Clearfield, Inc.

Informe acción NasdaqGM:CLFD

Capitalización de mercado: US$591.1m

Salud financiera de hoja de balance de Clearfield

Salud financiera controles de criterios 6/6

Clearfield tiene un patrimonio de los accionistas total de $242.8M y una deuda total de $0.0, lo que sitúa su ratio deuda-patrimonio en 0%. Sus activos y pasivos totales son $263.5M y $20.7M respectivamente.

Información clave

0%

Ratio deuda-patrimonio

US$0

Deuda

Ratio de cobertura de interesesn/a
EfectivoUS$91.07m
PatrimonioUS$242.81m
Total pasivoUS$20.74m
Activos totalesUS$263.55m

Actualizaciones recientes sobre salud financiera

Recent updates

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.
Seeking Alpha Dec 02

Clearfield: Not A Perfect Setup, But A Better One Than The Market Thinks

Summary Clearfield, Inc. stalled after a failed breakout, now sitting near long-term support. Industry slowdown hit hard, but operations and margins have materially improved. Q4 missed on revenue, yet Clearfield cleaned up Nestor and strengthened its core. BEAD delays and fiber shortages weigh on demand, but 2026–27 setup looks stronger. CLFD valuation is cheap on sales and book, making the risk/reward appealing if execution lands. Read the full article on Seeking Alpha
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.
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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 Alpha
Artículo 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...
Artículo de análisis Aug 25

Is Now The Time To Put Clearfield (NASDAQ:CLFD) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Jun 07

Is There Now An Opportunity In Clearfield, Inc. (NASDAQ:CLFD)?

Clearfield, Inc. ( NASDAQ:CLFD ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Artículo de análisis May 06

Clearfield, Inc. (NASDAQ:CLFD) Analysts Just Cut Their EPS Forecasts Substantially

One thing we could say about the analysts on Clearfield, Inc. ( NASDAQ:CLFD ) - they aren't optimistic, having just...
Artículo de análisis Mar 10

Here's Why Clearfield (NASDAQ:CLFD) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($163.0M) de CLFD superan a sus pasivos a corto plazo ($12.7M).

Pasivo a largo plazo: Los activos a corto plazo de CLFD ($163.0M) superan a sus pasivos a largo plazo ($8.0M).


Historial y análisis de deuda-patrimonio

Nivel de deuda: CLFD está libre de deudas.

Reducción de la deuda: CLFD no tenía deudas hace 5 años.

Cobertura de la deuda: CLFD no tiene deuda, por lo tanto no necesita estar cubierta por flujo de caja operativo.

Cobertura de intereses: CLFD no tiene deuda, por lo que la cobertura de pagos de intereses no es motivo de preocupación.


Hoja de balance


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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/18 02:26
Precio de las acciones al final del día2026/05/18 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 equipo de talla mundial 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.

AnalistaInstitución
Daniel AmirLadenburg Thalmann & Company
Jaeson Allen SchmidtLake Street Capital Markets, LLC
Ryan KoontzNeedham & Company