Clearfield stock’s fair value estimate was recently lowered from $49.25 to $43.50, reflecting analysts’ recalibrated views on its intrinsic worth. This adjustment comes amid increased uncertainty as the discount rate was raised from 7.99% to 8.06%, which signals marginally higher perceived risk to future cash flows. Stay tuned to discover how you can monitor these evolving valuations and keep up with the shifting Clearfield story.

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🐂 Bullish Takeaways

• Northland’s Tim Savageaux upgraded Clearfield to Outperform, citing increased visibility on BEAD-driven demand in 2026 and recent approvals of state funding proposals. These factors are anticipated to support consistent growth of over 20% for the company. The firm kept its price target unchanged at $45.

• Needham maintained a Buy rating after lowering its price target to $45 from $50, highlighting Clearfield’s solid Q4 results and prudent guidance. The analyst noted expectations for core revenue growth of 6% in Q1 and 10% for fiscal 2026, backed by anticipated BEAD momentum and a potential fiber shortage.

• Lake Street also kept a Buy rating despite lowering its target to $41 from $52. The firm expressed encouragement about management’s expectation for improvement throughout FY26 and pointed to a strong balance sheet and increased share buyback as supporting a high floor for shares in the near term.

• Roth Capital remains constructive, even as it dropped its price target to $43 from $50. The firm highlighted expanded buybacks and initiated long-term growth estimates exceeding 20% from fiscal 2027.

🐻 Bearish Takeaways

• Several firms, including Roth Capital and Lake Street, tempered near-term expectations and pointed to soft Q4 results, lower outlooks, and uncertainties following the divestiture of European and Nestor cable operations as limiting immediate upside.

• Needham and Lake Street both cited the impact of one-time write-downs and softer fiscal Q1 guidance. Both firms expressed caution about near-term earnings performance and market adjustments to BEAD-related demand.

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• Clearfield, Inc. provided fresh earnings guidance, forecasting Q1 net sales between $30 million and $33 million, and a projected net loss per share in the range of ($0.08) to $0.00.

• For fiscal 2026, Clearfield expects net sales to be between $160 million and $170 million, with net income per share anticipated in the range of $0.48 to $0.62.

• The company completed a longstanding share repurchase program that began in November 2014, having bought back 2,280,546 shares, which is 15.75% of the outstanding shares, at a total cost of $56.46 million.