Advertisement
CLSK vs NET
Which Stock Would AI Choose? CleanSpark (CLSK) vs. Cloudflare (NET) Stock Comparison
Key Takeaways
- CleanSpark (CLSK) has demonstrated strong operational growth in bitcoin mining, with recent expansions boosting its hash rate amid volatile cryptocurrency markets.
- Cloudflare (NET) continues to drive revenue growth through its connectivity cloud platform, fueled by AI and developer tools adoption.
- CLSK YTD performance stands at approximately 25%, outperforming NET's 10% amid recent market activity, though with higher volatility.
- Both stocks benefit from AI-related tailwinds, but NET offers more consistent growth drivers in cloud infrastructure compared to CLSK's bitcoin dependency.
- Analyst targets suggest upside for both: CLSK around $19 and NET near $232.
- Market caps differ significantly: CLSK at $3.25B versus NET's larger scale, impacting risk profiles.
Introduction
CleanSpark (CLSK) and Cloudflare (NET) represent distinct opportunities within the tech landscape, with CLSK focused on bitcoin mining and data centers, and NET leading in cloud security and connectivity. This comparison is particularly relevant for traders seeking high-growth plays amid AI and cryptocurrency trends, and investors evaluating relative performance in volatile markets. Recent weeks have highlighted shifts in sentiment, driven by operational expansions for CLSK and sustained revenue momentum for NET, offering insights into risk-reward trade-offs in stock comparison analysis.
CLSK Overview and Recent Performance
CleanSpark (CLSK), a bitcoin mining company, operates data centers optimized for energy efficiency and has expanded into AI infrastructure. In recent market activity, the stock has shown volatility, trading around $12.70 with a 52-week range of $7.82 to $23.61 and YTD gains of 25%. Key developments include mining 658 bitcoin in March 2026, completing a 300 MW Texas data center, and discussions with hyperscalers for AI applications, boosting operational growth despite Q1 losses. Sentiment has been influenced by bitcoin price fluctuations and efficiency improvements, leading to one-month gains of up to 47% interspersed with dips, reflecting its high-beta exposure.
NET Overview and Recent Performance
Cloudflare (NET), a provider of cloud-based cybersecurity, content delivery networks (CDNs), and developer platforms, powers internet infrastructure for millions. Recent performance has been steady, with shares around $220, a 52-week high of $260, YTD return of 10%, and one-year gains of 74%. Growth drivers include 30%+ revenue increases in FY 2025 to $2.14B, strong Q4 results, and AI integrations like the developer platform, with guidance exceeding expectations. Market sentiment remains positive amid analyst upgrades, though short-term dips have occurred, supported by consistent EPS trends and expanding large-customer base.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the top 25 AI trading bots curated from over 351 available bots that trade thousands of tickers across various strategies, timeframes, and styles. These bots feature impressive stats, including annualized returns ranging from +23% to +162%, win rates of 51% to 88%, and profit factors highlighting their edge in current conditions like semiconductors, data centers, and volatility plays. Each bot targets specific sets of 1-18 tickers with tailored approaches, from short-term scalps to momentum trades, adapting to market dynamics. This curated selection helps traders identify high-performing automation suited to today's environment. Explore the Trending AI Robots for potential strategies aligning with stocks like CLSK and NET.
Head-to-Head Comparison
CleanSpark (CLSK) and Cloudflare (NET) diverge in business models: CLSK's bitcoin mining ties performance to cryptocurrency cycles and energy costs, while NET's subscription-based cloud services provide recurring revenue stability. Growth drivers contrast with CLSK's hash rate expansions and AI pivots versus NET's AI developer tools and global traffic surge. Recent momentum favors CLSK's higher YTD returns but with elevated risk from bitcoin exposure; NET exhibits steadier sector positioning in cybersecurity. Market sentiment leans toward NET for lower volatility, while CLSK appeals to aggressive traders amid data center catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors Cloudflare (NET) over CleanSpark (CLSK) due to superior trend consistency, diversified AI-driven growth, and relative stability in cloud infrastructure. While CLSK shows strong short-term momentum from mining expansions, its bitcoin linkage introduces higher volatility risks. NET's positioning offers a higher probability of sustained outperformance in the near term based on observable catalysts and analyst consensus.
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 NET 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 whileNET’s FA Score has 0 green FA rating(s).
- CLSK’s FA Score: 0 green, 5 red.
- NET’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 6 TA indicator(s) are bullish while NET’s TA Score has 5 bullish TA indicator(s).
- CLSK’s TA Score: 6 bullish, 4 bearish.
- NET’s TA Score: 5 bullish, 6 bearish.
Price Growth
CLSK (@Investment Banks/Brokers) experienced а +0.45% price change this week, while NET (@Computer Communications) price change was -23.58% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +1.14%. For the same industry, the average monthly price growth was +8.70%, and the average quarterly price growth was -1.35%.
The average weekly price growth across all stocks in the @Computer Communications industry was +0.24%. For the same industry, the average monthly price growth was +14.65%, and the average quarterly price growth was +15.28%.
Reported Earning Dates
CLSK is expected to report earnings on Aug 11, 2026.
NET is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+1.14% 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 (+0.24% 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.
| CLSK | NET | CLSK / NET | |
| Capitalization | 3.46B | 66B | 5% |
| EBITDA | 139M | 138M | 101% |
| Gain YTD | 33.103 | -5.255 | -630% |
| P/E Ratio | 7.38 | N/A | - |
| Revenue | 785M | 2.33B | 34% |
| Total Cash | 1.29B | 4.16B | 31% |
| Total Debt | 1.79B | 3.53B | 51% |
CLSK | NET | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 23 | 16 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 69 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 62 | |
SMR RATING 1..100 | 94 | 92 | |
PRICE GROWTH RATING 1..100 | 38 | 51 | |
P/E GROWTH RATING 1..100 | 86 | 100 | |
SEASONALITY SCORE 1..100 | n/a | 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.
CLSK's Valuation (69) in the null industry is in the same range as NET (83). This means that CLSK’s stock grew similarly to NET’s over the last 12 months.
NET's Profit vs Risk Rating (62) 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 (92) in the null industry is in the same range as CLSK (94). This means that NET’s stock grew similarly to CLSK’s over the last 12 months.
CLSK's Price Growth Rating (38) in the null industry is in the same range as NET (51). This means that CLSK’s stock grew similarly to NET’s over the last 12 months.
CLSK's P/E Growth Rating (86) in the null industry is in the same range as NET (100). This means that CLSK’s stock grew similarly to NET’s over the last 12 months.
| CLSK | NET | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 90% | 2 days ago 70% |
| Stochastic ODDS (%) | 1 day ago 90% | 2 days ago 77% |
| Momentum ODDS (%) | 5 days ago 86% | 2 days ago 78% |
| MACD ODDS (%) | 5 days ago 82% | 2 days ago 74% |
| TrendWeek ODDS (%) | 1 day ago 86% | 2 days ago 78% |
| TrendMonth ODDS (%) | 1 day ago 87% | 2 days ago 82% |
| Advances ODDS (%) | 2 days ago 87% | 6 days ago 84% |
| Declines ODDS (%) | 14 days ago 89% | 2 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 90% | 2 days ago 71% |
| Aroon ODDS (%) | 1 day ago 87% | 2 days ago 77% |
Advertisement
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% | -3.48% | ||
| COIN - NET | 66% Closely correlated | -4.14% | ||
| CLSK - NET | 64% Loosely correlated | -5.80% | ||
| AFRM - NET | 62% Loosely correlated | -1.53% | ||
| SNOW - NET | 62% Loosely correlated | +0.32% | ||
| HUBS - NET | 59% Loosely correlated | -6.15% | ||
More | ||||