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CLSK vs SAP
Which Stock Would AI Choose? CleanSpark (CLSK) vs. SAP SE (SAP) Stock Comparison
Key Takeaways
- CleanSpark (CLSK), a Bitcoin miner transitioning to AI data centers, reported strong March production of 658 BTC but faced a stock pullback after Q1 earnings miss.
- SAP SE (SAP) delivered robust Q1 cloud revenue growth and reaffirmed full-year outlook, yet shares have declined amid broader tech sector pressures.
- CLSK exhibits high volatility (beta 2.82) tied to cryptocurrency prices and AI infrastructure demand, contrasting SAP's more stable enterprise software model.
- Recent market activity shows CLSK down significantly over the past month due to convertible notes and tech selloff, while SAP trades flat to lower.
- Tickeron's AI bots highlight data center and semiconductor themes aligning more closely with CLSK's pivot than SAP's cloud focus.
Introduction
This stock comparison pits CleanSpark (CLSK), a high-growth Bitcoin mining and data center firm, against SAP SE (SAP), a established leader in enterprise software. Traders seeking exposure to volatile crypto and AI infrastructure may eye CLSK, while those preferring steady cloud and AI-driven SaaS growth might favor SAP. In the current market environment of tech selloffs and sector rotations, understanding their relative performance, risk profiles, and catalysts helps investors weigh trade-offs between upside potential and stability. This analysis draws on recent operational updates and financial results for objective insights into their positioning.
CLSK Overview and Recent Performance
CleanSpark (CLSK) is a U.S.-based data center developer specializing in sustainable Bitcoin mining powered by low-cost renewable energy sources. The company has expanded its portfolio to over 1.4 gigawatts of infrastructure, pivoting toward high-performance computing (HPC) and AI applications. In recent weeks, operational updates highlighted robust growth, including 658 BTC mined in March 2026 and advancements in Texas facilities. However, Q1 2026 results showed revenue of $181 million but an EPS miss of -$1.35 versus expectations, triggering a sharp stock decline amid a broader tech selloff and concerns over convertible notes. Shares, trading around $12 with a 52-week range of $7.82-$23.61, reflect high beta (2.82) sensitivity to Bitcoin prices and market sentiment shifts.
SAP Overview and Recent Performance
SAP SE (SAP) is a global leader in enterprise resource planning (ERP) software, emphasizing cloud-based solutions and AI integrations via its Business Technology Platform (BTP). The company focuses on continuous transformation, with strong momentum in cloud revenue projected to grow over 20% in 2026. Recent market activity featured better-than-expected Q1 profit and reaffirmed full-year guidance, driving a post-earnings rally despite year-to-date declines. Shares have faced pressure from broader tech corrections, trading in a 52-week range reflecting reduced volatility compared to crypto-exposed peers. Sentiment remains supported by AI enhancements and non-IFRS cloud backlog growth.
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Head-to-Head Comparison
CleanSpark (CLSK) and SAP SE (SAP) diverge sharply in business models: CLSK's mining and AI data centers offer explosive growth via Bitcoin holdings and HPC demand, while SAP's SaaS ERP delivers recurring cloud revenue with AI overlays. Recent momentum favors neither decisively—CLSK rebounded operationally but sold off post-earnings, versus SAP's steady Q1 beat amid YTD pressure. Risk profiles contrast: CLSK's crypto exposure amplifies volatility, while SAP benefits from diversified enterprise clients. Sector-wise, CLSK taps energy/tech infra tailwinds, SAP rides digital transformation. Market sentiment tilts toward CLSK for bulls on AI hype, SAP for fundamentals seekers.
Tickeron AI Verdict
Tickeron's AI currently favors CleanSpark (CLSK) over SAP SE (SAP), driven by alignment with trending bot themes in data centers and AI infrastructure, alongside consistent operational expansion despite stock volatility. SAP offers superior stability via cloud growth, but CLSK's catalysts position it for stronger relative upside in a risk-on recovery.
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 SAP 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 whileSAP’s FA Score has 1 green FA rating(s).
- CLSK’s FA Score: 0 green, 5 red.
- SAP’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 4 TA indicator(s) are bullish while SAP’s TA Score has 3 bullish TA indicator(s).
- CLSK’s TA Score: 4 bullish, 5 bearish.
- SAP’s TA Score: 3 bullish, 6 bearish.
Price Growth
CLSK (@Investment Banks/Brokers) experienced а -3.28% price change this week, while SAP (@Packaged Software) price change was -7.27% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -5.04%. For the same industry, the average monthly price growth was -5.36%, and the average quarterly price growth was -8.70%.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.94%. For the same industry, the average monthly price growth was -4.76%, and the average quarterly price growth was +12.66%.
Reported Earning Dates
CLSK is expected to report earnings on Aug 11, 2026.
SAP is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-5.04% 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 (-1.94% 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 | SAP | CLSK / SAP | |
| Capitalization | 4.17B | 179B | 2% |
| EBITDA | -69.3M | 12.3B | -1% |
| Gain YTD | 60.375 | -35.760 | -169% |
| P/E Ratio | 7.38 | 20.89 | 35% |
| Revenue | 740M | 37.3B | 2% |
| Total Cash | 935M | 10B | 9% |
| Total Debt | 1.79B | 7.86B | 23% |
CLSK | SAP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 38 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 91 | 88 | |
SMR RATING 1..100 | 98 | 54 | |
PRICE GROWTH RATING 1..100 | 37 | 82 | |
P/E GROWTH RATING 1..100 | 86 | 96 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
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.
SAP's Valuation (11) in the Packaged Software industry is somewhat better than the same rating for CLSK (72) in the null industry. This means that SAP’s stock grew somewhat faster than CLSK’s over the last 12 months.
SAP's Profit vs Risk Rating (88) in the Packaged Software industry is in the same range as CLSK (91) in the null industry. This means that SAP’s stock grew similarly to CLSK’s over the last 12 months.
SAP's SMR Rating (54) in the Packaged Software industry is somewhat better than the same rating for CLSK (98) in the null industry. This means that SAP’s stock grew somewhat faster than CLSK’s over the last 12 months.
CLSK's Price Growth Rating (37) in the null industry is somewhat better than the same rating for SAP (82) in the Packaged Software industry. This means that CLSK’s stock grew somewhat faster than SAP’s over the last 12 months.
CLSK's P/E Growth Rating (86) in the null industry is in the same range as SAP (96) in the Packaged Software industry. This means that CLSK’s stock grew similarly to SAP’s over the last 12 months.
| CLSK | SAP | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 90% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 87% | 2 days ago 56% |
| MACD ODDS (%) | 2 days ago 87% | 2 days ago 62% |
| TrendWeek ODDS (%) | 2 days ago 87% | 2 days ago 57% |
| TrendMonth ODDS (%) | 2 days ago 88% | 2 days ago 58% |
| Advances ODDS (%) | 3 days ago 87% | 9 days ago 52% |
| Declines ODDS (%) | 15 days ago 88% | 3 days ago 53% |
| BollingerBands ODDS (%) | 2 days ago 89% | 2 days ago 38% |
| Aroon ODDS (%) | 2 days ago 85% | N/A |
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