Clearfield Signs ESGR Statement of Support, Honors Employee Service
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
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Should l Buy CLFD?
Source: Newsfilter
- Commitment to Employee Support: Clearfield formally signed the ESGR Statement of Support, reaffirming its dedication to employees serving in the National Guard and Reserve, which highlights the company's emphasis on supporting its workforce.
- Recognition of Outstanding Leadership: Clearfield supervisor Todd Bade received the ESGR Patriot Award for his exceptional support of Air National Guard member Robin Kuenzler, showcasing the company's proactive practices in employee support.
- Flexible Work Arrangements: The award underscores the importance of supporting military service through flexible schedules and necessary time off, ensuring that employees can fulfill their military duties while maintaining successful civilian careers.
- Reflection of Corporate Culture: CEO Cheri Beranek emphasized that supporting service employees is not only the right thing to do but also a core value of the company, demonstrating deep care for employees and their families.
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Analyst Views on CLFD
Wall Street analysts forecast CLFD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CLFD is 43.50 USD with a low forecast of 41.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 30.130
Low
41.00
Averages
43.50
High
45.00
Current: 30.130
Low
41.00
Averages
43.50
High
45.00
About CLFD
Clearfield, Inc. designs, manufactures, and distributes fiber optic management, protection, and delivery products for communications networks. The Company operates through Clearfield segment, which is focused on providing fiber management, fiber protection, and fiber delivery products that accelerate the turn-up of fiber-based networks in residential homes, businesses, and network infrastructure in the wireline and wireless access network. Its platform serves the requirements of incumbent local exchange carriers (traditional carriers), competitive local exchange carriers (alternative carriers), and multi-system operator (MSO)/cable TV companies, while also catering to the broadband needs of the utility/municipality, enterprise, data center, and military markets.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Sales Performance Exceeds Expectations: Clearfield reported net sales from continuing operations of $34.3 million for Q1 2026, surpassing the guidance range of $30 million to $33 million and reflecting a 16% increase from the prior year, indicating strong performance amid a rebound in community broadband demand.
- Gross Margin Improvement: The gross margin for the first quarter was 33.2%, up from 29.2% in the same quarter last year, primarily driven by better inventory utilization and overhead absorption, showcasing significant progress in cost control and operational efficiency.
- New Product Strategy: The introduction of the NOVA platform, a modular high-density fiber system designed to simplify the construction and expansion of modern networks, is expected to drive future growth in adjacent markets such as AI and data centers, enhancing the company's competitive position.
- Supply Chain Challenges: While BEAD-related revenue contributions for fiscal 2026 are expected to remain modest, management cautioned that supply chain constraints for U.S.-made optical fiber could limit near-term deployment, necessitating close monitoring of industry dynamics to address potential risks.
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- Earnings Highlights: Clearfield reported a Q1 GAAP EPS of -$0.04, beating expectations by $0.02, indicating a slight improvement in profitability despite remaining in the red.
- Revenue Performance: The company achieved revenue of $34.3 million, a 3.4% year-over-year decline, yet surpassed market expectations by $2.6 million, suggesting sustained market demand amid challenging conditions.
- Future Outlook: Clearfield has set a fiscal 2026 sales target of $160 million to $170 million, aiming to drive growth through the divestiture of Nestor and new product launches, reflecting confidence in future prospects.
- Market Reaction: Despite current financial fluctuations, Clearfield's quant rating indicates a reassessment of its potential value by the market, potentially offering investors a better entry point.
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- Earnings Announcement Schedule: Clearfield (CLFD) is set to announce its Q1 earnings on February 4th after market close, with a consensus EPS estimate of -$0.03, reflecting a significant year-over-year increase of 76.9%, indicating potential improvement in profitability.
- Revenue Expectations: The revenue estimate for Q1 stands at $31.7 million, representing a 10.7% year-over-year decline, which reflects market caution regarding Clearfield's sales capabilities in the current economic environment, potentially impacting investor confidence.
- Historical Performance Review: Over the past year, Clearfield has beaten EPS and revenue estimates 75% of the time, demonstrating stability and adaptability in financial performance, although recent downward revisions in EPS and revenue estimates raise concerns.
- Future Outlook: Clearfield has set a fiscal 2026 sales target of $160 million to $170 million, following the Nestor divestiture and new product launches, showcasing the company's confidence in future growth despite current financial expectations appearing somewhat weak.
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- Earnings Release Schedule: Clearfield will announce its Q1 FY2026 financial results on February 4, 2026, after market close, covering the period ending December 31, 2025, which is expected to provide investors with key performance metrics and market outlook.
- Conference Call Timing: The company will host a conference call at 5:00 p.m. Eastern Time (4:00 p.m. Central Time) on the same day to discuss the financial results, aiming to enhance communication with investors and improve transparency.
- International Dial-in Information: Investors can join the international conference call by dialing 1-412-317-5185, ensuring that global investors have access to the latest financial information and company updates.
- Replay Arrangements: An audio replay of the conference call will be available after 8:00 p.m. Eastern Time on the same day until February 18, 2026, allowing investors who could not participate live to access the information.
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