Market Cap 543.70M
Revenue (ttm) 150.13M
Net Income (ttm) -8.05M
EPS (ttm) N/A
PE Ratio 222.28
Forward PE 77.69
Profit Margin -5.36%
Debt to Equity Ratio 0.00
Volume 172,800
Avg Vol 322,678
Day's Range N/A - N/A
Shares Out 13.59M
Stochastic %K 9%
Beta 2.08
Analysts Strong Sell
Price Target $45.50

Company Profile

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 c...

Industry: Communication Equipment
Sector: Technology
Phone: 763 476 6866
Fax: 763 475 8457
Address:
7050 Winnetka Avenue North, Suite 100 Brooklyn Park, Minneapolis, United States
Ravery
Ravery Jun. 24 at 11:26 AM
$CLFD calix at rosenblatt AI summit June 9th Mike Genovese Yeah, so on that topic, what would you say about Starlink? It's obviously been getting a lot of attention. We were talking about it before as how much of the BEAD funding could they get, but now it's more of a, is this sort of, is there gonna be a ubiquitous, easy-to-access kind of commodity broadband out there for everyone. So why do they need these experienced providers. And also, but on the other hand, is it playing into increased activity and part of the reason the market's strong? So what's your view on Starlink? Cory Sindelar We think it's a good thing, right? It's actually a gift. Typically, you know service providers need a little bit of motivation to go do something and typically it was competition from a fiber provider coming into town And so obviously they're down there looking left and looking right down the road and going. Nope. I don't see anybody. cont.
2 · Reply
Ravery
Ravery Jun. 23 at 1:22 PM
$CLFD Explains the importance of low latency in modern day networks. https://netrality.com/blog/network-latency-optimization/ The NOVA HD Cassette ensures predictable, low-loss connections by strictly adhering to a maximum insertion loss of 0.2 dB—far exceeding standard industry thresholds to eliminate latency-causing signal degradation Breadcrumbs
0 · Reply
Ravery
Ravery Jun. 22 at 7:33 PM
$CLFD José Mas CEO MasTec q1 On the telecom side, we feel really good about where we are. The fundamentals continue to improve, driven by strong growth in total data usage. Aggregate U.S. data consumption is estimated to almost double by 2030. This growth is fueled by increasing demand for streaming video, cloud computing, gaming, and connected devices. The rapid expansion in total network traffic underscores durable demand and significant long-term growth potential. At the same time, you've got the next wave of investment coming from BEAD funding, which will support rural broadband and middle mile builds over the next several years. The biggest shift we're seeing is around data center interconnectivity. AI is driving a level of demand for fiber capacity, redundancy, and low latency that we haven't seen before. Connecting data centers, both long haul and metro, is becoming a major driver of spend, and we think that creates a multi-year opportunity measured in the tens of billions of $.
1 · Reply
ChipDistribution7
ChipDistribution7 Jun. 20 at 8:01 PM
These are the 5 names that caught my attention today. $INTU $IBM $BSX $CLFD $SMR Not because they've already made huge moves, but because the price action continues to hold up where it matters. Buyers are still stepping in around key levels instead of chasing extended moves, and that's usually a healthy sign. If sector rotation continues, I think this group deserves a spot on next week's watchlist. Which one are you most bullish on?
3 · Reply
Ravery
Ravery Jun. 18 at 3:36 PM
$CLFD https://www.lightreading.com/broadband/rightfiber-will-explore-m-a-to-fuel-growth Simpson said Rightfiber plans to continue evaluating new markets for fiber-to-the-premises deployments and deployments to multiple-dwelling units. Simpson said the company will take a "fiber-first" approach. More and more evidence that fiber is the future.
0 · Reply
Ravery
Ravery Jun. 16 at 12:17 PM
$CLFD community broadband currently represents 48% of clearfield's revenue. Near term headwinds continue. "While major fiber and cable makers say there will be plenty of supply available for BEAD, broadband executives speaking Wednesday at the Connected America 2026 conference here were notably more pessimistic. Materials and contractor costs are on the rise, and broadband providers that haven't already been locking down contractors and material for BEAD are behind, Utopia CEO Roger Timmerman said. "There's a shortage out there and a lot of projects coming." Illinois. The state’s complaint is simple: the federal approval has taken long enough to turn a construction program into a holding pattern. Until NTIA signs off, operators cannot fully lock route maps, reserve crews, or settle the sequencing that turns a grant announcement into a build plan. It seems there may be a logjam of projects that will eventually move forward. What is a headwind now, may be a tailwind in fiscal 2027/2028
1 · Reply
SuperGreenToday
SuperGreenToday Jun. 12 at 1:27 AM
$CLFD Share Price: $40.01 Contract Selected: Dec 18, 2026 $40 Calls Buy Zone: $7.14 – $8.82 Target Zone: $11.88 – $14.52 Potential Upside: 57% ROI Time to Expiration: 189 Days | Updates via https://fxcapta.com/stockinfo/
0 · Reply
Ravery
Ravery Jun. 10 at 3:32 PM
$CLFD OCC exploding to multi-decade highs. Much of their recent growth is from multi-tenant data center and enterprise data centers. This is basically what Cheri was referring to when discussing the target market for NOVA. With Corning and commscope focused on hyperscalers, there is a huge opportunity in data center as you start moving towards the edge. OCC is already benefiting from that demand. The specs on NOVA seem impressive. 384 LC ports in a 7 inch space. Also It guarantees 0.2dB or better insertion loss while granting complete, independent access to individual fiber paths. I think that is best in the industry (would cut down on power consumption and heat generation). There is execution risk as they are entering into a new market. But, how high is that risk? This is what Clearfield has perfected over the last 2 decades. It is still fiber management just in smaller spaces. cont
1 · Reply
Ravery
Ravery Jun. 8 at 1:39 PM
$CLFD Neil Wilkin, President and Chief Executive Officer of OCC, said, "Following a solid start to the year, OCC continued to advance its strong growth and momentum – delivering year-over-year increases of 26.6% in net sales and 42.4% in gross profit during the second quarter of fiscal 2026. Our net sales increase was largely driven by strength in OCC's enterprise, data center and severe duty markets. OCC is up 50% on their earnings release. CLFD is too good at what they do. They will join the party soon enough
0 · Reply
Hockeycoach713
Hockeycoach713 Jun. 8 at 12:51 PM
$CLFD hmmm https://seekingalpha.com/news/4601390-corning-jumps-as-amazon-enters-into-pact-on-us-based-fiber-optics-manufacturing?share_source=shared_news
1 · Reply
Latest News on CLFD
Clearfield management to meet with Roth Capital

2026-06-09T20:55:38.000Z - 15 days ago

Clearfield management to meet with Roth Capital


Clearfield Slides: Investor presentation

May 26, 2026, 7:00 AM EDT - 4 weeks ago

Clearfield Slides: Investor presentation


Clearfield reports Q2 EPS (4c), consensus 1c

2026-05-07T01:55:46.000Z - 7 weeks ago

Clearfield reports Q2 EPS (4c), consensus 1c


Clearfield sees Q3 EPS 17c-21c, consensus 23c

2026-05-07T01:54:48.000Z - 7 weeks ago

Clearfield sees Q3 EPS 17c-21c, consensus 23c


Clearfield Earnings Call Transcript: Q2 2026

May 6, 2026, 5:00 PM EDT - 7 weeks ago

Clearfield Earnings Call Transcript: Q2 2026


Clearfield Earnings release: Q2 2026

May 6, 2026, 5:00 PM EDT - 7 weeks ago

Clearfield Earnings release: Q2 2026


Clearfield Shareholder letter: Q2 2026

May 6, 2026, 5:00 PM EDT - 7 weeks ago

Clearfield Shareholder letter: Q2 2026


Clearfield Quarterly report: Q2 2026

May 6, 2026, 5:00 PM EDT - 7 weeks ago

Clearfield Quarterly report: Q2 2026


Clearfield Reports Second Quarter Fiscal 2026 Results

May 6, 2026, 4:00 PM EDT - 7 weeks ago

Clearfield Reports Second Quarter Fiscal 2026 Results


Clearfield Transcript: AGM 2026

Feb 26, 2026, 3:00 PM EST - 4 months ago

Clearfield Transcript: AGM 2026


Clearfield Slides: Investor presentation

Feb 19, 2026, 6:00 AM EST - 4 months ago

Clearfield Slides: Investor presentation


Clearfield Earnings Call Transcript: Q1 2026

Feb 4, 2026, 5:00 PM EST - 5 months ago

Clearfield Earnings Call Transcript: Q1 2026


Clearfield Quarterly report: Q1 2026

Feb 4, 2026, 5:00 PM EST - 5 months ago

Clearfield Quarterly report: Q1 2026


Clearfield Shareholder letter: Q1 2026

Feb 4, 2026, 5:00 PM EST - 5 months ago

Clearfield Shareholder letter: Q1 2026


Clearfield Earnings release: Q1 2026

Feb 4, 2026, 5:00 PM EST - 5 months ago

Clearfield Earnings release: Q1 2026


Clearfield backs FY26 EPS view 48c-62c, consensus 64c

2026-02-04T21:13:15.000Z - 5 months ago

Clearfield backs FY26 EPS view 48c-62c, consensus 64c


Clearfield reports Q1 consolidated EPS (4c), consensus (3c)

2026-02-04T21:06:42.000Z - 5 months ago

Clearfield reports Q1 consolidated EPS (4c), consensus (3c)


Clearfield sees Q2 EPS (10c)-(2c), consensus 4c

2026-02-04T21:05:36.000Z - 5 months ago

Clearfield sees Q2 EPS (10c)-(2c), consensus 4c


Clearfield Reports First Quarter Fiscal 2026 Results

Feb 4, 2026, 4:00 PM EST - 5 months ago

Clearfield Reports First Quarter Fiscal 2026 Results


Clearfield Proxy statement: Proxy Filing

Jan 15, 2026, 7:00 AM EST - 5 months ago

Clearfield Proxy statement: Proxy Filing


Clearfield Proxy statement: Proxy Filing

Jan 15, 2026, 7:00 AM EST - 5 months ago

Clearfield Proxy statement: Proxy Filing


Clearfield to Present at the Needham Growth Conference

Jan 5, 2026, 9:00 AM EST - 6 months ago

Clearfield to Present at the Needham Growth Conference


Clearfield price target lowered to $41 from $52 at Lake Street

2025-11-26T13:45:29.000Z - 7 months ago

Clearfield price target lowered to $41 from $52 at Lake Street


Clearfield price target lowered to $45 from $50 at Needham

2025-11-26T13:25:28.000Z - 7 months ago

Clearfield price target lowered to $45 from $50 at Needham


Clearfield price target lowered to $43 from $50 at Roth Capital

2025-11-25T20:20:23.000Z - 7 months ago

Clearfield price target lowered to $43 from $50 at Roth Capital


Clearfield Earnings Call Transcript: Q4 2025

Nov 25, 2025, 8:30 AM EST - 7 months ago

Clearfield Earnings Call Transcript: Q4 2025


Clearfield Annual report: Q4 2025

Nov 25, 2025, 8:30 AM EST - 7 months ago

Clearfield Annual report: Q4 2025


Clearfield Shareholder letter: Q4 2025

Nov 25, 2025, 8:30 AM EST - 7 months ago

Clearfield Shareholder letter: Q4 2025


Clearfield Earnings release: Q4 2025

Nov 25, 2025, 8:30 AM EST - 7 months ago

Clearfield Earnings release: Q4 2025


Clearfield reports Q4 EPS 13 vs. (1c) last year

2025-11-25T12:10:53.000Z - 7 months ago

Clearfield reports Q4 EPS 13 vs. (1c) last year


Clearfield sees FY26 revenue $160M-$170M

2025-11-25T12:10:41.000Z - 7 months ago

Clearfield sees FY26 revenue $160M-$170M


Clearfield sees Q1 revenue $30M-$33M

2025-11-25T12:10:28.000Z - 7 months ago

Clearfield sees Q1 revenue $30M-$33M


Clearfield Announces Increase to Share Repurchase Program

Nov 25, 2025, 7:01 AM EST - 7 months ago

Clearfield Announces Increase to Share Repurchase Program


Clearfield Reports Fourth Quarter and Full Year 2025 Results

Nov 25, 2025, 7:00 AM EST - 7 months ago

Clearfield Reports Fourth Quarter and Full Year 2025 Results


Clearfield Slides: Investor presentation

Nov 24, 2025, 6:00 PM EST - 7 months ago

Clearfield Slides: Investor presentation


Clearfield Earnings Call Transcript: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 11 months ago

Clearfield Earnings Call Transcript: Q3 2025


Clearfield Shareholder letter: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 11 months ago

Clearfield Shareholder letter: Q3 2025


Clearfield Quarterly report: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 11 months ago

Clearfield Quarterly report: Q3 2025


Clearfield Earnings release: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 11 months ago

Clearfield Earnings release: Q3 2025


Clearfield Earnings Call Transcript: Q2 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Clearfield Earnings Call Transcript: Q2 2025


Clearfield Shareholder letter: Q2 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Clearfield Shareholder letter: Q2 2025


Clearfield Quarterly report: Q2 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Clearfield Quarterly report: Q2 2025


Clearfield Earnings release: Q2 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Clearfield Earnings release: Q2 2025


Clearfield Reports Second Quarter Fiscal 2025 Results

May 8, 2025, 4:00 PM EDT - 1 year ago

Clearfield Reports Second Quarter Fiscal 2025 Results


Clearfield Earnings Call Transcript: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Earnings Call Transcript: Q1 2025


Clearfield Shareholder letter: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Shareholder letter: Q1 2025


Clearfield Earnings release: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Earnings release: Q1 2025


Clearfield Quarterly report: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Quarterly report: Q1 2025


Clearfield Slides: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Slides: Q1 2025


Clearfield Reports First Quarter Fiscal 2025 Results

Feb 6, 2025, 4:05 PM EST - 1 year ago

Clearfield Reports First Quarter Fiscal 2025 Results


Clearfield Proxy statement: Proxy Filing

Jan 16, 2025, 7:00 AM EST - 1 year ago

Clearfield Proxy statement: Proxy Filing


Clearfield Proxy statement: Proxy Filing

Jan 16, 2025, 7:00 AM EST - 1 year ago

Clearfield Proxy statement: Proxy Filing


Clearfield Transcript: 27th Annual Needham Growth Conference

Jan 14, 2025, 10:15 AM EST - 1 year ago

Clearfield Transcript: 27th Annual Needham Growth Conference


Clearfield Earnings Call Transcript: Q4 2024

Nov 7, 2024, 5:00 PM EST - 1 year ago

Clearfield Earnings Call Transcript: Q4 2024


Clearfield Shareholder letter: Q4 2024

Nov 7, 2024, 5:00 PM EST - 1 year ago

Clearfield Shareholder letter: Q4 2024


Clearfield Earnings release: Q4 2024

Nov 7, 2024, 5:00 PM EST - 1 year ago

Clearfield Earnings release: Q4 2024


Clearfield Annual report: Q4 2024

Nov 7, 2024, 5:00 PM EST - 1 year ago

Clearfield Annual report: Q4 2024


Clearfield Earnings Call Transcript: Q3 2024

Aug 1, 2024, 5:00 PM EDT - 2 years ago

Clearfield Earnings Call Transcript: Q3 2024


Clearfield Quarterly report: Q3 2024

Aug 1, 2024, 5:00 PM EDT - 2 years ago

Clearfield Quarterly report: Q3 2024


Clearfield Earnings release: Q3 2024

Aug 1, 2024, 5:00 PM EDT - 2 years ago

Clearfield Earnings release: Q3 2024


Clearfield Slides: Q3 2024

Aug 1, 2024, 5:00 PM EDT - 2 years ago

Clearfield Slides: Q3 2024


Clearfield Earnings Call Transcript: Q2 2024

May 2, 2024, 5:00 PM EDT - 2 years ago

Clearfield Earnings Call Transcript: Q2 2024


Clearfield Quarterly report: Q2 2024

May 2, 2024, 5:00 PM EDT - 2 years ago

Clearfield Quarterly report: Q2 2024


Clearfield Earnings release: Q2 2024

May 2, 2024, 5:00 PM EDT - 2 years ago

Clearfield Earnings release: Q2 2024


Clearfield Slides: Q2 2024

May 2, 2024, 5:00 PM EDT - 2 years ago

Clearfield Slides: Q2 2024


Clearfield Reports Second Quarter 2024 Results

May 2, 2024, 4:00 PM EDT - 2 years ago

Clearfield Reports Second Quarter 2024 Results


Clearfield Earnings Call Transcript: Q1 2024

Feb 1, 2024, 5:00 PM EST - 2 years ago

Clearfield Earnings Call Transcript: Q1 2024


Clearfield Quarterly report: Q1 2024

Feb 1, 2024, 5:00 PM EST - 2 years ago

Clearfield Quarterly report: Q1 2024


Clearfield Earnings release: Q1 2024

Feb 1, 2024, 5:00 PM EST - 2 years ago

Clearfield Earnings release: Q1 2024


Clearfield Slides: Q1 2024

Feb 1, 2024, 5:00 PM EST - 2 years ago

Clearfield Slides: Q1 2024


Clearfield Reports Fiscal First Quarter 2024 Results

Feb 1, 2024, 4:00 PM EST - 2 years ago

Clearfield Reports Fiscal First Quarter 2024 Results


Clearfield Transcript: 26th Annual Needham Growth Conference

Jan 17, 2024, 11:00 AM EST - 2 years ago

Clearfield Transcript: 26th Annual Needham Growth Conference


Clearfield Proxy statement: Proxy Filing

Jan 11, 2024, 7:00 AM EST - 2 years ago

Clearfield Proxy statement: Proxy Filing


Clearfield Proxy statement: Proxy Filing

Jan 11, 2024, 7:00 AM EST - 2 years ago

Clearfield Proxy statement: Proxy Filing


Clearfield Earnings Call Transcript: Q4 2023

Nov 9, 2023, 5:00 PM EST - 2 years ago

Clearfield Earnings Call Transcript: Q4 2023


Clearfield Annual report: Q4 2023

Nov 9, 2023, 5:00 PM EST - 2 years ago

Clearfield Annual report: Q4 2023


Clearfield Earnings release: Q4 2023

Nov 9, 2023, 5:00 PM EST - 2 years ago

Clearfield Earnings release: Q4 2023


Clearfield Slides: Q4 2023

Nov 9, 2023, 5:00 PM EST - 2 years ago

Clearfield Slides: Q4 2023


Ravery
Ravery Jun. 24 at 11:26 AM
$CLFD calix at rosenblatt AI summit June 9th Mike Genovese Yeah, so on that topic, what would you say about Starlink? It's obviously been getting a lot of attention. We were talking about it before as how much of the BEAD funding could they get, but now it's more of a, is this sort of, is there gonna be a ubiquitous, easy-to-access kind of commodity broadband out there for everyone. So why do they need these experienced providers. And also, but on the other hand, is it playing into increased activity and part of the reason the market's strong? So what's your view on Starlink? Cory Sindelar We think it's a good thing, right? It's actually a gift. Typically, you know service providers need a little bit of motivation to go do something and typically it was competition from a fiber provider coming into town And so obviously they're down there looking left and looking right down the road and going. Nope. I don't see anybody. cont.
2 · Reply
Ravery
Ravery Jun. 23 at 1:22 PM
$CLFD Explains the importance of low latency in modern day networks. https://netrality.com/blog/network-latency-optimization/ The NOVA HD Cassette ensures predictable, low-loss connections by strictly adhering to a maximum insertion loss of 0.2 dB—far exceeding standard industry thresholds to eliminate latency-causing signal degradation Breadcrumbs
0 · Reply
Ravery
Ravery Jun. 22 at 7:33 PM
$CLFD José Mas CEO MasTec q1 On the telecom side, we feel really good about where we are. The fundamentals continue to improve, driven by strong growth in total data usage. Aggregate U.S. data consumption is estimated to almost double by 2030. This growth is fueled by increasing demand for streaming video, cloud computing, gaming, and connected devices. The rapid expansion in total network traffic underscores durable demand and significant long-term growth potential. At the same time, you've got the next wave of investment coming from BEAD funding, which will support rural broadband and middle mile builds over the next several years. The biggest shift we're seeing is around data center interconnectivity. AI is driving a level of demand for fiber capacity, redundancy, and low latency that we haven't seen before. Connecting data centers, both long haul and metro, is becoming a major driver of spend, and we think that creates a multi-year opportunity measured in the tens of billions of $.
1 · Reply
ChipDistribution7
ChipDistribution7 Jun. 20 at 8:01 PM
These are the 5 names that caught my attention today. $INTU $IBM $BSX $CLFD $SMR Not because they've already made huge moves, but because the price action continues to hold up where it matters. Buyers are still stepping in around key levels instead of chasing extended moves, and that's usually a healthy sign. If sector rotation continues, I think this group deserves a spot on next week's watchlist. Which one are you most bullish on?
3 · Reply
Ravery
Ravery Jun. 18 at 3:36 PM
$CLFD https://www.lightreading.com/broadband/rightfiber-will-explore-m-a-to-fuel-growth Simpson said Rightfiber plans to continue evaluating new markets for fiber-to-the-premises deployments and deployments to multiple-dwelling units. Simpson said the company will take a "fiber-first" approach. More and more evidence that fiber is the future.
0 · Reply
Ravery
Ravery Jun. 16 at 12:17 PM
$CLFD community broadband currently represents 48% of clearfield's revenue. Near term headwinds continue. "While major fiber and cable makers say there will be plenty of supply available for BEAD, broadband executives speaking Wednesday at the Connected America 2026 conference here were notably more pessimistic. Materials and contractor costs are on the rise, and broadband providers that haven't already been locking down contractors and material for BEAD are behind, Utopia CEO Roger Timmerman said. "There's a shortage out there and a lot of projects coming." Illinois. The state’s complaint is simple: the federal approval has taken long enough to turn a construction program into a holding pattern. Until NTIA signs off, operators cannot fully lock route maps, reserve crews, or settle the sequencing that turns a grant announcement into a build plan. It seems there may be a logjam of projects that will eventually move forward. What is a headwind now, may be a tailwind in fiscal 2027/2028
1 · Reply
SuperGreenToday
SuperGreenToday Jun. 12 at 1:27 AM
$CLFD Share Price: $40.01 Contract Selected: Dec 18, 2026 $40 Calls Buy Zone: $7.14 – $8.82 Target Zone: $11.88 – $14.52 Potential Upside: 57% ROI Time to Expiration: 189 Days | Updates via https://fxcapta.com/stockinfo/
0 · Reply
Ravery
Ravery Jun. 10 at 3:32 PM
$CLFD OCC exploding to multi-decade highs. Much of their recent growth is from multi-tenant data center and enterprise data centers. This is basically what Cheri was referring to when discussing the target market for NOVA. With Corning and commscope focused on hyperscalers, there is a huge opportunity in data center as you start moving towards the edge. OCC is already benefiting from that demand. The specs on NOVA seem impressive. 384 LC ports in a 7 inch space. Also It guarantees 0.2dB or better insertion loss while granting complete, independent access to individual fiber paths. I think that is best in the industry (would cut down on power consumption and heat generation). There is execution risk as they are entering into a new market. But, how high is that risk? This is what Clearfield has perfected over the last 2 decades. It is still fiber management just in smaller spaces. cont
1 · Reply
Ravery
Ravery Jun. 8 at 1:39 PM
$CLFD Neil Wilkin, President and Chief Executive Officer of OCC, said, "Following a solid start to the year, OCC continued to advance its strong growth and momentum – delivering year-over-year increases of 26.6% in net sales and 42.4% in gross profit during the second quarter of fiscal 2026. Our net sales increase was largely driven by strength in OCC's enterprise, data center and severe duty markets. OCC is up 50% on their earnings release. CLFD is too good at what they do. They will join the party soon enough
0 · Reply
Hockeycoach713
Hockeycoach713 Jun. 8 at 12:51 PM
$CLFD hmmm https://seekingalpha.com/news/4601390-corning-jumps-as-amazon-enters-into-pact-on-us-based-fiber-optics-manufacturing?share_source=shared_news
1 · Reply
txbondman
txbondman Jun. 5 at 6:52 PM
bot $CLFD to double down; (Don't try this at home!!)
0 · Reply
Ravery
Ravery Jun. 5 at 12:13 PM
$CLFD HLIT and CLFD has traded in lockstep the last 10 month. Logical in that they both provide FTTH solutions. Harmonic provides virtualized networking solutions, and edge devices to MSO's, media companies and telco's. They supply broadband operators with virtualized platforms and remote nodes that simplify network builds in rural areas. Of course Clearfield makes fiber solutions for similar markets. They do not compete, but have some overlapping markets. So, improving macro conditions in FTTH benefits both companies. So why is this interesting? DATA CENTER. CLFD has a huge addressable market opportunity in data center where HLIT does not. This is an indication that the market may not be pricing in Clearfield as a data center play just yet. CLFD is going to get market share in the data center space. I am not smart enough to know when and how much, but I know they will at minimum be a niche player. If you own CLFD shares, you probably do not have enough. JMO of course.
0 · Reply
Ravery
Ravery Jun. 4 at 11:37 AM
$CLFD Cheri Beranek said she sees Verizon’s completion of the Frontier deal as a way to deepen its relationship with the now larger provider. “We're looking at the Verizon/Frontier merger as a significant opportunity for Clearfield,” she said. “We have been a key supplier to Frontier, which is full speed ahead on their program for fiscal year '26 and not looking to make any changes that are going to interfere with the build season.” She added, “Verizon has been in strong support of being very visible in saying the reason they acquired Frontier is because of the strength of their fiber network.” Frontier’s 2.2 million fiber subscribers across 25 states will join Verizon’s approximately 7.4 million Fios connections in 9 states and Washington, D.C. In addition to Frontier’s 7.2 million fiber locations, the company is committed to building out an additional 2.8 million fiber locations by the end of 2026. There is always execution risk, but the opportunity for clfd ahead is massive. cont
1 · Reply
Ravery
Ravery Jun. 2 at 4:14 PM
$CLFD Interesting take on how important fiber connectivity is to the AI revolution. This is what clearfield does. https://www.datacenterdynamics.com/en/opinions/ai-factories-have-a-fiber-problem/
0 · Reply
Ravery
Ravery May. 29 at 1:17 PM
$CLFD Cheri was smart not to put BEAD into their 2026 guidance. BEAD has been and continues to be a mess. In the end it will provide some funds for rural broadband which sits right at the heart of clearfield's legacy business. Magnitude and timing of said funds are still in flux. https://www.fierce-network.com/broadband/bead-already-falling-apart Despite NTIA's ineptness, all signs point to a strong macro backdop for clearfield products thanks to an AI revolution that is fueling demand for fiber connectivity. I think we really start to see the revenue ramp in 2027. This is an investment, no an AI startup. Traders trade, investor invest. Clearfields business has always be somewhat cyclical. The covid overbuild and ensuing inventory glut is in the rear view mirror. Next cycle appears to be underway. Plenty of evidence suggesting this one will be a supercylce just like in the late 90's. Good luck longs. Shorts? I have nothing for ya!
0 · Reply
MorganHoratio
MorganHoratio May. 28 at 6:52 PM
THE $42 BILLION BROADBAND SUPER CYCLE IS JUST GETTING STARTED - $HLIT $CALX $CLFD $ADTN Pure macro velocity! The $42B BEAD broadband boom is sparking a historic short squeeze in hardcore infrastructure. Institutional size is aggressively front-running real state-backed order backlogs. 🚀 Fiber kingpin $ADTN went fully vertical, exploding over 17.6% past an elite $19.4 historic high, while broadband pioneer $HLIT surged ~20% near its $17.1 peak. High-conviction plays $CLFD and $CALX are secure in powerful right-side consolidation. Physical moats win. Riding the parabolic breakout on $ADTN / $HLIT, or accumulating the structural pullbacks on $CLFD / $CALX? Drop your top plays below! 👇
0 · Reply
SSSSBA
SSSSBA May. 28 at 3:18 PM
$CLFD equipment/fiber infrastructure Share buybacks have reduced shares outstanding Strong balance sheet with roughly $80 million net cash The stock trades around 4x sales (P/S), which is not an extremely low valuation.
2 · Reply
FibonacciTrader_
FibonacciTrader_ May. 28 at 2:56 PM
$CLFD saw a sharp overnight move up toward $55, but has since pulled back into the $48 area. From a trading perspective, this type of retrace after a fast overnight spike often reflects profit-taking and early positioning resets rather than a full breakdown in trend. If price can stabilize and hold this zone, it may attract dip buyers looking to re-enter after the initial volatility flush. Watching closely here for whether this pullback gets absorbed or continues lower before any potential continuation move.
0 · Reply
Ravery
Ravery May. 28 at 12:37 PM
$CLFD Dycom EC: "Demand for fiber infrastructure remains as strong as ever as evidenced by our customers' bullish commentary about their multiyear fiber-to-the-home and long-haul build programs On the communications side, we've been talking about fiber-to-the-home for a long time. And we've been sending the message that, listen, this is really only early in the build. There's a lot of growth opportunity left in fiber-to-the-home. There are still several years where the passings are going to continue to increase. There are several years beyond that where the cost per passing will increase. And what you really see in Q1 because that was really aided on the communications side by fiber-to-the-home is that is starting to take place." For those that do not know, dycom and Mastec are the gorilla's in fiber infrastructure. They do the enginnering and lay the groundwork for fiber deployments. Typically what is good for dycom and mastec is good for clfd. FTTH is clearfield's bread and butter.
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SonGoku
SonGoku May. 28 at 3:30 AM
Added to the watchlist $CLFD
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bursatil
bursatil May. 27 at 8:57 PM
📡 $CLFD — Clearfield Inc | Under the Radar FEDERAL CATALYST + MICRO-FLOAT ✅ Only fiber optic infrastructure player focused on rural broadband ✅ BEAD Program ($42.5B federal allocation) flows DIRECTLY through providers like Clearfield ✅ Tiny float: just 16M shares on a $410M company This one is flying under everyone's radar. Do your research. 🧵 #Clearfield #CLFD #BEADProgram #RuralBroadband #StockWatch #MicroFloat
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