Clearfield (NASDAQ:CLFD) Updates Q4 2025 Earnings Guidance

Key Points

• Clearfield has updated its fourth quarter 2025 earnings guidance, projecting EPS between 0.030 and 0.110, which is below the consensus estimate of 0.130, and revenue guidance of $47.0 million to $51.0 million compared to $50.8 million expected.
• During mid-day trading, Clearfield's stock price fell by $10.19 to reach $33.95, with significant trading volume of 204,339 shares against an average of 131,038 shares.
• Analyst ratings show mixed sentiment with Wall Street Zen upgrading Clearfield to a "buy," while Northland Securities downgraded it from "outperform" to "market perform" with a price target of $45.00.

Clearfield (NASDAQ:CLFD - Get Free Report) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 0.030-0.110 for the period, compared to the consensus EPS estimate of 0.130. The company issued revenue guidance of $47.0 million-$51.0 million, compared to the consensus revenue estimate of $50.8 million. Clearfield also updated its FY 2025 guidance to EPS.

Wall Street Analysts Forecast Growth

A number of research firms have commented on CLFD. Roth Capital reissued a "buy" rating on shares of Clearfield in a report on Thursday. Wall Street Zen cut Clearfield from a "buy" rating to a "hold" rating in a report on Saturday. Northland Securities cut Clearfield from an "outperform" rating to a "market perform" rating and set a $45.00 target price on the stock. in a report on Thursday. Finally, Northland Capmk cut Clearfield from a "strong-buy" rating to a "hold" rating in a report on Thursday. Three research analysts have rated the stock with a hold rating and two have assigned a buy rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and an average price target of $47.50.

Clearfield Price Performance

Shares of CLFD stock traded down $0.47 during trading hours on Friday, hitting $32.79. The stock had a trading volume of 429,317 shares, compared to its average volume of 188,742. Clearfield has a one year low of $23.78 and a one year high of $46.76. The stock's 50-day moving average price is $41.49 and its two-hundred day moving average price is $35.34. The stock has a market capitalization of $453.49 million, a price-to-earnings ratio of 3,279.00 and a beta of 1.63.

Clearfield (NASDAQ:CLFD - Get Free Report) last issued its earnings results on Wednesday, August 6th. The communications equipment provider reported $0.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.05 by $0.06. The firm had revenue of $49.90 million for the quarter, compared to analysts' expectations of $47.58 million. Clearfield had a return on equity of 0.07% and a net margin of 0.11%. As a group, equities research analysts predict that Clearfield will post -0.29 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Strs Ohio purchased a new position in Clearfield in the first quarter worth about $131,000. Jane Street Group LLC grew its position in Clearfield by 45.5% in the first quarter. Jane Street Group LLC now owns 20,136 shares of the communications equipment provider's stock worth $598,000 after acquiring an additional 6,294 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Clearfield by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,222 shares of the communications equipment provider's stock worth $215,000 after acquiring an additional 312 shares in the last quarter. Finally, Royal Bank of Canada grew its position in Clearfield by 6.2% in the first quarter. Royal Bank of Canada now owns 269,865 shares of the communications equipment provider's stock worth $8,020,000 after acquiring an additional 15,659 shares in the last quarter. Hedge funds and other institutional investors own 88.73% of the company's stock.

Clearfield Company Profile

Clearfield, Inc manufactures and sells various fiber connectivity products in the United States and internationally. The company offers FieldSmart, a series of panels, cabinets, wall boxes, and other enclosures; WaveSmart, an optical components integrated for signal coupling, splitting, termination, multiplexing, demultiplexing, and attenuation for integration within its fiber management platform; and active cabinet products.