Clearfield (CLFD) Panoramica del titolo
Clearfield, Inc. insieme alle sue consociate, progetta, produce e distribuisce prodotti per la gestione, la protezione e la distribuzione delle fibre negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
CLFD Community Fair Values
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Analyst Price Targets
Concorrenti di Clearfield, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$40.04 |
| Massimo di 52 settimane | US$52.73 |
| Minimo di 52 settimane | US$23.76 |
| Beta | 2.09 |
| Variazione di 1 mese | 32.23% |
| Variazione a 3 mesi | 33.42% |
| Variazione di 1 anno | 2.59% |
| Variazione a 3 anni | -15.97% |
| Variazione a 5 anni | -4.32% |
| Variazione dall'IPO | 789.78% |
Notizie e aggiornamenti recenti
Recent updates
Clearfield: A Small Fiber Company With A Data Center Opportunity
Summary Clearfield is positioned for upside as its data center product NOVA gains unexpected early traction, shifting management's tone to optimism. CLFD's core fiber deployment solutions address real-world installation challenges, with potential for accelerated growth if data center contracts materialize. Valuation is compelling: net cash of $100M, ongoing share buybacks, and EV/Sales of only 2.5x compared to peers trading at 10x. Risks remain, as no major data center contracts are signed, but cautious management and low EV/sales multiple support a Buy rating. Read the full article on Seeking Alpha
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.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.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).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).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.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.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.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.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.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.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.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...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.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.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...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...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...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...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...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...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 AlphaWhat 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...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...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...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...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...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...Rendimenti per gli azionisti
| CLFD | US Communications | US Mercato | |
|---|---|---|---|
| 7D | -15.2% | -1.7% | -2.9% |
| 1Y | 2.6% | 89.1% | 23.5% |
Ritorno vs Industria: CLFD ha avuto una performance inferiore rispetto al US Communications che ha registrato un rendimento 105.1 % nell'ultimo anno.
Rendimento vs Mercato: CLFD ha avuto una performance inferiore al mercato US che ha registrato un rendimento 26.3 % nell'ultimo anno.
Volatilità dei prezzi
| CLFD volatility | |
|---|---|
| CLFD Average Weekly Movement | 11.3% |
| Communications Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di CLFD è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 11% ) di CLFD è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1979 | 243 | Cheri Beranek | www.seeclearfield.com |
Clearfield, Inc. insieme alle sue consociate, progetta, produce e distribuisce prodotti per la gestione, la protezione e la distribuzione della fibra negli Stati Uniti e a livello internazionale. L'azienda offre FieldSmart, una serie di pannelli, armadi, scatole a muro e altri contenitori; WaveSmart, un componente ottico integrato per l'accoppiamento, la divisione, la terminazione, il multiplexing, il demultiplexing e l'attenuazione del segnale da integrare nella sua piattaforma di gestione della fibra; e FiberFlex, un armadio attivo per esterni per il montaggio e la configurazione di apparecchiature elettroniche. L'azienda fornisce anche i piedistalli CraftSmart FiberFirst, un terminale di accesso che offre gestione dei cavi e kit di staffe di montaggio a supporto dell'implementazione dei terminali di accesso; YOURx, un terminale di accesso che offre flessibilità con opzioni di giunzione interna e mid-span dei cavi; FieldShield, un metodo di percorso e protezione della fibra per ridurre i costi di implementazione della banda larga; gruppi di fibre utilizzati per configurazioni standard del settore o specificate dal cliente; e il cappuccio antipolvere per la pulizia dei connettori ClearPass, che semplifica la pulizia dei connettori in fibra migliorando le prestazioni della rete.
Clearfield, Inc. Riepilogo dei fondamenti
| CLFD statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$604.60m |
| Utili (TTM) | US$3.31m |
| Ricavi(TTM) | US$148.55m |
CLFD è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CLFD Conto economico (TTM) | |
|---|---|
| Ricavi | US$148.55m |
| Costo del fatturato | US$98.10m |
| Profitto lordo | US$50.45m |
| Altre spese | US$47.14m |
| Utili | US$3.31m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.24 |
| Margine lordo | 33.96% |
| Margine di profitto netto | 2.23% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato CLFD nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/05 01:57 |
| Prezzo dell'azione a fine giornata | 2026/06/05 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/09/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Clearfield, Inc. è coperta da 7 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Daniel Amir | Ladenburg Thalmann & Company |
| Jaeson Allen Schmidt | Lake Street Capital Markets, LLC |
| Ryan Koontz | Needham & Company |