Market Cap 400.18M
Revenue (ttm) 150.13M
Net Income (ttm) -8.05M
EPS (ttm) N/A
PE Ratio 99.28
Forward PE 125.17
Profit Margin -5.36%
Debt to Equity Ratio 0.00
Volume 131,700
Avg Vol 220,294
Day's Range N/A - N/A
Shares Out 13.58M
Stochastic %K 52%
Beta 2.12
Analysts Strong Sell
Price Target $40.25

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 integration within its fiber management platform; and FiberFlex, an outdoor active c...

Industry: Communication Equipment
Sector: Technology
Phone: 763 476 6866
Fax: 763 475 8457
Address:
7050 Winnetka Avenue North, Suite 100 Brooklyn Park, Minneapolis, United States
Ravery
Ravery Aug. 18 at 1:24 PM
$CLFD How States Can Address Broadband Worker Shortages. https://www.pew.org/en/research-and-analysis/articles/2026/06/16/how-states-can-address-broadband-worker-shortages#:~:text=States%20and%20internet%20service%20providers,as%20data%20center%20expansion%20accelerates. Clearfield: Architecting the Future of American Broadband Through BABA Compliance, Labor-Lite Innovation, and Strategic Workforce Empowerment. https://hyperframeresearch.com/2026/05/05/clearfield-architecting-the-future-of-american-broadband-through-baba-compliance-labor-lite-innovation-and-strategic-workforce-empowerment/ The opportunity will be there eventually despite all of the red tape bead has created. Easy, low labor solutions are becoming more and more important. Clearfield touts their labor lite solutions. They still need to execute but most of the data out there suggests demand for fiber management appears robust over the next few years. Near term headwinds remain so timing is still a challenge. It is hard to be patient in today's world.
0 · Reply
Ravery
Ravery Aug. 13 at 12:06 PM
$CLFD Lots of AI generated crap circulates out there but this write-up is good. In fact, I would say spot on. Bullish but balanced. https://disruptorinvesting.com/daily-disruptor-clfd-the-fiber-company-that-just-won-its-first-hyperscale-data-center-order/
1 · Reply
Ravery
Ravery Aug. 12 at 10:57 PM
$CLFD https://www.seeclearfield.com/newsroom/as-telecom-networks-converge-fiber-ties-it-together.html
0 · Reply
Omnitrader69
Omnitrader69 Aug. 11 at 5:46 PM
$CLFD Much nicer than that 26 a few days ago. Maybe 30 coming soon. Still averaging in here.
0 · Reply
NYChichas
NYChichas Aug. 10 at 4:13 PM
0 · Reply
Ravery
Ravery Aug. 10 at 12:58 PM
$CLFD From Adtran's q2 EC "As we communicated in our preliminary results press release, a project delay from a single customer, combined with unfavorable impacts from product and customer mix, caused our results to fall short of our guidance. Despite these factors, demand across our end markets remains healthy. Our strategic priorities remain on track, and our customer base continues to diversify. We believe those underlying fundamentals position us well as we look ahead into 2027. As we shared in our pre-announcement, one of our customers adjusted the timing of a project, which affected our results for the quarter. This customer remains committed to its deployment objectives, and we view this as a timing adjustment rather than a change in demand." Sound familiar? Maybe it is less about clearfield's lack of execution and more to do with current industry headwinds in the FTTH market.
0 · Reply
Ravery
Ravery Aug. 10 at 12:28 PM
$CLFD Interesting read https://www.lightwaveonline.com/home/article/55395919/us-telecoms-ceo-says-the-constraint-on-americas-ai-infrastructure-is-governmental-not-technological
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Aug. 7 at 1:56 PM
$CLFD I’m going to do some math later on their cash Money coming in And sustainability of the buyback historic avg to see how long they can prop the stock right HERE every time. And make a decision about my money with theirs.
1 · Reply
APB1
APB1 Aug. 7 at 5:29 AM
$CLFD I checked with my former company a while back to see if they were going to go for BEAD funds. I once headed up a massive to obtain similar government funding. They told me they determined the slim odds of getting funding was not worth the insane amount of resources and time necessary to prepare a bid. I whole heartedly agree. It became quickly obvious to me that the people running BEAD were clueless regarding the process. As time went on and the administration stumbled and bumbled their way through one delay and mistep after another it was painfully obvious that this was government hackarama at its finest. As a result each stakeholder got porked along the way... A classic example of what happens when the government, which has no skin in the game, makes the rules and decides winners and losers... Meanwhile my old company's fiber business is kicking it without government assistance.
1 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Aug. 7 at 2:44 AM
$CLFD ANOTHER round trip here. Bonkers! Cannot map this company out.
0 · Reply
Latest News on CLFD
Clearfield Earnings Call Transcript: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 13 days ago

Clearfield Earnings Call Transcript: Q3 2026


Clearfield Earnings release: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 13 days ago

Clearfield Earnings release: Q3 2026


Clearfield Shareholder letter: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 13 days ago

Clearfield Shareholder letter: Q3 2026


Clearfield Quarterly report: Q3 2026

Aug 5, 2026, 5:00 PM EDT - 13 days ago

Clearfield Quarterly report: Q3 2026


Clearfield sees FY26 EPS 14c-21c, consensus 7c

2026-08-05T20:12:52.000Z - 13 days ago

Clearfield sees FY26 EPS 14c-21c, consensus 7c


Clearfield reports Q3 EPS 22c, consensus 25c

2026-08-05T20:06:30.000Z - 13 days ago

Clearfield reports Q3 EPS 22c, consensus 25c


Clearfield sees Q4 EPS 0c-7c, consensus 42c

2026-08-05T20:06:02.000Z - 13 days ago

Clearfield sees Q4 EPS 0c-7c, consensus 42c


Clearfield Reports Third Quarter Fiscal 2026 Results

Aug 5, 2026, 4:00 PM EDT - 13 days ago

Clearfield Reports Third Quarter Fiscal 2026 Results


Clearfield announces Fault Managed Power Portfolio

2026-07-21T13:11:01.000Z - 4 weeks ago

Clearfield announces Fault Managed Power Portfolio


Clearfield management to meet with Roth Capital

2026-06-09T20:55:38.000Z - 2 months ago

Clearfield management to meet with Roth Capital


Clearfield Slides: Investor presentation

May 26, 2026, 7:00 AM EDT - 3 months ago

Clearfield Slides: Investor presentation


Clearfield reports Q2 EPS (4c), consensus 1c

2026-05-07T01:55:46.000Z - 3 months ago

Clearfield reports Q2 EPS (4c), consensus 1c


Clearfield sees Q3 EPS 17c-21c, consensus 23c

2026-05-07T01:54:48.000Z - 3 months ago

Clearfield sees Q3 EPS 17c-21c, consensus 23c


Clearfield Earnings Call Transcript: Q2 2026

May 6, 2026, 5:00 PM EDT - 3 months ago

Clearfield Earnings Call Transcript: Q2 2026


Clearfield Earnings release: Q2 2026

May 6, 2026, 5:00 PM EDT - 3 months ago

Clearfield Earnings release: Q2 2026


Clearfield Shareholder letter: Q2 2026

May 6, 2026, 5:00 PM EDT - 3 months ago

Clearfield Shareholder letter: Q2 2026


Clearfield Quarterly report: Q2 2026

May 6, 2026, 5:00 PM EDT - 3 months ago

Clearfield Quarterly report: Q2 2026


Clearfield Reports Second Quarter Fiscal 2026 Results

May 6, 2026, 4:00 PM EDT - 3 months ago

Clearfield Reports Second Quarter Fiscal 2026 Results


Clearfield price target lowered to $44 from $46 at Roth Capital

2026-05-04T13:08:57.000Z - 3 months ago

Clearfield price target lowered to $44 from $46 at Roth Capital


Clearfield price target lowered to $44 from $46 at Roth Capital

2026-05-04T00:25:08.000Z - 3 months ago

Clearfield price target lowered to $44 from $46 at Roth Capital


Clearfield Transcript: AGM 2026

Feb 26, 2026, 3:00 PM EST - 6 months ago

Clearfield Transcript: AGM 2026


Clearfield Slides: Investor presentation

Feb 19, 2026, 6:00 AM EST - 6 months ago

Clearfield Slides: Investor presentation


Clearfield Earnings Call Transcript: Q1 2026

Feb 4, 2026, 5:00 PM EST - 6 months ago

Clearfield Earnings Call Transcript: Q1 2026


Clearfield Quarterly report: Q1 2026

Feb 4, 2026, 5:00 PM EST - 6 months ago

Clearfield Quarterly report: Q1 2026


Clearfield Shareholder letter: Q1 2026

Feb 4, 2026, 5:00 PM EST - 6 months ago

Clearfield Shareholder letter: Q1 2026


Clearfield Earnings release: Q1 2026

Feb 4, 2026, 5:00 PM EST - 6 months ago

Clearfield Earnings release: Q1 2026


Clearfield backs FY26 EPS view 48c-62c, consensus 64c

2026-02-04T21:13:15.000Z - 6 months ago

Clearfield backs FY26 EPS view 48c-62c, consensus 64c


Clearfield reports Q1 consolidated EPS (4c), consensus (3c)

2026-02-04T21:06:42.000Z - 6 months ago

Clearfield reports Q1 consolidated EPS (4c), consensus (3c)


Clearfield sees Q2 EPS (10c)-(2c), consensus 4c

2026-02-04T21:05:36.000Z - 6 months ago

Clearfield sees Q2 EPS (10c)-(2c), consensus 4c


Clearfield Reports First Quarter Fiscal 2026 Results

Feb 4, 2026, 4:00 PM EST - 6 months ago

Clearfield Reports First Quarter Fiscal 2026 Results


Clearfield Proxy statement: Proxy Filing

Jan 15, 2026, 7:00 AM EST - 7 months ago

Clearfield Proxy statement: Proxy Filing


Clearfield Proxy statement: Proxy Filing

Jan 15, 2026, 7:00 AM EST - 7 months ago

Clearfield Proxy statement: Proxy Filing


Clearfield to Present at the Needham Growth Conference

Jan 5, 2026, 9:00 AM EST - 8 months ago

Clearfield to Present at the Needham Growth Conference


Clearfield Earnings Call Transcript: Q4 2025

Nov 25, 2025, 8:30 AM EST - 9 months ago

Clearfield Earnings Call Transcript: Q4 2025


Clearfield Annual report: Q4 2025

Nov 25, 2025, 8:30 AM EST - 9 months ago

Clearfield Annual report: Q4 2025


Clearfield Shareholder letter: Q4 2025

Nov 25, 2025, 8:30 AM EST - 9 months ago

Clearfield Shareholder letter: Q4 2025


Clearfield Earnings release: Q4 2025

Nov 25, 2025, 8:30 AM EST - 9 months ago

Clearfield Earnings release: Q4 2025


Clearfield Announces Increase to Share Repurchase Program

Nov 25, 2025, 7:01 AM EST - 9 months ago

Clearfield Announces Increase to Share Repurchase Program


Clearfield Reports Fourth Quarter and Full Year 2025 Results

Nov 25, 2025, 7:00 AM EST - 9 months ago

Clearfield Reports Fourth Quarter and Full Year 2025 Results


Clearfield Slides: Investor presentation

Nov 24, 2025, 6:00 PM EST - 9 months ago

Clearfield Slides: Investor presentation


Clearfield Expands Leadership Team with Key Executive Appointments

Oct 1, 2025, 11:22 AM EDT - 11 months ago

Clearfield Expands Leadership Team with Key Executive Appointments


Clearfield Earnings Call Transcript: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 1 year ago

Clearfield Earnings Call Transcript: Q3 2025


Clearfield Shareholder letter: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 1 year ago

Clearfield Shareholder letter: Q3 2025


Clearfield Quarterly report: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 1 year ago

Clearfield Quarterly report: Q3 2025


Clearfield Earnings release: Q3 2025

Aug 6, 2025, 5:00 PM EDT - 1 year ago

Clearfield Earnings release: Q3 2025


Clearfield Earnings Call Transcript: Q2 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Clearfield Earnings Call Transcript: Q2 2025


Clearfield Shareholder letter: Q2 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Clearfield Shareholder letter: Q2 2025


Clearfield Quarterly report: Q2 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Clearfield Quarterly report: Q2 2025


Clearfield Earnings release: Q2 2025

May 8, 2025, 4:30 PM EDT - 1 year ago

Clearfield Earnings release: Q2 2025


Clearfield Reports Second Quarter Fiscal 2025 Results

May 8, 2025, 4:00 PM EDT - 1 year ago

Clearfield Reports Second Quarter Fiscal 2025 Results


Clearfield Earnings Call Transcript: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Earnings Call Transcript: Q1 2025


Clearfield Shareholder letter: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Shareholder letter: Q1 2025


Clearfield Earnings release: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Earnings release: Q1 2025


Clearfield Quarterly report: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Quarterly report: Q1 2025


Clearfield Slides: Q1 2025

Feb 6, 2025, 5:00 PM EST - 1 year ago

Clearfield Slides: Q1 2025


Clearfield Reports First Quarter Fiscal 2025 Results

Feb 6, 2025, 4:05 PM EST - 1 year ago

Clearfield Reports First Quarter Fiscal 2025 Results


Clearfield Proxy statement: Proxy Filing

Jan 16, 2025, 7:00 AM EST - 1 year ago

Clearfield Proxy statement: Proxy Filing


Clearfield Proxy statement: Proxy Filing

Jan 16, 2025, 7:00 AM EST - 1 year ago

Clearfield Proxy statement: Proxy Filing


Clearfield Transcript: 27th Annual Needham Growth Conference

Jan 14, 2025, 10:15 AM EST - 1 year ago

Clearfield Transcript: 27th Annual Needham Growth Conference


Clearfield Earnings Call Transcript: Q4 2024

Nov 7, 2024, 5:00 PM EST - 1 year ago

Clearfield Earnings Call Transcript: Q4 2024


Clearfield Shareholder letter: Q4 2024

Nov 7, 2024, 5:00 PM EST - 1 year ago

Clearfield Shareholder letter: Q4 2024


Clearfield Earnings release: Q4 2024

Nov 7, 2024, 5:00 PM EST - 1 year ago

Clearfield Earnings release: Q4 2024


Clearfield Annual report: Q4 2024

Nov 7, 2024, 5:00 PM EST - 1 year ago

Clearfield Annual report: Q4 2024


Clearfield Earnings Call Transcript: Q3 2024

Aug 1, 2024, 5:00 PM EDT - 2 years ago

Clearfield Earnings Call Transcript: Q3 2024


Clearfield Quarterly report: Q3 2024

Aug 1, 2024, 5:00 PM EDT - 2 years ago

Clearfield Quarterly report: Q3 2024


Clearfield Earnings release: Q3 2024

Aug 1, 2024, 5:00 PM EDT - 2 years ago

Clearfield Earnings release: Q3 2024


Clearfield Slides: Q3 2024

Aug 1, 2024, 5:00 PM EDT - 2 years ago

Clearfield Slides: Q3 2024


Clearfield Earnings Call Transcript: Q2 2024

May 2, 2024, 5:00 PM EDT - 2 years ago

Clearfield Earnings Call Transcript: Q2 2024


Clearfield Quarterly report: Q2 2024

May 2, 2024, 5:00 PM EDT - 2 years ago

Clearfield Quarterly report: Q2 2024


Clearfield Earnings release: Q2 2024

May 2, 2024, 5:00 PM EDT - 2 years ago

Clearfield Earnings release: Q2 2024


Clearfield Slides: Q2 2024

May 2, 2024, 5:00 PM EDT - 2 years ago

Clearfield Slides: Q2 2024


Clearfield Reports Second Quarter 2024 Results

May 2, 2024, 4:00 PM EDT - 2 years ago

Clearfield Reports Second Quarter 2024 Results


Clearfield Earnings Call Transcript: Q1 2024

Feb 1, 2024, 5:00 PM EST - 2 years ago

Clearfield Earnings Call Transcript: Q1 2024


Clearfield Quarterly report: Q1 2024

Feb 1, 2024, 5:00 PM EST - 2 years ago

Clearfield Quarterly report: Q1 2024


Clearfield Earnings release: Q1 2024

Feb 1, 2024, 5:00 PM EST - 2 years ago

Clearfield Earnings release: Q1 2024


Clearfield Slides: Q1 2024

Feb 1, 2024, 5:00 PM EST - 2 years ago

Clearfield Slides: Q1 2024


Clearfield Reports Fiscal First Quarter 2024 Results

Feb 1, 2024, 4:00 PM EST - 2 years ago

Clearfield Reports Fiscal First Quarter 2024 Results


Clearfield Transcript: 26th Annual Needham Growth Conference

Jan 17, 2024, 11:00 AM EST - 2 years ago

Clearfield Transcript: 26th Annual Needham Growth Conference


Clearfield Proxy statement: Proxy Filing

Jan 11, 2024, 7:00 AM EST - 2 years ago

Clearfield Proxy statement: Proxy Filing


Clearfield Proxy statement: Proxy Filing

Jan 11, 2024, 7:00 AM EST - 2 years ago

Clearfield Proxy statement: Proxy Filing


Ravery
Ravery Aug. 18 at 1:24 PM
$CLFD How States Can Address Broadband Worker Shortages. https://www.pew.org/en/research-and-analysis/articles/2026/06/16/how-states-can-address-broadband-worker-shortages#:~:text=States%20and%20internet%20service%20providers,as%20data%20center%20expansion%20accelerates. Clearfield: Architecting the Future of American Broadband Through BABA Compliance, Labor-Lite Innovation, and Strategic Workforce Empowerment. https://hyperframeresearch.com/2026/05/05/clearfield-architecting-the-future-of-american-broadband-through-baba-compliance-labor-lite-innovation-and-strategic-workforce-empowerment/ The opportunity will be there eventually despite all of the red tape bead has created. Easy, low labor solutions are becoming more and more important. Clearfield touts their labor lite solutions. They still need to execute but most of the data out there suggests demand for fiber management appears robust over the next few years. Near term headwinds remain so timing is still a challenge. It is hard to be patient in today's world.
0 · Reply
Ravery
Ravery Aug. 13 at 12:06 PM
$CLFD Lots of AI generated crap circulates out there but this write-up is good. In fact, I would say spot on. Bullish but balanced. https://disruptorinvesting.com/daily-disruptor-clfd-the-fiber-company-that-just-won-its-first-hyperscale-data-center-order/
1 · Reply
Ravery
Ravery Aug. 12 at 10:57 PM
$CLFD https://www.seeclearfield.com/newsroom/as-telecom-networks-converge-fiber-ties-it-together.html
0 · Reply
Omnitrader69
Omnitrader69 Aug. 11 at 5:46 PM
$CLFD Much nicer than that 26 a few days ago. Maybe 30 coming soon. Still averaging in here.
0 · Reply
NYChichas
NYChichas Aug. 10 at 4:13 PM
0 · Reply
Ravery
Ravery Aug. 10 at 12:58 PM
$CLFD From Adtran's q2 EC "As we communicated in our preliminary results press release, a project delay from a single customer, combined with unfavorable impacts from product and customer mix, caused our results to fall short of our guidance. Despite these factors, demand across our end markets remains healthy. Our strategic priorities remain on track, and our customer base continues to diversify. We believe those underlying fundamentals position us well as we look ahead into 2027. As we shared in our pre-announcement, one of our customers adjusted the timing of a project, which affected our results for the quarter. This customer remains committed to its deployment objectives, and we view this as a timing adjustment rather than a change in demand." Sound familiar? Maybe it is less about clearfield's lack of execution and more to do with current industry headwinds in the FTTH market.
0 · Reply
Ravery
Ravery Aug. 10 at 12:28 PM
$CLFD Interesting read https://www.lightwaveonline.com/home/article/55395919/us-telecoms-ceo-says-the-constraint-on-americas-ai-infrastructure-is-governmental-not-technological
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Aug. 7 at 1:56 PM
$CLFD I’m going to do some math later on their cash Money coming in And sustainability of the buyback historic avg to see how long they can prop the stock right HERE every time. And make a decision about my money with theirs.
1 · Reply
APB1
APB1 Aug. 7 at 5:29 AM
$CLFD I checked with my former company a while back to see if they were going to go for BEAD funds. I once headed up a massive to obtain similar government funding. They told me they determined the slim odds of getting funding was not worth the insane amount of resources and time necessary to prepare a bid. I whole heartedly agree. It became quickly obvious to me that the people running BEAD were clueless regarding the process. As time went on and the administration stumbled and bumbled their way through one delay and mistep after another it was painfully obvious that this was government hackarama at its finest. As a result each stakeholder got porked along the way... A classic example of what happens when the government, which has no skin in the game, makes the rules and decides winners and losers... Meanwhile my old company's fiber business is kicking it without government assistance.
1 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Aug. 7 at 2:44 AM
$CLFD ANOTHER round trip here. Bonkers! Cannot map this company out.
0 · Reply
Coriolis
Coriolis Aug. 7 at 12:37 AM
$CLFD Clearfield’s VoltServer partnership is interesting. It looks like their digital electricity platform is gaining popularity in the data center space. Some of VoltServers partnerships stand out. Last month Eaton Energy and VoltServer signed a strategic partnership to advance next gen power distribution. At that time, Eaton also made a $5MM strategic equity investment in VoltServer. Eaton is a $35B company and is the 800lb gorilla in terms of power and thermal management in the Hyperscale data center space. Their power solutions are in the data centers of Meta, Google, Microsoft, Amazon, Cyrus One and others. Voltserver also has a partnerships with Southwire, a $10B company who is the leading wire and cabling provider for hypercale data centers in North America. Southwire is the 800lb gorilla in the wire and cable space. Now Clearfield and their Nova platform have entered into a partnership with Voltserver. They are rubbing elbows with some real heavyweights here. Hmmmm…
1 · Reply
Ravery
Ravery Aug. 6 at 10:12 PM
$CLFD Clearfield had its price objective dropped by Needham & Company LLC from $52.00 to $40.00 in a research note issued to investors on Thursday. The brokerage currently has a "buy" rating on the communications equipment provider's stock. Ryan koontz from Needham was the only person on the call. We shall see if Northland, Roth or Lake street decide to weigh in.
0 · Reply
txbondman
txbondman Aug. 6 at 4:59 PM
bot $CLFD to double down; (Don't try this at home!!)
0 · Reply
Arcides
Arcides Aug. 6 at 4:23 PM
$CLFD long term sellers have dumped this again...this was sold at vwap from that big volume in 2022
0 · Reply
Ravery
Ravery Aug. 6 at 4:04 PM
$CLFD EV/revenue now at 1.37 using the low end of 2026 guidance. Bottom of the barrel valuation despite the strong balance sheet. Cheap or fools gold?
1 · Reply
12Steven
12Steven Aug. 6 at 3:41 PM
$CLFD bot a k at $26.24. Wow see ya next year
0 · Reply
APB1
APB1 Aug. 6 at 3:07 PM
$CLFD Just you wait till next year, or the year after...maybe...
3 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Aug. 6 at 2:58 PM
$CLFD Another one that is boarder line impossible to map out free cash flow. Uncertainties outweigh any framings of a “fat pitch”. Pitcher is stacked.
0 · Reply
Ravery
Ravery Aug. 6 at 2:40 PM
$CLFD "Order in hand for $22 million. It is part of the first stage of the first building on a campus, for this hyperscale environment. We're really excited to be able to be part of this build and potentially, chosen for an ongoing part of the build as they continue to issue RFPs for the build-out of where they're going" This order came in July so it is fresh. First stage of the first building. No doubt clearfield is likely in line for the remainder of that campus. There is always execution risk, but the hardest part is done. They got their foot in the door. Their guidance sucked so shareholders are taking it in the teeth. Their core community broadband business is struggling so the early success of nova is being overshadowed. Q4 earnings are likely the end of nov. BEAD uncertainty and fiber shortage headwinds remain in the near term. Without a catalyst, this could be dead money for the next 3 months. Sucks, but I still believe patience will eventually pay off. fwiw
1 · Reply
CoffeeBender
CoffeeBender Aug. 6 at 1:52 PM
$CLFD I'll take this discount.
0 · Reply
Hockeycoach713
Hockeycoach713 Aug. 6 at 11:00 AM
$CLFD AIGH bought over 1m shares in the last 4-5 months for a reason. Likely at a much higher cost basis. Might be a gift anywhere in the high $20 s
1 · Reply
Farorm
Farorm Aug. 6 at 10:39 AM
$CLFD well well some positive some negative from ER. Choosing to see a bit into the future and hoping to be optimistic. Bag holder since yesterday 👍
0 · Reply