Clearfield（CLFD）株式概要
クリアフィールド社は、その子会社とともに、ファイバー管理、保護、配送製品の設計、製造、販売を米国内外で行っている。 詳細
CLFD Community Fair Values
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Analyst Price Targets
Clearfield, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$43.50 |
| 52週高値 | US$46.76 |
| 52週安値 | US$23.76 |
| ベータ | 1.9 |
| 1ヶ月の変化 | 45.10% |
| 3ヶ月変化 | 34.47% |
| 1年変化 | 11.45% |
| 3年間の変化 | 17.76% |
| 5年間の変化 | 20.17% |
| IPOからの変化 | 866.67% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| CLFD | US Communications | US 市場 | |
|---|---|---|---|
| 7D | -6.9% | 9.8% | -0.3% |
| 1Y | 11.5% | 87.2% | 24.1% |
業界別リターン: CLFD過去 1 年間で87.2 % の収益を上げたUS Communications業界を下回りました。
リターン対市場: CLFDは、過去 1 年間で24.1 % のリターンを上げたUS市場を下回りました。
価格変動
| CLFD volatility | |
|---|---|
| CLFD Average Weekly Movement | 10.2% |
| Communications Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CLFD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CLFDの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1979 | 243 | Cheri Beranek | www.seeclearfield.com |
Clearfield, Inc.は子会社とともに、ファイバー管理、保護、伝送製品の設計、製造、販売を米国内外で行っている。同社は、パネル、キャビネット、ウォールボックス、その他のエンクロージャのシリーズであるFieldSmart、ファイバー管理プラットフォーム内に統合するための信号結合、分割、終端、多重化、多重化解除、減衰のために統合された光コンポーネントであるWaveSmart、電子機器の取り付けと構成用の屋外アクティブキャビネットであるFiberFlexを提供している。また、CraftSmart FiberFirst ペデスタル、アクセス端末の配備をサポートするケーブル管理と取り付けブラケットキットを提供するアクセス端末、YOURx、ケーブルミッドスパンと内部スプライシングオプションで柔軟性を提供するアクセス端末、FieldShield、ブロードバンド配備のコストを削減するためのファイバー経路と保護方法、業界標準または顧客指定の構成に使用されるファイバーアセンブリー、ネットワーク性能を向上させながらファイバーコネクタのクリーニングを簡素化するClearPass コネクタクリーニングダストキャップも提供している。さらに同社は、Fiber to the premise、Fiber to the business、DC interconnect/campus network、Meet-me room、Main distribution area、White spaceを提供している。さらに、メトロコア、バックホール、屋内外DAS、スモールセル、FTTセルサイトも提供している。同社は、国内キャリア、コミュニティ・ブロードバンド、複数システム・オペレーター、レガシー・ビルド・トゥ・プリント銅線およびファイバー・アセンブリ、大企業、相手先商標製品メーカー市場など、さまざまなサービス・プロバイダーにサービスを提供している。同社はセールスフォースと正規代理店を通じて製品を販売している。以前はAPA Enterprises, Inc.として知られていたが、2008年1月にClearfield, Inc.に社名変更。は1979 年に設立され、ミネソタ州ミネアポリスに本社を置く。
Clearfield, Inc. 基礎のまとめ
| CLFD 基礎統計学 | |
|---|---|
| 時価総額 | US$591.14m |
| 収益（TTM） | US$3.31m |
| 売上高(TTM) | US$148.55m |
178.5x
PER（株価収益率4.0x
P/SレシオCLFD は割高か？
公正価値と評価分析を参照収益と収入
| CLFD 損益計算書（TTM） | |
|---|---|
| 収益 | US$148.55m |
| 売上原価 | US$98.10m |
| 売上総利益 | US$50.45m |
| その他の費用 | US$47.14m |
| 収益 | US$3.31m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.24 |
| グロス・マージン | 33.96% |
| 純利益率 | 2.23% |
| 有利子負債／自己資本比率 | 0% |
CLFD の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/18 18:37 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Clearfield, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Daniel Amir | Ladenburg Thalmann & Company |
| Jaeson Allen Schmidt | Lake Street Capital Markets, LLC |
| Ryan Koontz | Needham & Company |