Clearfield (CLFD) Hisse Özeti
Clearfield, Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri'nde ve uluslararası alanda fiber yönetimi, koruma ve dağıtım ürünleri tasarlamakta, üretmekte ve dağıtmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
CLFD Community Fair Values
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Analyst Price Targets
Clearfield, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$28.28 |
| 52 Haftanın En Yüksek Seviyesi | US$52.73 |
| 52 Haftanın En Düşük Seviyesi | US$23.76 |
| Beta | 2.11 |
| 1 Aylık Değişim | -4.01% |
| 3 Aylık Değişim | -28.28% |
| 1 Yıllık Değişim | -16.85% |
| 3 Yıllık Değişim | -12.04% |
| 5 Yıllık Değişim | -36.95% |
| Halka arzdan bu yana değişim | 528.44% |
Son Haberler & Güncellemeler
Recent 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
Anlatı Güncellemesi • Jun 25
CLFD: Buybacks And Partnerships Will Support Fiber Platform Adoption Despite Modest Price Cut
Analysts have nudged their price target for Clearfield lower by $2, reflecting updated views on the stock's valuation after reassessing the company’s underlying assumptions and recent Street research commentary. What's in the News Clearfield and VoltServer formed a partnership to combine Clearfield fiber connectivity with VoltServer Digital Electricity fault managed power systems, aiming to support 5G small cell networks and other digital infrastructure.Anlatı Güncellemesi • Jun 06
CLFD: Buybacks And Partnerships Will Support Fiber Platform Adoption Through 2026
Analysts have trimmed their price target on Clearfield by $0.50 to $43.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Clearfield entered a partnership with VoltServer to combine Clearfield fiber management and connectivity products with VoltServer Digital Electricity power systems to support 5G small cell networks and other digital infrastructure.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| CLFD | US Communications | US Pazar | |
|---|---|---|---|
| 7D | -0.1% | -0.05% | -2.2% |
| 1Y | -16.8% | 47.4% | 13.1% |
Getiri vs. Endüstri: CLFD geçen yıl % 47.4 oranında getiri sağlayan US Communications sektörünün gerisinde kaldı.
Getiri vs Piyasa: CLFD geçen yıl % 13.1 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| CLFD volatility | |
|---|---|
| CLFD Average Weekly Movement | 9.7% |
| Communications Industry Average Movement | 7.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: CLFD son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: CLFD 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1979 | 243 | Cheri Beranek | www.seeclearfield.com |
Clearfield, Inc. iştirakleriyle birlikte Amerika Birleşik Devletleri'nde ve uluslararası alanda fiber yönetimi, koruma ve dağıtım ürünleri tasarlamakta, üretmekte ve dağıtmaktadır. Şirket, bir dizi panel, dolap, duvar kutusu ve diğer muhafazalar olan FieldSmart'ı; fiber yönetim platformuna entegrasyon için sinyal bağlama, bölme, sonlandırma, çoğullama, çoğullamayı kaldırma ve zayıflatma için entegre edilmiş bir optik bileşen olan WaveSmart'ı ve elektronik ekipmanın montajı ve yapılandırılması için bir dış mekan aktif kabini olan FiberFlex'i sunmaktadır. Ayrıca, erişim terminallerinin dağıtımını destekleyen kablo yönetimi ve montaj braketi kiti sunan bir erişim terminali olan CraftSmart FiberFirst kaideleri; kablo orta açıklığı ve dahili ekleme seçenekleriyle esneklik sağlayan bir erişim terminali olan YOURx; geniş bant dağıtım maliyetini düşürmek için bir fiber yolu ve koruma yöntemi olan FieldShield; endüstri standardı veya müşteri tarafından belirlenen yapılandırmalar için kullanılan Fiber Montajları ve ağ performansını artırırken fiber konektör temizliğini basitleştiren ClearPass Konektör Temizleme Toz Kapağı sağlar.
Clearfield, Inc. Temel Bilgiler Özeti
| CLFD temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$383.07m |
| Kazançlar(TTM) | US$3.98m |
| Gelir(TTM) | US$153.66m |
96.4x
F/K Oranı2.5x
P/S OranıCLFD aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CLFD gelir tablosu (TTM) | |
|---|---|
| Gelir | US$153.66m |
| Gelir Maliyeti | US$102.94m |
| Brüt Kâr | US$50.72m |
| Diğer Giderler | US$46.74m |
| Kazançlar | US$3.98m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.29 |
| Brüt Marj | 33.01% |
| Net Kâr Marjı | 2.59% |
| Borç/Özkaynak Oranı | 0% |
CLFD uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/10 03:52 |
| Gün Sonu Hisse Fiyatı | 2026/09/10 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/09/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Clearfield, Inc. 7 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Daniel Amir | Ladenburg Thalmann & Company |
| Jaeson Allen Schmidt | Lake Street Capital Markets, LLC |
| Ryan Koontz | Needham & Company |