Northland Securities Predicts Clearfield FY2026 Earnings

by · The Markets Daily

Clearfield, Inc. (NASDAQ:CLFD – Free Report) – Investment analysts at Northland Securities cut their FY2026 earnings per share (EPS) estimates for shares of Clearfield in a report issued on Thursday, August 6th. Northland Securities analyst T. Savageaux now expects that the communications equipment provider will post earnings of $0.23 per share for the year, down from their prior estimate of $0.54. The consensus estimate for Clearfield’s current full-year earnings is $0.23 per share. Northland Securities also issued estimates for Clearfield’s Q4 2026 earnings at $0.05 EPS, Q1 2027 earnings at $0.10 EPS, Q2 2027 earnings at $0.12 EPS, Q3 2027 earnings at $0.11 EPS, Q4 2027 earnings at $0.31 EPS and FY2027 earnings at $0.63 EPS.

Clearfield (NASDAQ:CLFD – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The communications equipment provider reported $0.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.19 by $0.03. The firm 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 1.61% and a negative net margin of 4.71%.Clearfield has set its Q4 2026 guidance at 0.000-0.070 EPS and its FY 2026 guidance at 0.140-0.210 EPS.

A number of other research firms also recently issued reports on CLFD. Roth Capital restated a “buy” rating and issued a $44.00 price target on shares of Clearfield in a research report on Monday, May 4th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Clearfield in a research report on Friday. Needham & Company LLC dropped their price objective on shares of Clearfield from $52.00 to $40.00 and set a “buy” rating on the stock in a research note on Thursday, August 6th. Finally, Lake Street Capital set a $38.00 target price on shares of Clearfield in a report on Thursday, August 6th. Five investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $41.75.

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Clearfield Price Performance

CLFD stock opened at $29.46 on Monday. The firm has a market cap of $400.07 million, a price-to-earnings ratio of -57.76 and a beta of 2.12. Clearfield has a 1-year low of $23.76 and a 1-year high of $52.73. The firm has a fifty day moving average price of $35.00 and a two-hundred day moving average price of $33.59.

Insider Buying and Selling

In other Clearfield news, insider Anis Khemakhem sold 1,684 shares of the stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $39.90, for a total value of $67,191.60. Following the sale, the insider directly owned 25,126 shares of the company’s stock, valued at $1,002,527.40. This trade represents a 6.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 17.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Clearfield

Several institutional investors have recently modified their holdings of CLFD. Quarry LP acquired a new stake in shares of Clearfield in the 3rd quarter worth about $42,000. Los Angeles Capital Management LLC acquired a new position in Clearfield during the 4th quarter valued at about $63,000. Tower Research Capital LLC TRC boosted its stake in Clearfield by 116.3% during the 2nd quarter. Tower Research Capital LLC TRC now owns 1,882 shares of the communications equipment provider’s stock valued at $82,000 after purchasing an additional 1,012 shares during the period. State of Wyoming bought a new position in Clearfield in the 2nd quarter worth about $96,000. Finally, Strs Ohio bought a new position in Clearfield in the 1st quarter worth about $131,000. Institutional investors own 88.73% of the company’s stock.

Clearfield Company Profile

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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.

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