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CLCLFD

Clearfield, Inc.

$CLFD·$459M·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 6h 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.

Stuck sidewaysWinding up for a moveAI verdict · as of 2026-07-16

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

Fiber connectivity name coiling below its fifty-day with a BEAD tailwind still pending.

Clearfield is sitting near the low end of its fifty-two-week range and below the fifty-day moving average, but the setup is starting to coil as retail chatter positions the fiber-optic-connectivity supplier as a beneficiary of the AI-data-center connectivity rotation alongside larger peer ADTN.

  • The core broadband-service-provider business has been working through a post-inventory-glut reset, and any concrete pull-through from federal BEAD-program spending would set a new operating baseline heading into 2027.
  • Chief Executive Cheryl Beranek sold about $71,000 of stock on July 1 alongside routine June 30 equity awards to several officers, a small transaction against total holdings and not by itself a directional signal.
  • The August 5 fiscal-third-quarter print is the near-term event, with revenue trajectory and gross-margin recovery being the two items that determine whether the coil resolves upward or drops back into the range.

Watch commentary on BEAD project awards, service-provider inventory positioning, and gross-margin recovery on the Q3 call.

Agrees with X sentimentThe AI-connectivity chatter is directionally supportive, but the multiple needs a demonstrated revenue inflection to hold a rerating.

What to watch: BEAD-driven order commentary, gross-margin recovery, and inventory normalization at service-provider customers.

On the calendar: Fiscal Q3 earnings on August 5, 2026.

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
Free, forever. No credit card.

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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