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CLSK vs FSLY
Which Stock Would AI Choose? CleanSpark (CLSK) vs. Fastly (FSLY) Stock Comparison
Key Takeaways
- CleanSpark (CLSK), a Bitcoin mining company pivoting to AI infrastructure, shows recent weekly gains of over 14% but flat YTD performance amid Bitcoin volatility and expansion efforts.
- Fastly (FSLY), an edge cloud platform provider, has surged with 190% YTD and over 400% one-year returns, driven by strong enterprise growth and AI-related momentum.
- CLSK trades at a lower market cap (~$2.6B) with high volatility tied to crypto markets, while FSLY (~$4.5B) benefits from diversified tech demand but faces intraday swings.
- Recent catalysts include CLSK's Texas power acquisitions and Bitcoin-backed bonds, contrasting FSLY's partnerships like with LALIGA and leadership hires.
- AI trading bots on Tickeron highlight strong performances in related sectors like semiconductors and communications tech, relevant to both stocks' growth narratives.
- Relative performance favors FSLY in momentum, but CLSK offers exposure to emerging AI data center trends.
Introduction
This stock comparison examines CleanSpark (CLSK) and Fastly (FSLY), two companies at the intersection of high-growth tech sectors: Bitcoin mining/AI infrastructure and edge cloud computing. Traders seeking exposure to cryptocurrency volatility, AI-driven data centers, and scalable digital delivery platforms may find value in analyzing their relative performance. In the current market, marked by tech rallies and crypto fluctuations, understanding their business models, recent momentum, and sector positioning provides insights for portfolio diversification and short-term trading opportunities. This analysis draws from verifiable data to highlight contrasts in growth drivers and risk profiles.
CLSK Overview and Recent Performance
CleanSpark (CLSK), headquartered in Henderson, Nevada, is a leading Bitcoin mining company that owns and operates data centers across the U.S., with a focus on sustainable energy and expansion into AI/high-performance computing (HPC) infrastructure. The firm controls over 850 megawatts (MW) of power capacity, producing Bitcoin through efficient mining rigs while repurposing facilities for AI workloads.
In recent market activity, CLSK shares have exhibited volatility, with a 6% daily gain, 14% weekly rise, and 9% monthly increase, though YTD returns remain near flat at around 0.8%. One-year performance stands at 34%, supported by operational updates like March's 658 Bitcoin mined and holdings of 13,561 BTC. Sentiment has been influenced by strategic moves, including Texas power acquisitions near Houston for AI/HPC scaling, a $100 million Bitcoin-backed bond issuance, and a shift from quarterly preferred dividends to a special payout. These developments signal capital flexibility amid earnings pressures and Bitcoin price swings, fostering cautious optimism among investors tracking crypto miners' diversification.
FSLY Overview and Recent Performance
Fastly (FSLY), based in San Francisco, California, provides an edge cloud platform that accelerates, secures, and scales digital experiences through content delivery network (CDN) services, edge computing, and security solutions like DDoS protection and web application firewalls (WAF). Serving sectors from ecommerce to streaming media, it emphasizes developer-friendly tools for low-latency global delivery.
Recent weeks have seen FSLY deliver explosive gains, with YTD returns exceeding 189%, one-year at over 408%, monthly up 59%, and weekly around 3%, despite intraday dips like a 10% drop. This momentum stems from robust Q4 2025 results, including 23% revenue growth to $173 million and positive EPS, alongside 14% full-year 2026 guidance fueled by edge AI and enterprise adoption. Key influences include partnerships such as with LALIGA for anti-piracy tools, appointment of a Chief Marketing Officer, and recognition as a leader in edge development platforms. These factors have boosted sentiment, positioning FSLY amid rising demand for AI-optimized cloud infrastructure.
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Head-to-Head Comparison
CleanSpark (CLSK) and Fastly (FSLY) diverge sharply in business models: CLSK leverages low-cost energy for Bitcoin mining and AI data centers, exposing it to crypto cycles, while FSLY focuses on edge cloud for content acceleration and security, tapping steady SaaS demand.
Growth drivers contrast CLSK's power expansions (e.g., 300 MW additions) against FSLY's AI-enhanced revenue (15%+ growth). Recent momentum favors FSLY with superior returns, but CLSK shows resilience via diversification. Risk factors include CLSK's Bitcoin dependency (high beta ~3.5) versus FSLY's competition in crowded CDN space. Sector exposure positions CLSK in digital assets/AI power and FSLY in cloud/AI delivery. Market sentiment tilts toward FSLY's stability amid tech rallies, though CLSK appeals for high-upside trades.
Tickeron AI Verdict
Tickeron’s AI currently favors Fastly (FSLY) due to superior trend consistency, with 190% YTD gains and catalysts like enterprise AI growth outpacing CLSK's crypto-tied flat performance. FSLY's relative stability and positioning in high-demand edge computing suggest higher probability of sustained momentum, though CLSK holds potential if AI infrastructure catalysts accelerate.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLSK is a Hold and FSLY is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CLSK’s FA Score shows that 0 FA rating(s) are green whileFSLY’s FA Score has 0 green FA rating(s).
- CLSK’s FA Score: 0 green, 5 red.
- FSLY’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CLSK’s TA Score shows that 3 TA indicator(s) are bullish while FSLY’s TA Score has 3 bullish TA indicator(s).
- CLSK’s TA Score: 3 bullish, 6 bearish.
- FSLY’s TA Score: 3 bullish, 6 bearish.
Price Growth
CLSK (@Investment Banks/Brokers) experienced а +5.71% price change this week, while FSLY (@Packaged Software) price change was +2.66% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.59%. For the same industry, the average monthly price growth was -3.54%, and the average quarterly price growth was -11.85%.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.27%. For the same industry, the average monthly price growth was +0.37%, and the average quarterly price growth was -8.09%.
Reported Earning Dates
CLSK is expected to report earnings on Aug 11, 2026.
FSLY is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+1.59% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
@Packaged Software (-2.27% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| CLSK | FSLY | CLSK / FSLY | |
| Capitalization | 4.23B | 2.9B | 146% |
| EBITDA | -69.3M | -20.6M | 336% |
| Gain YTD | 62.846 | 82.220 | 76% |
| P/E Ratio | 7.38 | N/A | - |
| Revenue | 740M | 653M | 113% |
| Total Cash | 935M | 330M | 283% |
| Total Debt | 1.79B | 398M | 450% |
CLSK | FSLY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 91 | 12 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 36 Fair valued | |
PROFIT vs RISK RATING 1..100 | 92 | 100 | |
SMR RATING 1..100 | 99 | 95 | |
PRICE GROWTH RATING 1..100 | 37 | 39 | |
P/E GROWTH RATING 1..100 | 87 | 100 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FSLY's Valuation (36) in the null industry is somewhat better than the same rating for CLSK (72). This means that FSLY’s stock grew somewhat faster than CLSK’s over the last 12 months.
CLSK's Profit vs Risk Rating (92) in the null industry is in the same range as FSLY (100). This means that CLSK’s stock grew similarly to FSLY’s over the last 12 months.
FSLY's SMR Rating (95) in the null industry is in the same range as CLSK (99). This means that FSLY’s stock grew similarly to CLSK’s over the last 12 months.
CLSK's Price Growth Rating (37) in the null industry is in the same range as FSLY (39). This means that CLSK’s stock grew similarly to FSLY’s over the last 12 months.
CLSK's P/E Growth Rating (87) in the null industry is in the same range as FSLY (100). This means that CLSK’s stock grew similarly to FSLY’s over the last 12 months.
| CLSK | FSLY | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 90% | N/A |
| Stochastic ODDS (%) | 3 days ago 88% | 3 days ago 86% |
| Momentum ODDS (%) | 3 days ago 83% | 3 days ago 81% |
| MACD ODDS (%) | 3 days ago 90% | 3 days ago 84% |
| TrendWeek ODDS (%) | 3 days ago 87% | 3 days ago 82% |
| TrendMonth ODDS (%) | 3 days ago 88% | 3 days ago 84% |
| Advances ODDS (%) | 3 days ago 87% | 4 days ago 81% |
| Declines ODDS (%) | 5 days ago 88% | 10 days ago 86% |
| BollingerBands ODDS (%) | 3 days ago 84% | 3 days ago 90% |
| Aroon ODDS (%) | 3 days ago 85% | 3 days ago 85% |
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FSLY and
Correlation & Price change
A.I.dvisor indicates that over the last year, FSLY has been loosely correlated with COIN. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if FSLY jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To FSLY | 1D Price Change % | ||
|---|---|---|---|---|
| FSLY | 100% | -1.75% | ||
| COIN - FSLY | 60% Loosely correlated | -0.41% | ||
| CLSK - FSLY | 60% Loosely correlated | +1.92% | ||
| RIOT - FSLY | 58% Loosely correlated | +1.80% | ||
| RAMP - FSLY | 56% Loosely correlated | N/A | ||
| COMP - FSLY | 49% Loosely correlated | +1.66% | ||
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