Clearfield, Inc.

NasdaqGM:CLFD Aktierapport

Börsvärde: US$591.1m

Clearfield Tidigare resultatutveckling

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Clearfield s intäkter har minskat med en genomsnittlig årlig takt på -33.6%, medan Communications -branschen såg intäkter på växande på 7.9% årligen. Intäkterna har varit fallande med en genomsnittlig takt på 5% per år. Clearfield s avkastning på eget kapital är 1.4% och den har en nettomarginal på 2.2%.

Viktig information

-33.58%

Tillväxttakt i vinsten

-34.24%

Tillväxttakt för EPS

Communications Tillväxt i branschen31.77%
Intäkternas tillväxttakt-4.97%
Avkastning på eget kapital1.36%
Nettomarginal2.23%
Senaste uppdateringen av resultatet31 Mar 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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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Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Fördelning av intäkter och kostnader

Hur Clearfield tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NasdaqGM:CLFD Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 261493520
31 Dec 251556510
30 Sep 251506480
30 Jun 251267430
31 Mar 251255430
31 Dec 24121-4430
30 Sep 24126-9450
30 Jun 24170-9490
31 Mar 24182-3490
31 Dec 2321713480
30 Sep 2322634420
30 Jun 2331447530
31 Mar 2332454520
31 Dec 2230653520
30 Sep 2227149480
30 Jun 2222140440
31 Mar 2218933410
31 Dec 2116528380
30 Sep 2114120360
30 Jun 2112316330
31 Mar 2111013310
31 Dec 2010110300
30 Sep 20937300
30 Jun 20906290
31 Mar 20864290
31 Dec 19844280
30 Sep 19855280
30 Jun 19845260
31 Mar 19835250
31 Dec 18814250
30 Sep 18784250
30 Jun 18744250
31 Mar 18723260
31 Dec 17734250
30 Sep 17744240
30 Jun 17775250
31 Mar 17797240
31 Dec 16787230
30 Sep 16758220
30 Jun 16707200
31 Mar 16676190
31 Dec 15625180
30 Sep 15605180
30 Jun 15594170

Kvalitetsintäkter: CLFD har inkomster av hög kvalitet.

Växande vinstmarginal: CLFD s nuvarande netto vinstmarginaler (2.2%) är lägre än förra året (3.9%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: CLFD s intäkter har minskat med 33.6% per år under de senaste 5 åren.

Accelererande tillväxt: CLFD s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: CLFD hade negativ intäktstillväxt ( -31.8% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Communications ( 18.1% ).


Avkastning på eget kapital

Hög ROE: CLFD s avkastning på eget kapital ( 1.4% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/18 07:59
Aktiekurs vid dagens slut2026/05/18 00:00
Intäkter2026/03/31
Årlig intjäning2025/09/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Clearfield, Inc. bevakas av 7 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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