Clearfield Inc
Clearfield, Inc (CLFD) is a US-based designer and manufacturer of fibre management and connectivity products for broadband, cable and telecoms operators. Its product range includes patch panels, enclosures, splice trays and pre-terminated assemblies that help carriers, contractors and integrators deploy fibre-to-the-home (FTTH) and enterprise networks. With a market capitalisation around US$486m, Clearfield offers small-cap exposure to ongoing fibre build-outs, 5G backhaul and copper-to-fibre upgrades. Revenue and margins can be cyclical and closely linked to customer capital expenditure and project timing; the business is also sensitive to supply-chain dynamics and competitive bidding. Key things investors often watch are order backlog, gross-margin trends, cash generation and management’s execution on scaling production. Liquidity and analyst coverage can be limited for smaller companies, which can increase share-price volatility. This summary is for educational purposes only and is not investment advice; prospective investors should review the company’s filings and consider their own risk profile.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Clearfield's stock with a target price of $40, indicating growth potential.
Financial Health
Clearfield Inc shows steady revenue and cash flow, but has low profitability margins.
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Explore BasketWhy You’ll Want to Watch This Stock
Fibre Roll-outs Momentum
Clearfield benefits from global FTTH and 5G backhaul programmes that require fibre hardware, though revenue timing can be uneven and project-dependent.
Broadband Market Exposure
Sales are tied to carrier and municipal broadband activity, giving exposure to telecom capital spending while also exposing the company to competitive tendering.
Execution and Supply
Production scaling and supply-chain management affect margins and delivery; investors should monitor backlog, gross margins and cash generation.
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