CleanSpark, Inc. (CLSK)
NASDAQInformation TechnologyFinancial - Capital MarketsSnapshot 2026-09-04
$12.69+0.87%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyFinancial - Capital MarketsSnapshot 2026-09-04
QuarterlyIQ Insights · CLSK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks CLSK against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Execute long-term infrastructure leases to generate durable cash flows and monetize power portfolio at scale.
Stated as a priority in 3 of last 3 quarters. Management signed a 20-year $6.6 billion triple-net lease at Sandersville in 2026-Q2, marking a major step in monetizing its digital infrastructure. Prior quarters showed progress advancing the Sandersville site and expanding AI/HPC-applicable assets. The trajectory shows delivering on the monetization strategy through long-term leases.
“CEO: 'Signed 20-year $6.6 billion triple-net lease at Sandersville with high investment-grade tenant.'”
“CEO: 'Continue developing the new parcel in Sandersville... commercialize AI/HPC-applicable assets.'”
“CEO: 'Materially advanced our Sandersville site with acquisition of additional 122-acre parcel as we progress toward AI tenancy.'”
Grow and commercialize AI and high-performance computing infrastructure assets across key sites.
Stated as a priority in 3 of last 3 quarters. Management emphasized expanding and commercializing AI and HPC infrastructure, including securing up to 890 MW of new utility-grade power capacity in 2025-Q4. The company is progressing in growing its portfolio and advancing AI-ready sites, consistent with its stated growth strategy.
“CEO: 'Successfully execute on our strategic evolution to a diversified digital infrastructure platform... commercialization of our existing assets.'”
Preserve balance sheet strength and allocate capital dynamically to support growth and optionality.
Stated as a priority in 3 of last 3 quarters. Management highlighted capital stewardship and balance sheet strength, fully funding Sandersville equity commitments while preserving flexibility. Cash balances were $260.3M in 2026-Q1 and $202.6M in 2026-Q2, reflecting ongoing liquidity management. The trajectory shows continued focus on financial discipline amid growth investments.
Focus on converting AI and HPC infrastructure assets into revenue-generating operations.
Stated as a priority in 2 of last 3 quarters. Management emphasized commercializing AI/HPC assets and expanding the portfolio, including securing significant new power capacity. The company is progressing in this area, consistent with its stated growth and commercialization objectives.
“CEO: 'Commercialize our AI/HPC-applicable assets, grow the portfolio, and continue mining efficiently.'”
Develop and expand digital infrastructure capabilities to support diversified computing workloads.
Stated as a priority in 2 of last 3 quarters. Management is focused on evolving into a diversified digital infrastructure platform, including site development and expansion. The company is advancing projects such as Sandersville to support this strategic evolution, showing progress consistent with stated goals.
“CEO: 'Successfully execute on our strategic evolution to a diversified digital infrastructure platform.'”
Over the trailing year it converted 0.49x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
24 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“CEO: 'Commercialize our AI/HPC-applicable assets, grow the portfolio, and continue mining efficiently.'”
“CEO: 'Secured up to 890 MW of new utility-grade power capacity and expanded AI-ready site portfolio.'”
“CFO: 'Fully funding our anticipated equity commitment for Sandersville and preserving balance sheet flexibility.'”
“CFO: 'Ended the quarter in a strong liquidity position that supports execution and preserves optionality.'”
“CFO: 'Strengthened our financial foundation and positioned to allocate capital dynamically.'”
“CEO: 'Secured up to 890 MW of new utility-grade power capacity and expanded AI-ready site portfolio.'”
“CEO: 'Continue developing the new parcel in Sandersville and expanding AI-ready site portfolio.'”