
Clearfield (CLFD) Stock Forecast & Price Target
Clearfield (CLFD) Analyst Ratings
Bulls say
Clearfield Inc is experiencing significant growth in its sales, particularly in the cable (MSO) segment, which saw a year-over-year increase of 33% and now comprises 24% of the company’s total revenue. The company’s prudent guidance indicates core revenue growth of 6% for the first quarter and 10% for fiscal year 2026, driven by the demand from BEAD initiatives and an expected fiber shortage. Additionally, the strong gross margins of 34.6%, alongside expected sales growth of approximately 27% in fiscal year 2027, reflect Clearfield’s positive trajectory and market positioning, especially with Large Regional Service Providers and new product developments in the edge data center market.
Bears say
Clearfield Inc reported consolidated revenue for F4Q25 of $50.4 million, an increase of 8% year-over-year; however, the company's GAAP EPS of $(0.65) fell significantly short of expectations due to a $10.4 million asset impairment loss related to a divested business unit. The first quarter revenue guidance of $30 million to $33 million for core operations is below consensus estimates, impacted by delays from government shutdowns and BEAD-related issues, with Community Broadband revenue declining approximately 9% sequentially. Furthermore, the FY26 EPS guidance has been revised downward to a range of $0.48 to $0.62, which is $0.29 lower than previous expectations, indicating ongoing challenges for the company's revenue growth.
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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