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CleanSpark Shares Rise 35% in a Year: Should You Buy, Sell or Hold?

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CleanSpark (CLSK - Free Report) shares have gained 45.3% in the trailing 12 months, outperforming the Zacks Finance sector’s appreciation of 25.2% and the Zacks Financial - Miscellaneous Services industry’s return of 23.5%.

CleanSpark shares have also outperformed industry peers like Globe Life (GL - Free Report) , Columbia Financial (CLBK - Free Report) and Argo Blockchain (ARBK - Free Report) , which have lost 3.7%, 14.8% and 71.3%, respectively, over the same time frame.

CLSK’s use of renewable energy and its aggressive expansion have been major growth drivers. It has recently surpassed 10,000 self-mined bitcoins in its U.S. treasury, marking a 236% year-over-year upsurge.

CleanSpark has also achieved a 37.5 EH/s (exahashes per second) hash rate with 17.7 J/Th (Joules per Terahash) efficiency. Its fully funded 50 EH/s target is expected in early 2025 through expansions, upgrades and growth initiatives.

One Year Performance

 

Zacks Investment Research
Image Source: Zacks Investment Research

 

CLSK is prioritizing Bitcoin mining as its core operation, utilizing its expertise and infrastructure for sustained growth. While competitors explore diversification into areas like AI and high-performance computing, CLSK’s commitment to its niche is ensuring faster revenue generation and improved capital efficiency.

CleanSpark’s “Infrastructure First” approach focuses on greenfield development and strategic acquisitions, and has enabled CLSK to achieve a diversified and efficient mining portfolio across multiple states, including Georgia, Wyoming, Tennessee, Mississippi and New York.

The acquisition of Grid Infrastructure has further expanded CleanSpark’s operations, particularly in Tennessee, with 53 MW of installed capacity and ongoing development of another 80 MW.

By establishing mining facilities in geographically diverse locations, CLSK has mitigated the risks associated with extreme weather, energy price volatility and grid instability. The regional diversification has strengthened the company’s operational resilience.

CLSK’s 2025 & 2026 Earnings Estimates Remain Steady

The Zacks Consensus Estimate for CLSK’s 2025 earnings is pegged at 18 cents per share, unchanged over the past 30 days. The consensus mark for revenues is pegged at $788.80 million, indicating a year-over-year surge of 108.14%.

The Zacks Consensus Estimate for CLSK’s 2026 earnings is pegged at 81 cents per share, unchanged over the past 30 days. The consensus mark for revenues is pegged at $1.08 billion, suggesting year-over-year growth of 36.86%.

CLSK beat the Zacks Consensus Estimate in two of the trailing four quarters, and missed twice, the average surprise being 31.63%.

Cleanspark, Inc. Price and Consensus

 

Cleanspark, Inc. Price and Consensus

Cleanspark, Inc. price-consensus-chart | Cleanspark, Inc. Quote

Find the latest EPS estimates and surprises on Zacks Earnings Calendar.

Volatile Cryptocurrency Market Poses Headwinds for CLSK

CleanSpark’s performance is heavily tied to Bitcoin prices, making it highly susceptible to cryptocurrency market volatility. Fluctuations in Bitcoin prices can significantly impact CLSK’s earnings, asset valuation and cash flow, creating challenges in financial stability, especially during extended periods of declining Bitcoin prices. Bitcoin mining requires continuous investment in infrastructure and technology, which can strain CLSK’s cash flows if Bitcoin prices decline.

Extreme weather events further expose CleanSpark’s operations to potential disruptions, as seen in the fourth quarter of 2024, when Hurricane Helene made landfall in the Southeastern United States and disrupted CLSK’s operations at its facilities in Georgia. The company suffered a partial outage that reduced revenues by approximately $1 million per day.

The industry-wide calls for energy-efficient mining are pushing CLSK to upgrade its fleet, requiring additional investments. The dependence on local power grids and potential regulatory changes regarding cryptocurrency mining also pose headwinds for CleanSpark.

CLSK Shares Overvalued

CleanSpark shares are also not so cheap, as suggested by its Value Score of F. In terms of forward 12-month price/sales, CLSK is trading at 3.75X, higher than the industry’s 2.68X, suggesting that the stock is currently overvalued.

Price/Sales Ratio (F12M)

 

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Image Source: Zacks Investment Research

 

CLSK shares are currently trading below the 50-day and 200-day moving averages, indicating a bearish trend.

CLSK Trades Below 50-Day & 200-Day SMA

 

Zacks Investment Research
Image Source: Zacks Investment Research

 

Conclusion

CleanSpark is benefiting from robust growth drivers and acquisitions. However, its exposure to Bitcoin volatility and valuation is concerning.

The company’s Growth Score of F makes the score unattractive for growth-oriented investors.

Cleanspark carries a Zacks Rank #3 (Hold), which implies investors should wait for a more favorable entry point to accumulate the stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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