Market Cap 411.20M
Revenue (ttm) 150.13M
Net Income (ttm) -8.05M
EPS (ttm) N/A
PE Ratio 171.61
Forward PE 59.98
Profit Margin -5.36%
Debt to Equity Ratio 0.00
Volume 206,790
Avg Vol 262,390
Day's Range N/A - N/A
Shares Out 13.59M
Stochastic %K 96%
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. 31 at 4:40 PM
$CLFD MasTech earnings call this morning. "While our longer-term outlook in communications is unchanged, we are experiencing some short-term pressure. The two primary drivers are lower wireless revenues in the second half of 2026 relative to the first half, as well as certain wireline project deferrals. Wireless revenues exceeded our plans for the first half, and the next wave of growth will be driven by the rollout of new spectrum where the related equipment won't be available until next year. On the Wireline side, we're being impacted by RDoF projects rolling off and the replacement projects we've won are having delayed starts. We see fiber expansion as the greatest opportunity within that segment and are seeing significant capital investments from our customers there." "We're seeing some RDoC projects fall off a little bit earlier than we expected. And some of the work that we had won to replace that is facing some delays and some permitting challenges"
2 · Reply
APB1
APB1 Jul. 29 at 6:50 PM
$CLFD https://seekingalpha.com/article/4926198-clearfield-stronger-orders-cant-justify-this-premium-yet?share_source=shared_news&source=copy_to_clipboard
1 · Reply
Ravery
Ravery Jul. 29 at 2:51 PM
$CLFD For three years, the story of American broadband funding has been a federal story. The $42.45 billion Broadband Equity, Access, and Deployment (BEAD) program dwarfed every prior connectivity effort. The money is, at last, moving toward construction.The reasonable assumption for anyone watching this unfold was that BEAD would finish the job: that the combination of federal dollars, state matching funds, and provider capital would reach essentially every unserved home and business in the country. Wisconsin's Public Service Commission (PSC) does not believe that assumption. On May 19, 2026, Governor Tony Evers and the PSC opened a $60 million State Broadband Expansion Grant round with a blunt premise: even after BEAD-funded deployments are complete, roughly 30,000 locations in Wisconsin will still lack service. The state is putting its own money on the table to reach them. https://grantedai.com/blog/wisconsin-state-broadband-expansion-grant-60-million-july-27-deadline-30000-unserved-locations-bead-gap-universal-service-fund-strategy-2026
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 29 at 2:46 PM
1 · Reply
Hockeycoach713
Hockeycoach713 Jul. 28 at 1:10 PM
$CLFD Product PR today. See if that and 13G can stem GLW getting smacked in Premarket. Interested in GLW earnings call comments about BEAD today - if any
1 · Reply
Hockeycoach713
Hockeycoach713 Jul. 27 at 8:14 PM
$CLFD very interesting 13G just posted. Quite the investment
2 · Reply
Ravery
Ravery Jul. 27 at 2:58 PM
$CLFD GLW down 46% from its high of $255 on 6/29. Trading very close to its 200 dma. AAOI down 58% from it high of $223 on 5/13. Again very close to its 200 dma CIEN, COHR, MXL .... all similar patterns. The AI optical trade is in a major correction and is reaching very critical technical levels as we enter earnings season. FWIW CLFD just seems to trade down in sympathy with the group albeit on low volume. While fundamentally that does not make a lot of sense that is the current pattern. At some point I believe CLFD will move on its own merit but that may require more time and patience FWIW.
0 · Reply
APB1
APB1 Jul. 26 at 5:34 PM
$CLFD Ten percent short. Speculation of future increased earnings and revenues due to new products and BEAD have not moved the needle. Very likely we'll see 28 before we see 35. What are the odds that even a positive earnings report is able to sustain any increase for more than a couple of weeks or months? Right now it sure looks like the market is happy with the stock around $28. They are going to have to buy back a lot more shares than they have to get this fairly valued. I think a negative history is haunting this stock. Hopefully they can shake off the bad vibes overhang and get some fresh investors in who aren't focused on the past and the bad moves and slow progress by a stodgy Management group.
2 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 24 at 2:21 PM
$CLFD crazy stock. Really. Wild rides.
0 · Reply
Ravery
Ravery Jul. 24 at 12:50 PM
$CLFD Spectrum is the largest and fastest-growing rural internet provider in the nation. Our multi-year rural construction initiative is driven by more than $7 billion in private investment from Charter and will ultimately add an additional 100,000+ miles of infrastructure to the Spectrum Fiber Broadband Network and deliver symmetrical and multi-gigabit speed internet access to more than 1.7 million new locations across the country. Understand that rural fiber deployments is where clearfield thrives. During the needham conference, Cheri specifically pointed out charter as being one of the largest BEAD award winners for rural deployment. Immediately following that statement, this is what Cheri said "We know how to supply fiber. We are serving those communities. We expect to get a disproportionate share of that business". Keep in mind, clearfield's products are installed in the last mile drop phase of rural broadband deployments.
0 · Reply
Latest News on CLFD
Clearfield announces Fault Managed Power Portfolio

2026-07-21T13:11:01.000Z - 14 days ago

Clearfield announces Fault Managed Power Portfolio


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 - 2 months ago

Clearfield Slides: Investor presentation


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

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

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


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

2026-05-04T13:08:57.000Z - 3 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 - 3 months ago

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


Clearfield Transcript: AGM 2026

Feb 26, 2026, 3:00 PM EST - 5 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 - 6 months ago

Clearfield Earnings Call Transcript: Q1 2026


Clearfield Quarterly report: Q1 2026

Feb 4, 2026, 5:00 PM EST - 6 months ago

Clearfield Quarterly report: Q1 2026


Clearfield Shareholder letter: Q1 2026

Feb 4, 2026, 5:00 PM EST - 6 months ago

Clearfield Shareholder letter: Q1 2026


Clearfield Earnings release: Q1 2026

Feb 4, 2026, 5:00 PM EST - 6 months ago

Clearfield Earnings release: Q1 2026


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

2026-02-04T21:13:15.000Z - 6 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 - 6 months ago

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


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

2026-02-04T21:05:36.000Z - 6 months ago

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


Clearfield Reports First Quarter Fiscal 2026 Results

Feb 4, 2026, 4:00 PM EST - 6 months ago

Clearfield Reports First Quarter Fiscal 2026 Results


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 to Present at the Needham Growth Conference

Jan 5, 2026, 9:00 AM EST - 7 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 - 9 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 - 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 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


Ravery
Ravery Jul. 31 at 4:40 PM
$CLFD MasTech earnings call this morning. "While our longer-term outlook in communications is unchanged, we are experiencing some short-term pressure. The two primary drivers are lower wireless revenues in the second half of 2026 relative to the first half, as well as certain wireline project deferrals. Wireless revenues exceeded our plans for the first half, and the next wave of growth will be driven by the rollout of new spectrum where the related equipment won't be available until next year. On the Wireline side, we're being impacted by RDoF projects rolling off and the replacement projects we've won are having delayed starts. We see fiber expansion as the greatest opportunity within that segment and are seeing significant capital investments from our customers there." "We're seeing some RDoC projects fall off a little bit earlier than we expected. And some of the work that we had won to replace that is facing some delays and some permitting challenges"
2 · Reply
APB1
APB1 Jul. 29 at 6:50 PM
$CLFD https://seekingalpha.com/article/4926198-clearfield-stronger-orders-cant-justify-this-premium-yet?share_source=shared_news&source=copy_to_clipboard
1 · Reply
Ravery
Ravery Jul. 29 at 2:51 PM
$CLFD For three years, the story of American broadband funding has been a federal story. The $42.45 billion Broadband Equity, Access, and Deployment (BEAD) program dwarfed every prior connectivity effort. The money is, at last, moving toward construction.The reasonable assumption for anyone watching this unfold was that BEAD would finish the job: that the combination of federal dollars, state matching funds, and provider capital would reach essentially every unserved home and business in the country. Wisconsin's Public Service Commission (PSC) does not believe that assumption. On May 19, 2026, Governor Tony Evers and the PSC opened a $60 million State Broadband Expansion Grant round with a blunt premise: even after BEAD-funded deployments are complete, roughly 30,000 locations in Wisconsin will still lack service. The state is putting its own money on the table to reach them. https://grantedai.com/blog/wisconsin-state-broadband-expansion-grant-60-million-july-27-deadline-30000-unserved-locations-bead-gap-universal-service-fund-strategy-2026
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 29 at 2:46 PM
1 · Reply
Hockeycoach713
Hockeycoach713 Jul. 28 at 1:10 PM
$CLFD Product PR today. See if that and 13G can stem GLW getting smacked in Premarket. Interested in GLW earnings call comments about BEAD today - if any
1 · Reply
Hockeycoach713
Hockeycoach713 Jul. 27 at 8:14 PM
$CLFD very interesting 13G just posted. Quite the investment
2 · Reply
Ravery
Ravery Jul. 27 at 2:58 PM
$CLFD GLW down 46% from its high of $255 on 6/29. Trading very close to its 200 dma. AAOI down 58% from it high of $223 on 5/13. Again very close to its 200 dma CIEN, COHR, MXL .... all similar patterns. The AI optical trade is in a major correction and is reaching very critical technical levels as we enter earnings season. FWIW CLFD just seems to trade down in sympathy with the group albeit on low volume. While fundamentally that does not make a lot of sense that is the current pattern. At some point I believe CLFD will move on its own merit but that may require more time and patience FWIW.
0 · Reply
APB1
APB1 Jul. 26 at 5:34 PM
$CLFD Ten percent short. Speculation of future increased earnings and revenues due to new products and BEAD have not moved the needle. Very likely we'll see 28 before we see 35. What are the odds that even a positive earnings report is able to sustain any increase for more than a couple of weeks or months? Right now it sure looks like the market is happy with the stock around $28. They are going to have to buy back a lot more shares than they have to get this fairly valued. I think a negative history is haunting this stock. Hopefully they can shake off the bad vibes overhang and get some fresh investors in who aren't focused on the past and the bad moves and slow progress by a stodgy Management group.
2 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 24 at 2:21 PM
$CLFD crazy stock. Really. Wild rides.
0 · Reply
Ravery
Ravery Jul. 24 at 12:50 PM
$CLFD Spectrum is the largest and fastest-growing rural internet provider in the nation. Our multi-year rural construction initiative is driven by more than $7 billion in private investment from Charter and will ultimately add an additional 100,000+ miles of infrastructure to the Spectrum Fiber Broadband Network and deliver symmetrical and multi-gigabit speed internet access to more than 1.7 million new locations across the country. Understand that rural fiber deployments is where clearfield thrives. During the needham conference, Cheri specifically pointed out charter as being one of the largest BEAD award winners for rural deployment. Immediately following that statement, this is what Cheri said "We know how to supply fiber. We are serving those communities. We expect to get a disproportionate share of that business". Keep in mind, clearfield's products are installed in the last mile drop phase of rural broadband deployments.
0 · Reply
Ravery
Ravery Jul. 21 at 8:43 PM
$CLFD 5/19/2026 Clearfield Joins VoltServer's Solution Partner Program to Advance Digital Electricity® Adoption. 7/02/2026 VoltServer and Eaton Form Strategic Partnership to Advance Next-Generation Power Distribution. Eaton also took an equity stake in VoltServer, with VoltServer raising $5 million in growth funding. FYI Eaton has a market cap of $156B Today's annoucement. Clearfield Introduces Fault Managed Power Portfolio to Bring Fiber and Power Together at the Network Edge (no doubt a result of partnership with Voltserver). https://finance.yahoo.com/technology/articles/clearfield-introduces-fault-managed-power-130000134.html Do not overlook today's announcement. Voltserver may be a small Rhode island based company, but they appear to have cutting edge power solutions. Keep in mind Cheri did recently did say that the company now has the footprint of a larger organization. They may not be chasing the hyperscalers but they are positioning to grab market share in data centers on the edge and expanding their offerings in FTTH. Not trading advice.
0 · Reply
Ravery
Ravery Jul. 20 at 4:42 PM
$CLFD Clearfield releasing their own version of sensing cables to compete against corning. https://www.linkedin.com/posts/clearfield_fiberoptics-dfos-fibersensing-activity-7483189803107381248-xQTq/?skipRedirect=true
0 · Reply
Omnitrader69
Omnitrader69 Jul. 20 at 4:19 PM
$CLFD I like this one, been accumulating here for a swing. I think long term could be very good here. Not an 'AI bottleneck', but certainly AI adjacent.
0 · Reply
Ravery
Ravery Jul. 18 at 2:47 PM
$CLFD https://broadbandbreakfast.com/satellite-bead-awards-to-be-reduced/ BEAD is late but it is coming. This is clearfield's wheelhouse
0 · Reply
Ravery
Ravery Jul. 17 at 12:49 PM
$CLFD While everyone is chasing hyperscaler money, clearfield has a different strategy. Q4 call Cheryl Beranek: The next generation cassette line is all about new customers, and eventually, there'll be transformational back to our existing customers. So to go after the non-hyperscale data center is a I use the word disciplined approach. Because we could go after hyperscalers, and we would lose. Because, you know, that's a high volume, low mix solution. That's not the way Clearfield is designed. It's not the way our manufacturing lines are set up. We compete aggressively in a low volume, high mix world And so data centers at the edge that push to the edge where we're gonna see our customers and smaller data centers picking up the compute power requirements, you know, from the big guys as they move out that's where we're really gonna have a significant opportunity. Because it's our space. It's a space in which that high volume manufactured doesn't work. DC at the edge https://datacenterpost.com/edge-data-center-market-to-surpass-usd-71-9-billion-by-2035/
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 16 at 2:09 PM
$CLFD So what exactly happened here? What changed in the company to run it to 50s? Nothing I feel. ? Bc here we are again almost.
0 · Reply
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
ParkerTradesX
ParkerTradesX 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
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
EquityResearch6
EquityResearch6 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
Breakout_Hunter1
Breakout_Hunter1 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