US · Financial Services · Capital Markets
EPS came in at -0.40 against a street estimate of -0.30 — a miss of 33.3%.
Analysts rate CleanSpark Inc a strong buy (14 buy, 0 hold, 0 sell out of 14) with an average price target of $23.89.
CONFIDENT CleanSpark signed a landmark $6.6B 20-year triple-net lease with a high-grade tech tenant for Sandersville Georgia AI data center, generating ~$330M annual NOI at 100% margin. Texas portfolio (885MW) under exclusivity with same tenant; ERCOT audit delays but company maintains confidence. Bitcoin mining funds platform while AI monetizes assets. Q3 FY26 Sandersville powers flagship tenant. Texas sites under exclusivity but delayed by ERCOT audit. Other regions active but lower priority given scale of committed deals. Analysts pressed Texas timeline uncertainty, ERCOT audit impact, and how mining integrates with data center strategy. Management emphasized exclusivity intact, audit favors established players, and mining enables early energization and flexible capital deployment without equity dilution. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.48% |
| Situational Awareness LP | 4.78% |
| Situational Awareness Partners LP | 4.78% |
| Vanguard Portfolio Management, LLC | 4.46% |
| D. E. Shaw & Co LP | 4.38% |
| Vanguard Capital Management, LLC | 4.33% |
| State Street Corp | 4.28% |
| Dimensional Fund Advisors, Inc. | 3.76% |
| Document | Date |
|---|---|
| Material agreement · Q4 FY2026 CLEANSPARK, INC. - 8-K SUMMARY HEADLINE NUMBERS • CleanSpark completed a private offering of $2,276.0 million in Senior Secured Notes on September 2 | 2026-09-25 |
| Company announcement · Q4 FY2026 CLEANSPARK, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company priced $2.276 billion aggregate principal amount of senior secured notes • Notes issued at | 2026-09-18 |
| Reg FD disclosure · Q4 FY2026 CLEANSPARK, INC. — 8-K FILING SUMMARY Report Date: September 17, 2026 --- HEADLINE NUMBERS • Company's wholly owned indirect subsidiary (CSDC Finan | 2026-09-17 |
| Quarterly report · Q3 FY2026 CLEANSPARK, INC. - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Cash Position: $202.6 million as of June 30, 2026 (up from $43.0 million on | 2026-08-06 |
| Results announced · Q4 FY2026 CLEANSPARK, INC. - Q3 FY2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Quarterly Revenue: $138.0 million, down 30.5% year-over-year from $198.6 million • | 2026-08-06 |
| Reg FD disclosure · Q4 FY2026 CLEANSPARK, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company entered into infrastructure lease agreement on July 10, 2026 • Lease covers 175 megawatts | 2026-07-14 |
| Quarterly report · Q2 FY2026 CLEANSPARK, INC. - 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Total Assets: $2,913.5 million (March 31, | 2026-05-11 |
| Results announced · Q3 FY2026 CLEANSPARK, INC. – Q2 FY2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Quarterly Revenue: $136.4 million (down 24.9% year-over-year from $181.7 million) | 2026-05-11 |
Readable in the app.
| Announcement | Date |
|---|---|
| $2.276 billion senior secured notes issued to finance data center buildout CleanSpark announced it has priced a $2.276 billion offering of senior secured notes due 2031 with a 7.875% interest rate. The notes will be sold to institutional investors in a private offe | 2026-09-18 |
| Expansion into data center development, HPC, and AI capacity announced CleanSpark announced development of Sandersville, a major 175 MW data center campus in Georgia leased to Meta (Facebook's parent company) for 20 years. This represents a significant strategi | 2026-09-17 |
| Signed 20-year $6.6 billion triple-net lease at Sandersville CleanSpark reported Q3 fiscal 2026 results with mixed signals. On the positive side, the company signed a major 20-year, $6.6 billion triple-net lease deal with a high investment-grade tenan | 2026-08-06 |
| Secures 20-year lease with major technology company for data center CleanSpark announced a major 20-year lease agreement with a high-investment-grade global technology company (likely a major cloud/AI provider) for its Sandersville, Georgia data center campu | 2026-07-14 |
| ERCOT approval of 300 MW capacity in Brazoria; construction progressing in Sandersville CleanSpark, a data center and bitcoin mining company, reported Q2 2026 results showing mixed operational progress but significant financial deterioration. On the positive side, the company d | 2026-05-11 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.