Added to YB: 2026-05-18
Pitch date: 2026-05-15
CLFD [bullish]
Clearfield, Inc.
-2.96%
current return
Author Info
No bio for this author
Company Info
Clearfield, Inc., together with its subsidiaries, designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally.
Market Cap
$577.7M
Pitch Price
$42.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.02
P/E
183.05
EV/Sales
3.35
Sector
Communications Equipment
Category
growth
I am long Clearfield, Inc. $CLFD
CLFD: Fiber optic density mgmt for AI data centers. NOVA HD Panel fits 384 LC ports in 4U w/ 0.2dB insertion loss (50% better than peers), cuts DC power use 10%. Q2 book-to-bill 1.3x, backlog +39% to $31.6M as AI racks hit density wall. CPO tailwind via ELS laser sockets. Rev expected 2027 but orders already flowing.
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