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CLCLSK

CleanSpark, Inc.

$CLSK·$2.2B·Financial - Capital Markets·Financial Services
$8.40-10.2%YTD-10.1%1Y-58.0%
Price updated 8h ago·X counts updated 5d ago
CLCLSK
$CLSKCleanSpark, Inc.
$8.40-10.16%574 posts1.5×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CLSK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

574X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.5×
QuietNormal · 1×Loud

How loud $CLSK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 95% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-10-02

X is bullish on CleanSpark's pivot — CLSK priced $2.276B of secured debt to fund expanding data-center infrastructure, broke out of a cup-and-handle through the VWAP/HVN area on strong volume, and reclaimed the 8/21/50 EMA stack for its highest close since May. The Texas lease conversion is being modeled at Sandersville economics ($16B over 20 years). No bear voice in the sample.

Read what X is saying about $CLSK

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CLSK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

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

CleanSpark is pivoting from BTC miner to AI-datacenter landlord — a $2.3B secured debt raise just funded the pivot.

CleanSpark started as a bitcoin miner and is now repositioning as an AI-datacenter infrastructure operator — the capacity is already there, the customer mix is shifting. The newly secured $2.276B debt raise funds the pivot.

  • The business is in transition: Q1 revenue down 25% YoY at a -82% operating margin — this is BTC hashprice compression masking a strategic reset, which only matters if the datacenter pivot converts.
  • The capital stack is now live: $2.276B secured debt plus a pitched $16B of 20-year lease economics across 1.8+ GW — if the leasing math pencils, the stock is on a Core Scientific / IREN re-rating path from here.
  • 52-week range position is 29% on average volume — bulls want a confirmation break through the EMA cluster targeting $19.30, and the market has not committed yet; the Nov 24 Q4 print is the next trigger.

Nov 24 earnings is the gate — any signed hyperscaler lease or disclosed take-or-pay math from the new facilities extends the move. A continued miner-only story at these debt levels and leverage flips from asset to liability fast.

Agrees with X sentimentThe thread has the right datapoints — the $2.276B secured debt, 1.8+ GW infrastructure pipeline, cup-and-handle target — and the sober-waiting-for-confirmation voice is honest about the chart still needing to resolve.

What to watch: Nov 24 Q4 earnings — specifically any signed hyperscaler lease, take-or-pay revenue conversion, and debt-service coverage. A continued BTC-only revenue mix at these leverage levels is the clear invalidator.

On the calendar: 2026-11-24 — Q4 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Financial - Capital Markets sits in its cycle right now — and what that implies for $CLSK.

Financial - Capital Markets · Financial Services

No material change from last week — digital-asset platforms drive growth as retail crypto trading and stablecoin adoption (USDC via CRCL) expand.

What this means for $CLSK

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

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.4%YTD
+3.3%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
Q2 2026Aug 6, 2026$-0.89$-0.47-88.4%
Q1 2026May 11, 2026$-1.52$-0.25-508.0%
Q4 2025Feb 5, 2026$-1.33$-0.08-1562.5%
Q3 2025Nov 25, 2025$-0.01$0.26-103.8%
Next earningsTue, Nov 24·consensus EPS $-0.36

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 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$597.9M$587.0M – $626.4M-$3.74-$3.80 – -$3.6910
FY27$629.6M$493.6M – $922.3M-$1.68-$1.80 – -$1.5610
FY28$725.1M$516.1M – $1.1B-$1.03-$1.59 – $0.027
FY29$1.0B$728.5M – $1.6B$17.52$10.84 – $30.973

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.3%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.-31.6%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.-33.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 246.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.3% 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

SellOct 1Taylor MonnigCOO3.3K sh$41KSellSep 8Taylor MonnigCOO25.2K sh$337KSellSep 4Taylor MonnigCOO4.5K sh$57KSellAug 14Taylor MonnigCOO54 sh$622
+ 43 other (23 exempts · 20 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-KMaterial agreementSep 258-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

CleanSpark, Inc.'s wholly-owned subsidiary CSDC Finance I, LLC completed a private offering of 7.875% Senior Secured Notes due 2031, entering into a Note Purchase Agreement dated September 18, 2026 with Morgan Stanley & Co. LLC as representative of the initial purchasers. The offering proceeds are intended to fund CleanSpark's ongoing bitcoin mining infrastructure expansion. The notes are secured obligations of the subsidiary and carry a fixed coupon of 7.875% through their 2031 maturity. This represents a significant debt financing event that strengthens CleanSpark's balance sheet for capital deployment.

8-KPress release / Reg FDSep 178-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

CleanSpark (CLSK) announced its intention to offer approximately $2.227 billion in senior secured notes through its CSDC Finance I LLC subsidiary, subject to market conditions. This launch announcement preceded the pricing of a $2.276 billion offering confirmed in a companion 8-K filed the same day. The notes are being offered via Rule 144A to qualified institutional buyers. This is the offer-launch filing; the companion pricing 8-K confirmed the final terms and $2.276 billion size.

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.

+ 9 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

CleanSpark (CLSK) Beats Stock Market Upswing: What Investors Need to Knowzacks.com·1d agoCleanSpark Stock Sinks: What's Going On?benzinga.com·3d agoTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fusebenzinga.com·4d agoBrokers Suggest Investing in CleanSpark (CLSK): Read This Before Placing a Betzacks.com·5d agoCleanSpark (CLSK) Stock Slides as Market Rises: Facts to Know Before You Tradezacks.com·7d 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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