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Update shared on08 Aug 2025

Fair value Increased 7.07%
AnalystConsensusTarget's Fair Value
US$49.25
36.3% undervalued intrinsic discount
15 Aug
US$31.38
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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.
  • The company is helping Hawaiian Telcom achieve statewide fiber coverage, with over 60% of Hawaii’s homes already reached and a target of 475,000 homes by year-end.
  • Clearfield was added to multiple major Russell growth indexes, including the 2000, 2500, 3000, Small Cap, Microcap, and their respective growth benchmarks.
  • Launched the TetherSmart Multi-Fiber Terminal, the industry’s smallest sealed 10-port terminal, designed for easy deployment in FTTH, FTTB, and 5G backhaul networks, supporting future portfolio expansion and rigorous performance standards.

Valuation Changes


Summary of Valuation Changes for Clearfield

  • The Consensus Analyst Price Target has risen from $46.00 to $49.25.
  • The Net Profit Margin for Clearfield has significantly risen from 15.77% to 21.80%.
  • The Future P/E for Clearfield has significantly fallen from 18.24x to 13.57x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.