Bernstein favors CleanSpark on AI execution as MARA awaits first commercial contract
60-second summary
Bernstein analysts favor CleanSpark, rating it Outperform at $24, driven by progress in AI lease execution. In contrast, MARA remains at $17 as it awaits its first commercial AI contract, a crucial milestone that could impact its valuation. The AI leasing space is gaining traction, with CleanSpark poised to capitalize on growing demand.
Bernstein rates CleanSpark Outperform at $24 on AI lease progress, while keeping MARA at $17 as it awaits its first commercial AI contract.