CLSK: Texas Data Center Expansion Will Unlock Billions In Shareholder Value By 2027

CleanSpark's analyst price target decreased modestly by $0.09 to approximately $23.98. Analysts cite slightly reduced profit margin and revenue growth expectations, despite the company's ongoing progress in high-performance computing and AI data center initiatives.

Analyst Commentary

Recent analyst coverage of CleanSpark highlights a balanced view of the company's prospects, with both optimism surrounding its high-performance computing ambitions and some caution regarding profitability trends and future execution risks.

• Bullish analysts have continued to increase price targets, reflecting confidence in CleanSpark's ability to transition into high-performance computing and AI-focused data center sectors.
• The company's recent acquisition of a large-scale site in Texas and execution of significant power agreements are seen as transformative steps. Some analysts are forecasting the potential to unlock billions in shareholder value by 2027.
• CleanSpark's existing low-cost power infrastructure and early investment in data centers position it well to deliver more stable and scalable revenue streams beyond bitcoin mining.
• There are expectations that the company will make strategic hires and infrastructure improvements to support its high-performance compute pipeline, which signals strong operational execution and growth ambitions.

• Bearish analysts have tempered their outlook by modestly lowering near-term price targets due to concerns over slightly declining profit margins and decelerating revenue growth estimates.
• Recent downgrades from major institutions, such as JPMorgan, highlight the view that current share prices may already fully reflect the company's current expansion and recent developments.
• There is some skepticism regarding the visibility and timing of upside potential tied to the company's expansion into high-performance computing. Some analysts are calling for greater clarity on execution plans.
• Risks remain around CleanSpark's dependency on external factors such as bitcoin mining profitability and the successful conversion of new infrastructure projects into sustainable revenue growth.

What's in the News

• CleanSpark formally announced an expansion into high-performance computing data center infrastructure. Analysts view this development as a major catalyst for the company's growth ambitions (Clear Street).
• The company acquired rights to 271 acres in Austin County, Texas and secured long-term power agreements totaling 285 megawatts. This move paves the way for a next-generation data center campus and marks an expansion beyond bitcoin mining.
• CleanSpark disclosed unaudited production results, reporting 612 Bitcoin produced in October 2025 and 6,537 Bitcoin year-to-date.
• A new share repurchase program has been authorized, with 30.6 million shares, representing 10.9 percent, repurchased for $460 million. This action signals confidence in the company’s valuation.
• CleanSpark announced a partnership with Submer to collaborate on AI data center infrastructure. The partnership aims to drive advances in energy efficiency and sustainability within its campus development strategy.

Valuation Changes

• Consensus Analyst Price Target decreased modestly from $24.07 to $23.98, reflecting a slight reduction in fair value estimates.
• Discount Rate has risen slightly from 8.78 percent to 9.17 percent. This suggests a marginally higher risk premium applied to future cash flows.
• Revenue Growth expectations edged down from 25.85 percent to 25.50 percent, indicating a small decrease in projected top-line expansion.
• Net Profit Margin has fallen significantly from 33.42 percent to 22.35 percent. This highlights lowered expectations for operating profitability.
• Future P/E ratio increased markedly from 18.32x to 31.40x. This signals higher valuation multiples anticipated for future earnings.