributing insiders at $14 either supporting or contradicting the pivot narrative.
  • Short interest above 34% and 52-week position 39th percentile — the bear side is heavily positioned; a clean earnings print with AI revenue guidance would compound the squeeze mechanics.

August 6 earnings is when the AI lease turns from a headline into modelable revenue: a specific FY27 hosting revenue contribution plus a startup timeline confirms the re-rating; vague language on when the cash actually flows keeps CLSK trading as a Bitcoin miner. The MARA relative-strength question resolves the same way — with revenue, not with wave counts.

Agrees with X sentimentThe mixed X read is honest: the AI-lease bull thesis (Chardan $19 PT, call sweep on the $13.50 strike) is real, and the technician bear thesis (South Star exit, RSI 38, break of the 50-day) is a real caution flag until the tape actually confirms the pivot. The MARA/CLSK relative-strength framing captures the current setup exactly.

What to watch: Aug 6 Q3 earnings — need specific FY27 hosting revenue contribution and startup timeline for the $6.6B lease. Vague language on cash timing keeps CLSK trading as a Bitcoin proxy.

On the calendar: 2026-08-06 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment40 posts analyzed · as of 2026-07-17

CleanSpark's dominant story is its first major HPC lease: a $6-6.6B, 20-year triple-net lease for the Sandersville, Georgia site, plus an LOI and exclusivity agreement with the same tenant for additional capacity. The Street responded with a wave of price-target hikes: Cantor to $26 (Overweight), Chardan to $19, Bernstein $24, KBW $16, Citizens $27, and Bank of Nova Scotia crossed 5.62% ownership in a fresh 13G. Bulls calculate NOI/MW at $1.89M, in line with or above peers, and see the deal as worth $10+ per share alone. The frustration in the sample is that CLSK is up only about 9% into a hostile OPEX tape and that management priced the deal below peak expectations, but the sentiment is clearly constructive.

Read the AI verdict + X sentiment for $CLSK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mines Bitcoin using US-based data centers powered primarily by renewable energy sources.

Industry overviewAI analysisGenerated by AI from underlying data

Where Asset Management - Cryptocurrency sits in its cycle right now — and what that implies for $CLSK.

Asset Management - Cryptocurrency · Financial Services

No material change from last week — CleanSpark's renewable-powered mining is outperforming the stock market, confirming sustainable Bitcoin mining as a premium asset.

What this means for $CLSK

Direct beneficiary — Mines Bitcoin using US-based data centers powered primarily by renewable energy sources; the business model is a direct conduit for the Bitcoin treasury strategy and renewable-powered mining premium.

Industry benchmark

4-name peer basket
-2.1%YTD
-25.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-24.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-26.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-29.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
19.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-1.52$-0.25-508.0%
Q4 2025Feb 5, 2026$-0.10$-0.08-25.0%
Q3 2025Nov 25, 2025$-0.01$0.26-103.8%
Q2 2025Aug 7, 2025$0.78$0.06+1200.0%
Next earningsThu, Aug 6·consensus EPS $-0.29

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$136.4M-24.9%-63.1%-82.0%$-1.52$-173.4M
Q1 FY26$181.2M+11.6%34.1%-175%$-1.33$-198.1M
Q4 FY25$223.7M+150.5%33.3%0.4%$-0.00$-548.3M
Q3 FY25$198.6M+90.8%46.4%124%$0.90$-152.4M

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$646.7M$617.1M – $707.7M-$3.21-$3.50 – -$2.459
FY27$771.8M$579.5M – $945.5M-$0.49-$0.67 – -$0.288
FY28$828.9M$816.5M – $841.4M-$1.49-$2.42 – -$0.572
FY29$1.0B$866.9M – $1.2B$17.52$13.90 – $22.311

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-15.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 246.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today10.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.845-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 27 other (11 exempts · 9 awards · 7 inkinds) in window

See when $CLSK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 148-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

CleanSpark (CLSK) — 8-K (Items 7.01, 8.01) disclosing that CleanSpark signed an infrastructure lease with an unnamed investment-grade technology company, plus a letter of intent with an exclusivity period for a related arrangement. Details of counterparty, size, and financial terms not yet public. Material — signals a strategic infrastructure partnership with a large tech company; specifics still confidential.

8-KCharter amendmentMar 248-K — Item 3.03 · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

CLSK filed an 8-K (Item 8.01) dated 2026-03-24. --09-30 false 0000827876 CLEANSPARK, INC. 0000827876 us-gaap:CommonStockMember 2026-03-19 2026-03-19 0000827876 clsk:RedeemableWarrantsMember 2026-03-19 2026-03-19 0000827876 2026-03-19 2026-03-19 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C.

8-KShareholder voteMar 58-K — Item 5.07: Shareholder vote
+ 13 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CleanSpark (CLSK) Rises As Market Takes a Dip: Key Factszacks.com·7h agoCleanSpark (CLSK) CEO on $6.6B Data Center Lease & Future of AI Tradeyoutube.com·17h agoCleanspark, Inc. (CLSK) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·2d agoBitcoin Miners Cash In as AI Hits a Power Bottlenecketftrends.com·2d agoCleanSpark Stock Continues To Climb: What's Happening?benzinga.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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