Clearfield (NASDAQ:CLFD) Releases Q4 2026 Earnings Guidance

Clearfield (NASDAQ:CLFD) updated its fourth quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 0.000-0.070 for the period, compared to the consensus earnings per share 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.

Analyst Ratings Changes

CLFD has been the subject of several research analyst reports. Weiss Ratings cut Clearfield from a “hold (c-)” rating to a “sell (d-)” rating in a research report on Monday, May 11th. Roth Capital reaffirmed a “buy” rating and set a $44.00 price target on shares of Clearfield in a research note on Monday, May 4th. Five analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $43.75.

Clearfield Price Performance

CLFD traded up $0.03 during trading on Wednesday, reaching $33.77. 257,929 shares of the stock were exchanged, compared to its average volume of 209,284. The business’s 50 day moving average price is $36.91 and its two-hundred day moving average price is $33.66. The company 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 1 year low of $23.76 and a 1 year high of $52.73.

Clearfield (NASDAQ:CLFD) last released its quarterly earnings results 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. Clearfield had a positive return on equity of 1.03% and a negative net margin of 5.41%.The business had revenue of $43.86 million during the quarter, compared to the consensus estimate of $43.92 million. Clearfield has set its Q4 2026 guidance at 0.000-0.070 EPS and its FY 2026 guidance at 0.140-0.210 EPS. On average, analysts anticipate that Clearfield will post 0.52 EPS for the current year.

Insider Activity at Clearfield

In other news, insider Anis Khemakhem sold 1,684 shares of the stock in a transaction that occurred on Tuesday, June 9th. The shares were 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 in the company, valued at $1,002,527.40. This represents a 6.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Walter Louis Jones, Jr. sold 2,391 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $46.05, for a total transaction of $110,105.55. Following the transaction, the director directly owned 8,682 shares of the company’s stock, valued at approximately $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 owned by corporate insiders.

Institutional Trading of Clearfield

Several institutional investors and hedge funds have recently made changes to their positions in CLFD. Quarry LP acquired a new stake in shares of Clearfield during the third quarter valued at $42,000. Tower Research Capital LLC TRC raised its stake in Clearfield by 116.3% in 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 last quarter. Los Angeles Capital Management LLC purchased a new position in Clearfield in the 4th quarter valued at about $63,000. Strs Ohio purchased a new position in Clearfield in the 1st quarter valued at about $131,000. Finally, Captrust Financial Advisors acquired a new stake in shares of Clearfield during the 2nd quarter worth about $220,000. 88.73% of the stock is currently owned by hedge funds and other institutional investors.

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.