Clearfield, Inc. (NASDAQ:CLFD) Receives $43.75 Consensus PT from Brokerages

Shares of Clearfield, Inc. (NASDAQ:CLFD) have been given an average recommendation of “Moderate Buy” by the seven analysts that are currently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, one has given a hold recommendation and five have given a buy recommendation to the company. The average 1-year price target among analysts that have issued a report on the stock in the last year is $43.75.

Several equities research analysts have recently commented on the company. Weiss Ratings lowered Clearfield from a “hold (c-)” rating to a “sell (d-)” rating in a research note on Monday, May 11th. Roth Capital reiterated a “buy” rating and set a $44.00 target price on shares of Clearfield in a research report on Monday, May 4th.

Insider Transactions at Clearfield

In other news, Director Walter Louis Jones, Jr. sold 2,391 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $46.05, for a total value of $110,105.55. Following the transaction, the director owned 8,682 shares of the company’s stock, valued at $399,806.10. This trade represents a 21.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Anis Khemakhem sold 1,684 shares of Clearfield stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $39.90, for a total value of $67,191.60. Following the transaction, the insider directly owned 25,126 shares in the company, valued at approximately $1,002,527.40. The trade was a 6.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 17.80% of the company’s stock.

Hedge Funds Weigh In On Clearfield

Large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Clearfield by 0.4% in the third quarter. Vanguard Group Inc. now owns 940,004 shares of the communications equipment provider’s stock worth $32,317,000 after purchasing an additional 4,139 shares during the period. Cooper Creek Partners Management LLC raised its position in shares of Clearfield by 1,705.7% during the 3rd quarter. Cooper Creek Partners Management LLC now owns 479,741 shares of the communications equipment provider’s stock valued at $16,493,000 after purchasing an additional 453,173 shares during the period. Dimensional Fund Advisors LP raised its position in shares of Clearfield by 11.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 353,486 shares of the communications equipment provider’s stock valued at $9,357,000 after purchasing an additional 36,756 shares during the period. Punch & Associates Investment Management Inc. lifted its stake in shares of Clearfield by 4.1% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 289,610 shares of the communications equipment provider’s stock valued at $7,666,000 after buying an additional 11,500 shares in the last quarter. Finally, Royal Bank of Canada lifted its stake in shares of Clearfield by 21.1% during the 1st quarter. Royal Bank of Canada now owns 282,350 shares of the communications equipment provider’s stock valued at $7,474,000 after buying an additional 49,249 shares in the last quarter. Hedge funds and other institutional investors own 88.73% of the company’s stock.

Key Headlines Impacting Clearfield

Here are the key news stories impacting Clearfield this week:

• Positive Sentiment: Clearfield reported fiscal Q3 earnings of $0.22 per share, above analyst estimates of $0.19-$0.20 and up from $0.11 a year earlier. The earnings beat indicates improved profitability compared with the prior-year period. Clearfield Beats Q3 Earnings Estimates
• Positive Sentiment: The company’s fiscal Q3 revenue of $43.86 million was broadly in line with consensus expectations, while return on equity was positive at 1.03%. Clearfield Reports Third Quarter Fiscal 2026 Results
• Neutral Sentiment: Brokerages assigned Clearfield an average “Moderate Buy” rating, suggesting analysts remain generally constructive, although the rating does not provide a new earnings or operating catalyst. Clearfield Given Moderate Buy Rating
• Negative Sentiment: Clearfield cut fiscal Q4 2026 guidance to $0.00-$0.07 EPS and $38 million-$42 million in revenue, well below consensus estimates of $0.41 EPS and $52.1 million in revenue.
• Negative Sentiment: Full-year fiscal 2026 guidance was reduced to $0.14-$0.21 EPS and $151 million-$155 million in revenue, versus analyst expectations of $0.66 EPS and $164.8 million in revenue. The large outlook gap is the primary reason investors may remain cautious despite the quarterly earnings beat. Clearfield Fiscal Q3 Earnings Snapshot

Clearfield Trading Up 0.1%

Shares of NASDAQ CLFD opened at $33.77 on Thursday. The firm has a 50 day moving average of $36.56 and a 200 day moving average of $33.67. The firm has a market capitalization of $458.93 million, a price-to-earnings ratio of -54.47 and a beta of 2.12. Clearfield has a 12-month low of $23.76 and a 12-month high of $52.73.

Clearfield (NASDAQ:CLFD) last announced its earnings results on Wednesday, August 5th. The communications equipment provider reported $0.22 EPS for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. The business had revenue of $43.86 million during the quarter, compared to analysts’ expectations of $43.92 million. Clearfield had a negative net margin of 5.41% and a positive return on equity of 1.03%. Clearfield has set its Q4 2026 guidance at 0.000-0.070 EPS and its FY 2026 guidance at 0.140-0.210 EPS. Sell-side analysts predict that Clearfield will post 0.52 EPS for the current year.

About Clearfield

Clearfield, Inc (NASDAQ: CLFD) is a Minneapolis-based company specializing in fiber management products for broadband network deployments. The company’s core offerings include fiber distribution hubs, enclosures, splice trays, patching panels and connectivity accessories designed to simplify installation and maintenance of fiber-optic networks. Clearfield’s modular FieldSmart™ platform provides a scalable approach for service providers, utilities and enterprise organizations looking to expand or upgrade their fiber infrastructure.

Clearfield serves a diverse customer base that includes cable and internet service providers, telecommunications operators, wireless carriers, utilities and municipalities.