ClearSign Technologies Corp (CLIR)
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
$3.91-4.63%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
QuarterlyIQ Insights · CLIR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 35.0% |
| Our one-year growth estimate | diamond | 72.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 37.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 6 industry peers · Company calendar date is not available
CLIR — capital allocation
Dated 2026-07-23
by reference. The Shares were issued pursuant to an exemption from registration provided by Section 4(a)(2) and/or Rule 506 of Regulation D promulgated under the Securities Act because such issuance did not involve a public offering, the Investor took the Shares for investment and not resale, the Company took appropriate measures to restrict transfer, and the Investor is a sophisticated investor. The Shares are subject to transfer restrictions, and the book-entry records evidencing the securi…
Why it matters: The earnings report will provide clarity on revenue and income trends.
Watch forThe earnings report shows that revenue and income have both improved.
Also watch forEarnings report shows further declines in revenue and income.
Why it matters: Revenue results will show if ClearSign is on track to meet its $5.2M goal for 2026.
Supportive ifQ2 revenue was over $600,000. This shows strong growth.
Worry ifQ2 revenue reported below $500,000, showing a slowdown in growth.
Why it matters: More debt could hurt ClearSign's financial health. It is important to watch new debt.
Worry ifNew debt issuance is announced beyond current offerings. This may mean cash flow problems.
Less concerning ifNo new debt announcements are made. This suggests better financial management.
Why it matters: This could impact liquidity and how investors feel about ClearSign's growth plans.
Watch forStock price stabilizes or goes up after the placement. This shows market confidence.
Also watch forStock price drops a lot after the placement. This shows market skepticism.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$262 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $892 loss on $10,000 · 8.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,934 loss on $10,000 · 69.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The pricing will show how well the market accepts ClearSign's stock. It affects funding for growth.
Watch forThe public offering prices are above $3.54 per share. This shows strong demand.
Also watch forThe public offering prices are below $3.54 per share. This shows weak demand.
Why it matters: New orders will show demand for ClearSign's technology. They will support its growth plan.
Supportive ifAt least three new orders for ClearSign Core products are announced in the next quarter.
Worry ifNo new orders are reported. This shows weak demand in the market.
Why it matters: The public offering's success will impact ClearSign's cash position and future growth plans.
Watch forThe public offering is done. It raised over $5 million.
Also watch forThe public offering did not get enough interest. It was canceled.
Why it matters: Updates will show how ClearSign is expanding its products and market.
Watch forAnnouncement of at least one new flaring or emission system project.
Also watch forThere are no new announcements about flaring or emission systems.
Why it matters: More orders mean ClearSign is turning proposals into sales.
Supportive ifAt least three new orders from proposals are announced in the next quarter.
Worry ifNo new orders from proposals are reported in the next quarter.
Why it matters: If the industrial sector's revenue growth speeds up, it may benefit ClearSign. This could improve its market outlook.
Supportive ifSector revenue growth exceeds 5% year over year.
Worry ifSector revenue growth remains below 5% year over year.
Why it matters: Hitting the revenue target is important for ClearSign's finances. It helps gain investor trust.
Supportive ifQuarterly revenue is at least $1.5 million. This shows progress toward the $5.2 million goal.
Worry ifQuarterly revenue is under $1 million. This shows ongoing difficulty in growing.
Why it matters: The public offering will provide funds for working capital and R&D. This is key for growth.
Supportive ifThe public offering is completed and funds are received by ClearSign.
Worry ifThe public offering does not finish or is much smaller.
Why it matters: More sales of M Series burners show market demand and possible revenue growth.
Supportive ifSales of M Series burners increase to at least 10 units in the next quarter.
Worry ifSales of M Series burners decline or remain stagnant.
Why it matters: This project shows ClearSign can handle larger contracts. This boosts their credibility.
Supportive ifClearSign has finished testing and showing the 32-burner project.
Worry ifDelays or failures in the testing phase of the 32-burner project.
Why it matters: Larry Saddler's experience may help ClearSign with its plans and partnerships.
Watch forClearSign shares news of new partnerships or contracts due to Larry Saddler's impact.
Also watch forThere are no clear changes in partnerships or strategy after his appointment.