
Clearfield (CLFD) Stock Forecast & Price Target
Clearfield (CLFD) Analyst Ratings
Bulls say
Clearfield Inc has demonstrated robust financial performance, with Cable (MSO) sales reaching $10 million and growing by 33% year-over-year, indicating strong market demand particularly from fiber-to-the-home (FTTH) portfolio customers. The company projects y/y revenue growth of 6% in the first quarter and 10% in fiscal year 2026, bolstered by increased demand from BEAD-driven initiatives and anticipated fiber shortages. Additionally, the gross margin from continuing operations improved to 34.6%, up from 26.6% in the previous year, reflecting operational efficiency and the successful introduction of new product lines, particularly in the edge data center market.
Bears say
Clearfield Inc experienced a challenging financial quarter, reporting consolidated revenue of $50.4 million for F4Q25, which, despite an 8% year-over-year increase, was overshadowed by a significant consolidated GAAP EPS loss of $(0.65) attributed to a $10.4 million asset impairment from a divested business unit. Future revenue guidance for 1Q is substantially below consensus expectations, forecasted at $30 million to $33 million for core operations, primarily due to disruptions caused by the government shutdown and delays related to broadband expansion initiatives. Additionally, FY26 EPS guidance reflects a pronounced decline, projected at $0.48 to $0.62, which is substantially lower than previous forecasts, indicating ongoing struggles in key sectors such as Community Broadband, where sales have already declined by 7% year-over-year.
This aggregate rating is based on analysts' research of Clearfield and is not a guaranteed prediction by Public.com or investment advice.
Clearfield (CLFD) Analyst Forecast & Price Prediction
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