Market Cap 390.27M
Revenue (ttm) 150.13M
Net Income (ttm) -8.05M
EPS (ttm) N/A
PE Ratio 103.52
Forward PE 130.52
Profit Margin -5.36%
Debt to Equity Ratio 0.00
Volume 93,800
Avg Vol 193,594
Day's Range N/A - N/A
Shares Out 13.58M
Stochastic %K 58%
Beta 2.11
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 Sep. 9 at 2:18 PM
$CLFD https://www.verizon.com/about/news/verizon-corning-broadband-ai-fiber-agreement Looks like verizon is all in on using fiber as the backbone for future capex. Frontier was recently acquired by verizon. Frontier was a long standing customer of Clearfield. Does Frontier/verizon continue to use clearfield? Does that agreement expand as a result of said merger? Still lot of unknowns like this, along with fiber and labor shortages as well as bead uncertainty. But man, the more I dig, the more I realize that the demand for fiber over the next few years is very strong. I would argue a supercycle for fiber and fiber management. I just don't see how clearfield will not be a part of this growth story.
1 · Reply
Ravery
Ravery Sep. 8 at 1:35 PM
$CLFD I will add this (according to marketbeat) CLFD Total Institutional Inflows (last 12 months) $149.94M Total Institutional Outflows (last 12 months) $18.32M Q2 tute inflows $101M Q2 tute outflows $2.82M Current Institutional Ownership Percentage 88.73%. (understand this is not the actual % of shares owned. Insiders hold close to 18% of the outstanding, so this is not possible.) https://www.marketbeat.com/stocks/NASDAQ/CLFD/institutional-ownership/ Keep in mind Clearfield was dropped from multiple growth benchmarks, including the Russell 3000E Growth Benchmark, the Russell 2500 Growth Benchmark, and the Russell 2000 Growth Index this spring during Russell rebalance. Yet we saw big increases in tute ownership. While the stock price performance suggests no one cares about CLFD, when you look under the hood you see strong ownership. It appears that most of the outstanding shares are held by tutes and insiders. Does not appear to be a lot a shares left for retail investors.
0 · Reply
Ravery
Ravery Sep. 8 at 12:51 PM
$CLFD Finally, the National Telecommunications and Information Administration (NTIA) has decided what to do with the remaining Broadband Equity, Access, and Deployment (BEAD) funds. Congress originally allocated $42.5 billion toward BEAD. But after Trump modified the program, and NTIA recently approved the BEAD final proposals of all 56 states and territories, there remains about $21 billion in left-over funds. We have been calling these left-over monies “non-deployment funds.” But that term is no longer appropriate because NTIA says it will allow states and territories to conduct a new round of funding to use these monies for further broadband deployment. The funds can be applied toward newly identified under served locations that were not previously included in the FCC’s broadband map. This is noteworthy. Even Cheri stated that BEAD would only amount to $21B. It now appears the other $21B is back on the table.
0 · Reply
Ravery
Ravery Sep. 3 at 1:53 PM
$CLFD Likely a pipe dream, but what the hey. clearfield did say that their $22 M order for the first building on campus starts q1 fiscal 2027 which begins 10/1/26. https://www.opportunitylouisiana.gov/news/meta-commits-more-than-50-billion-for-north-louisiana-project-becoming-one-of-the-largest-data-centers-in-history Hyperion’s IT load has been reported as three sequential phases on the same site: 1.5 GW online by end of 2027, 2 GW at full initial design, and a 5 GW stretch target over multiple years.
0 · Reply
Ravery
Ravery Sep. 2 at 5:52 PM
$CLFD https://www.seeclearfield.com/newsroom/clearfield-expands-wireless-infrastructure-market-reach-through-distrib-agreement-wav.html PR's like these are not going to drive the stock price higher, but for those paying attention, the company is taking steps to increase their addressable market beyond the community broadband space. For decades, the company made a living being a niche player in that space. In May, Cheri specifically said they have the footprint of a larger organization. I think what she was hinting is the company feels they are now in a position to start competing on a larger scale. They still need to execute, but I like what the company is doing. I talked to a frontier (verizon) tech yesterday. She said a FTTH project in Connecticut was delayed until 2027 due to budget constraints. Near term headwinds remain, but the big picture suggests the demand for fiber management looks very robust over the next few years. It is my belief that patient investors will be rewarded here. Just an opinion. Not trading advice.
0 · Reply
Ravery
Ravery Aug. 31 at 2:12 PM
$CLFD Article released a couple of days ago. Vanilla write-up with nothing new but out there nonetheless. https://seekingalpha.com/article/4941117-clearfield-a-painful-guidance-cut-but-the-data-center-thesis-is-finally-validated
0 · Reply
Ravery
Ravery Aug. 28 at 1:32 PM
$CLFD https://www.communitynetworks.org/content/texas-hold-em-state-freezes-bead-funding-amid-musk-favoritism-claims The Texas Broadband Development Office (BDO) says that it has placed Broadband, Equity, Access, and Deployment (BEAD) broadband grant money on hold to address continued claims that the program has been unfairly tilted to the direct benefit of billionaire Elon Musk. As part of that retooling, the Trump administration demanded that states prioritize the cheapest – but not necessarily the best, most future proof, or reliable – broadband options, a direct nod to lobbying pressure from LEO satellite providers like Elon Musk’s SpaceX and Starlink, and Jeff Bezos’ Leo (previously project Kuiper). But shifting funding priority from affordable fiber to congested and expensive satellite broadband service actually risks driving up monthly costs for Americans, and dramatically undermines a once-in-a-lifetime opportunity to bridge the digital divide. Texas is poised to get the most BEAD funding of any state ($3.3 billion)
1 · Reply
Ravery
Ravery Aug. 26 at 11:00 PM
$CLFD Dycom's q2 earnings call from today "On BEAD, we recognized revenue this quarter for field engineering in the Northeast. We continue to expect nominal engineering work through the back half of this year, with construction starting in earnest next year." "On the BEAD side, pleased that we have some engineering work in place and that we're going to continue that. These are much smaller amounts if you look at Dycom's total backlog or total revenue for the year, but it does continue to position us well as that program gets to a place to really start building construction next year in our calendar -- excuse me, our fiscal '28, calendar 2027." Language from the industry continues to suggest that BEAD is a 2027 story and beyond.
0 · Reply
Ravery
Ravery Aug. 26 at 4:58 PM
$CLFD As frustrating as BEAD has been for ISP's and component suppliers, progress is being made. As of yesterday, Illinois got the thumbs up and now all final proposals are approved. https://www.ntia.gov/press-release/2026/closing-digital-divide-once-and-all-ntia-announces-all-56-bead-final-proposals-now-approved https://patch.com/illinois/across-il/1-billion-high-speed-internet-expansion-il-approved These proposals all have a deadline to complete so we should start seeing a bit more activity in the rural broadband space over then next 12-18 months. 🤞
0 · Reply
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
Latest News on CLFD
Clearfield announces distribution alliance with WAV

2026-09-02T13:16:12.000Z - 13 days ago

Clearfield announces distribution alliance with WAV


Clearfield Slides: Investor presentation

Aug 25, 2026, 8:00 AM EDT - 21 days ago

Clearfield Slides: Investor presentation


Clearfield Earnings Call Transcript: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 5 weeks ago

Clearfield Earnings Call Transcript: Q3 2026


Clearfield Earnings release: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 5 weeks ago

Clearfield Earnings release: Q3 2026


Clearfield Shareholder letter: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 5 weeks ago

Clearfield Shareholder letter: Q3 2026


Clearfield Quarterly report: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 5 weeks ago

Clearfield Quarterly report: Q3 2026


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

2026-08-05T20:12:52.000Z - 5 weeks ago

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


Clearfield reports Q3 EPS 22c, consensus 25c

2026-08-05T20:06:30.000Z - 5 weeks ago

Clearfield reports Q3 EPS 22c, consensus 25c


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

2026-08-05T20:06:02.000Z - 5 weeks ago

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


Clearfield Reports Third Quarter Fiscal 2026 Results

Aug 5, 2026, 4:00 PM EDT - 5 weeks ago

Clearfield Reports Third Quarter Fiscal 2026 Results


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2026-07-21T13:11:01.000Z - 1 month ago

Clearfield announces Fault Managed Power Portfolio


Clearfield management to meet with Roth Capital

2026-06-09T20:55:38.000Z - 3 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 reports Q2 EPS (4c), consensus 1c

2026-05-07T01:55:46.000Z - 4 months ago

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


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

2026-05-07T01:54:48.000Z - 4 months ago

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


Clearfield Earnings Call Transcript: Q2 2026

May 6, 2026, 5:00 PM EDT - 4 months ago

Clearfield Earnings Call Transcript: Q2 2026


Clearfield Earnings release: Q2 2026

May 6, 2026, 5:00 PM EDT - 4 months ago

Clearfield Earnings release: Q2 2026


Clearfield Shareholder letter: Q2 2026

May 6, 2026, 5:00 PM EDT - 4 months ago

Clearfield Shareholder letter: Q2 2026


Clearfield Quarterly report: Q2 2026

May 6, 2026, 5:00 PM EDT - 4 months ago

Clearfield Quarterly report: Q2 2026


Clearfield Reports Second Quarter Fiscal 2026 Results

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

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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 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 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

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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 First Quarter Fiscal 2026 Results

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

Clearfield Reports First Quarter Fiscal 2026 Results


Clearfield Proxy statement: Proxy Filing

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

Clearfield Proxy statement: Proxy Filing


Clearfield Proxy statement: Proxy Filing

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

Clearfield Proxy statement: Proxy Filing


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 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

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Clearfield Reports Fourth Quarter and Full Year 2025 Results

Nov 25, 2025, 7:00 AM EST - 9 months ago

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Clearfield Slides: Investor presentation

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

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

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Clearfield Earnings Call Transcript: Q3 2025

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

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Clearfield Shareholder letter: Q3 2025

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

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Clearfield Quarterly report: Q3 2025

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

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Clearfield Earnings release: Q3 2025

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

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Clearfield Earnings Call Transcript: Q2 2025

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

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Clearfield Shareholder letter: Q2 2025

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

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Clearfield Quarterly report: Q2 2025

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

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Clearfield Earnings release: Q2 2025

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

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Clearfield Reports Second Quarter Fiscal 2025 Results

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

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Clearfield Earnings Call Transcript: Q1 2025

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

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Clearfield Shareholder letter: Q1 2025

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

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

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

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

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Clearfield Proxy statement: Proxy Filing

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

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

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Clearfield Shareholder letter: Q4 2024

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

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

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

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

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

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Clearfield Quarterly report: Q2 2024

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

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Clearfield Earnings release: Q2 2024

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

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Clearfield Slides: Q2 2024

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

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Clearfield Reports Second Quarter 2024 Results

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

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

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Clearfield Quarterly report: Q1 2024

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

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Clearfield Earnings release: Q1 2024

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

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

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Ravery
Ravery Sep. 9 at 2:18 PM
$CLFD https://www.verizon.com/about/news/verizon-corning-broadband-ai-fiber-agreement Looks like verizon is all in on using fiber as the backbone for future capex. Frontier was recently acquired by verizon. Frontier was a long standing customer of Clearfield. Does Frontier/verizon continue to use clearfield? Does that agreement expand as a result of said merger? Still lot of unknowns like this, along with fiber and labor shortages as well as bead uncertainty. But man, the more I dig, the more I realize that the demand for fiber over the next few years is very strong. I would argue a supercycle for fiber and fiber management. I just don't see how clearfield will not be a part of this growth story.
1 · Reply
Ravery
Ravery Sep. 8 at 1:35 PM
$CLFD I will add this (according to marketbeat) CLFD Total Institutional Inflows (last 12 months) $149.94M Total Institutional Outflows (last 12 months) $18.32M Q2 tute inflows $101M Q2 tute outflows $2.82M Current Institutional Ownership Percentage 88.73%. (understand this is not the actual % of shares owned. Insiders hold close to 18% of the outstanding, so this is not possible.) https://www.marketbeat.com/stocks/NASDAQ/CLFD/institutional-ownership/ Keep in mind Clearfield was dropped from multiple growth benchmarks, including the Russell 3000E Growth Benchmark, the Russell 2500 Growth Benchmark, and the Russell 2000 Growth Index this spring during Russell rebalance. Yet we saw big increases in tute ownership. While the stock price performance suggests no one cares about CLFD, when you look under the hood you see strong ownership. It appears that most of the outstanding shares are held by tutes and insiders. Does not appear to be a lot a shares left for retail investors.
0 · Reply
Ravery
Ravery Sep. 8 at 12:51 PM
$CLFD Finally, the National Telecommunications and Information Administration (NTIA) has decided what to do with the remaining Broadband Equity, Access, and Deployment (BEAD) funds. Congress originally allocated $42.5 billion toward BEAD. But after Trump modified the program, and NTIA recently approved the BEAD final proposals of all 56 states and territories, there remains about $21 billion in left-over funds. We have been calling these left-over monies “non-deployment funds.” But that term is no longer appropriate because NTIA says it will allow states and territories to conduct a new round of funding to use these monies for further broadband deployment. The funds can be applied toward newly identified under served locations that were not previously included in the FCC’s broadband map. This is noteworthy. Even Cheri stated that BEAD would only amount to $21B. It now appears the other $21B is back on the table.
0 · Reply
Ravery
Ravery Sep. 3 at 1:53 PM
$CLFD Likely a pipe dream, but what the hey. clearfield did say that their $22 M order for the first building on campus starts q1 fiscal 2027 which begins 10/1/26. https://www.opportunitylouisiana.gov/news/meta-commits-more-than-50-billion-for-north-louisiana-project-becoming-one-of-the-largest-data-centers-in-history Hyperion’s IT load has been reported as three sequential phases on the same site: 1.5 GW online by end of 2027, 2 GW at full initial design, and a 5 GW stretch target over multiple years.
0 · Reply
Ravery
Ravery Sep. 2 at 5:52 PM
$CLFD https://www.seeclearfield.com/newsroom/clearfield-expands-wireless-infrastructure-market-reach-through-distrib-agreement-wav.html PR's like these are not going to drive the stock price higher, but for those paying attention, the company is taking steps to increase their addressable market beyond the community broadband space. For decades, the company made a living being a niche player in that space. In May, Cheri specifically said they have the footprint of a larger organization. I think what she was hinting is the company feels they are now in a position to start competing on a larger scale. They still need to execute, but I like what the company is doing. I talked to a frontier (verizon) tech yesterday. She said a FTTH project in Connecticut was delayed until 2027 due to budget constraints. Near term headwinds remain, but the big picture suggests the demand for fiber management looks very robust over the next few years. It is my belief that patient investors will be rewarded here. Just an opinion. Not trading advice.
0 · Reply
Ravery
Ravery Aug. 31 at 2:12 PM
$CLFD Article released a couple of days ago. Vanilla write-up with nothing new but out there nonetheless. https://seekingalpha.com/article/4941117-clearfield-a-painful-guidance-cut-but-the-data-center-thesis-is-finally-validated
0 · Reply
Ravery
Ravery Aug. 28 at 1:32 PM
$CLFD https://www.communitynetworks.org/content/texas-hold-em-state-freezes-bead-funding-amid-musk-favoritism-claims The Texas Broadband Development Office (BDO) says that it has placed Broadband, Equity, Access, and Deployment (BEAD) broadband grant money on hold to address continued claims that the program has been unfairly tilted to the direct benefit of billionaire Elon Musk. As part of that retooling, the Trump administration demanded that states prioritize the cheapest – but not necessarily the best, most future proof, or reliable – broadband options, a direct nod to lobbying pressure from LEO satellite providers like Elon Musk’s SpaceX and Starlink, and Jeff Bezos’ Leo (previously project Kuiper). But shifting funding priority from affordable fiber to congested and expensive satellite broadband service actually risks driving up monthly costs for Americans, and dramatically undermines a once-in-a-lifetime opportunity to bridge the digital divide. Texas is poised to get the most BEAD funding of any state ($3.3 billion)
1 · Reply
Ravery
Ravery Aug. 26 at 11:00 PM
$CLFD Dycom's q2 earnings call from today "On BEAD, we recognized revenue this quarter for field engineering in the Northeast. We continue to expect nominal engineering work through the back half of this year, with construction starting in earnest next year." "On the BEAD side, pleased that we have some engineering work in place and that we're going to continue that. These are much smaller amounts if you look at Dycom's total backlog or total revenue for the year, but it does continue to position us well as that program gets to a place to really start building construction next year in our calendar -- excuse me, our fiscal '28, calendar 2027." Language from the industry continues to suggest that BEAD is a 2027 story and beyond.
0 · Reply
Ravery
Ravery Aug. 26 at 4:58 PM
$CLFD As frustrating as BEAD has been for ISP's and component suppliers, progress is being made. As of yesterday, Illinois got the thumbs up and now all final proposals are approved. https://www.ntia.gov/press-release/2026/closing-digital-divide-once-and-all-ntia-announces-all-56-bead-final-proposals-now-approved https://patch.com/illinois/across-il/1-billion-high-speed-internet-expansion-il-approved These proposals all have a deadline to complete so we should start seeing a bit more activity in the rural broadband space over then next 12-18 months. 🤞
0 · Reply
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.
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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.
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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/
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Ravery
Ravery Aug. 12 at 10:57 PM
$CLFD https://www.seeclearfield.com/newsroom/as-telecom-networks-converge-fiber-ties-it-together.html
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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.
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NYChichas
NYChichas Aug. 10 at 4:13 PM
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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.
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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
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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.
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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.
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