Added to YB: 2026-07-16
Pitch date: 2026-07-14
CLFD [neutral]
Clearfield, Inc.
-10.05%
current return
Author Info
No bio for this author
Company Info
Clearfield, Inc., together with its subsidiaries, designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally.
Market Cap
$444.9M
Pitch Price
$33.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
43.27
P/E
140.98
EV/Sales
2.46
Sector
Communications Equipment
Category
growth
The Hidden Winners of the Data Center Boom -Clearfield
CLFD (overview): Fiber management maker (rural broadband roots) pivoting into AI data centers via new NOVA platform for high-density fiber in GPU clusters. Mgmt now expects orders later FY26 (vs prior 2027). No hyperscale contracts yet, but double-digit rev growth, $100M net cash & buybacks.
Read full article (1 min)