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Clearfield, Inc. Stock Price

NasdaqGM:CLFD Community·US$383.1m Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author
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CLFD Share Price Performance

US$28.28
-5.73 (-16.85%)
​
US$43.75
Fair Value
US$28.28
-5.73 (-16.85%)
35.4% undervalued intrinsic discount
US$43.75
Fair Value
Price US$28.28
AnalystConsensusTarget US$43.75
Thu, 25 Jun 26
Fair ValueUS$43.75
Share Pricen/a

CLFD Community Narratives

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AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$43.75 35.4% undervalued intrinsic discount

Expanding Broadband Adoption Will Power Next Generation Networks

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CLFD logo
Clearfield
35.4% undervalued intrinsic discount

Expanding Broadband Adoption Will Power Next Generation Networks

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AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Jun
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CLFD logo

CLFD: Buybacks And Partnerships Will Support Fiber Platform Adoption Despite Modest Price Cut

Fair Value: US$43.75 35.4% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
2 Rewards
View Full Analysis

Clearfield, Inc. Key Details

US$153.7m

Revenue

US$102.9m

Cost of Revenue

US$50.7m

Gross Profit

US$46.7m

Other Expenses

US$4.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.29
33.01%
2.59%
0%
View Full Analysis

About CLFD

Founded
1979
Employees
243
CEO
Cheryl Beranek
WebsiteView website
www.seeclearfield.com

Clearfield, Inc., together with its subsidiaries, designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally. The company offers FieldSmart, a series of panels, cabinets, wall boxes, and other enclosures; WaveSmart, an optical component integrated for signal coupling, splitting, termination, multiplexing, demultiplexing, and attenuation for integration within its fiber management platform; and FiberFlex, an outdoor active cabinet for mounting and configuration of electronic equipment. It also provides CraftSmart FiberFirst pedestals, an access terminal that offers cable management and mounting bracket kit that support the deployment of access terminals; YOURx, an access terminal that provides flexibility with cable mid-span and internal splicing options; FieldShield, a fiber pathway and protection method for reducing the cost of broadband deployment; Fiber Assemblies used for industry-standard or customer-specified configurations; and ClearPass Connector Cleaning Dust Cap, which simplifies fiber connector cleaning while enhancing network performance. In addition, the company offers fiber to the premise, fiber to the business, DC interconnect/campus network, meet-me room, main distribution area, and white space. Further, it provides metro core, backhaul, indoor/outdoor DAS, small cells, and FTT-cell site. The company serves various service providers, including national carriers, community broadband, multiple system operators, legacy build-to-print copper and fiber assemblies, large enterprises, and original equipment manufacturer markets. It sells its products through sales force and authorized distributors. The company was formerly known as APA Enterprises, Inc. and changed its name to Clearfield, Inc. in January 2008. Clearfield, Inc. was incorporated in 1979 and is headquartered in Minneapolis, Minnesota.

Recent CLFD News & Updates

Seeking Alpha • Aug 28

Clearfield: A Painful Guidance Cut, But The Data Center Thesis Is Finally Validated

Summary Clearfield is still a buy despite a FY2026 guidance cut driven by delayed broadband projects and fiber constraints. CLFD's $22 million hyperscale data center order provides the first tangible validation of its data center growth thesis. Current headwinds appear timing-related, not structural. Broadband demand is intact but delayed by BEAD rollout and fiber shortages. After a 40% stock decline since May 2026, CLFD's valuation offers a compelling margin of safety amid increased uncertainty. Read the full article on Seeking Alpha

Recent updates

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Clearfield, Inc. Competitors

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