Market Cap 444.90M
Revenue (ttm) 150.13M
Net Income (ttm) -8.05M
EPS (ttm) N/A
PE Ratio 187.61
Forward PE 65.57
Profit Margin -5.36%
Debt to Equity Ratio 0.00
Volume 113,150
Avg Vol 332,728
Day's Range N/A - N/A
Shares Out 13.59M
Stochastic %K 16%
Beta 2.11
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 Jul. 14 at 1:18 PM
$CLFD Dycom Industries (NYSE:DY) Chief Executive Officer Dan Peyovich said the company is seeing broad-based demand across fiber, long-haul networks and data center-related services, arguing that the company's recent backlog growth reflects more than a short-term cyclical upturn. Peyovich said the long-haul and middle-mile build cycle remains "extremely early," with the vast majority of the opportunity still ahead. He said Dycom is already seeing meaningful revenue contributions and backlog from the category, but expects activity to ramp next year and become more significant by calendar 2028. He said calendar 2027 remains the period when BEAD should "really start to take shape." Dycom previously discussed about $500 million of verbal BEAD awards, and Peyovich said that amount has grown. However, he said some awards have not yet moved into contracted backlog because they still need final approvals and must pass through customers' internal systems. cont
1 · Reply
txbondman
txbondman Jul. 13 at 8:17 PM
bot $CLFD to double down; (Don't try this at home!!)
0 · Reply
EddieHayes
EddieHayes Jul. 12 at 1:40 PM
5 small-cap growth names under a $2B market cap worth adding to your watchlist: $JMIA: Scaling its digital logistics network across Africa. $CLPT: Providing advanced navigation software for neurosurgeons. $EOSE: Zinc energy storage built for nonstop data center compute. $OSS: Deploying ruggedized edge compute for harsh environments. $CLFD: Building critical fiber infrastructure for edge data centers. While the crowd over-trades crowded mega-caps, institutional money quietly accumulates these low-float, asymmetric setups before the narrative goes mainstream. Which of these 5 small-cap leaders has the highest multi-bagger breakout potential? Drop your pick below and turn on notifications to lock in the next volume breakout setup early.
0 · Reply
SwingTraderPro1
SwingTraderPro1 Jul. 12 at 12:52 AM
Hunting for the next small-cap winners? I'm keeping a close eye on companies under roughly $2B market cap that are exposed to long-term secular growth themes like AI infrastructure, robotics, energy storage, and defense tech. $JMIA - Expanding e-commerce and logistics across Africa $CLPT - AI-assisted navigation solutions for neurosurgery $EOSE - Long-duration energy storage and grid-scale batteries $OSS -Rugged edge computing for defense and AI applications $CLFD - Fiber connectivity supporting AI, broadband, and edge infrastructure Small caps can be volatile, but that's often where the biggest growth stories begin. Which one is on your watchlist? Turn post notifications on to get an early entry i do not need to charge you because i actually make money trading
0 · Reply
FibonacciTrader_
FibonacciTrader_ Jul. 11 at 6:35 PM
Small-cap opportunities often hide in the areas where major growth trends are just getting started. Here are 5 under-the-radar names I’m watching with exposure to emerging themes: $JMIA → Scaling logistics and e-commerce across Africa $CLPT → Surgical navigation technology for neurosurgery $EOSE → Energy storage solutions for growing power demand $OSS → Rugged edge computing for defense applications $CLFD → Fiber infrastructure supporting edge data centers Different sectors, but one common theme: companies positioned around future growth markets. Small caps bring higher risk, but they can also offer significant upside if execution and adoption accelerate. If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make… Head to my profile.
0 · Reply
MarketMaestro1
MarketMaestro1 Jul. 11 at 4:40 PM
Small caps are where the biggest moves happen when fundamentals meet the right trends. Watching: $JMIA — Emerging market growth + turnaround potential $CLPT — Medical technology with strong platform value $EOSE — Energy storage play tied to future power demand $OSS — Edge AI + defense infrastructure $CLFD — Fiber backbone for next-gen connectivity The next big winners may come from companies solving real-world problems in AI, energy, healthcare, and infrastructure. BUT: All these names are highly volatile. That’s why the right entry matters more than ever — not just to maximize gains, but also to control risk. The detailed stock list and strategies have been shared with the community; please visit my profile to view them. Which small caps are you watching?
0 · Reply
SmartMoneyRadar
SmartMoneyRadar Jul. 11 at 3:18 PM
5 SMALL-CAP NAMES UNDER $2B WORTH WATCHING 👀 Finding opportunities before they become crowded is where the biggest advantages often come from. These small-cap companies are working on interesting themes across logistics, healthcare, energy storage, and next-generation infrastructure. Watchlist: $JMIA Scaling logistics across Africa $CLPT Navigation software helping neurosurgeons $EOSE Zinc-based energy storage for growing power demand $OSS Rugged edge computing solutions $CLFD Fiber infrastructure supporting edge data centers Small caps come with higher risk, but early-stage companies can create unique opportunities when the market starts paying attention. Investing doesn’t have to be complicated. Just listen to the smart money. Follow for more.
0 · Reply
12Steven
12Steven Jul. 9 at 2:53 PM
$CLFD the future
0 · Reply
Ravery
Ravery Jul. 8 at 12:09 PM
$CLFD Looks like CLFD will continue to trade down with the AI stocks. Went through the 200 dma like it was not there. Maybe back near 52 week low despite conditions that appear to be improving. While I do believe the recent selling is mainly driven by russell reconstitution and money rotating out of AI stocks, there is fiber/labor shortages that are likely still impacting many of their customers. Q3 earnings call next month may have some valuable nuggets. Not so much the top and bottom line numbers but more about early traction with NOVA and an update on BEAD. Fiber/labor shortages may be discussed on the call as well. Remember headwinds for their customers are headwinds for CLFD. These are macro conditions they can not control. Data center is where all the growth has been. CLFD has not participated in that growth yet. The company stated that fiscal 2027 and beyond is when they expect to see growth from their FTTH customers. NOVA is the X factor. JMO not investment advice.
0 · Reply
APB1
APB1 Jul. 5 at 11:36 PM
$CLFD Probably headed to somewhere below $30. Pretty sad situation going here. With so many other companies reporting big numbers and exploding near term guidance why invest in hopes and dreams? Even with all time high markets Clearfield can't even get a ride on coat tails. The market just isn't buying what management is selling. Very little hard, tangible information repeatedly coming out of the corner office. I won't be surprised if things get kicked back yet another quarter or more.
1 · Reply
Latest News on CLFD
Clearfield management to meet with Roth Capital

2026-06-09T20:55:38.000Z - 5 weeks ago

Clearfield management to meet with Roth Capital


Clearfield Slides: Investor presentation

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

Clearfield Slides: Investor presentation


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

2026-05-07T01:55:46.000Z - 2 months ago

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


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

2026-05-07T01:54:48.000Z - 2 months ago

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


Clearfield Earnings Call Transcript: Q2 2026

May 6, 2026, 5:00 PM EDT - 2 months ago

Clearfield Earnings Call Transcript: Q2 2026


Clearfield Earnings release: Q2 2026

May 6, 2026, 5:00 PM EDT - 2 months ago

Clearfield Earnings release: Q2 2026


Clearfield Shareholder letter: Q2 2026

May 6, 2026, 5:00 PM EDT - 2 months ago

Clearfield Shareholder letter: Q2 2026


Clearfield Quarterly report: Q2 2026

May 6, 2026, 5:00 PM EDT - 2 months ago

Clearfield Quarterly report: Q2 2026


Clearfield Reports Second Quarter Fiscal 2026 Results

May 6, 2026, 4:00 PM EDT - 2 months ago

Clearfield Reports Second Quarter Fiscal 2026 Results


Clearfield price target lowered to $44 from $46 at Roth Capital

2026-05-04T13:08:57.000Z - 2 months ago

Clearfield price target lowered to $44 from $46 at Roth Capital


Clearfield price target lowered to $44 from $46 at Roth Capital

2026-05-04T00:25:08.000Z - 2 months ago

Clearfield price target lowered to $44 from $46 at Roth Capital


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 - 5 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 - 6 months ago

Clearfield Proxy statement: Proxy Filing


Clearfield Proxy statement: Proxy Filing

Jan 15, 2026, 7:00 AM EST - 6 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 - 8 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 - 8 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 - 8 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 - 8 months ago

Clearfield Earnings Call Transcript: Q4 2025


Clearfield Annual report: Q4 2025

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

Clearfield Annual report: Q4 2025


Clearfield Shareholder letter: Q4 2025

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

Clearfield Shareholder letter: Q4 2025


Clearfield Earnings release: Q4 2025

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

Clearfield Earnings release: Q4 2025


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

2025-11-25T12:10:53.000Z - 8 months ago

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


Clearfield sees FY26 revenue $160M-$170M

2025-11-25T12:10:41.000Z - 8 months ago

Clearfield sees FY26 revenue $160M-$170M


Clearfield sees Q1 revenue $30M-$33M

2025-11-25T12:10:28.000Z - 8 months ago

Clearfield sees Q1 revenue $30M-$33M


Clearfield Announces Increase to Share Repurchase Program

Nov 25, 2025, 7:01 AM EST - 8 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 - 8 months ago

Clearfield Reports Fourth Quarter and Full Year 2025 Results


Clearfield Slides: Investor presentation

Nov 24, 2025, 6:00 PM EST - 8 months ago

Clearfield Slides: Investor presentation


Clearfield Expands Leadership Team with Key Executive Appointments

Oct 1, 2025, 11:22 AM EDT - 10 months ago

Clearfield Expands Leadership Team with Key Executive Appointments


Clearfield Earnings Call Transcript: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 1 year ago

Clearfield Earnings Call Transcript: Q3 2025


Clearfield Shareholder letter: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 1 year ago

Clearfield Shareholder letter: Q3 2025


Clearfield Quarterly report: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 1 year ago

Clearfield Quarterly report: Q3 2025


Clearfield Earnings release: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 1 year 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 Jul. 14 at 1:18 PM
$CLFD Dycom Industries (NYSE:DY) Chief Executive Officer Dan Peyovich said the company is seeing broad-based demand across fiber, long-haul networks and data center-related services, arguing that the company's recent backlog growth reflects more than a short-term cyclical upturn. Peyovich said the long-haul and middle-mile build cycle remains "extremely early," with the vast majority of the opportunity still ahead. He said Dycom is already seeing meaningful revenue contributions and backlog from the category, but expects activity to ramp next year and become more significant by calendar 2028. He said calendar 2027 remains the period when BEAD should "really start to take shape." Dycom previously discussed about $500 million of verbal BEAD awards, and Peyovich said that amount has grown. However, he said some awards have not yet moved into contracted backlog because they still need final approvals and must pass through customers' internal systems. cont
1 · Reply
txbondman
txbondman Jul. 13 at 8:17 PM
bot $CLFD to double down; (Don't try this at home!!)
0 · Reply
EddieHayes
EddieHayes Jul. 12 at 1:40 PM
5 small-cap growth names under a $2B market cap worth adding to your watchlist: $JMIA: Scaling its digital logistics network across Africa. $CLPT: Providing advanced navigation software for neurosurgeons. $EOSE: Zinc energy storage built for nonstop data center compute. $OSS: Deploying ruggedized edge compute for harsh environments. $CLFD: Building critical fiber infrastructure for edge data centers. While the crowd over-trades crowded mega-caps, institutional money quietly accumulates these low-float, asymmetric setups before the narrative goes mainstream. Which of these 5 small-cap leaders has the highest multi-bagger breakout potential? Drop your pick below and turn on notifications to lock in the next volume breakout setup early.
0 · Reply
SwingTraderPro1
SwingTraderPro1 Jul. 12 at 12:52 AM
Hunting for the next small-cap winners? I'm keeping a close eye on companies under roughly $2B market cap that are exposed to long-term secular growth themes like AI infrastructure, robotics, energy storage, and defense tech. $JMIA - Expanding e-commerce and logistics across Africa $CLPT - AI-assisted navigation solutions for neurosurgery $EOSE - Long-duration energy storage and grid-scale batteries $OSS -Rugged edge computing for defense and AI applications $CLFD - Fiber connectivity supporting AI, broadband, and edge infrastructure Small caps can be volatile, but that's often where the biggest growth stories begin. Which one is on your watchlist? Turn post notifications on to get an early entry i do not need to charge you because i actually make money trading
0 · Reply
FibonacciTrader_
FibonacciTrader_ Jul. 11 at 6:35 PM
Small-cap opportunities often hide in the areas where major growth trends are just getting started. Here are 5 under-the-radar names I’m watching with exposure to emerging themes: $JMIA → Scaling logistics and e-commerce across Africa $CLPT → Surgical navigation technology for neurosurgery $EOSE → Energy storage solutions for growing power demand $OSS → Rugged edge computing for defense applications $CLFD → Fiber infrastructure supporting edge data centers Different sectors, but one common theme: companies positioned around future growth markets. Small caps bring higher risk, but they can also offer significant upside if execution and adoption accelerate. If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make… Head to my profile.
0 · Reply
MarketMaestro1
MarketMaestro1 Jul. 11 at 4:40 PM
Small caps are where the biggest moves happen when fundamentals meet the right trends. Watching: $JMIA — Emerging market growth + turnaround potential $CLPT — Medical technology with strong platform value $EOSE — Energy storage play tied to future power demand $OSS — Edge AI + defense infrastructure $CLFD — Fiber backbone for next-gen connectivity The next big winners may come from companies solving real-world problems in AI, energy, healthcare, and infrastructure. BUT: All these names are highly volatile. That’s why the right entry matters more than ever — not just to maximize gains, but also to control risk. The detailed stock list and strategies have been shared with the community; please visit my profile to view them. Which small caps are you watching?
0 · Reply
SmartMoneyRadar
SmartMoneyRadar Jul. 11 at 3:18 PM
5 SMALL-CAP NAMES UNDER $2B WORTH WATCHING 👀 Finding opportunities before they become crowded is where the biggest advantages often come from. These small-cap companies are working on interesting themes across logistics, healthcare, energy storage, and next-generation infrastructure. Watchlist: $JMIA Scaling logistics across Africa $CLPT Navigation software helping neurosurgeons $EOSE Zinc-based energy storage for growing power demand $OSS Rugged edge computing solutions $CLFD Fiber infrastructure supporting edge data centers Small caps come with higher risk, but early-stage companies can create unique opportunities when the market starts paying attention. Investing doesn’t have to be complicated. Just listen to the smart money. Follow for more.
0 · Reply
12Steven
12Steven Jul. 9 at 2:53 PM
$CLFD the future
0 · Reply
Ravery
Ravery Jul. 8 at 12:09 PM
$CLFD Looks like CLFD will continue to trade down with the AI stocks. Went through the 200 dma like it was not there. Maybe back near 52 week low despite conditions that appear to be improving. While I do believe the recent selling is mainly driven by russell reconstitution and money rotating out of AI stocks, there is fiber/labor shortages that are likely still impacting many of their customers. Q3 earnings call next month may have some valuable nuggets. Not so much the top and bottom line numbers but more about early traction with NOVA and an update on BEAD. Fiber/labor shortages may be discussed on the call as well. Remember headwinds for their customers are headwinds for CLFD. These are macro conditions they can not control. Data center is where all the growth has been. CLFD has not participated in that growth yet. The company stated that fiscal 2027 and beyond is when they expect to see growth from their FTTH customers. NOVA is the X factor. JMO not investment advice.
0 · Reply
APB1
APB1 Jul. 5 at 11:36 PM
$CLFD Probably headed to somewhere below $30. Pretty sad situation going here. With so many other companies reporting big numbers and exploding near term guidance why invest in hopes and dreams? Even with all time high markets Clearfield can't even get a ride on coat tails. The market just isn't buying what management is selling. Very little hard, tangible information repeatedly coming out of the corner office. I won't be surprised if things get kicked back yet another quarter or more.
1 · Reply
Ravery
Ravery Jul. 4 at 3:16 PM
$CLFD You can add this to the list of reasons why the stock has performed so poorly the last couple of weeks. None of which has anything to do with the future prospects of the company. Jun. 29 Clearfield dropped from Russell 3000E Growth Benchmark Jun. 28 Clearfield dropped from Russell 3000 Growth Benchmark Jun. 28 Clearfield dropped from Russell Microcap Growth Benchmark Index Jun. 28 Clearfield dropped from Russell Small Cap Comp Growth Benchmark Jun. 28 Clearfield dropped from Russell 2500 Growth Benchmark Jun. 28 Clearfield dropped from Russell 2000 Growth Benchmark Jun. 28 Clearfield added to Russell 2000 Value-Defensive Index So you have a ton of forced index selling right at the same time AI build out stocks are selling off hard. With low liquidity, this will cause large % losses as we have witnessed.
0 · Reply
Ravery
Ravery Jul. 3 at 12:47 PM
$CLFD Happy 4th. As a clfd shareholder am I frustrated with recent price action? Yes, but I see a silver lining. The AI buildout trade has been selling off recently. Just take a look at GLW, LITE, AAOI, COHR, CIEN, OCC etc. All pulling back hard after significant gains in the last 12 months. Huge sell programs taking down the entire group. Multiples got very stretched so no surprise. CLFD is moving down in concert with the group without the big run up. That doesn't seem right. So that sucks, or does it. All evidence points to improving macro conditions for CLFD which will likely translate into 2027 guidance that is above 2026. Revenue and earnings should be on the rise in the next 12-18 months. IF CLFD is now being considered an AI build out play, evidenced by the recent sell off, then they should start to trade with comparable multiples. The AI trade is far from dead. Sell offs and profit taking is normal. The ceiling on clfd's stock just moved higher IMO. GL. Happy 4th.
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 2 at 10:02 PM
$CLFD Why did this get crushed for over 12% today???? Any news? From any angle?
0 · Reply
Hockeycoach713
Hockeycoach713 Jul. 2 at 5:42 PM
$CLFD bounce off 200 MA?
0 · Reply
12Steven
12Steven Jul. 2 at 2:20 PM
1 · Reply
12Steven
12Steven Jul. 1 at 2:25 PM
$CLFD Recent Short Data: 5/29/26 Price:$47.22 Shorted: 1.730M 6/15/26 Price: $41.30 Shorted: 1.435M A significant decrease of 295K shares....still a LOT of shorted shares out there!
0 · Reply
Ravery
Ravery Jun. 30 at 2:52 PM
$CLFD corning trailing PE 123 forward PE 80 P/S 13.7 Cash $1.75B debt $9.9B Gross profit margin 36% Corning has scale and makes fiber which is what the hyperscalers need. However, that is quite a valuation run up for a company that historically has a P/S closer to 2 and a PE between 25-30. Investors are betting the demand for fiber and fiber management is going to exponentially grow to validate corning's current valuation. Will Clearfield capitalize on this demand explosion?
1 · Reply
Ravery
Ravery Jun. 26 at 12:50 PM
$CLFD https://dictuminfos.com/en/clearfield-fiber-connectivity-solutions-for-data-centers bullish piece but know nothing of the author
1 · Reply
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
DeepSeaTurtle
DeepSeaTurtle 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