
Clearfield (CLFD) Stock Forecast & Price Target
Clearfield (CLFD) Analyst Ratings
Bulls say
Clearfield Inc has demonstrated robust revenue growth, with Cable (MSO) sales increasing by 33% year-over-year and 9% quarter-over-quarter, largely driven by strong demand from FTTH portfolio customers. The company's prudent guidance suggests core revenue growth of 6% in the first fiscal quarter and 10% in fiscal year 2026, reflecting favorable conditions from BEAD-driven demand and potential fiber shortages. Additionally, improved gross margins from continuing operations, rising from 26.6% to 34.6% year-over-year, and expectations of approximately 27% sales growth in fiscal year 2027 underscore a positive outlook for the company.
Bears say
Clearfield Inc reported F4Q25 consolidated revenue of $50.4 million, reflecting an 8% year-over-year increase; however, its GAAP EPS of $(0.65) fell significantly short of the consensus due to a substantial $10.4 million asset impairment loss related to the divested Nestor Business Unit. The company's guidance for 1Q revenue from core operations is projected between $30 million and $33 million, which is below consensus expectations due to challenges related to government shutdowns and delays in BEAD funding. Furthermore, the forecasted FY26 EPS guidance of $0.48 to $0.62 is notably lower than previous expectations, highlighting continued financial pressures within the Community Broadband segment, which has seen a year-over-year sales decline of 7%.
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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