Clearfield Inc CLFD

$33.48 +1.31 (4.07%)

Valuation

Market cap
436,997,000
Revenue TTM
$150,130,000
Net income TTM
$-8,050,000
PE ratio
107.38
Forward PE
135.39
Profit margin
-5.36%
Debt to equity
0.00

Trading

Volume
132,000
Avg volume
184,978
Day's range
$32.49 – $33.90
Shares out
13,584,000
Stochastic %K
89%
Beta
2.14
Analysts
Strong Sell
Price target
$40.25

Price

Company profile

Clearfield, Inc., together with its subsidiaries, designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally. The company offers FieldSmart, a series of panels, cabinets, wall boxes, and other enclosures; WaveSmart, an optical component integrated for signal coupling, splitting, termination, multiplexing, demultiplexing, and attenuation for inte...

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Clearfield, Inc., together with its subsidiaries, designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally. The company offers FieldSmart, a series of panels, cabinets, wall boxes, and other enclosures; WaveSmart, an optical component integrated for signal coupling, splitting, termination, multiplexing, demultiplexing, and attenuation for integration within its fiber management platform; and FiberFlex, an outdoor active cabinet for mounting and configuration of electronic equipment. It also provides CraftSmart FiberFirst pedestals, an access terminal that offers cable management and mounting bracket kit that support the deployment of access terminals; YOURx, an access terminal that provides flexibility with cable mid-span and internal splicing options; FieldShield, a fiber pathway and protection method for reducing the cost of broadband deployment; Fiber Assemblies used for industry-standard or customer-specified configurations; and ClearPass Connector Cleaning Dust Cap, which simplifies fiber connector cleaning while enhancing network performance. In addition, the company offers fiber to the premise, fiber to the business, DC interconnect/campus network, meet-me room, main distribution area, and white space. Further, it provides metro core, backhaul, indoor/outdoor DAS, small cells, and FTT-cell site. The company serves various service providers, including national carriers, community broadband, multiple system operators, legacy build-to-print copper and fiber assemblies, large enterprises, and original equipment manufacturer markets. It sells its products through sales force and authorized distributors. The company was formerly known as APA Enterprises, Inc. and changed its name to Clearfield, Inc. in January 2008. Clearfield, Inc. was incorporated in 1979 and is headquartered in Minneapolis, Minnesota.

Industry
Communication Equipment
Sector
Technology
Phone
763 476 6866
Website
https://www.seeclearfield.com
Address
7050 Winnetka Avenue North, Suite 100 Brooklyn Park, Minneapolis, United States

Latest news

Stocktwits

Ravery Oct 3, 1:53 PM
$CLFD This is old and outdated but a good read into the history of the company. https://inboxalpha.substack.com/p/clearfield-inc AT&T’s recent $3 billion commitment follows a similar multi-billion-dollar fiber supply contract with Verizon and prior commitments, including a $6 billion agreement with Meta Platforms for data center optics. Fiber is the gold standard for home internet. AT&T Fiber can deliver speeds 3x faster than satellite services. It is becoming very clear that the hyperscalers and tier 1 telcos are locking in much of the future fiber. Massive opportunity here for fiber services. So the question for CLFD, is how effective will they be with the tier 1's? Labor and fiber seems to be a big issue for the community broadband isp's, which is where clearfield has made a living. Will clearfield's custom modular labor lite designs compete with Corning and Amphenol a place where clearfield has opted not to target in the past? THAT is the big question. $22M order was a step in the right direction.
0 replies
Ravery Oct 1, 12:16 PM
$CLFD Understand that BEAD was originally designed to address underserved locations predominately with fiber. This is the government that is as crooked as a boomerang. Trump has his hands all over this. What should be a huge boon for the community broadband market space will likely end up being far less than originally projected. I suppose I should have seen this coming right from the beginning. New BEAD round presents complications, uncertain timeline As NTIA opens a supplemental BEAD program funding round, former FCC official and industry consultant Carol Mattey shares some open questions and potential complications for terrestrial providers. That potential cost constraint, and the fact that NTIA is limiting this round to unserved locations and not underserved, could offer a further boon to satellite providers indeed. https://www.lightreading.com/broadband/new-bead-round-presents-complications-uncertain-timeline
1 replies
Ravery Sep 29, 1:38 PM
$CLFD Fiber and fiber management appear to be a potential bottleneck for data centers. Again opportunity is there. Power availability gets most of the attention today, and for good reason. Grid constraints are widely seen as one of the biggest barriers to new data center development. But while power dominates the headlines, regional fiber can create a second deployment bottleneck that receives far less attention. Large campus environments increasingly depend on highly coordinated compute, storage and network infrastructure, which makes resilience important alongside raw bandwidth. A site might technically have fiber available and still lack the physical diversity, latency or capacity required for full-scale operations. For example, while a legacy communications service provider may have 400 Gig lit transport capacity or even available dark fiber pairs, the new campus may require initial dedicated 864 to 6912 dedicated dark fiber strands from four diverse paths. https://www.thefastmode.com/expert-opinion/50662-the-12-18-month-wait-for-intercampus-fiber-why-connectivity-is-becoming-a-hidden-bottleneck-creating-stranded-compute
0 replies
12Steven Sep 28, 7:20 PM
$CLFD Ravery i’m in complete agreement with you. I think the company has made all the right moves in this environment and I am patiently waiting for the wind to turn. PS thank you for your posting. I appreciate it.
1 replies
APB1 Sep 28, 5:23 AM
$CLFD Will the next earnings report be another nothing burger, completely devoid of positive surprises, as management guidance would indicate. Will there be updated guidance with another 3 month adjustment to the goal posts? Management is on thin ice, but they have no fear of being replaced so they aren't losing sleep. Sweet gig! Sooner or later the "it's not our fault" excuse will run out of legitimacy and any failure to reach the elusive pot of gold at that point will send shares to quantum land with Ant Man Tension is really piling up with each passing quarter so bad news is going to be exacerbated. CLFD is too small to have a real plan B so fingers crossed.
1 replies
Ravery Sep 25, 12:52 PM
$CLFD Job openings picking up a little after a long stretch of little hiring. NA Turf Manager — West Region Clearfield, Inc 14 days ago 84,294–126,441 a year VP of Engineering & Compliance Strategy Clearfield, Inc. Minneapolis, MN • 4 days ago 195K–292K a year Regional Sales Manager, National Accounts - West (Remote) Clearfield New York, NY • 9 days ago VP Engineering Clearfield, Inc Minneapolis, MN • 3 days ago 194,977–243,722 a year Trade Compliance Specialist Clearfield, Inc Brooklyn Park, MD • Full-time Production Lead-Active Cabinets Clearfield, Inc Brooklyn Park, MN • 23.57–35.36 an hour Laboratory Test Engineer Clearfield, Inc Minneapolis, MN • 2 days ago
0 replies
Ravery Sep 24, 6:17 PM
$CLFD Clearfield developed the NOVA Velocity Panel after a major hyperscale customer and data center installer approached the company's fiber management experts with a real-world challenge. Both were encountering the same problem: traditional approaches required technicians to distribute large fiber counts across multiple panels and spend hours preparing, routing, managing, and splicing fiber at each rack. Within hyperscale data centers, that challenge multiplies quickly. Preparing, routing, managing and splicing large fiber counts can require up to four hours per panel translating into thousands of technician hours across a large-scale data center deployment. The NOVA Velocity Panel streamlines that workflow, allowing technicians to move quickly and significantly increase deployment productivity. https://www.seeclearfield.com/newsroom/clearfield-accelerates-data-center-fiber-deployment-with-nova-velocity-panel.html
0 replies
Ravery Sep 23, 12:50 PM
$CLFD The AI boom is real but there are potential logistical headwinds facing the long term data center buildout. https://www.lightreading.com/ai-machine-learning/ai-networks-face-a-triple-threat-capacity-permits-and-supply-chains CLFD offers an interesting investment opportunity IMO. IF nova continues to gain traction with the hyperscalers, this stock gives you exposure to the AI buildout with very little premium in the current stock price. IF these headwinds do in fact slow down data center expansion, the AI infrastructure stocks are likely going to be vulnerable for a valuation reset. Here is where clfd is unique. IF hyperscalers are forced to reduce data center capex, that would also reduce fiber consumption and labor, the 2 major headwinds for the community broadband space. So you would have more fiber and potentially more labor available for FTTH deployments right when BEAD is FINALLY rolling out. That would be a huge tailwind for that part of clearfield's business. Like I said just food for thought not investment advice for anyone looking beyond tomorrow.
0 replies