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Published
29 May 25
Updated
25 Jun 26
Views
217
Not Invested
ClearfieldCLFD
CLFD logo
Fair Value
US$43.75
Share price25 Jun
US$28.2535.4% undervalued intrinsic discount
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1Y-12.10%
7D-4.07%

Expanding Broadband Adoption Will Power Next Generation Networks

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AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
29 May 25
Updated
25 Jun 26
Views
217
Not Invested
Fair ValueUS$43.75
Share priceUS$28.25
35.4% undervalued intrinsic discount
Narrative
Updates14

Shared on 25 Jun 26

CLFD: Buybacks And Partnerships Will Support Fiber Platform Adoption Despite Modest Price Cut

Clearfield ramps up share buybacks and lands new partnerships that pair its fiber gear with power systems and help operators rebuild and expand networks faster. Even with a small cut to Wall Street’s expectations, the company points to steady demand and new product launches aimed at speeding up fiber rollouts.
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6 viewsusers have viewed this narrative update

Shared on 06 Jun 26

Fair value Decreased 1.13%

CLFD: Buybacks And Partnerships Will Support Fiber Platform Adoption Through 2026

Clearfield teams up with VoltServer to pair its fiber gear with a new kind of power system aimed at 5G small-cell builds, while also tailoring products to speed up network rebuilds in storm-prone areas. The company is also buying back its own shares, adding another lever that could support adoption of its platform over the next couple of years.
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8 viewsusers have viewed this narrative update

Shared on 27 Apr 26

CLFD: Buybacks And 2026 Outlook Will Support Ongoing Fiber Platform Adoption

Analysts are maintaining their $44.25 price target on Clearfield, with only minor tweaks to inputs such as the discount rate and assumed future P/E. This signals that their overall view on the stock's valuation remains essentially unchanged.
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10 viewsusers have viewed this narrative update

Shared on 10 Apr 26

CLFD: Buybacks And 2026 Outlook Will Support New Fiber Platform Adoption

Analysts have modestly adjusted their price outlook on Clearfield, reflecting updated assumptions around discount rate, profit margin, and future P/E. These changes leave the fair value estimate steady at about $44.25 per share.
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9 viewsusers have viewed this narrative update

Shared on 27 Mar 26

CLFD: Buybacks And 2026 Outlook Will Support Data Center Expansion Potential

Analysts kept their $44.25 price target for Clearfield unchanged, citing only slight technical tweaks to assumptions like discount rate, revenue growth, profit margin and future P/E that did not materially alter their view on the stock’s value. What's in the News Clearfield issued earnings guidance for the second quarter of fiscal 2026, with anticipated net sales from continuing operations in a range of $32 million to $35 million and a projected net loss per diluted share between $0.02 and $0.10 (Key Developments).
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13 viewsusers have viewed this narrative update

Shared on 12 Mar 26

CLFD: Buybacks And 2026 Earnings Outlook Will Support Further Upside

Analysts kept their $44.25 price target for Clearfield essentially unchanged, making only minor adjustments to assumptions for discount rate, revenue growth, profit margin, and future P/E that did not materially affect their overall valuation view. What's in the News Clearfield issued earnings guidance for the second quarter of fiscal 2026, projecting net sales from continuing operations of US$32 million to US$35 million and a net loss per diluted share of US$0.02 to US$0.10 (Corporate Guidance).
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6 viewsusers have viewed this narrative update

Shared on 26 Feb 26

CLFD: Share Repurchases And 2026 Outlook Will Support Upside Potential

Analysts have nudged their price target on Clearfield to $44.25, reflecting updated assumptions around discount rates, long term revenue growth, profit margins, and a slightly higher future P/E multiple, while keeping their fair value estimate in line with prior views. What's in the News Clearfield updated its earnings outlook for the second quarter of fiscal 2026, guiding to net sales from continuing operations of US$32 million to US$35 million and a net loss per diluted share of US$0.02 to US$0.10.
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8 viewsusers have viewed this narrative update

Shared on 11 Feb 26

Fair value Increased 1.72%

CLFD: BEAD Demand And Expanded Buybacks Will Support Upside Through 2026

Narrative Update Our analyst price target for Clearfield has moved modestly higher to $44.25 from $43.50. This reflects updated assumptions on slightly lower revenue growth, a small improvement in profit margins, a marginally higher discount rate, and a slightly reduced future P/E multiple, in line with recent analyst commentary that balances softer near term guidance with longer term BEAD related demand expectations and company specific actions such as buybacks and portfolio changes.
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6 viewsusers have viewed this narrative update

Shared on 25 Jan 26

CLFD: BEAD Momentum And Buybacks Will Support Upside Through 2026

Narrative Update: Clearfield Analyst Price Target Shift Analysts now see Clearfield's fair value at $43.50, with price targets in the low to mid $40s as they balance softer near term guidance, the Nestor Cables divestiture, BEAD related demand expectations into 2026, and support from the company's strengthened balance sheet and expanded buyback. Analyst Commentary Street research around Clearfield has become more balanced, with most firms trimming price targets but maintaining positive views on the long term setup tied to BEAD deployment, the Nestor Cables divestiture, and the share repurchase program.
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12 viewsusers have viewed this narrative update

Shared on 11 Jan 26

CLFD: BEAD Funding And Buybacks Will Support Upside Through 2026

Analysts have trimmed their price targets and now peg Clearfield's fair value close to US$43.50. This reflects solid recent results tempered by softer near term guidance, the impact of the Nestor divestiture, and expectations for BEAD related demand and potential fiber tightness through FY26 and beyond.
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6 viewsusers have viewed this narrative update

Shared on 25 Dec 25

CLFD: BEAD Demand And Buybacks Will Drive Upside Into 2026

Clearfield's analyst price target has been trimmed by a few dollars to a mid 40s range per share, as analysts factor in softer near term guidance tied to divestitures and seasonality, but maintain a constructive long term view supported by BEAD driven demand and expectations for 20 percent plus growth into FY26 and FY27. Analyst Commentary Street research remains constructive on Clearfield despite the recent round of price target cuts, with most analysts emphasizing that softer near term guidance is being weighed against an improving multi year growth outlook as BEAD related funding ramps.
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16 viewsusers have viewed this narrative update

Shared on 11 Dec 25

CLFD: BEAD-Driven Demand And Buybacks Will Support Upside Ahead

Analysts have slightly trimmed their price target on Clearfield to $43.50. This reflects modestly higher long term growth and margin assumptions, offset by a lower future earnings multiple as they weigh softer near term guidance against improving BEAD driven demand visibility and supportive capital returns.
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13 viewsusers have viewed this narrative update

Shared on 27 Nov 25

Fair value Decreased 12%

CLFD: BEAD Demand And Buybacks Will Drive Positive Momentum Ahead

Analysts have revised Clearfield’s fair value estimate downward from $49.25 to $43.50, citing mixed quarterly performance, near-term headwinds following business divestitures, and evolving growth expectations related to BEAD-driven demand and fiscal guidance adjustments. Analyst Commentary Recent Street research reflects a nuanced outlook on Clearfield's future performance, with analysts split between highlighting favorable growth drivers and cautioning against near-term challenges.
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15 viewsusers have viewed this narrative update

Shared on 08 Aug 25

Fair value Increased 7.07%
Clearfield's consensus price target has been raised to $49.25, reflecting improved earnings outlook as net profit margin rises sharply and future P/E declines, signaling both stronger profitability and more attractive valuation. What's in the News Clearfield raised full-year 2025 revenue guidance to $180 million–$184 million and issued Q4 guidance for net sales of $47 million–$51 million with net income per share of $0.03–$0.11.
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5 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$43.75
vs US$28.2535.4% undervalued intrinsic discount
PastFuture-9m314m2015201820212024202620272029Revenue US$284.3mEarnings US$52.8m
24.2%
Revenue growth
18.6%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Clearfield

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  • Narrative and analyst updates
  • Key company announcements

Company analysis

Flawless balance sheet with reasonable growth potential.

Market capUS$394.1m
PB1.6x
Estimated Growth17.5%
Dividend YieldN/A
Full analysis

CEO & management

Cheryl Beranek
CEO
4.1yrs
CEO Tenure

Designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally.

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