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CLFD Overview

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0.000(0.000%)Aft-market
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0.000
0.000(0.000%)
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ET
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Intellectia

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High
31.200
Open
30.000
VWAP
30.77
Vol
73.02K
Mkt Cap
410.29M
Low
29.980
Amount
2.25M
EV/EBITDA(TTM)
30.58
Total Shares
13.69M
EV
313.85M
EV/OCF(TTM)
17.47
P/S(TTM)
2.69
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.
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Events Timeline

(ET)
2026-02-04
16:10:00
Clearfield Q1 Revenue $34.34M, Exceeds Consensus
select
2026-02-04
16:10:00
Company Reiterates Fiscal 2026 Outlook with Net Sales Expected Between $160 Million and $170 Million
select
2026-02-04
16:10:00
Company Expects Q2 Revenue of $32M-$35M for Fiscal 2026
select
2025-11-25 (ET)
2025-11-25
07:08:57
Clearfield Projects Q1 Revenue Between $30M and $33M
select
2025-11-25
07:08:08
Clearfield Projects FY26 Revenue Between $160M and $170M
select

News

Fool
7.5
04-19Fool
Hidden AI Infrastructure Companies Present Significant Opportunities
  • TTM Technologies Growth: TTM Technologies (TTMI) reported a 57% year-over-year growth in its data center computing segment by late 2025, with a projected 66% increase in Q1 2026, highlighting its critical role in AI servers and defense systems, alongside a $1.61 billion defense backlog indicating strong market demand.
  • Bel Fuse Reorganization and Acquisition: Bel Fuse (BELF) has reorganized into two business units and acquired Methode Electronics' data transceiver business, enhancing its position in high-density data center power delivery, reflecting its growing importance in AI infrastructure.
  • Calix's AI Investment: Calix (CALX) has invested over $100 million in AI capabilities since 2023 and launched a new platform built on Google Cloud in 2025, expected to benefit from federal broadband deployment funding, further solidifying its market position in fiber networks.
  • Clearfield's Market Outlook: Clearfield (CLFD) launched the NOVA platform designed for hyperscale data centers, with its market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, at a CAGR of 13.1%, despite execution risks, as its core community broadband providers are expected to deploy funds more rapidly.
NASDAQ.COM
7.5
04-19NASDAQ.COM
AI Infrastructure Companies Show Significant Growth Potential
  • TTM Technologies Growth: TTM Technologies reported a 57% year-over-year growth in its data center computing segment in late 2025, with a projected additional 66% increase in Q1 2026, indicating strong demand and market positioning in AI infrastructure.
  • Bel Fuse Strategic Reorganization: Bel Fuse has reorganized into Aerospace, Defense & Industrial Technology units, reflecting revenue shifts, and acquired Methode Electronics' dataMate business to enhance its competitive edge in high-density data center power delivery.
  • Calix Platform Upgrade: Calix launched a next-generation platform in October 2025, built on Alphabet's Google Cloud, investing over $100 million in AI capabilities, and is expected to benefit from federal broadband deployment funding, solidifying its market position among broadband service providers.
  • Clearfield Market Outlook: Clearfield's new NOVA platform offers high-density modular fiber solutions for hyperscale data centers, with the market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, reflecting a robust compound annual growth rate of 13.1%, showcasing significant growth potential.
Fool
5.0
04-04Fool
Investment Opportunities in Market Rotation
  • Clearfield Growth Potential: In Q1 of fiscal 2026, Clearfield achieved a 16% year-over-year increase in net sales to $34.3 million, with gross margin rising by 4 percentage points to 33.2%, indicating strong performance in the fiber infrastructure market, particularly driven by government-funded broadband initiatives.
  • Government Funding Boost: Clearfield is expected to benefit from the Broadband Equity, Access, and Deployment (BEAD) program, the largest broadband infrastructure subsidy in U.S. history, with analysts projecting demand growth exceeding 20%, providing substantial market opportunities, especially due to the rapid deployment capabilities of community broadband providers.
  • Belden's Market Position: Belden focuses on industrial automation and network infrastructure, growing at an annual rate of approximately 8%, and is shifting towards higher-value industrial IoT solutions, which is expected to improve its margins and strengthen its competitive position in the market.
  • Long-Term Growth Outlook: The industrial automation market is projected to grow at a sustained annual rate of 5% to 7%, with Belden's EPS compounding at 22.4% annually over the past five years, indicating improved operating leverage and suggesting strong growth potential during market rotations.
NASDAQ.COM
7.5
04-04NASDAQ.COM
Infrastructure Companies Poised for Growth Opportunities
  • Clearfield's Strong Growth: In Q1 of fiscal 2026, Clearfield achieved a 16% year-over-year increase in net sales to $34.3 million, with gross margin rising by 4 percentage points to 33.2%, indicating robust performance in the fiber management and delivery solutions market, and is expected to benefit from the government's BEAD program, driving future demand growth.
  • Significant Market Potential: The fiber market is projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, with a compound annual growth rate of 13.1%, as community broadband providers, Clearfield's core customers, are expected to deploy funds faster, further solidifying its market position.
  • Belden's Business Transformation: Belden is shifting from low-margin commodity products to integrated, high-value industrial IoT and networking solutions, with its industrial segment growing at approximately 8% annually, reflecting strong demand in infrastructure digitization and automation, which will enhance margins in the future.
  • Long-Term Growth Outlook: The industrial automation market is expected to grow at a sustained rate of 5% to 7%, while Belden's EPS has compounded at 22.4% annually over the past five years, significantly outpacing its 7.8% revenue growth, indicating improving operating leverage and positioning it as a safe growth stock.
NASDAQ.COM
4.0
03-29NASDAQ.COM
Impact of Middle East Conflict on AI Market
  • Surging Energy Costs: Military operations in the Strait of Hormuz have caused oil prices to spike from $65 to nearly $100 per barrel, leading to increased operational costs for AI-related companies, which compresses profit margins and undermines investor confidence.
  • Federal Reserve Policy Impact: The Federal Reserve's decision to maintain interest rates at 3.5%-3.75% explicitly cites the Middle East situation as a key factor, indicating that future rate cuts are unlikely amidst rising oil prices and inflation risks, adding to market uncertainty.
  • Increased Market Volatility: Both the Nasdaq and Dow Jones Industrial Average have entered correction territory, dropping over 10% from recent highs, reflecting investor concerns about the macroeconomic landscape, particularly the selling pressure on AI stocks.
  • Investment Strategy Adjustment: In the current environment, investors should focus on AI companies tied to physical infrastructure, such as Modine Manufacturing, which has a five-year backlog of data center cooling contracts, demonstrating strong market demand that can withstand macro pressures.
Fool
4.0
03-29Fool
Middle East Conflict Impacts AI Investment Portfolios
  • Surging Oil Prices: The Iranian Revolutionary Guard's warning about the safety of the Strait of Hormuz has caused oil prices to spike from $65 to nearly $100 per barrel, exerting pressure on the global economy, particularly impacting energy-dependent sectors.
  • Fed's Steady Policy: The Federal Reserve maintained interest rates at 3.5%-3.75%, explicitly citing the Middle East situation as a reason for its wait-and-see approach, which is expected to increase economic pressure and potentially lead to rising inflation.
  • Challenges for AI Companies: AI portfolios are facing three simultaneous pressures: rising energy costs for data centers, higher discount rates that suppress long-duration growth stocks, and broad market volatility compressing valuations on speculative assets, prompting investors to reassess their holdings.
  • Selective Investment Strategy: In the current environment, investors should focus on companies with physical infrastructure, such as Modine Manufacturing and Clearfield, which are insulated from oil price fluctuations due to existing contracts, demonstrating stronger resilience against macroeconomic risks.
Wall Street analysts forecast CLFD stock price to rise
4 Analyst Rating
Wall Street analysts forecast CLFD stock price to rise
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
41.00
Averages
43.50
High
45.00
Current: 0.000
sliders
Low
41.00
Averages
43.50
High
45.00
Needham
Buy
downgrade
$50 -> $45
AI Analysis
2025-11-26
Reason
Needham
Price Target
$50 -> $45
AI Analysis
2025-11-26
downgrade
Buy
Reason
Needham lowered the firm's price target on Clearfield to $45 from $50 and keeps a Buy rating on the shares. The company delivered solid Q4 results with consolidated revenue 2% above consensus, though its EPS of $(0.65) was impacted by a $10.4M write down of the divested Nestor BU, the analyst tells investors in a research note. Clearfield's prudent guidance implies core y/y revenue growth of 6% in Q1 and 10% in FY26 as the market adjusts to BEAD-driven demand and a likely fiber shortage in 2026, the firm added.
Northland
Tim Savageaux
Market Perform -> Outperform
upgrade
$45
2025-11-26
Reason
Northland
Tim Savageaux
Price Target
$45
2025-11-26
upgrade
Market Perform -> Outperform
Reason
Northland analyst Tim Savageaux upgraded Clearfield to Outperform from Market Perform with an unchanged price target of $45. Recent commentary from fiber access systems and backhaul suppliers around increased BEAD visibility in calendar year 2026, as well as a recent round of approvals of 18 state final proposals, are positives that were not reflected in Q4 results and weaker guidance driven by seasonality and the recent government shutdown, the analyst says. The firm believes BEAD and its associated positive impacts on private funding can help drive consistent 20%-plus growth for Clearfield, the analyst added.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for CLFD
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Valuation Metrics

The current forward P/E ratio for Clearfield Inc (CLFD.O) is 32.36, compared to its 5-year average forward P/E of 12.99. For a more detailed relative valuation and DCF analysis to assess Clearfield Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
12.99
Current PE
32.36
Overvalued PE
82.71
Undervalued PE
-56.73

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
113.83
Current EV/EBITDA
-64.63
Overvalued EV/EBITDA
512.22
Undervalued EV/EBITDA
-284.56

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
3.20
Current PS
1.99
Overvalued PS
4.18
Undervalued PS
2.23

Financials

AI Analysis
Annual
Quarterly

Whales Holding CLFD

C
Cooper Creek Partners Management LLC
Holding
CLFD
+12.32%
3M Return

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Frequently Asked Questions

What is Clearfield Inc (CLFD) stock price today?

The current price of CLFD is 31.13 USD — it has increased 3.84

What is Clearfield Inc (CLFD)'s business?

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.

What is the price predicton of CLFD Stock?

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 is43.50 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.

What is Clearfield Inc (CLFD)'s revenue for the last quarter?

Clearfield Inc revenue for the last quarter amounts to 34.34M USD, increased 15.63

What is Clearfield Inc (CLFD)'s earnings per share (EPS) for the last quarter?

Clearfield Inc. EPS for the last quarter amounts to -0.04 USD, decreased -69.23

How many employees does Clearfield Inc (CLFD). have?

Clearfield Inc (CLFD) has 243 emplpoyees as of April 20 2026.

What is Clearfield Inc (CLFD) market cap?

Today CLFD has the market capitalization of 410.29M USD.