Earnings Surge: CleanSpark ($CLSK) has sparked significant chatter on X following its fiscal 2025 earnings report showing a dramatic profit swing. Many users are impressed by the reported revenue of over $766 million and a net income of $364 million, a stark contrast to last year’s loss. Discussions highlight optimism about the company’s financial turnaround.
Strategic Moves: Beyond earnings, X posts are buzzing about CleanSpark’s pivot toward AI and high-performance computing, alongside expansions in power contracts. Several users point to recent analyst upgrades, like Cantor Fitzgerald’s reiterated Overweight rating with a $21 price target, as a bullish signal. There’s also talk of stock buybacks and technical breakouts, fueling further interest.
Market Sentiment: While some express caution over short-term price fluctuations, the broader conversation on X leans toward confidence in CleanSpark’s growth trajectory. Price targets ranging from $20 to $25 are commonly floated among enthusiastic posters. The mix of fundamental and technical analysis keeps the dialogue dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
CleanSpark Insider Trading Activity
CleanSpark insiders have traded $CLSK stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CLSK stock by insiders over the last 6 months:
- TAYLOR MONNIG (CTO, COO) sold 63,713 shares for an estimated $581,062
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CleanSpark Revenue
CleanSpark had revenues of $223.7M in Q4 2025. This is an increase of 150.52% from the same period in the prior year.
You can track CLSK financials on Quiver Quantitative's CLSK stock page.
CleanSpark Hedge Fund Activity
We have seen 189 institutional investors add shares of CleanSpark stock to their portfolio, and 172 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 4,183,354 shares (-39.8%) from their portfolio in Q3 2025, for an estimated $60,658,633
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 3,865,946 shares (+inf%) to their portfolio in Q3 2025, for an estimated $56,056,217
- D. E. SHAW & CO., INC. added 3,559,228 shares (+inf%) to their portfolio in Q3 2025, for an estimated $51,608,806
- BERYL CAPITAL MANAGEMENT LLC added 2,023,507 shares (+inf%) to their portfolio in Q3 2025, for an estimated $29,340,851
- POINT72 ASSET MANAGEMENT, L.P. added 1,955,212 shares (+inf%) to their portfolio in Q3 2025, for an estimated $28,350,574
- DIMENSIONAL FUND ADVISORS LP added 1,564,761 shares (+57.0%) to their portfolio in Q3 2025, for an estimated $22,689,034
- TUDOR INVESTMENT CORP ET AL added 1,424,439 shares (+462.7%) to their portfolio in Q3 2025, for an estimated $20,654,365
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CleanSpark Analyst Ratings
Wall Street analysts have issued reports on $CLSK in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Chardan Capital issued a "Buy" rating on 11/26/2025
- Needham issued a "Buy" rating on 11/26/2025
- Macquarie issued a "Outperform" rating on 11/26/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/26/2025
- B. Riley Securities issued a "Buy" rating on 11/26/2025
- JP Morgan issued a "Overweight" rating on 11/24/2025
- Bernstein issued a "Outperform" rating on 11/03/2025
To track analyst ratings and price targets for CleanSpark, check out Quiver Quantitative's $CLSK forecast page.
CleanSpark Price Targets
Multiple analysts have issued price targets for $CLSK recently. We have seen 10 analysts offer price targets for $CLSK in the last 6 months, with a median target of $24.5.
Here are some recent targets:
- Nick Giles from B. Riley Securities set a target price of $22.0 on 11/26/2025
- James McIlree from Chardan Capital set a target price of $30.0 on 11/26/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $27.0 on 11/26/2025
- John Todaro from Needham set a target price of $25.0 on 11/26/2025
- Paul Golding from Macquarie set a target price of $27.0 on 11/26/2025
- Reginald Smith from JP Morgan set a target price of $14.0 on 11/24/2025
- Brett Knoblauch from Cantor Fitzgerald set a target price of $23.0 on 11/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
