CLEANSPARK, INC.
Morgan Stanley’s Q2 Form 13F shows it held 16.5 million shares of BlackRock’s iShares Bitcoin Trust (IBIT) worth about $549M as of June 30, up 23% from 13.4M in March. The position’s value fell about 18% from ~$667M as bitcoin weakened. The filing also lists MSBT shares and other crypto-related holdings.
Simply Wall St reports CleanSpark (CLSK) drew attention after its Aug 6, 2026 earnings showed a shift to a quarterly and year-to-date net loss, alongside new production data and renewed analyst coverage. Shares rose 4.95% on the day. Analysts’ consensus fair value is $21.12 versus $12.09 last close, with targets ranging $16 to $27.
Morgan Stanley increased its crypto exposure in Q2, according to its Aug. 14 SEC 13F. It raised Circle (CRCL) shares to about 8.32M from 1.46M. Bitcoin spot ETF holdings via IBIT rose to ~16.5M shares (+23%), though value fell to ~$549M. Ethereum Trust (ETHA) shares rose ~202% to 4.6M. It also added Solana products and adjusted positions in crypto stocks, including reducing Coinbase and closing Bitfarms.
Over the past 7 days, alphai's AI scored 14 news stories mentioning CLSK (CLEANSPARK, INC.). Coverage has skewed bearish: 3 bullish, 6 neutral, and 5 bearish.
Recent CLSK coverage spans financial news, crypto and market movers.
In the last 30 days, CLSK insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($622). The most active reporter was Monnig Taylor, CTO, COO, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The large share reduction points to reduced exposure to a Bitcoin miner equity during the quarter.
The piece frames a valuation debate after earnings, but it does not add new, actionable fundamentals beyond the already-referenced earnings release.
The large reduction suggests trimming exposure to a specific mining equity, potentially reflecting risk management or valuation concerns.
Lower reported miner exposure may reflect reduced appetite for mining equity risk, potentially weighing on CLSK sentiment.
The reduction is a new positioning signal that could be read as less conviction in that mining exposure.
alphai scores every news story that mentions CLSK with an AI model for sentiment and relevance, and aggregates insider trades from CLEANSPARK, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Morgan Stanley’s Q2 Form 13F shows it held 16.5 million shares of BlackRock’s iShares Bitcoin Trust (IBIT) worth about $549M as of June 30, up 23% from 13.4M in March. The position’s value fell about 18% from ~$667M as bitcoin weakened. The filing also lists MSBT shares and other crypto-related holdings.
7 min readSimply Wall St reports CleanSpark (CLSK) drew attention after its Aug 6, 2026 earnings showed a shift to a quarterly and year-to-date net loss, alongside new production data and renewed analyst coverage. Shares rose 4.95% on the day. Analysts’ consensus fair value is $21.12 versus $12.09 last close, with targets ranging $16 to $27.
5 min readMorgan Stanley increased its crypto exposure in Q2, according to its Aug. 14 SEC 13F. It raised Circle (CRCL) shares to about 8.32M from 1.46M. Bitcoin spot ETF holdings via IBIT rose to ~16.5M shares (+23%), though value fell to ~$549M. Ethereum Trust (ETHA) shares rose ~202% to 4.6M. It also added Solana products and adjusted positions in crypto stocks, including reducing Coinbase and closing Bitfarms.
4 min readMorgan Stanley increased its reported stake in BlackRock’s spot Bitcoin ETF (iShares Bitcoin Trust, IBIT) by about 23% to roughly 16.5 million shares in Q2, though the position value fell about 18% to about $549 million as Bitcoin declined. It also added Ether and Solana ETF exposure, launched MSBT (0.14% fee), and increased Circle holdings. SEC Form 13F is quarter-end only.
7 min readMorgan Stanley reported in its Q2 13F that its BlackRock iShares Bitcoin Trust ETF (IBIT) holdings rose 23% to about 16.5 million shares from 13.4 million. It also increased its Morgan Stanley Bitcoin Trust (MSBT) and added to several Bitcoin and Ether ETF positions. Some crypto-linked holdings, including Coinbase, declined.
6 min readBernstein differentiated ratings for bitcoin miners MARA Holdings and CleanSpark based on AI execution. MARA Q2 revenue fell 27% to $174.9M and posted a $611.3M net loss; CleanSpark fiscal Q3 revenue fell 30.5% to $138M with a $239.8M net loss. Bernstein kept CleanSpark at Outperform with a $24 target and MARA at Market-Perform with a $17 target, citing CleanSpark’s $6.6B, 20-year AI hosting lease versus MARA’s lack of commercial AI contracts.
6 min readArgus on Aug 12, 2026 lowered its CleanSpark (CLSK) price target to $11.00. The report describes CleanSpark as a bitcoin mining company and cites an earnings estimate of $12.18. It also notes other analyst actions for MARA and HIMS.
1 min readCleanSpark (CLSK) shares rose about 5.47% on Aug. 12, 2026, after a reported AI/HPC data-center lease. The company posted Q3 revenue near $138M and a loss of $0.89 per share, with free cash flow around -$118M. Analysts cited the Sandersville, Georgia 175 MW lease, expected to generate about $6.6B in contracted revenue starting in 2027.
7 min readCleanSpark (CLSK) shares rose 5.7% on Aug. 12, 2026. The article cites investor optimism tied to CleanSpark’s July 14, 2026 Sandersville, Georgia data-center lease announcement, including about $6.6 billion in contracted revenue over an initial term and 175 MW IT load with deliveries starting Q4 2027, plus Texas exclusivity up to 885 MW. It also notes short interest around 29.4% of float.
4 min readTexas Governor Greg Abbott said Google, Rowan and CleanSpark will comply with state data center standards. Abbott directed the PUCT and ERCOT to require projects to pay for electric infrastructure, reuse water, reduce electricity costs, avoid neighborhood disruption, disclose incentives, detail power plans, and provide transparency. Noncompliant projects may have approvals denied.
3 min read
