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CLFD

Clearfield, Inc.

CLFD

NASDAQ·Technology·Communication Equipment·Mkt cap $523.2M

$33.97

-11.77%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$23.76 - $52.73

P/E

-70.74

Fwd P/E

64.40

Beta

2.09

Div Yield

0.00%

Avg Vol

301.4K

Shares Out

13.8M

Mkt Cap

$523.2M

Price action

Price chart

Down 12.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Integrated platform approach combining enclosures, optical components, and fiber management in unified solutions
  • 45+ years of industry experience and established relationships with major carriers and service providers
  • Customization capabilities enabling tailored solutions for diverse customer requirements and network architectures
  • Cost-effective last-mile deployment solutions reducing broadband infrastructure expansion expenses
  • Proprietary FieldSmart, WaveSmart, and CraftSmart product lines with strong market recognition

Bear Case

2 risks

  • High volatility (beta 2.1). Larger-than-normal price swings expected.
  • High premium - requires strong execution

Growth

Turning profitable

Steady revenue growth (20% YoY)

Value

High premium - requires strong execution

Momentum

Hot

+44.7% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 23, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of -$0.04 vs -$0.04 consensus (0.0% surprise). Revenue of $34.4M vs $33.6M expected (+2.4%). Beat on both top and bottom lines.

EPS beat 0.0%
Rev beat +2.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

0.0%

Next: Apr 23, 2026

Revenue trend · last 8Q

+4%

+28%

+2%

-62%

-3%

Q2 24

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

$36.9M

$48.8M

$46.8M

$35.5M

$47.2M

$49.9M

$17.6M

$34.3M

Margins · last 8Q

Gross

33.2%

Operating

-5.3%

Profit

-1.8%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

No analyst coverage on file for this stock yet.

vs Industry

How CLFD stacks vs Communication Equipment

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.