Clearfield (CLFD) Resumen de Acciones
Clearfield, Inc., junto con sus filiales, diseña, fabrica y distribuye productos de gestión, protección y suministro de fibra en Estados Unidos e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
CLFD Community Fair Values
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Analyst Price Targets
Competidores de Clearfield, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$28.28 |
| Máximo en las últimas 52 semanas | US$52.73 |
| Mínimo de 52 semanas | US$23.76 |
| Beta | 2.11 |
| Cambio en 1 mes | -4.01% |
| Variación en 3 meses | -28.28% |
| Cambio de 1 año | -16.85% |
| Variación en 3 años | -12.04% |
| Variación en 5 años | -36.95% |
| Variación desde la OPV | 528.44% |
Noticias y actualizaciones recientes
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
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Nueva narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Rentabilidad de los accionistas
| CLFD | US Communications | Mercado US | |
|---|---|---|---|
| 7D | -0.1% | -0.05% | -2.2% |
| 1Y | -16.8% | 47.4% | 13.1% |
Rentabilidad vs. Industria: Los resultados de CLFD fueron inferiores a los de la industria US Communications, que obtuvo un rendimiento del 47.4% el año pasado.
Rentabilidad vs. Mercado: CLFD obtuvo unos resultados inferiores a los del mercado US, que fueron del 13.1% el año pasado.
Volatilidad de los precios
| CLFD volatility | |
|---|---|
| CLFD Average Weekly Movement | 9.7% |
| Communications Industry Average Movement | 7.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: CLFD no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de CLFD (10%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1979 | 243 | Cheri Beranek | www.seeclearfield.com |
Clearfield, Inc., junto con sus filiales, diseña, fabrica y distribuye productos de gestión, protección y entrega de fibra en Estados Unidos e internacionalmente. La empresa ofrece FieldSmart, una serie de paneles, armarios, cajas murales y otros recintos; WaveSmart, un componente óptico integrado para acoplamiento, división, terminación, multiplexación, demultiplexación y atenuación de señales para su integración en su plataforma de gestión de fibra; y FiberFlex, un armario activo de exterior para montaje y configuración de equipos electrónicos. También ofrece pedestales CraftSmart FiberFirst, un terminal de acceso que ofrece gestión de cables y kit de soportes de montaje que facilitan el despliegue de terminales de acceso; YOURx, un terminal de acceso que ofrece flexibilidad con opciones de empalme interno y a media distancia del cable; FieldShield, un método de protección y paso de fibra para reducir el coste del despliegue de banda ancha; Fiber Assemblies utilizados para configuraciones estándar del sector o especificadas por el cliente; y ClearPass Connector Cleaning Dust Cap, que simplifica la limpieza del conector de fibra a la vez que mejora el rendimiento de la red.
Resumen de fundamentos de Clearfield, Inc.
| Estadísticas fundamentales de CLFD | |
|---|---|
| Capitalización bursátil | US$383.07m |
| Beneficios(TTM) | US$3.98m |
| Ingresos (TTM) | US$153.66m |
96.4x
Ratio precio-beneficio (PE)2.5x
Ratio precio-ventas (PS)¿Está CLFD sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CLFD | |
|---|---|
| Ingresos | US$153.66m |
| Coste de los ingresos | US$102.94m |
| Beneficio bruto | US$50.72m |
| Otros gastos | US$46.74m |
| Beneficios | US$3.98m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.29 |
| Margen bruto | 33.01% |
| Margen de beneficio neto | 2.59% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado CLFD a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/10 03:52 |
| Precio de las acciones al final del día | 2026/09/10 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/09/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Clearfield, Inc. está cubierta por 7 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Daniel Amir | Ladenburg Thalmann & Company |
| Jaeson Allen Schmidt | Lake Street Capital Markets, LLC |
| Ryan Koontz | Needham & Company |