Clearfield, Inc.

NasdaqGM:CLFD 株式レポート

時価総額:US$581.4m

Clearfield バランスシートの健全性

財務の健全性 基準チェック /66

Clearfieldの総株主資本は$242.8M 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$263.5Mと$20.7Mです。

主要情報

0%

負債資本比率

US$0

負債

インタレスト・カバレッジ・レシオn/a
現金US$91.07m
エクイティUS$242.81m
負債合計US$20.74m
総資産US$263.55m

財務の健全性に関する最新情報

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.
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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...

財務状況分析

短期負債: CLFDの 短期資産 ( $163.0M ) が 短期負債 ( $12.7M ) を超えています。

長期負債: CLFDの短期資産 ( $163.0M ) が 長期負債 ( $8.0M ) を上回っています。


デット・ツー・エクイティの歴史と分析

負債レベル: CLFDは負債がありません。

負債の削減: CLFD 5 年前には負債がありませんでした。

債務返済能力: CLFDには負債がないため、営業キャッシュフロー でカバーする必要はありません。

インタレストカバレッジ: CLFDには負債がないため、利息支払い の負担は問題になりません。


貸借対照表


健全な企業の発掘

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2026/05/22 09:43
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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