Clearfield Zukünftiges Wachstum
Future Kriterienprüfungen 4/6
Für Clearfield wird ein Gewinn- und Umsatzwachstum von 110.1% bzw. 17.5% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 109.2% pro Jahr steigen soll.
Wichtige Informationen
110.1%
Wachstumsrate der Gewinne
109.19%
EPS-Wachstumsrate
| Communications Gewinnwachstum | 24.6% |
| Wachstumsrate der Einnahmen | 17.5% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 06 Aug 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Seeking Alpha • Aug 28
Clearfield: A Painful Guidance Cut, But The Data Center Thesis Is Finally Validated
Summary Clearfield is still a buy despite a FY2026 guidance cut driven by delayed broadband projects and fiber constraints. CLFD's $22 million hyperscale data center order provides the first tangible validation of its data center growth thesis. Current headwinds appear timing-related, not structural. Broadband demand is intact but delayed by BEAD rollout and fiber shortages. After a 40% stock decline since May 2026, CLFD's valuation offers a compelling margin of safety amid increased uncertainty. Read the full article on Seeking Alpha
Narrative-Update • Jun 25
CLFD: Buybacks And Partnerships Will Support Fiber Platform Adoption Despite Modest Price Cut
Analysts have nudged their price target for Clearfield lower by $2, reflecting updated views on the stock's valuation after reassessing the company’s underlying assumptions and recent Street research commentary. What's in the News Clearfield and VoltServer formed a partnership to combine Clearfield fiber connectivity with VoltServer Digital Electricity fault managed power systems, aiming to support 5G small cell networks and other digital infrastructure.Narrative-Update • Jun 06
CLFD: Buybacks And Partnerships Will Support Fiber Platform Adoption Through 2026
Analysts have trimmed their price target on Clearfield by $0.50 to $43.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Clearfield entered a partnership with VoltServer to combine Clearfield fiber management and connectivity products with VoltServer Digital Electricity power systems to support 5G small cell networks and other digital infrastructure.Narrative-Update • Apr 27
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.Narrative-Update • Apr 10
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.Narrative-Update • Mar 27
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).Narrative-Update • Mar 12
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).Narrative-Update • 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.Narrative-Update • Feb 11
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.Narrative-Update • Jan 25
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.Narrative-Update • Jan 11
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.Narrative-Update • 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.Narrative-Update • Dec 11
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.Narrative-Update • Nov 27
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.Analyseartikel • Aug 30
Some Confidence Is Lacking In Clearfield, Inc. (NASDAQ:CLFD) As Shares Slide 25%
Clearfield, Inc. ( NASDAQ:CLFD ) shares have had a horrible month, losing 25% after a relatively good period...Narrative-Update • Aug 08
Expanding Broadband Adoption Will Power Next Generation Networks
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.Neues Narrative • May 29
US Government Funding Will Fuel Fiber Connectivity Expansion
Substantial broadband funding and rising demand for high-speed connectivity are projected to drive sustained revenue growth and margin expansion for Clearfield.Analyseartikel • May 29
Subdued Growth No Barrier To Clearfield, Inc. (NASDAQ:CLFD) With Shares Advancing 29%
Clearfield, Inc. ( NASDAQ:CLFD ) shares have had a really impressive month, gaining 29% after a shaky period...Analyseartikel • May 16
An Intrinsic Calculation For Clearfield, Inc. (NASDAQ:CLFD) Suggests It's 48% Undervalued
Key Insights The projected fair value for Clearfield is US$74.35 based on 2 Stage Free Cash Flow to Equity Clearfield's...Analyseartikel • Apr 04
Some Shareholders Feeling Restless Over Clearfield, Inc.'s (NASDAQ:CLFD) P/S Ratio
Clearfield, Inc.'s ( NASDAQ:CLFD ) price-to-sales (or "P/S") ratio of 2.3x may not look like an appealing investment...Analyseartikel • Feb 13
Is Clearfield (NASDAQ:CLFD) Using Debt Sensibly?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Dec 13
Risks To Shareholder Returns Are Elevated At These Prices For Clearfield, Inc. (NASDAQ:CLFD)
When close to half the companies in the Communications industry in the United States have price-to-sales ratios (or...Analyseartikel • Nov 14
Health Check: How Prudently Does Clearfield (NASDAQ:CLFD) Use Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Aug 31
Clearfield: Interesting Developments And A Longer Time Frame To Hold The Stock
Summary Initially rated Clearfield as a Buy due to market overreaction, undervaluation, and strong financial management; now considering a Hold rating. Impressed by Clearfield's strategic financial moves: selling high and buying lower. Insider buying indicates confidence; management's significant ownership aligns their incentives with shareholders. Future growth potential driven by government programs like BEAD and ACAM, but a significant impact is not expected until 2025-2026. Read the full article on Seeking AlphaAnalyseartikel • May 23
What Clearfield, Inc.'s (NASDAQ:CLFD) 25% Share Price Gain Is Not Telling You
The Clearfield, Inc. ( NASDAQ:CLFD ) share price has done very well over the last month, posting an excellent gain of...Analyseartikel • Feb 16
Shareholders Will Probably Not Have Any Issues With Clearfield, Inc.'s (NASDAQ:CLFD) CEO Compensation
Key Insights Clearfield's Annual General Meeting to take place on 22nd of February Salary of US$425.0k is part of CEO...Analyseartikel • Nov 12
Bearish: Analysts Just Cut Their Clearfield, Inc. (NASDAQ:CLFD) Revenue and EPS estimates
Market forces rained on the parade of Clearfield, Inc. ( NASDAQ:CLFD ) shareholders today, when the analysts downgraded...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 9/30/2027 | 187 | 11 | N/A | N/A | 4 |
| 9/30/2026 | 153 | 3 | N/A | N/A | 4 |
| 6/30/2026 | 154 | 4 | 16 | 20 | N/A |
| 3/31/2026 | 149 | 3 | 14 | 18 | N/A |
| 12/31/2025 | 155 | 6 | 18 | 22 | N/A |
| 9/30/2025 | 150 | 6 | 25 | 29 | N/A |
| 6/30/2025 | 115 | 8 | 25 | 31 | N/A |
| 3/31/2025 | 125 | 5 | 21 | 27 | N/A |
| 12/31/2024 | 121 | -4 | 11 | 19 | N/A |
| 9/30/2024 | 126 | -9 | 14 | 22 | N/A |
| 6/30/2024 | 170 | -9 | 7 | 14 | N/A |
| 3/31/2024 | 182 | -3 | 5 | 13 | N/A |
| 12/31/2023 | 217 | 13 | 20 | 28 | N/A |
| 9/30/2023 | 226 | 34 | 11 | 18 | N/A |
| 6/30/2023 | 314 | 47 | 15 | 24 | N/A |
| 3/31/2023 | 324 | 54 | 13 | 22 | N/A |
| 12/31/2022 | 306 | 53 | -7 | 2 | N/A |
| 9/30/2022 | 271 | 49 | -7 | 2 | N/A |
| 6/30/2022 | 221 | 40 | -14 | -7 | N/A |
| 3/31/2022 | 189 | 33 | -13 | -7 | N/A |
| 12/31/2021 | 165 | 28 | 4 | 8 | N/A |
| 9/30/2021 | 141 | 20 | 9 | 11 | N/A |
| 6/30/2021 | 123 | 16 | 11 | 12 | N/A |
| 3/31/2021 | 110 | 13 | 10 | 11 | N/A |
| 12/31/2020 | 101 | 10 | 8 | 9 | N/A |
| 9/30/2020 | 93 | 7 | 5 | 7 | N/A |
| 6/30/2020 | 90 | 6 | 5 | 8 | N/A |
| 3/31/2020 | 86 | 4 | N/A | 9 | N/A |
| 12/31/2019 | 84 | 4 | N/A | 8 | N/A |
| 9/30/2019 | 85 | 5 | N/A | 15 | N/A |
| 6/30/2019 | 84 | 5 | N/A | 9 | N/A |
| 3/31/2019 | 83 | 5 | N/A | 11 | N/A |
| 12/31/2018 | 81 | 4 | N/A | 9 | N/A |
| 9/30/2018 | 78 | 4 | N/A | 5 | N/A |
| 6/30/2018 | 74 | 4 | N/A | 8 | N/A |
| 3/31/2018 | 72 | 3 | N/A | 9 | N/A |
| 12/31/2017 | 73 | 4 | N/A | 9 | N/A |
| 9/30/2017 | 74 | 4 | N/A | 6 | N/A |
| 6/30/2017 | 77 | 5 | N/A | 7 | N/A |
| 3/31/2017 | 79 | 7 | N/A | 9 | N/A |
| 12/31/2016 | 78 | 7 | N/A | 9 | N/A |
| 9/30/2016 | 75 | 8 | N/A | 12 | N/A |
| 6/30/2016 | 70 | 7 | N/A | 9 | N/A |
| 3/31/2016 | 67 | 6 | N/A | 7 | N/A |
| 12/31/2015 | 62 | 5 | N/A | 8 | N/A |
| 9/30/2015 | 60 | 5 | N/A | 7 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: CLFDDas prognostizierte Gewinnwachstum (110.1% pro Jahr) liegt über der Sparquote (3.7%).
Ertrag vs. Markt: CLFDDie Erträge des Unternehmens (110.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (17.4% pro Jahr).
Hohe Wachstumserträge: CLFDEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: CLFDDie Einnahmen des Unternehmens (17.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (13.5% pro Jahr).
Hohe Wachstumseinnahmen: CLFDDie Einnahmen des Unternehmens (17.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von CLFD in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/10 21:14 |
| Aktienkurs zum Tagesende | 2026/09/09 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/09/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Clearfield, Inc. wird von 7 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Daniel Amir | Ladenburg Thalmann & Company |
| Jaeson Allen Schmidt | Lake Street Capital Markets, LLC |
| Ryan Koontz | Needham & Company |