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CLCLFD

Clearfield, Inc.

$CLFD·$416M·Communication Equipment·Technology
$30.64-0.9%YTD+4.8%1Y-29.0%
Mentions · last 7 days
2026-07-10: 1 posts2026-07-11: 9 posts2026-07-12: 10 posts2026-07-13: 4 posts2026-07-14: 0 posts2026-07-15: 0 posts2026-07-16: 2 posts26-20%
Price updated 11h ago·X counts updated 1d ago
CLCLFD
$CLFDClearfield, Inc.
$30.64-0.91%26 posts-20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CLFD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Fiber-optics operator with a data-center-adjacent thesis; Q2 revenue -27% YoY but analyst-call flow describes a cup-and-handle setup on the weekly.

Clearfield, Inc. is a specific fiber-optics equipment supplier running the specific broadband-to-AI-connectivity rotation thesis. The stock is $30.64 on a $416M market cap, up 4.8% YTD and down 29% YoY, sitting in the bottom 24% of its 52-week range with beta 2.11.

  • The revenue trajectory is specifically volatile: Q2 FY26 revenue $34.4M was -27.1% YoY after +15.6% Q1, -62.4% Q4, and +2.3% Q3 — the specific pattern where the fiber-buildout cycle is running into carrier-spending choppiness while the data-center-attach narrative works through, and 2026 modeled revenue of $165M rising to $200M by 2027 embeds a return to growth.
  • The May 24 Seeking Alpha piece is the specific data-center-thesis anchor: 'A Small Fiber Company With A Data Center Opportunity' — the specific institutional-visibility flow that frames the rotation from broadband-only to broadband-plus-data-center, and May 19 VoltServer Solution Partner Program adds Digital Electricity as an expansion vector.
  • The X community setup is specifically tape-focused: holders topped up after seeing an explosive cup-and-handle forming, with CLFD and ADTN grouped as 'going to be winners' — the specific pattern where the technical setup precedes the fundamental catalyst rather than confirming it.
  • The options-flow signal is specifically unusual: May 21 'Do Options Traders Know Something About Clearfield Stock We Don't?' — the specific pattern where meaningful options positioning precedes an August 5 earnings print, and CFO Cheryl Beranek's small S-Sale is routine tape noise.

The August 5 Q3 print is the specific coil-break: EPS estimate of $0.20 with revenue return to growth and any specific commentary on data-center attach traction or carrier-spending recovery is what pushes the tape toward $40+; a wider revenue decline or a soft data-center-attach disclosure sends the stock back through $25 support.

Agrees with X sentimentX community correctly identifies the specific cup-and-handle weekly setup and the CLFD-plus-ADTN rotation pair — the load-bearing revenue-return-to-growth is what the technical setup needs to be validated by.

What to watch: The August 5 Q3 earnings — EPS versus $0.20, revenue return to growth, and data-center attach commentary. A clean print pushes the tape to $40+; a wider decline sends it through $25.

On the calendar: 2026-08-05 — Q3 FY2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-08

Clearfield is being framed as the broadband-to-AI-connectivity rotation winner: holders topped up after seeing an explosive cup-and-handle forming, and CLFD + ADTN are being called 'going to be winners.' The weekly chart looks great. The bear voice is essentially absent.

Read the AI verdict + X sentiment for $CLFD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes passive fiber optic connectivity products (fiber cabinets, cassettes, patch panels) for telecom and broadband network buildouts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $CLFD.

Communication Equipment · Technology

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $CLFD

Neutral — Makes passive fiber optic connectivity products (fiber cabinets, cassettes, patch panels) for telecom and broadband network buildouts; the hyperscaler 400G/800G AI rack networking buildout does not materially affect this business's near-term earnings.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.6%YTD
+34.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-63.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-3.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$-0.04$-0.040.0%
Q4 2025Feb 4, 2026$-0.02$-0.04+50.0%
Q3 2025Nov 25, 2025$0.13$0.09+44.4%
Q2 2025Aug 6, 2025$0.11$0.05+120.0%
Next earningsWed, Aug 5·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$34.4M-27.1%32.5%-6.0%$-0.04$-2.1M
Q1 FY26$34.3M+15.6%33.2%-5.3%$-0.04$-1.0M
Q4 FY25$17.6M-62.4%73.5%24.6%$-0.65$11.8M
Q3 FY25$49.9M+2.3%30.5%3.0%$0.12$7.4M

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$165.0M$164.2M – $165.7M$0.53$0.50 – $0.553
FY27$200.1M$199.8M – $200.3M$1.22$1.20 – $1.233

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-22.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 11.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 1Cheryl BeranekCEO1.8K sh$71KSellJun 9Anis KhemakhemChief Commercial Officer1.7K sh$67KSellJun 1Cheryl BeranekCEO7.5K sh$352KSellMay 27Cheryl BeranekCEO2.5K sh$125KSellMay 11Jones Walter Louis JrDirector2.4K sh$110KSellMay 11Cheryl BeranekCEO2.5K sh$113KSellMay 8Cheryl BeranekCEO5.0K sh$201KSellFeb 19Donald R. HaywardDirector3.6K sh$115K
+ 12 other (11 awards · 1 inkind) in window

See when $CLFD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementApr 308-K — Item 1.01: Material agreement
AI summary

Clearfield Inc. (CLFD) filed an 8-K on or around April 25 under Item 1.01 disclosing entry into a material definitive agreement. The fiber optic equipment manufacturer entered into a significant contract, partnership, or supply arrangement that is material to the business. The specific counterparty, deal structure, and financial terms are disclosed in the filing. The full agreement is attached as an exhibit.

8-KShareholder voteFeb 278-K — Item 5.07: Shareholder vote
+ 8 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Clearfield: A Small Fiber Company With A Data Center Opportunityseekingalpha.com·55d agoDo Options Traders Know Something About Clearfield Stock We Don't?zacks.com·58d agoClearfield Joins VoltServer's Solution Partner Program to Advance Digital Electricity® Adoptionprnewswire.com·60d agoA Port in the Storm: Clearfield® Modular Fiber Solutions Accelerate Hurricane Recovery in the British Virgin Islandsbusinesswire.com·61d agoA Port in the Storm: Clearfield® Modular Fiber Solutions Accelerate Hurricane Recovery in the British Virgin Islandsgurufocus.com·61d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $CLFD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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