Clearfield Projects FY26 Revenue Between $160M and $170M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
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Fiscal 2026 Projections: The company anticipates net sales between $160 million and $170 million, with net income per share expected to range from $0.48 to $0.62.
Operating Expenses: Operating expenses as a percentage of revenue are expected to remain consistent with fiscal 2025.
Impact of BEAD Program: A late start to the BEAD program is expected to affect investments in the Community Broadband market.
Government Shutdown Effects: The recent government shutdown may further pressure both private and government funding for investments early in the year.
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: 32.350
Low
41.00
Averages
43.50
High
45.00
Current: 32.350
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.
