CLFD Earnings

CLFD reported its FY2026Q1 earnings on 2026-02-04, showcasing a revenue of 34.34M against an estimate of 31.90M, resulting in a 7.65% surprise. The EPS was -0.02, surpassing the expected -0.04 by 50% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following CLFD's FY2026Q1 earnings announcement on 2026-02-04, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, CLFD's stock price tends to shift by an average of +0.98% in the 10 days leading up to earnings and +1.04% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate CLFD’s annual revenue to reach 36.03M, while the EPS is projected at 0.01. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -15.52% and EPS estimates Revise Downward by -20.38% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between CLFD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -15.52%, while EPS estimates moved Revise Downward by -20.38% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CLFD's stock price typically moves by +0.98% in the 10 days before its earnings and +1.04% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.01 and revenue of 36.03M.

The earnings call summary shows mixed signals. Positive aspects include a 16% increase in net sales and improved gross margins. However, the company faces financial challenges with a net loss per share and increased operating expenses. The Q&A reveals uncertainties about the BEAD program and fiber shortages, which could impact future revenue. The share repurchase program is a positive signal, but the lack of guidance on BEAD revenue and unclear management responses contribute to a neutral sentiment.