ClearSign Technologies Corp (CLIR)
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-09
$4.22-2.09%
Close 2026-09-09 · 1-day change
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-09
Broken: Primary pillar broken — Improve operating income from negative $2.3 million: TTM operating margin -116.5% vs target 0%.
ClearSign aims for $5.2 million revenue in 2026. It plans to improve operating income from negative $2.3 million. Gross profit should also improve from negative $393,000. These moves could fix the business and boost value.
Revenue growth may miss the $5.2 million target. Operating income could stay negative. The company is loss-making and faces a tough sector. Debt issuance may pressure finances further.
The price is about 28% above our fair value near $2.91. Analysts expect 57% revenue growth. We see risk as the company is still loss-making and guidance is mixed.
Breaks if: Gross profit stays negative in FY26
Breaks if: Operating income remains below negative $2 million in FY26
Revenue falls below $3.6 million in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround story in a volatile environment. The current thesis state is cautious, with management focusing on revenue growth and product advancement despite recent struggles.
The market appears to have a low expectations gap, indicating that some challenges are already factored into the valuation. However, CLIR is trading at a premium compared to its peers, suggesting that investors are still willing to pay for potential future growth.
Management aims to grow revenue significantly, but recent quarterly results have shown a decline. The trajectory of revenue growth and product development remains mixed, with ongoing net losses impacting overall financial health.
The future performance of CLIR will depend on its ability to meet revenue targets and the success of its product advancements. Additionally, the performance of sector bellwethers will play a crucial role in shaping market sentiment and expectations.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The company reported a revenue surge of 321%. This supports its objective to achieve $5.2 million in revenue for 2026. There are no new threats impacting the thesis at this time.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Over the next 1 to 3 years, CLIR's prospects will largely depend on execution and external market conditions. Not investment advice.