Expanding Broadband Adoption Will Power Next Generation Networks

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 May 25

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-6.1%

7D

-2.1%

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1Y

-6.1%

7D

-2.1%

You can edit this narrative until Nov 28 5:10 AM. Then, changes will post as Updates.

Author's Valuation

US$43.533.9% undervalued

AnalystConsensusTarget Fair Value

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.

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.

AnalystConsensusTarget Fair Value

US$43.5

33.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

14.29%

Communications revenue growth rate

0.71%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.08%

Calculation

US$27.25m

Earnings '28

x

26.18x

PE Ratio '28

=

US$713.39m

Market Cap '28

US$713.39m

Market Cap '28

/

13.00m

No. shares '28

=

US$54.89

Share Price '28

US$54.89 Share Price '28

Discounted to 2025 @ 8.06% p.a.

=

US$43.50

Fair Value '25