Clearfield Croissance future
Future contrôle des critères 5/6
Clearfield devrait augmenter ses bénéfices et ses revenus de 100.8% et de 20.1% par an respectivement, tandis que le BPA devrait croître de croître de 99.5% par an.
Informations clés
100.8%
Taux de croissance des bénéfices
99.55%
Taux de croissance du BPA
| Communications croissance des bénéfices | 23.4% |
| Taux de croissance des recettes | 20.1% |
| Rendement futur des capitaux propres | n/a |
| Couverture par les analystes | Low |
| Dernière mise à jour | 07 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 9/30/2027 | 200 | 17 | N/A | N/A | 4 |
| 9/30/2026 | 165 | 7 | N/A | N/A | 4 |
| 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 | 126 | 7 | 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 | 5 | 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 |
| 6/30/2015 | 59 | 4 | N/A | 4 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CLFD ( 100.8% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de CLFD ( 100.8% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de CLFD devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de CLFD ( 20.1% par an) devrait croître plus rapidement que le marché US ( 11.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de CLFD ( 20.1% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de CLFD devrait être élevé dans 3 ans
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/18 12:12 |
| Cours de l'action en fin de journée | 2026/05/18 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/09/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Clearfield, Inc. est couverte par 7 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Daniel Amir | Ladenburg Thalmann & Company |
| Jaeson Allen Schmidt | Lake Street Capital Markets, LLC |
| Ryan Koontz | Needham & Company |