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CLFD Stock Chart & Stats
$30.99
$0.49(1.61%)
At close: 4:00 PM EDT
$30.99
$0.49(1.61%)
Day’s Range― - ―
52-Week Range$23.76 - $52.73
Previous Close$30.99
Volume203.39K
Average Volume (3M)188.81K
Market Cap
$395.16M
Enterprise Value$449.88
Total Cash (Recent Filing)$101.22M
Total Debt (Recent Filing)$10.28M
Price to Earnings (P/E)―
Beta1.38
Next Earnings
Nov 05, 2026EPS Estimate
0.14Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.51
Shares Outstanding13,583,955
10 Day Avg. Volume176,612
30 Day Avg. Volume188,809
Financial Highlights & Ratios
PEG Ratio1.87
Price to Book (P/B)1.88
Price to Sales (P/S)3.20
P/FCF Ratio19.47
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$40.25Price Target Upside29.88% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)0.53
Revenue Forecast (FY)$164.96M
Bulls Say, Bears Say
Bulls Say
Balance Sheet StrengthVery strong liquidity and near-zero leverage provide durable financial flexibility. Large cash reserves support share repurchases, product launches and working-capital needs while insulating operations from BEAD timing shifts, reducing refinancing risk and enabling sustained investment in growth initiatives.
Backlog And Demand VisibilityA 39% sequential backlog jump and a 1.3 book-to-bill indicate tangible order momentum and multi-month revenue visibility. That backlog helps smooth production planning, supports second-half revenue delivery, and increases the likelihood of margin recovery as volumes leverage fixed costs over the next several quarters.
Product And Market Expansion (NOVA/edge)Introducing NOVA and pursuing data-center/edge opportunities expands the company beyond traditional outside-plant connectivity. Diversifying into higher-growth adjacencies enlarges the addressable market and creates durable new revenue streams, reducing reliance on single-program timing once adoption and product wins scale.
Bears Say
Revenue Decline And VolatilityA sustained revenue downshift and historical volatility weaken the company's ability to absorb fixed costs and finance growth organically. Lower top-line levels versus 2022–2023 peaks mean longer paths to restore operating leverage and consistent profitability absent a durable uplift in build activity or program timing.
Profitability Pressure And Margin CompressionDeclining margins and recent net losses signal thin operating leverage and cost pressure. Without volume recovery, margin compression erodes cash flow and limits reinvestment capacity for R&D and sales into adjacencies, making sustainable return-to-profitability contingent on stronger, sustained demand.
BEAD And Supply/financing Timing RiskDependence on programmatic BEAD funding and customers' project financing creates structural timing uncertainty. Delays shift expected large-ticket revenue into later years, complicate capacity planning and inventory, and make near-term growth and margin recovery contingent on external funding and supply-chain resolution.
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 $52.73 in the past 12 months.
What is Clearfield’s market cap?
Clearfield’s market cap is $395.16M.
When is Clearfield’s upcoming earnings report date?
Clearfield’s upcoming earnings report date is Nov 05, 2026 which is in 83 days.
How were Clearfield’s earnings last quarter?
Clearfield released its earnings results on Aug 05, 2026. The company reported $0.22 earnings per share for the quarter, beating the consensus estimate of $0.192 by $0.028.
Is Clearfield overvalued?
According to Wall Street analysts Clearfield’s price is currently Undervalued.
Does Clearfield pay dividends?
Clearfield does not currently pay dividends.
What is Clearfield’s EPS estimate?
Clearfield’s EPS estimate is 0.14.
How many shares outstanding does Clearfield have?
Clearfield has 13,583,955 shares outstanding.
What happened to Clearfield’s price movement after its last earnings report?
Clearfield reported an EPS of $0.22 in its last earnings report, beating expectations of $0.192. Following the earnings report the stock price went down -21.054%.
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
Clearfield Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$40.25 (29.88% Upside)
$40.25 (29.88% Upside)
Blogger Sentiment
Bullish
CLFD Sentiment 75%
Sector Average 59%
Sector Average 59%
Hedge Fund Trend
Decreased
By 15.7K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $177.3K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.8%
Last 30 Days ▲ 6.3%
Last 30 Days ▲ 6.3%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-27.51%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
-15.13%
Trailing 12-Months
Company Description
Clearfield
Clearfield, Inc. specializes in the development, manufacturing, and global distribution of both standard and customized passive fiber optic connectivity solutions. These products cater to a diverse clientele, including entities engaged in fiber-to-the-premises (FTTP) deployments, enterprise networks, and original equipment manufacturers (OEMs) across the United States and internationally. The company's extensive product portfolio encompasses several key lines: FieldSmart: A range of physical infrastructure components such as panels, cabinets, and wall boxes, specifically designed for housing and protecting fiber optic connections. WaveSmart: Optical components critical for managing light signals, enabling functions like coupling, splitting, termination, multiplexing, demultiplexing, and attenuation when integrated into their fiber management systems. Solutions for outdoor network installations, including outdoor and fiber active cabinet products. StreetSmart: Various fiber management products tailored for network organization. FieldShield: An innovative method for fiber pathway and protection, aimed at streamlining and reducing the expense of broadband infrastructure rollout. YOURx platform: Comprising robust hardened terminals, test access points, and diverse drop cable options, this platform supports different fiber drop cable media for various segments of the access network. CraftSmart: A series of optical protection field enclosures, including pedestals and vaults, which provide optimized housing for FieldSmart products at the last mile access point, suitable for both above-grade and below-grade installations. Clearfield also offers fiber and copper assemblies, available in industry-standard or customer-specified configurations, along with bespoke solutions for in-the-box and network connectivity tailored to specific customer product lines. Clearfield's comprehensive "fiber to anywhere" platform serves a broad spectrum of clients, from incumbent and competitive local exchange carriers, wireless operators, and multiple systems operators/cable TV companies, to utility/municipality entities, enterprises, and data centers. The company, founded in 1979 and headquartered in Minneapolis, Minnesota, operated as APA Enterprises, Inc. before officially changing its name to Clearfield, Inc. in January 2008.
CLFD Earnings Call
Q3 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 summariesCLFD Stock 12 Month Forecast
Average Price Target
$40.25
▲(29.88% Upside)
Technical Analysis
Ownership Overview
16.94% Insiders
17.10% Mutual Funds
15.62% Other Institutional Investors
36.82% Public Companies and
Individual Investors