Accelerating Cryptocurrency Adoption And Renewable Power Will Empower Bitcoin Mining

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

20 Aug 25

Updated

16 Jun 26

Views

243

16 Jun

US$14.55

AnalystHighTarget's Fair Value

US$26.00

44.0% undervalued

1Y

31.3%

7D

-15.4%

Loading

1Y

31.3%

7D

-15.4%

Author's Valuation

US$2644.0% undervalued

AnalystHighTarget Fair Value

Shared on 16 Jun 26

CLSK: Texas Power And AI Data Centers Will Drive Future Leasing

CleanSpark leans harder into building and leasing data centers for AI, including reports of talks with a big tech customer that could become a major tenant. But recent results show revenue falling and losses tied to bitcoin’s swings, even as the company locks in more power and expands its mining and data-center pipeline.

12 views

Shared on 02 Jun 26

CLSK: Texas Power And AI Pivot Will Support Future HPC Leasing

CleanSpark starts leaning beyond Bitcoin mining, repurposing sites and building new data centers to serve fast-growing demand for AI computing. Management says it’s in advanced talks with big, high-quality customers for long-term power and data center deals in Texas, but recent results still show losses tied to Bitcoin write-downs.

15 views

Shared on 16 Mar 26

CLSK: Texas Power Capacity Will Support Future AI And HPC Leasing

CleanSpark's updated analyst narrative keeps fair value unchanged at $26.00, with the modest price target reductions across the Street tied more to higher discount rates and sector multiples than to any shift in analysts' views on the company's revenue growth, profit margin profile, or future P/E assumptions. Analyst Commentary Recent Street research on CleanSpark points to a mix of recalibrated price targets and fresh coverage, with most of the detailed commentary emphasizing the company’s execution on power capacity and its push into high performance computing and AI data centers.

17 views

Shared on 02 Mar 26

Fair value Decreased 13%

CLSK: Texas Power Capacity Will Drive Future AI And HPC Leasing

Analysts have trimmed their CleanSpark fair value estimate from $30.00 to $26.00, reflecting updated assumptions for a higher discount rate, more moderate revenue growth and profit margins, and a higher future P/E multiple, even as recent research still points to opportunity in Bitcoin mining and AI data center expansion. Analyst Commentary Recent Street research on CleanSpark shows a mix of trimmed price targets and fresh, positive coverage, with several bullish analysts still highlighting upside potential tied to execution in Bitcoin mining and the buildout of AI and high performance computing, or HPC, infrastructure.

12 views

Shared on 02 Feb 26

CLSK: Texas Power Footprint Will Support Future AI Data Center Leasing

Analysts have made a modest downward adjustment to their CleanSpark price targets, trimming several estimates by around $0.50 to $3.00 as they factor in mixed sector multiples along with growing interest in the company's high performance computing and AI data center expansion. Analyst Commentary Across recent research, several bullish analysts remain constructive on CleanSpark even as some targets are trimmed to reflect sector multiples and higher spending tied to the company’s pivot into high performance computing and AI data centers.

23 views

Shared on 19 Jan 26

CLSK: Texas AI Power Capacity Will Drive Future HPC Leasing Upside

Analysts maintained their average fair value estimate for CleanSpark at $30.00. However, recent price targets in the roughly $22.00 to $30.00 range reflect mixed views on near term profitability and P/E compression, as well as growing interest in the company’s expansion into high performance computing and AI data centers.

59 views

Shared on 04 Jan 26

Fair value Increased 20%

CLSK: Texas AI Data Center Expansion Will Drive Future EBITDA Upside

Analysts have lifted their CleanSpark fair value estimate to $30 from $25, citing the company’s accelerating push into high-performance computing and AI data centers, growing contracted power capacity, and expectations for stronger, more diversified EBITDA from new HPC tenants, despite recent peer multiple compression. Analyst Commentary Bullish analysts acknowledge recent trims to near term price targets but continue to frame CleanSpark as a structural winner in the transition from pure play Bitcoin mining to a blended model that includes high performance computing and AI data centers.

18 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$26

44.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

8.50%

Historical revenue growth rate

52.98%

Software revenue growth rate

1.66%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.78%

Calculation

US$148.20m

Earnings '29

x

47.78x

PE Ratio '29

=

US$7.08b

Market Cap '29

US$7.08b

Market Cap '29

/

206.40m

No. shares '29

=

US$34.30

Share Price '29

US$34.30 Share Price '29

Discounted to 2026 @ 9.75% p.a.

=

US$25.95

Fair Value '26