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Clearfield (CLFD)
NASDAQ:CLFD
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Clearfield (CLFD) Price & Analysis

536 Followers

CLFD Stock Chart & Stats

$29.98
-$0.82(-2.39%)
At close: 4:00 PM EST
$29.98
-$0.82(-2.39%)

Bulls Say, Bears Say

Bulls Say
Divestiture And Margin ImprovementDivestiture of Nestor refocuses the business on core segments and supports sustainable mid-30s gross margins, strengthening the profitability profile.
EarningsReported results exceeded analyst consensus expectations, supporting a more constructive earnings outlook and potential upward revision of estimates.
Product ExpansionA new product line targeting high-density fiber and data center applications expands the addressable market and could drive higher revenue per customer.
Bears Say
BEAD Funding And Subsidy UncertaintyCommunity Broadband sales were soft due to BEAD program delays and government shutdown effects on E-ACAM subsidies, increasing execution risk in the segment.
Guidance ShortfallCompany guidance missed analyst expectations, signaling potential weakening in demand and reducing revenue visibility.
Supply Chain RiskManagement raised concern about an optical fiber supply shortage driven by hyperscale customer demand, which could constrain order fulfillment and pressure growth.

Clearfield News

CLFD FAQ

What was Clearfield’s price range in the past 12 months?
Clearfield lowest stock price was $23.76 and its highest was $46.76 in the past 12 months.
    What is Clearfield’s market cap?
    Clearfield’s market cap is $544.12M.
      When is Clearfield’s upcoming earnings report date?
      Clearfield’s upcoming earnings report date is Jul 23, 2026 which is in 74 days.
        How were Clearfield’s earnings last quarter?
        Clearfield released its earnings results on May 06, 2026. The company reported -$0.04 earnings per share for the quarter, beating the consensus estimate of -$0.048 by $0.008.
          Is Clearfield overvalued?
          According to Wall Street analysts Clearfield’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Clearfield pay dividends?
            Clearfield does not currently pay dividends.
            What is Clearfield’s EPS estimate?
            Clearfield’s EPS estimate is 0.19.
              How many shares outstanding does Clearfield have?
              Clearfield has 13,685,411 shares outstanding.
                What happened to Clearfield’s price movement after its last earnings report?
                Clearfield reported an EPS of -$0.04 in its last earnings report, beating expectations of -$0.048. Following the earnings report the stock price went up 23.811%.
                  Which hedge fund is a major shareholder of Clearfield?
                  Currently, no hedge funds are holding shares in CLFD
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Clearfield

                    Clearfield, Inc. manufactures, markets, and sells standard and custom passive connectivity products to the fiber-to-the-premises, enterprises, and original equipment manufacturers markets in the United States and internationally. The company offers FieldSmart, a series of panels, cabinets, wall boxes, and other enclosures. It also provides WaveSmart, which are optical components integrated for signal coupling, splitting, termination, multiplexing, demultiplexing, and attenuation for integration within its fiber management platform; and outdoor cabinet and fiber active cabinet products. The company offers StreetSmart, a portfolio of fiber management products; FieldShield, a fiber pathway and protection method for reducing the cost of broadband deployment; and YOURx platform that consists of hardened terminals, test access points, and various drop cable options for portions of the access network across various fiber drop cable media. It also provides CraftSmart, a line of optical protection field enclosures, including CraftSmart Fiber Protection Pedestals and CraftSmart Fiber Protection Vaults integrated solutions optimized to house FieldSmart products at the last mile access point of the network in above-grade or below-grade installations. The company offers fiber and copper assemblies with an industry-standard or customer-specified configuration; and designs and manufactures custom solutions for in-the-box and network connectivity assemblies specific to that customer's product line. It provides its fiber to anywhere platform for various incumbent local exchange carriers, competitive local exchange carriers, wireless operators, and multiple systems operators and cable TV companies, as well as the utility/municipality, enterprise, and data center markets. The company was formerly known as APA Enterprises, Inc. and changed its name to Clearfield, Inc. in January 2008. Clearfield, Inc. was founded in 1979 and is headquartered in Minneapolis, Minnesota.

                    Clearfield (CLFD) Earnings & Revenues

                    CLFD Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mixed picture: management delivered Q2 sales toward the high end of guidance, showed meaningful sequential backlog growth (+39%) and maintained a strong balance sheet ($147M cash, no debt) while continuing share repurchases. They also highlighted product momentum (NOVA) and a clear strategy to expand into adjacent edge and data center markets. Offsetting these positives are a 15% year-over-year revenue decline, a Q2 net loss (EPS down to -$0.04 from +$0.18 prior year), margin compression (gross margin down ~1.9 percentage points YoY), and significant uncertainty from BEAD funding delays that push meaningful program-related revenue into Fiscal 2027. Overall, the company appears well-capitalized and strategically positioned for longer-term growth, but near-term revenue and profitability are under pressure due to external program timing and supply/financing constraints.View all CLFD earnings summaries

                    CLFD Stock 12 Month Forecast

                    Average Price Target

                    $43.75
                    ▲(45.93% Upside)
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                    Ownership Overview

                    16.97%18.01%0.87%50.96%
                    16.97% Insiders
                    0.87% Other Institutional Investors
                    50.96% Public Companies and
                    Individual Investors
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