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CLSK vs NET
Which Stock Would AI Choose? CleanSpark (CLSK) vs. Cloudflare (NET) Stock Comparison
Key Takeaways
- Cloudflare (NET) has delivered stronger recent momentum, rising roughly 42% year-to-date and trading near its 52-week high, while CleanSpark (CLSK) has fallen roughly 57% over the past year and trades near its 52-week low.
- The two companies operate in fundamentally different businesses: CLSK is a Bitcoin miner pivoting into AI data centers, whereas NET is a connectivity cloud and cybersecurity software provider.
- CLSK carries substantial new debt (about $4.1 billion in principal) to fund a data center buildout, while NET is valued at a premium multiple (a forward P/E ratio near 190) despite ongoing net losses.
- Tickeron AI Verdict: Based on trend consistency, relative stability, and momentum, Tickeron's AI would currently favor NET over CLSK.
- For deeper context on each name, explore CLSK Major News, CLSK Today's Price Move, NET Major News, and NET Today's Price Move.
- To see how AI-driven systems are positioning across thousands of tickers in current market conditions, explore Trending AI Robots.
Introduction
Comparing CLSK and NET means contrasting two very different corners of the technology economy. CleanSpark is a Bitcoin mining company transforming into an AI and high-performance computing (HPC) data center developer, while Cloudflare is a software-driven connectivity cloud serving security, performance, and developer tools. This stock comparison is most relevant to investors weighing a high-beta, asset-heavy turnaround against a high-multiple, growth-oriented software franchise. Traders focused on relative performance and market positioning may also find the contrast instructive, as the two names currently sit at opposite ends of the momentum spectrum.
CLSK Overview and Recent Performance
CLSK, CleanSpark, Inc., is a U.S.-based Bitcoin miner that owns and operates data centers and contracted power assets. In recent weeks, the company has accelerated a strategic shift toward AI infrastructure, signing a 20-year, approximately $6.6 billion lease with a Meta Platforms subsidiary for its Sandersville, Georgia campus. To fund the buildout, a subsidiary issued about $2.28 billion in senior secured notes carrying a 7.875% interest rate, pushing total debt principal to roughly $4.1 billion.
That pivot has not yet translated into share-price strength. CLSK has declined about 57% over the past year and recently traded near its 52-week low. Mining revenue fell 30.5% year over year in its most recent quarter, and depreciation on mining equipment now exceeds the gross profit generated by mining. The company ended a recent period holding about 13,500 Bitcoin. Analysts maintain a "Strong Buy" consensus with an average price target well above the current price, but several firms have trimmed targets amid AI-sector volatility and an ongoing pause on certain Texas data center permits.
NET Overview and Recent Performance
NET, Cloudflare, Inc., operates a global connectivity cloud offering content delivery, application security, zero-trust networking, and a serverless developer platform. The company has reported accelerating growth, with recent quarterly revenue rising 36% year over year to roughly $696 million and earnings per share (EPS) beating estimates. Dollar-based net retention improved to 120%, and the large-customer count climbed about 27% year over year to nearly 4,700.
Momentum has been positive but volatile. NET is up roughly 42% year-to-date and has traded near its 52-week high, though it pulled back sharply in recent sessions amid broader growth-stock selling. The company disclosed that more than 10 million developers now build on its platform, and heightened cybersecurity demand following newly disclosed web-application vulnerabilities has reinforced its threat-protection narrative. The stock remains unprofitable on a net income basis, and its valuation is elevated relative to historical norms.
Trending AI Robots
Tickeron's Trending AI Robots page curates a focused selection from Tickeron's broader universe of hundreds of AI trading bots, which collectively trade thousands of different tickers. Because not every automated strategy suits every market regime, only the bots demonstrating the strongest and most appropriate performance for current conditions earn placement in this section. These bots span a wide range of trading styles, strategies, timeframes, performance statistics, and ticker sets, allowing users to evaluate approaches that align with their own objectives. For readers comparing names like CLSK and NET, reviewing how AI-driven systems are currently positioning across these and other securities can offer an additional, data-oriented perspective.
Head-to-Head Comparison
The clearest contrast is business model and risk profile. CLSK is an asset-heavy, commodity-linked operator whose fortunes track Bitcoin prices, energy costs, and execution on capital-intensive data center projects. Its balance sheet has become notably more leveraged, and its near-term catalysts depend on converting power assets into signed leases. NET, by contrast, is a capital-light software platform with recurring subscription revenue, strong net retention, and multiple growth vectors across security, networking, and AI-oriented developer tools.
Market sentiment diverges sharply. NET's relative performance reflects durable, reaccelerating top-line growth and broad analyst support, tempered by a rich valuation and insider selling into strength. CLSK's decline reflects weak mining economics, a heavier debt load, and uncertainty around data center commercialization. In sector terms, NET offers software and cybersecurity exposure, while CLSK offers cryptocurrency and AI-infrastructure exposure with higher beta and greater downside sensitivity.
Tickeron AI Verdict
Weighing observable factors, Tickeron's AI would currently lean toward NET over CLSK. NET exhibits more consistent uptrend characteristics, a clearer and reaccelerating revenue trajectory, and stronger relative positioning, whereas CLSK remains in a pronounced downtrend with a heavier debt burden and catalyst-dependent turnaround. That said, the assessment is probabilistic rather than definitive: CLSK's analyst consensus and large addressable market for power and data center capacity could support a reversal if execution improves, while NET's premium valuation leaves limited room for error. Traders should weigh these relative profiles against their own time horizons and risk tolerance.
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.
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 StrongBuy and NET is a StrongBuy.
CLSK in upward trend: price may jump up because it broke its lower Bollinger Band on November 04, 2026
CLSK may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 26 of 29 cases where CLSK's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where CLSK's RSI Indicator exited the oversold zone, 24 of 27 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 89%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 56 of 64 cases where CLSK's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 88%.
The Moving Average Convergence Divergence (MACD) for CLSK just turned positive on November 11, 2026. Looking at past instances where CLSK's MACD turned positive, the stock continued to rise in 35 of 41 cases over the following month. The odds of a continued upward trend are 85%.
Following a +21.65% 3-day Advance, the price is estimated to grow further. Considering data from situations where CLSK advanced for three days, in 226 of 260 cases, the price rose further within the following month. The odds of a continued upward trend are 87%.
Bearish Trend Analysis
The 10-day moving average for CLSK crossed bearishly below the 50-day moving average on October 08, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 14 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 88%.
The 50-day moving average for CLSK moved below the 200-day moving average on October 13, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CLSK declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 89%.
The Aroon Indicator for CLSK entered a downward trend on November 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 65 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.078) is normal, around the industry mean (3.120). P/E Ratio (-1.630) is within average values for comparable stocks, (6.734). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (0.809). Dividend Yield (0.000) settles around the average of (8.976) among similar stocks. P/S Ratio (5.397) is also within normal values, averaging (16.899).
The Tickeron Price Growth Rating for this company is 87 (best 1 - 100 worst), indicating slightly worse than average price growth. CLSK’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 98 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 98 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CLSK’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock worse than average.
NET in upward trend: price expected to rise as it breaks its lower Bollinger Band on November 02, 2026
NET may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 25 of 28 cases where NET's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 89%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where NET's RSI Oscillator exited the oversold zone, 19 of 24 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 79%.
The Momentum Indicator moved above the 0 level on November 12, 2026. You may want to consider a long position or call options on NET as a result. In 70 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 83%.
The Moving Average Convergence Divergence (MACD) for NET just turned positive on November 11, 2026. Looking at past instances where NET's MACD turned positive, the stock continued to rise in 41 of 49 cases over the following month. The odds of a continued upward trend are 84%.
Following a +4.15% 3-day Advance, the price is estimated to grow further. Considering data from situations where NET advanced for three days, in 262 of 320 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
NET moved below its 50-day moving average on October 28, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for NET crossed bearishly below the 50-day moving average on October 23, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 13 of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 87%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NET declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 78%.
The Aroon Indicator for NET entered a downward trend on November 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 3 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (59.071) is normal, around the industry mean (16.275). NET has a moderately low P/E Ratio (-463.362) as compared to the industry average of (45.369). Projected Growth (PEG Ratio) (2.377) is also within normal values, averaging (3.696). Dividend Yield (0.000) settles around the average of (0.430) among similar stocks. P/S Ratio (45.455) is also within normal values, averaging (103.897).
The Tickeron PE Growth Rating for this company is 43 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. NET’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 50 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 92, placing this stock slightly better than average.
The Tickeron SMR rating for this company is 94 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
CLSK | NET | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 65 Fair valued | 3 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 50 | |
SMR RATING 1..100 | 98 | 94 | |
PRICE GROWTH RATING 1..100 | 87 | 44 | |
P/E GROWTH RATING 1..100 | 98 | 43 | |
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.
NET's Valuation (3) in the null industry is somewhat better than the same rating for CLSK (65). This means that NET’s stock grew somewhat faster than CLSK’s over the last 12 months.
NET's Profit vs Risk Rating (50) in the null industry is somewhat better than the same rating for CLSK (100). This means that NET’s stock grew somewhat faster than CLSK’s over the last 12 months.
NET's SMR Rating (94) in the null industry is in the same range as CLSK (98). This means that NET’s stock grew similarly to CLSK’s over the last 12 months.
NET's Price Growth Rating (44) in the null industry is somewhat better than the same rating for CLSK (87). This means that NET’s stock grew somewhat faster than CLSK’s over the last 12 months.
NET's P/E Growth Rating (43) in the null industry is somewhat better than the same rating for CLSK (98). This means that NET’s stock grew somewhat faster than CLSK’s over the last 12 months.
| CLSK | NET | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 89% | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 88% | 1 day ago 77% |
| Momentum ODDS (%) | N/A | 1 day ago 83% |
| MACD ODDS (%) | 1 day ago 85% | 1 day ago 84% |
| TrendWeek ODDS (%) | 1 day ago 86% | 1 day ago 81% |
| TrendMonth ODDS (%) | 1 day ago 89% | 1 day ago 77% |
| Advances ODDS (%) | 5 days ago 87% | 1 day ago 82% |
| Declines ODDS (%) | 9 days ago 89% | 9 days ago 78% |
| BollingerBands ODDS (%) | 1 day ago 90% | 1 day ago 89% |
| Aroon ODDS (%) | 1 day ago 90% | 1 day ago 82% |
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 overvalued. 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 while NET’s FA Score has 1 green FA rating(s).
- CLSK’s FA Score: 0 green, 5 red.
- NET’s FA Score: 1 green, 4 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 5 TA indicator(s) are bullish while NET’s TA Score has 5 bullish TA indicator(s).
- CLSK’s TA Score: 5 bullish, 4 bearish.
- NET’s TA Score: 5 bullish, 5 bearish.
Price Growth
CLSK (@Investment Banks/Brokers) experienced а +20.42% price change this week, while NET (@Computer Communications) price change was +30.26% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.88%. For the same industry, the average monthly price growth was -18.77%, and the average quarterly price growth was -24.51%.
The average weekly price growth across all stocks in the @Computer Communications industry was +2.18%. For the same industry, the average monthly price growth was -13.05%, and the average quarterly price growth was -7.59%.
Reported Earning Dates
CLSK is expected to report earnings on Nov 24, 2026.
NET is expected to report earnings on Feb 11, 2027.
Industries' Descriptions
@Investment Banks/Brokers (+1.88% 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.
@Computer Communications (+2.18% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
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CLSK and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLSK has been closely correlated with MARA. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLSK jumps, then MARA could also see price increases.
| Ticker / NAME | Correlation To CLSK | 1D Price Change % | ||
|---|---|---|---|---|
| CLSK | 100% | -1.01% | ||
| MARA - CLSK | 84% Closely correlated | -6.01% | ||
| RIOT - CLSK | 80% Closely correlated | -2.46% | ||
| BTBT - CLSK | 80% Closely correlated | -3.57% | ||
| HUT - CLSK | 79% Closely correlated | +1.50% | ||
| WULF - CLSK | 78% Closely correlated | -2.40% | ||
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NET and
Correlation & Price change
A.I.dvisor indicates that over the last year, NET has been closely correlated with COIN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if NET jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To NET | 1D Price Change % | ||
|---|---|---|---|---|
| NET | 100% | +1.11% | ||
| COIN - NET | 66% Closely correlated | -4.11% | ||
| CLSK - NET | 64% Loosely correlated | -1.01% | ||
| AFRM - NET | 62% Loosely correlated | -2.95% | ||
| SNOW - NET | 62% Loosely correlated | -0.84% | ||
| HUBS - NET | 59% Loosely correlated | +6.39% | ||
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