Clearfield (NASDAQ:CLFD) Updates Q4 2026 Earnings Guidance

Clearfield (NASDAQ:CLFD) updated its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 0.000-0.070 for the period, compared to the consensus EPS estimate of 0.410. The company issued revenue guidance of $38.0 million-$42.0 million, compared to the consensus revenue estimate of $52.1 million. Clearfield also updated its FY 2026 guidance to 0.140-0.210 EPS.

Clearfield Price Performance

NASDAQ:CLFD traded up $0.03 during trading hours on Wednesday, reaching $33.77. 257,929 shares of the company were exchanged, compared to its average volume of 209,284. The business has a 50 day moving average of $36.56 and a 200 day moving average of $33.67. Clearfield has a 1-year low of $23.76 and a 1-year high of $52.73. The company has a market capitalization of $458.93 million, a P/E ratio of -54.47 and a beta of 2.12.

Clearfield (NASDAQ:CLFD) last issued its quarterly earnings results on Wednesday, August 5th. The communications equipment provider reported $0.22 EPS for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. The company had revenue of $43.86 million for the quarter, compared to analysts’ expectations of $43.92 million. Clearfield had a positive return on equity of 1.03% and a negative net margin of 5.41%.Clearfield has set its Q4 2026 guidance at 0.000-0.070 EPS and its FY 2026 guidance at 0.140-0.210 EPS. As a group, equities research analysts anticipate that Clearfield will post 0.52 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Roth Capital reissued a “buy” rating and issued a $44.00 target price on shares of Clearfield in a report on Monday, May 4th. Weiss Ratings downgraded shares of Clearfield from a “hold (c-)” rating to a “sell (d-)” rating in a report on Monday, May 11th. Five analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Clearfield has an average rating of “Moderate Buy” and a consensus price target of $43.75.

Insiders Place Their Bets

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

Hedge Funds Weigh In On Clearfield

A number of institutional investors and hedge funds have recently bought and sold shares of CLFD. Invesco Ltd. boosted its stake in shares of Clearfield by 9.0% during the fourth quarter. Invesco Ltd. now owns 29,593 shares of the communications equipment provider’s stock valued at $863,000 after purchasing an additional 2,434 shares in the last quarter. XTX Topco Ltd acquired a new position in shares of Clearfield in the fourth quarter valued at approximately $445,000. Tudor Investment Corp ET AL raised its holdings in Clearfield by 31.1% in the 4th quarter. Tudor Investment Corp ET AL now owns 80,507 shares of the communications equipment provider’s stock valued at $2,347,000 after buying an additional 19,079 shares during the last quarter. Millennium Management LLC raised its holdings in Clearfield by 9.5% in the 4th quarter. Millennium Management LLC now owns 41,831 shares of the communications equipment provider’s stock valued at $1,219,000 after buying an additional 3,635 shares during the last quarter. Finally, Trexquant Investment LP boosted its position in Clearfield by 20.9% during the 4th quarter. Trexquant Investment LP now owns 107,416 shares of the communications equipment provider’s stock worth $3,131,000 after buying an additional 18,550 shares during the period. Institutional investors and hedge funds own 88.73% of the company’s stock.

Clearfield Company Profile

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.