Clearfield, Inc. (CLFD)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-10-29
$32.03-3.70%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-10-29
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Put CLFD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communications Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Annual revenue between $160M and $170M for fiscal 2026: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 11% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 148% growth a year, above the roughly 24% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 48% in its worst 12-month stretch.
View RiskCLFD’s growth case rests on revenue momentum, though its earnings remain too depressed for meaningful P/E valuation. Q3 FY2026 revenue grew 13% year over year, and GAAP EPS beat consensus. CLFD trades at 3× sales versus a 3× peer median, with its own history at 3×. The market is pricing in more growth than our forecast. Fiscal 2026 annual revenue of $160 million to $170 million needs review, so that comparison remains unverified. Our model puts the next-quarter miss probability at 22%. Peer multiples imply a price about 139% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. CLFD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering CLFD (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CLFD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communications Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CLFD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand into data center connectivity market
Data center thesis validation supports growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Successful project enhances revenue growth potential.