Clearfield (CLFD) 주식 개요
는 자회사와 함께 미국 및 전 세계에 광케이블 관리, 보호 및 배송 제품을 설계, 제조 및 유통합니다. 자세히 보기
CLFD Community Fair Values
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Analyst Price Targets
Clearfield, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$40.04 |
| 52주 최고가 | US$52.73 |
| 52주 최저가 | US$23.76 |
| 베타 | 2.09 |
| 1개월 변동 | 32.23% |
| 3개월 변동 | 33.42% |
| 1년 변동 | 2.59% |
| 3년 변동 | -15.97% |
| 5년 변동 | -4.32% |
| IPO 이후 변동 | 789.78% |
최근 뉴스 및 업데이트
Recent updates
Seeking Alpha • May 24
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| CLFD | US Communications | US 시장 | |
|---|---|---|---|
| 7D | -15.2% | -1.7% | -2.9% |
| 1Y | 2.6% | 89.1% | 23.5% |
수익률 대 산업: CLFD은 지난 1년 동안 89.1%의 수익을 기록한 US Communications 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: CLFD은 지난 1년 동안 23.5%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| 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% |
안정적인 주가: CLFD의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: CLFD의 주간 변동성(11%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1979 | 243 | Cheri Beranek | www.seeclearfield.com |
는 자회사와 함께 미국 및 국제적으로 광케이블 관리, 보호 및 전송 제품을 설계, 제조 및 유통합니다. 이 회사는 패널, 캐비닛, 월 박스 및 기타 인클로저 시리즈인 FieldSmart, 광케이블 관리 플랫폼 내 통합을 위한 신호 결합, 분할, 종단, 멀티플렉싱, 디멀티플렉싱 및 감쇠를 위한 통합 광학 부품인 WaveSmart, 전자 장비의 장착 및 구성을 위한 실외 액티브 캐비닛인 FiberFlex를 제공합니다. 또한 액세스 터미널 구축을 지원하는 케이블 관리 및 마운팅 브래킷 키트를 제공하는 액세스 터미널인 CraftSmart FiberFirst 페데스탈, 케이블 중간 스팬 및 내부 스플라이싱 옵션으로 유연성을 제공하는 액세스 터미널인 YOURx, 광대역 구축 비용을 절감하는 광케이블 경로 및 보호 방법인 FieldShield, 산업 표준 또는 고객 지정 구성에 사용되는 광케이블 어셈블리, 네트워크 성능을 향상하면서 광케이블 커넥터 청소를 단순화하는 ClearPass 커넥터 청소 더스트 캡을 공급합니다.
Clearfield, Inc. 기초 지표 요약
| CLFD 기초 통계 | |
|---|---|
| 시가총액 | US$604.60m |
| 순이익 (TTM) | US$3.31m |
| 매출 (TTM) | US$148.55m |
164.3x
주가수익비율(P/E)3.7x
주가매출비율(P/S)CLFD는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| CLFD 손익계산서 (TTM) | |
|---|---|
| 매출 | US$148.55m |
| 매출원가 | US$98.10m |
| 총이익 | US$50.45m |
| 기타 비용 | US$47.14m |
| 순이익 | US$3.31m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.24 |
| 총이익률 | 33.96% |
| 순이익률 | 2.23% |
| 부채/자본 비율 | 0% |
CLFD의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/05 23:15 |
| 종가 | 2026/06/05 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Clearfield, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Daniel Amir | Ladenburg Thalmann & Company |
| Jaeson Allen Schmidt | Lake Street Capital Markets, LLC |
| Ryan Koontz | Needham & Company |