Clearfield Inc (CLFD)

$29.45 +2.22 (8.15%)
Market Cap 374.10M
Revenue (ttm) 150.13M
Net Income (ttm) -8.05M
EPS (ttm) N/A
PE Ratio 94.97
Forward PE 119.74
Profit Margin -5.36%
Debt to Equity Ratio 0.00
Volume 187,600
Avg Vol 210,978
Day's Range N/A - N/A
Shares Out 13.58M
Stochastic %K 16%
Beta 2.12
Analysts Strong Sell
Price Target $40.25

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 Aug. 25 at 12:11 PM
$CLFD This has been completely glossed over because they had to guide down for the year due to weakness on the community broadband space. Go back and listen to the Needham fireside chat in MAY. Cheri specifically said NOVA was not targeting the hyperscaler market to compete against corning and commscope. From q3 call (Aug) "Ryan Koontz Yeah. Super exciting. It sounds like the use case is still some outside plant in a campus type environment, or can you give us any idea on the use case there? Cheri Beranek Oh, no. This is in the middle of the data center. We had a large group of people visit our Clearfield headquarters associated with this opportunity. One of the things that people don't talk about is the Broadband marketplace has a lot of expertise, and that expertise is being pulled into the data center market." Sounds like the hyperscaler came to them. This is not on the edge, but in the MIDDLE. NOVA is exceeding their own expectations. This is dead money until its not.
1 · Reply
APB1
APB1 Aug. 25 at 12:14 AM
$CLFD CLFD went below 27. I suspect that it's going to bounce between 27 and 30 for a while but occasionally go lower. So there's a nice little trading range. I'm not really sure how low this will go but it will probably go lower than a rational market would expect. On the other hand I think Clearfield is primed to really take a major hit whether that's from macro or company specific events. If shares drop below 25 then all bets are off. We were pretty close to trading in the 25 and change range today. They need to demonstrate that NOVA is gaining traction. When I last spoke with investor relations they indicated to me that the new hardware was getting very, very good reviews from the industry. After talking with them I thought we would see more sales reports. The company cannot afford to keep this kind of sales information a trade secret, and besides people are going to be able to figure out one way or another who's buying what and who's using what for their build-outs.
1 · Reply
Ravery
Ravery Aug. 24 at 2:36 PM
$CLFD https://www.isemag.com/home/article/55396706/novatm-platform Yes this is just an award, so it is not going to move the needle. However, is this really a nothingburger? ISE started this program 4 years ago. Corning has hit gold and platinum status for their evolve push lock tech. Commscope has 1 gold award this year for their closure baskets. Clearfield has gotten 2 silver recognition's for their bilt 3D app and hardened connector system. Amphenol has a bronze award in 2023 for their high density panel. If you look through all the awards over 4 years, you do not see much recognition for data center solutions. Gold status indicates that some individuals in the industry see NOVA as a disruptive technology. No way the stock price today reflects that possibility. Also love the hyperscale connection that was not there when NOVA was launched. Yes I am fishing where no one else is. However, I like what I see and I am not moving. Little boring right now, but I do not think I will alone for that long. FWIW
0 · Reply
APB1
APB1 Aug. 20 at 10:54 PM
$CLFD Awards are nice but no substitute for sales. Hopefully we can hear some positive sales news soon. The quarter is over a half over. Maybe buy at 27 and sell at 30 for a while. They need a real lucky break or shares are going .much lower. If BEAD prospects continue to look shaky the floor will give way.
3 · Reply
Ravery
Ravery Aug. 18 at 1:24 PM
$CLFD How States Can Address Broadband Worker Shortages. https://www.pew.org/en/research-and-analysis/articles/2026/06/16/how-states-can-address-broadband-worker-shortages#:~:text=States%20and%20internet%20service%20providers,as%20data%20center%20expansion%20accelerates. Clearfield: Architecting the Future of American Broadband Through BABA Compliance, Labor-Lite Innovation, and Strategic Workforce Empowerment. https://hyperframeresearch.com/2026/05/05/clearfield-architecting-the-future-of-american-broadband-through-baba-compliance-labor-lite-innovation-and-strategic-workforce-empowerment/ The opportunity will be there eventually despite all of the red tape bead has created. Easy, low labor solutions are becoming more and more important. Clearfield touts their labor lite solutions. They still need to execute but most of the data out there suggests demand for fiber management appears robust over the next few years. Near term headwinds remain so timing is still a challenge. It is hard to be patient in today's world.
0 · Reply
Ravery
Ravery Aug. 13 at 12:06 PM
$CLFD Lots of AI generated crap circulates out there but this write-up is good. In fact, I would say spot on. Bullish but balanced. https://disruptorinvesting.com/daily-disruptor-clfd-the-fiber-company-that-just-won-its-first-hyperscale-data-center-order/
1 · Reply
Ravery
Ravery Aug. 12 at 10:57 PM
$CLFD https://www.seeclearfield.com/newsroom/as-telecom-networks-converge-fiber-ties-it-together.html
0 · Reply
Omnitrader69
Omnitrader69 Aug. 11 at 5:46 PM
$CLFD Much nicer than that 26 a few days ago. Maybe 30 coming soon. Still averaging in here.
0 · Reply
NYChichas
NYChichas Aug. 10 at 4:13 PM
$CLFD
0 · Reply
Ravery
Ravery Aug. 10 at 12:58 PM
$CLFD From Adtran's q2 EC "As we communicated in our preliminary results press release, a project delay from a single customer, combined with unfavorable impacts from product and customer mix, caused our results to fall short of our guidance. Despite these factors, demand across our end markets remains healthy. Our strategic priorities remain on track, and our customer base continues to diversify. We believe those underlying fundamentals position us well as we look ahead into 2027. As we shared in our pre-announcement, one of our customers adjusted the timing of a project, which affected our results for the quarter. This customer remains committed to its deployment objectives, and we view this as a timing adjustment rather than a change in demand." Sound familiar? Maybe it is less about clearfield's lack of execution and more to do with current industry headwinds in the FTTH market.
0 · Reply
Latest News on CLFD
Clearfield's NOVA™ Platform Earns Gold in 2026 ISE Network Innovators' Awards

Aug 20, 2026, 9:00 AM EDT - 5 days ago

Clearfield's NOVA™ Platform Earns Gold in 2026 ISE Network Innovators' Awards

Clearfield price target lowered to $38 from $41 at Lake Street

2026-08-06T13:13:34.000Z - 19 days ago

Clearfield price target lowered to $38 from $41 at Lake Street

Clearfield price target lowered to $38 from $44 at Roth Capital

2026-08-06T11:17:13.000Z - 19 days ago

Clearfield price target lowered to $38 from $44 at Roth Capital

Clearfield Earnings Call Transcript: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 20 days ago

Clearfield Earnings Call Transcript: Q3 2026

Clearfield Earnings release: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 20 days ago

Clearfield Earnings release: Q3 2026

Clearfield Shareholder letter: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 20 days ago

Clearfield Shareholder letter: Q3 2026

Clearfield Quarterly report: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 20 days ago

Clearfield Quarterly report: Q3 2026

Clearfield sees FY26 EPS 14c-21c, consensus 7c

2026-08-05T20:12:52.000Z - 20 days ago

Clearfield sees FY26 EPS 14c-21c, consensus 7c

Clearfield reports Q3 EPS 22c, consensus 25c

2026-08-05T20:06:30.000Z - 20 days ago

Clearfield reports Q3 EPS 22c, consensus 25c

Clearfield sees Q4 EPS 0c-7c, consensus 42c

2026-08-05T20:06:02.000Z - 20 days ago

Clearfield sees Q4 EPS 0c-7c, consensus 42c

Clearfield Reports Third Quarter Fiscal 2026 Results

Aug 5, 2026, 4:00 PM EDT - 20 days ago

Clearfield Reports Third Quarter Fiscal 2026 Results

3 Lesser-Known ‘Strong Buy’ Data Center Stocks with 30%+ Upside, 8/4/26

2026-08-04T18:05:21.000Z - 21 days ago

3 Lesser-Known ‘Strong Buy’ Data Center Stocks with 30%+ Upside, 8/4/26

ENS UIS

Clearfield expands fiber portfolio with sensing cable solutions

2026-07-28T13:05:43.000Z - 4 weeks ago

Clearfield expands fiber portfolio with sensing cable solutions

Clearfield Expands Fiber Portfolio with Sensing Cables for Continuous Infrastructure Monitoring

Jul 28, 2026, 9:00 AM EDT - 4 weeks ago

Clearfield Expands Fiber Portfolio with Sensing Cables for Continuous Infrastructure Monitoring

Clearfield Sets Fiscal Third Quarter 2026 Earnings Call for Wednesday, August 5th, 2026

Jul 22, 2026, 6:00 PM EDT - 4 weeks ago

Clearfield Sets Fiscal Third Quarter 2026 Earnings Call for Wednesday, August 5th, 2026

Clearfield announces Fault Managed Power Portfolio

2026-07-21T13:11:01.000Z - 5 weeks ago

Clearfield announces Fault Managed Power Portfolio

Clearfield Introduces Fault Managed Power Portfolio to Bring Fiber and Power Together at the Network Edge

Jul 21, 2026, 9:00 AM EDT - 5 weeks ago

Clearfield Introduces Fault Managed Power Portfolio to Bring Fiber and Power Together at the Network Edge

Clearfield management to meet with Roth Capital

2026-06-09T20:55:38.000Z - 2 months ago

Clearfield management to meet with Roth Capital

Clearfield Slides: Investor presentation

May 26, 2026, 7:00 AM EDT - 3 months ago

Clearfield Slides: Investor presentation

Clearfield Joins VoltServer's Solution Partner Program to Advance Digital Electricity® Adoption

May 19, 2026, 11:00 AM EDT - 3 months ago

Clearfield Joins VoltServer's Solution Partner Program to Advance Digital Electricity® Adoption

Clearfield says modular fiber solutions advance hurricane recovery in BVI

2026-05-18T13:24:46.000Z - 3 months ago

Clearfield says modular fiber solutions advance hurricane recovery in BVI

A Port in the Storm: Clearfield® Modular Fiber Solutions Accelerate Hurricane Recovery in the British Virgin Islands

May 18, 2026, 9:00 AM EDT - 3 months ago

A Port in the Storm: Clearfield® Modular Fiber Solutions Accelerate Hurricane Recovery in the British Virgin Islands

Clearfield Transcript: 21st Annual Needham Technology, Media, & Consumer Conference

May 12, 2026, 8:45 AM EDT - 3 months ago

Clearfield Transcript: 21st Annual Needham Technology, Media, & Consumer Conference

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

2026-05-07T01:55:46.000Z - 3 months ago

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

Clearfield backs FY26 revenue view $160M-$170M, consensus $163.64M

2026-05-07T01:55:09.000Z - 3 months ago

Clearfield backs FY26 revenue view $160M-$170M, consensus $163.64M

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

2026-05-07T01:54:48.000Z - 3 months ago

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

Clearfield Earnings Call Transcript: Q2 2026

May 6, 2026, 5:00 PM EDT - 3 months ago

Clearfield Earnings Call Transcript: Q2 2026

Clearfield Earnings release: Q2 2026

May 6, 2026, 5:00 PM EDT - 3 months ago

Clearfield Earnings release: Q2 2026

Clearfield Shareholder letter: Q2 2026

May 6, 2026, 5:00 PM EDT - 3 months ago

Clearfield Shareholder letter: Q2 2026

Clearfield Quarterly report: Q2 2026

May 6, 2026, 5:00 PM EDT - 3 months ago

Clearfield Quarterly report: Q2 2026

Clearfield Reports Second Quarter Fiscal 2026 Results

May 6, 2026, 4:00 PM EDT - 3 months ago

Clearfield Reports Second Quarter Fiscal 2026 Results

Clearfield expands CraftSmart portfolio with FiberFirst pedestals

2026-05-04T13:39:16.000Z - 4 months ago

Clearfield expands CraftSmart portfolio with FiberFirst pedestals

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

2026-05-04T13:08:57.000Z - 4 months ago

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

Clearfield Expands Craftsmart® Portfolio with 8- and 10-inch FiberFirst™ Pedestals

May 4, 2026, 9:00 AM EDT - 4 months ago

Clearfield Expands Craftsmart® Portfolio with 8- and 10-inch FiberFirst™ Pedestals

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

2026-05-04T00:25:08.000Z - 4 months ago

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

Clearfield to Present at the Needham Technology, Media, & Consumer Conference

Apr 29, 2026, 9:00 AM EDT - 4 months ago

Clearfield to Present at the Needham Technology, Media, & Consumer Conference

You're Invited: Granite Credit Union Hosts Grand Opening of its Clearfield Branch

Apr 23, 2026, 7:14 AM EDT - 4 months ago

You're Invited: Granite Credit Union Hosts Grand Opening of its Clearfield Branch

Clearfield Sets Fiscal Second Quarter 2026 Earnings Call for Wednesday, May 6, 2026

Apr 22, 2026, 6:00 PM EDT - 4 months ago

Clearfield Sets Fiscal Second Quarter 2026 Earnings Call for Wednesday, May 6, 2026

Clearfield Transcript: AGM 2026

Feb 26, 2026, 3:00 PM EST - 6 months ago

Clearfield Transcript: AGM 2026

Clearfield Slides: Investor presentation

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

Clearfield Slides: Investor presentation

Clearfield Earnings Call Transcript: Q1 2026

Feb 4, 2026, 5:00 PM EST - 7 months ago

Clearfield Earnings Call Transcript: Q1 2026

Clearfield Quarterly report: Q1 2026

Feb 4, 2026, 5:00 PM EST - 7 months ago

Clearfield Quarterly report: Q1 2026

Clearfield Shareholder letter: Q1 2026

Feb 4, 2026, 5:00 PM EST - 7 months ago

Clearfield Shareholder letter: Q1 2026

Clearfield Earnings release: Q1 2026

Feb 4, 2026, 5:00 PM EST - 7 months ago

Clearfield Earnings release: Q1 2026

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

2026-02-04T21:13:15.000Z - 7 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 - 7 months ago

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

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

2026-02-04T21:05:36.000Z - 7 months ago

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

Clearfield Reports First Quarter Fiscal 2026 Results

Feb 4, 2026, 4:00 PM EST - 7 months ago

Clearfield Reports First Quarter Fiscal 2026 Results

Clearfield Sets Fiscal First Quarter 2026 Earnings Call for Wednesday, February 4, 2026

Jan 21, 2026, 6:00 PM EST - 7 months ago

Clearfield Sets Fiscal First Quarter 2026 Earnings Call for Wednesday, February 4, 2026

Clearfield Introduces NOVA™ Platform, Optimizing Scalability and Installation Simplicity for High-Density Fiber Connectivity

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

Clearfield Introduces NOVA™ Platform, Optimizing Scalability and Installation Simplicity for High-Density Fiber Connectivity

Clearfield Proxy statement: Proxy Filing

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

Clearfield Proxy statement: Proxy Filing

Clearfield Proxy statement: Proxy Filing

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

Clearfield Proxy statement: Proxy Filing

Clearfield Transcript: 28th Annual Needham Growth Conference Virtual

Jan 13, 2026, 9:30 AM EST - 8 months ago

Clearfield Transcript: 28th Annual Needham Growth Conference Virtual

Clearfield to Present at the Needham Growth Conference

Jan 5, 2026, 9:00 AM EST - 8 months ago

Clearfield to Present at the Needham Growth Conference

Clearfield Signs ESGR Statement of Support; Supervisor Todd Bade Receives Patriot Award for Exceptional Military Support

Dec 9, 2025, 9:00 AM EST - 9 months ago

Clearfield Signs ESGR Statement of Support; Supervisor Todd Bade Receives Patriot Award for Exceptional Military Support

Clearfield Launches Tribal Broadband Training Initiative to Empower Native Communities and Build the Skilled Fiber Workforce of Tomorrow

Dec 4, 2025, 9:00 AM EST - 9 months ago

Clearfield Launches Tribal Broadband Training Initiative to Empower Native Communities and Build the Skilled Fiber Workforce of Tomorrow

Clearfield Earnings Call Transcript: Q4 2025

Nov 25, 2025, 8:30 AM EST - 9 months ago

Clearfield Earnings Call Transcript: Q4 2025

Clearfield Annual report: Q4 2025

Nov 25, 2025, 8:30 AM EST - 9 months ago

Clearfield Annual report: Q4 2025

Clearfield Shareholder letter: Q4 2025

Nov 25, 2025, 8:30 AM EST - 9 months ago

Clearfield Shareholder letter: Q4 2025

Clearfield Earnings release: Q4 2025

Nov 25, 2025, 8:30 AM EST - 9 months ago

Clearfield Earnings release: Q4 2025

Clearfield Announces Increase to Share Repurchase Program

Nov 25, 2025, 7:01 AM EST - 9 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 - 9 months ago

Clearfield Reports Fourth Quarter and Full Year 2025 Results

Clearfield Slides: Investor presentation

Nov 24, 2025, 6:00 PM EST - 9 months ago

Clearfield Slides: Investor presentation

Clearfield's ClearPass Connector Cleaning Dust Cap Surpasses 2 Million Worldwide

Nov 10, 2025, 9:00 AM EST - 10 months ago

Clearfield's ClearPass Connector Cleaning Dust Cap Surpasses 2 Million Worldwide

Clearfield Sets Fiscal Fourth Quarter 2025 Earnings Call for Tuesday, November 25, 2025

Nov 4, 2025, 6:00 PM EST - 10 months ago

Clearfield Sets Fiscal Fourth Quarter 2025 Earnings Call for Tuesday, November 25, 2025

Clearfield Expands Leadership Team with Key Executive Appointments

Oct 1, 2025, 11:22 AM EDT - 11 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 and Hawaiian Telcom Celebrate Progress Towards Making Hawaii the First Fully Fiber-Enabled State

Jul 31, 2025, 9:00 AM EDT - 1 year ago

Clearfield and Hawaiian Telcom Celebrate Progress Towards Making Hawaii the First Fully Fiber-Enabled State

Clearfield Sets Fiscal Third Quarter 2025 Earnings Call for Wednesday, August 6, 2025

Jul 23, 2025, 4:30 PM EDT - 1 year ago

Clearfield Sets Fiscal Third Quarter 2025 Earnings Call for Wednesday, August 6, 2025

Clearfield Launches Flexible TetherSmart Multi-Fiber Terminal as Industry's Smallest, Carrier-Grade Access Terminal

May 29, 2025, 8:00 AM EDT - 1 year ago

Clearfield Launches Flexible TetherSmart Multi-Fiber Terminal as Industry's Smallest, Carrier-Grade Access Terminal

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 Sets Fiscal Second Quarter 2025 Earnings Call for Thursday, May 8, 2025

Apr 24, 2025, 5:00 PM EDT - 1 year ago

Clearfield Sets Fiscal Second Quarter 2025 Earnings Call for Thursday, May 8, 2025

Breezeline Brings Advanced Fiber Internet to Johnstown, Altoona, Uniontown and Clearfield

Mar 6, 2025, 12:44 PM EST - 1 year ago

Breezeline Brings Advanced Fiber Internet to Johnstown, Altoona, Uniontown and Clearfield

Clearfield's FieldSmart FiberFlex 600 Named 2025 Lightwave + BTR Innovation High Score Recipient

Feb 27, 2025, 9:00 AM EST - 1 year ago

Clearfield's FieldSmart FiberFlex 600 Named 2025 Lightwave + BTR Innovation High Score Recipient

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 Showcases Expanded Portfolio with Distributed TAP Architecture to Enable Flexible Fiber Deployments

Feb 4, 2025, 9:00 AM EST - 1 year ago

Clearfield Showcases Expanded Portfolio with Distributed TAP Architecture to Enable Flexible Fiber Deployments

Clearfield Sets Fiscal First Quarter 2025 Earnings Call for Thursday, February 6, 2025

Jan 16, 2025, 4:00 PM EST - 1 year ago

Clearfield Sets Fiscal First Quarter 2025 Earnings Call for Thursday, February 6, 2025

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 Launches Compact Ready Connect Terminal, Delivering Craft-Friendly Fiber Solutions

Dec 12, 2024, 9:00 AM EST - 1 year ago

Clearfield Launches Compact Ready Connect Terminal, Delivering Craft-Friendly Fiber Solutions

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 Reports Fiscal Fourth Quarter and Full Year 2024 Results

Nov 7, 2024, 4:05 PM EST - 1 year ago

Clearfield Reports Fiscal Fourth Quarter and Full Year 2024 Results

Clearfield Elects Kate Kelly and Ademir Sarcevic to the Board of Directors

Nov 6, 2024, 9:00 AM EST - 1 year ago

Clearfield Elects Kate Kelly and Ademir Sarcevic to the Board of Directors

Clearfield Sets Fiscal Fourth Quarter 2024 Earnings Call for Thursday, November 7, 2024

Oct 24, 2024, 5:00 PM EDT - 1 year ago

Clearfield Sets Fiscal Fourth Quarter 2024 Earnings Call for Thursday, November 7, 2024

Clearfield Appoints Anis Khemakhem as CMO; Kevin Morgan Takes on New Role as Executive Advisor to the CEO

Oct 24, 2024, 9:00 AM EDT - 1 year ago

Clearfield Appoints Anis Khemakhem as CMO; Kevin Morgan Takes on New Role as Executive Advisor to the CEO

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

Fiber Broadband Association Recognizes Clearfield CEO Cheri Beranek's Contributions to Industry

Jul 30, 2024, 9:00 AM EDT - 2 years ago

Fiber Broadband Association Recognizes Clearfield CEO Cheri Beranek's Contributions to Industry

Clearfield Enables Network Operators to Reel in Time Savings with the CraftSmart® Deploy Reel TAP Box

Jul 29, 2024, 9:00 AM EDT - 2 years ago

Clearfield Enables Network Operators to Reel in Time Savings with the CraftSmart® Deploy Reel TAP Box

Clearfield Showcases BABA-Compliant FTTH Connectivity Solutions at Fiber Connect 2024

Jul 25, 2024, 9:00 AM EDT - 2 years ago

Clearfield Showcases BABA-Compliant FTTH Connectivity Solutions at Fiber Connect 2024

Clearfield Sets Fiscal Third Quarter 2024 Earnings Call for Thursday, August 1, 2024

Jul 18, 2024, 5:00 PM EDT - 2 years ago

Clearfield Sets Fiscal Third Quarter 2024 Earnings Call for Thursday, August 1, 2024

Clearfield's Kevin Morgan Named as One of Twin Cities Business Notable Chief Marketing Officers for 2024

Jun 11, 2024, 9:00 AM EDT - 2 years ago

Clearfield's Kevin Morgan Named as One of Twin Cities Business Notable Chief Marketing Officers for 2024

Clearfield Transcript: 19th Annual Needham Technology, Media & Consumer Conference

May 14, 2024, 9:30 AM EDT - 2 years ago

Clearfield Transcript: 19th Annual Needham Technology, Media & Consumer Conference

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 Sets Fiscal Second Quarter 2024 Earnings Call for Thursday, May 2, 2024

Apr 19, 2024, 9:29 AM EDT - 2 years ago

Clearfield Sets Fiscal Second Quarter 2024 Earnings Call for Thursday, May 2, 2024

Clearfield Develops Industry's First 3D Interactive Fiber Installation Tool

Mar 5, 2024, 9:00 AM EST - 2 years ago

Clearfield Develops Industry's First 3D Interactive Fiber Installation Tool

Clearfield FiberFlex 600 Delivers a Right-Sized, Small Footprint Active Cabinet Option for Rural Expansion

Feb 29, 2024, 9:00 AM EST - 2 years ago

Clearfield FiberFlex 600 Delivers a Right-Sized, Small Footprint Active Cabinet Option for Rural Expansion

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® Streamlines its Supply Chain with CraftSmart® Fiber Protection Vault for Underground Deployments

Jan 22, 2024, 9:00 AM EST - 2 years ago

Clearfield® Streamlines its Supply Chain with CraftSmart® Fiber Protection Vault for Underground Deployments

Clearfield Sets Fiscal First Quarter 2024 Earnings Call for Thursday, February 1, 2024

Jan 18, 2024, 5:00 PM EST - 2 years ago

Clearfield Sets Fiscal First Quarter 2024 Earnings Call for Thursday, February 1, 2024

Ravery
Ravery Aug. 25 at 12:11 PM
$CLFD This has been completely glossed over because they had to guide down for the year due to weakness on the community broadband space. Go back and listen to the Needham fireside chat in MAY. Cheri specifically said NOVA was not targeting the hyperscaler market to compete against corning and commscope. From q3 call (Aug) "Ryan Koontz Yeah. Super exciting. It sounds like the use case is still some outside plant in a campus type environment, or can you give us any idea on the use case there? Cheri Beranek Oh, no. This is in the middle of the data center. We had a large group of people visit our Clearfield headquarters associated with this opportunity. One of the things that people don't talk about is the Broadband marketplace has a lot of expertise, and that expertise is being pulled into the data center market." Sounds like the hyperscaler came to them. This is not on the edge, but in the MIDDLE. NOVA is exceeding their own expectations. This is dead money until its not.
1 · Reply
APB1
APB1 Aug. 25 at 12:14 AM
$CLFD CLFD went below 27. I suspect that it's going to bounce between 27 and 30 for a while but occasionally go lower. So there's a nice little trading range. I'm not really sure how low this will go but it will probably go lower than a rational market would expect. On the other hand I think Clearfield is primed to really take a major hit whether that's from macro or company specific events. If shares drop below 25 then all bets are off. We were pretty close to trading in the 25 and change range today. They need to demonstrate that NOVA is gaining traction. When I last spoke with investor relations they indicated to me that the new hardware was getting very, very good reviews from the industry. After talking with them I thought we would see more sales reports. The company cannot afford to keep this kind of sales information a trade secret, and besides people are going to be able to figure out one way or another who's buying what and who's using what for their build-outs.
1 · Reply
Ravery
Ravery Aug. 24 at 2:36 PM
$CLFD https://www.isemag.com/home/article/55396706/novatm-platform Yes this is just an award, so it is not going to move the needle. However, is this really a nothingburger? ISE started this program 4 years ago. Corning has hit gold and platinum status for their evolve push lock tech. Commscope has 1 gold award this year for their closure baskets. Clearfield has gotten 2 silver recognition's for their bilt 3D app and hardened connector system. Amphenol has a bronze award in 2023 for their high density panel. If you look through all the awards over 4 years, you do not see much recognition for data center solutions. Gold status indicates that some individuals in the industry see NOVA as a disruptive technology. No way the stock price today reflects that possibility. Also love the hyperscale connection that was not there when NOVA was launched. Yes I am fishing where no one else is. However, I like what I see and I am not moving. Little boring right now, but I do not think I will alone for that long. FWIW
0 · Reply
APB1
APB1 Aug. 20 at 10:54 PM
$CLFD Awards are nice but no substitute for sales. Hopefully we can hear some positive sales news soon. The quarter is over a half over. Maybe buy at 27 and sell at 30 for a while. They need a real lucky break or shares are going .much lower. If BEAD prospects continue to look shaky the floor will give way.
3 · Reply
Ravery
Ravery Aug. 18 at 1:24 PM
$CLFD How States Can Address Broadband Worker Shortages. https://www.pew.org/en/research-and-analysis/articles/2026/06/16/how-states-can-address-broadband-worker-shortages#:~:text=States%20and%20internet%20service%20providers,as%20data%20center%20expansion%20accelerates. Clearfield: Architecting the Future of American Broadband Through BABA Compliance, Labor-Lite Innovation, and Strategic Workforce Empowerment. https://hyperframeresearch.com/2026/05/05/clearfield-architecting-the-future-of-american-broadband-through-baba-compliance-labor-lite-innovation-and-strategic-workforce-empowerment/ The opportunity will be there eventually despite all of the red tape bead has created. Easy, low labor solutions are becoming more and more important. Clearfield touts their labor lite solutions. They still need to execute but most of the data out there suggests demand for fiber management appears robust over the next few years. Near term headwinds remain so timing is still a challenge. It is hard to be patient in today's world.
0 · Reply
Ravery
Ravery Aug. 13 at 12:06 PM
$CLFD Lots of AI generated crap circulates out there but this write-up is good. In fact, I would say spot on. Bullish but balanced. https://disruptorinvesting.com/daily-disruptor-clfd-the-fiber-company-that-just-won-its-first-hyperscale-data-center-order/
1 · Reply
Ravery
Ravery Aug. 12 at 10:57 PM
$CLFD https://www.seeclearfield.com/newsroom/as-telecom-networks-converge-fiber-ties-it-together.html
0 · Reply
Omnitrader69
Omnitrader69 Aug. 11 at 5:46 PM
$CLFD Much nicer than that 26 a few days ago. Maybe 30 coming soon. Still averaging in here.
0 · Reply
NYChichas
NYChichas Aug. 10 at 4:13 PM
$CLFD
0 · Reply
Ravery
Ravery Aug. 10 at 12:58 PM
$CLFD From Adtran's q2 EC "As we communicated in our preliminary results press release, a project delay from a single customer, combined with unfavorable impacts from product and customer mix, caused our results to fall short of our guidance. Despite these factors, demand across our end markets remains healthy. Our strategic priorities remain on track, and our customer base continues to diversify. We believe those underlying fundamentals position us well as we look ahead into 2027. As we shared in our pre-announcement, one of our customers adjusted the timing of a project, which affected our results for the quarter. This customer remains committed to its deployment objectives, and we view this as a timing adjustment rather than a change in demand." Sound familiar? Maybe it is less about clearfield's lack of execution and more to do with current industry headwinds in the FTTH market.
0 · Reply
Ravery
Ravery Aug. 10 at 12:28 PM
$CLFD Interesting read https://www.lightwaveonline.com/home/article/55395919/us-telecoms-ceo-says-the-constraint-on-americas-ai-infrastructure-is-governmental-not-technological
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Aug. 7 at 1:56 PM
$CLFD I’m going to do some math later on their cash Money coming in And sustainability of the buyback historic avg to see how long they can prop the stock right HERE every time. And make a decision about my money with theirs.
1 · Reply
APB1
APB1 Aug. 7 at 5:29 AM
$CLFD I checked with my former company a while back to see if they were going to go for BEAD funds. I once headed up a massive to obtain similar government funding. They told me they determined the slim odds of getting funding was not worth the insane amount of resources and time necessary to prepare a bid. I whole heartedly agree. It became quickly obvious to me that the people running BEAD were clueless regarding the process. As time went on and the administration stumbled and bumbled their way through one delay and mistep after another it was painfully obvious that this was government hackarama at its finest. As a result each stakeholder got porked along the way... A classic example of what happens when the government, which has no skin in the game, makes the rules and decides winners and losers... Meanwhile my old company's fiber business is kicking it without government assistance.
1 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Aug. 7 at 2:44 AM
$CLFD ANOTHER round trip here. Bonkers! Cannot map this company out.
0 · Reply
Coriolis
Coriolis Aug. 7 at 12:37 AM
$CLFD Clearfield’s VoltServer partnership is interesting. It looks like their digital electricity platform is gaining popularity in the data center space. Some of VoltServers partnerships stand out. Last month Eaton Energy and VoltServer signed a strategic partnership to advance next gen power distribution. At that time, Eaton also made a $5MM strategic equity investment in VoltServer. Eaton is a $35B company and is the 800lb gorilla in terms of power and thermal management in the Hyperscale data center space. Their power solutions are in the data centers of Meta, Google, Microsoft, Amazon, Cyrus One and others. Voltserver also has a partnerships with Southwire, a $10B company who is the leading wire and cabling provider for hypercale data centers in North America. Southwire is the 800lb gorilla in the wire and cable space. Now Clearfield and their Nova platform have entered into a partnership with Voltserver. They are rubbing elbows with some real heavyweights here. Hmmmm…
1 · Reply
Ravery
Ravery Aug. 6 at 10:12 PM
$CLFD Clearfield had its price objective dropped by Needham & Company LLC from $52.00 to $40.00 in a research note issued to investors on Thursday. The brokerage currently has a "buy" rating on the communications equipment provider's stock. Ryan koontz from Needham was the only person on the call. We shall see if Northland, Roth or Lake street decide to weigh in.
0 · Reply
txbondman
txbondman Aug. 6 at 4:59 PM
bot $CLFD to double down; (Don't try this at home!!)
0 · Reply
Arcides
Arcides Aug. 6 at 4:23 PM
$CLFD long term sellers have dumped this again...this was sold at vwap from that big volume in 2022
0 · Reply
Ravery
Ravery Aug. 6 at 4:04 PM
$CLFD EV/revenue now at 1.37 using the low end of 2026 guidance. Bottom of the barrel valuation despite the strong balance sheet. Cheap or fools gold?
1 · Reply
12Steven
12Steven Aug. 6 at 3:41 PM
$CLFD bot a k at $26.24. Wow see ya next year
0 · Reply
APB1
APB1 Aug. 6 at 3:07 PM
$CLFD Just you wait till next year, or the year after...maybe...
3 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Aug. 6 at 2:58 PM
$CLFD Another one that is boarder line impossible to map out free cash flow. Uncertainties outweigh any framings of a “fat pitch”. Pitcher is stacked.
0 · Reply