Added to YB: 2026-06-08
Pitch date: 2026-06-04
CLFD [neutral]
Clearfield, Inc.
Author Info
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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
$544.1M
Pitch Price
N/A
Price Target
100.00 (+125%)
Dividend
N/A
EV/EBITDA
55.04
P/E
172.42
EV/Sales
3.12
Sector
Communications Equipment
Category
growth
Monthly Report - Clearfield, Inc.
CLFD (update): Q2 FY26 net sales $34.4M, net loss -$0.04 EPS. Launched NOVA Platform for edge computing/AI infra. BEAD pushed to FY27 (not FY26), delaying thesis. PT $100 (+108%). Thesis slipped—NOVA is optionality, not a contracter. Will exit if chart breaks technical setup.
Read full article (1 min)