CLFD
Clearfield, Inc.
$41.10
+2.65%
$558.5M
No data for this timeframe.
Vol
Market Cap$558.5M
Cap SizeSmall Cap
Inst. Holders7 funds
Inst. Value$38.5M
Inst. Activity4 buys / 2 sells
Insider Activity0B / 6S
Insider Net $-$1.0M
SEC Reports3
Recent Activity
Jun 1, 2026
Insider
Beranek Cheryl sold 7,500 shares
Chief Executive Officer @ $46.92 ($351.9K)
May 27, 2026
Insider
Beranek Cheryl sold 2,500 shares
Chief Executive Officer @ $50.00 ($125.0K)
May 12, 2026
SEC
Clearfield CEO Cheryl Beranek and Director Walter Jones Jr. sold a combined $223K in open-market shares on May 11, 2026,
CLUSTER — Impact 5/10
May 11, 2026
Insider
Jones Walter Louis JR sold 2,391 shares
Director @ $46.05 ($110.1K)
May 6, 2026
SEC
Clearfield reported Q2 fiscal 2026 EPS of -$0.04, missing consensus of $0.01 by 500%, while revenue of $34.4M exceeded t
PRESS-RELEASE — Impact 6/10
May 6, 2026
SEC
Clearfield reported Q2 fiscal 2026 results with net sales down 15% YoY to $34.4M and a net loss of $0.5M ($0.04/sh) vs p
8-K — Impact 6/10
Inst.
BANK OF AMERICA CORP — DOUBLED
103,358 shares ($3.0M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
101,700 shares ($3.0M)
Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$43.75 (Nov 2025)
Current $39.37
Low $41.00
Median $44.50
High $45.00
4 analysts
$41.00
$45.00
Analyst Ratings
2Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Nov 26, 2025 | Lake Street | MAINTAIN | Buy → Buy |
| Nov 26, 2025 | Northland Capital Markets | UPGRADE | Market Perform → Outperform |
| Nov 26, 2025 | Roth Capital | MAINTAIN | Buy → Buy |
| Nov 26, 2025 | Needham | MAINTAIN | Buy → Buy |
| Mar 26, 2025 | Needham | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.24 ▲ +4.3% | $0.21 — $0.28 | 123% YoY | 2 |
| Next Q | $0.42 ▼ -2.3% | $0.38 — $0.46 | 223% YoY | 2 |
| Current FY | $0.70 | $0.54 — $0.86 | 56% YoY | 2 |
| Next FY | $1.45 ▼ -17.1% | $1.25 — $1.65 | 107% YoY | 2 |
Latest Reports
BEARISH
CLUSTER
5/10
Clearfield CEO Cheryl Beranek and Director Walter Jones Jr. sold a combined $223K in open-market shares on May 11, 2026,
May 12, 2026
MIXED
PRESS-RELEASE
6/10
Clearfield reported Q2 fiscal 2026 EPS of -$0.04, missing consensus of $0.01 by 500%, while revenue of $34.4M exceeded t
May 6, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $27.6M | — |
| BANK OF AMERICA CORP | $3.0M | DOUBLED |
| RENAISSANCE TECHNOLOGIES LLC | $3.0M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $2.8M | NEW |
| MORGAN STANLEY | $1.5M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Beranek Cheryl | SELL | $351.9K |
| May 27, 2026 | Beranek Cheryl | SELL | $125.0K |
| May 11, 2026 | Jones Walter | SELL | $110.1K |
| May 11, 2026 | Beranek Cheryl | SELL | $112.6K |
| May 8, 2026 | Beranek Cheryl | SELL | $201.4K |
7 institutional holders with $38.5M total value (1,319,231 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, RENAISSANCE. Net buying activity: 4 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 947,982 | $27.6M | 71.9% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 103,358 | $3.0M | 7.8% | DOUBLED +303.9% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 101,700 | $3.0M | 7.7% | ADD +60.0% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 96,847 | $2.8M | 7.3% | NEW |
| 5 | MORGAN STANLEY | 52,762 | $1.5M | 4.0% | TRIM -27.1% |
| 6 | WELLS FARGO & COMPANY/MN | 13,451 | $392.1K | 1.0% | ADD +53.6% |
| 7 | FMR LLC | 3,131 | $91.3K | 0.2% | ADD +82.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 25,593 | 103,358 | +303.9% | $3.0M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 63,574 | 101,700 | +60.0% | $3.0M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 72,327 | 52,762 | -27.1% | $1.5M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 8,760 | 13,451 | +53.6% | $392.1K | 2025-Q4 |
| FMR LLC | ADD | 1,712 | 3,131 | +82.9% | $91.3K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 11,416 | 0 | -100.0% | $0.00 | 2025-Q4 |
| MORGAN STANLEY | TRIM | 96,773 | 72,327 | -25.3% | $2.5M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 52,875 | 25,593 | -51.6% | $879.9K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 30,872 | 52,875 | +71.3% | $2.3M | 2025-Q2 |
| FMR LLC | ADD | 1,181 | 1,663 | +40.8% | $72.2K | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 120,239 | 222,208 | +84.8% | $6.6M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 42,300 | 56,000 | +32.4% | $1.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 7,985 | — | $237.3K | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 93,282 | 120,239 | +28.9% | $3.7M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 42,300 | — | $1.3M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 6,176 | 7,720 | +25.0% | $239.3K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 97,626 | — | $3.8M | 2024-Q3 |
10 unique insiders with 6 transactions. Net insider value: -$1.0M ($0.00 bought, $1.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Beranek Cheryl | Chief Executive Officer | SELL | 7,500 | $46.92 | $351.9K |
| May 27, 2026 | Beranek Cheryl | Chief Executive Officer | SELL | 2,500 | $50.00 | $125.0K |
| May 11, 2026 | Jones Walter Louis JR | Director | SELL | 2,391 | $46.05 | $110.1K |
| May 11, 2026 | Beranek Cheryl | Chief Executive Officer | SELL | 2,500 | $45.02 | $112.6K |
| May 8, 2026 | Beranek Cheryl | Chief Executive Officer | SELL | 5,000 | $40.27 | $201.4K |
| May 6, 2026 | Khemakhem Anis | Chief Commercial Officer | F | 635 | $30.28 | $19.2K |
| Feb 27, 2026 | ROTH RONALD G | Director | A | 2,544 | $0.00 | $0.00 |
| Feb 27, 2026 | Seidel Rebecca | Director | A | 2,544 | $0.00 | $0.00 |
| Feb 27, 2026 | Sarcevic Ademir | Director | A | 2,544 | $0.00 | $0.00 |
| Feb 27, 2026 | Wirsbinski Carol Ann | Director | A | 2,544 | $0.00 | $0.00 |
| Feb 27, 2026 | Kelly Catherine T. | Director | A | 2,544 | $0.00 | $0.00 |
| Feb 27, 2026 | Jones Walter Louis JR | Director | A | 2,544 | $0.00 | $0.00 |
| Feb 27, 2026 | SKARVAN KATHLEEN | Director | A | 2,544 | $0.00 | $0.00 |
| Feb 19, 2026 | Hayward Donald R. | Director | SELL | 3,595 | $32.00 | $115.0K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 0 neutral. Avg impact: 5.7/10.
BEARISH
CLUSTER
5/10
Clearfield CEO Cheryl Beranek and Director Walter Jones Jr. sold a combined $223K in open-market sha
May 12, 2026
MIXED
PRESS-RELEASE
6/10
Clearfield reported Q2 fiscal 2026 EPS of -$0.04, missing consensus of $0.01 by 500%, while revenue
May 6, 2026
BEARISH
8-K
6/10
Clearfield reported Q2 fiscal 2026 results with net sales down 15% YoY to $34.4M and a net loss of $
May 6, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Nov 2025): 90% buy across 10 analysts — 2 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$43.75 mean target (Nov 2025)
$41.00 Low
$45.00 High
| Metric | Value |
|---|---|
| Current Price | $39.37 |
| Target Low | $41.00 |
| Target Mean | $43.75 |
| Target Median | $44.50 |
| Target High | $45.00 |
| # Analysts | 4 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.24 | $0.21 | $0.28 | 122.7% | +4.3% | 0↑ 1↓ | $0.0B | -12.0% | 2 |
| Next Q 2026-09-30 |
$0.42 | $0.38 | $0.46 | 223.1% | -2.3% | 0↑ 1↓ | $0.1B | 27.3% | 2 |
| Current FY 2026-09-30 |
$0.70 | $0.54 | $0.86 | 55.6% | +0.0% | 1↑ 0↓ | $0.2B | 9.9% | 2 |
| Next FY 2027-09-30 |
$1.45 | $1.25 | $1.65 | 107.1% | -17.1% | 1↑ 0↓ | $0.2B | 21.5% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.245 | |
| 7d ago | $0.235 | +0.010 |
| 30d ago | $0.235 | +0.010 |
| 60d ago | $0.235 | +0.010 |
| 90d ago | $0.235 | +0.010 |
7 analyst firms have rated this stock: 2 upgrades, 2 downgrades, 7 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Nov 26, 2025 | Lake Street | MAINTAIN | Buy | Buy |
| Nov 26, 2025 | Northland Capital Markets | UPGRADE | Market Perform | Outperform |
| Nov 26, 2025 | Roth Capital | MAINTAIN | Buy | Buy |
| Nov 26, 2025 | Needham | MAINTAIN | Buy | Buy |
| Mar 26, 2025 | Needham | REITERATE | Buy | Buy |
| Feb 7, 2025 | Needham | REITERATE | Buy | Buy |
| Jan 16, 2025 | Needham | REITERATE | Buy | Buy |
| Nov 8, 2024 | Needham | REITERATE | Buy | Buy |
| Sep 24, 2024 | Needham | REITERATE | Buy | Buy |
| Aug 5, 2024 | Needham | MAINTAIN | Buy | Buy |
| Aug 2, 2024 | Northland Capital Markets | MAINTAIN | Outperform | Outperform |
| Aug 2, 2024 | Roth MKM | MAINTAIN | Buy | Buy |
| May 16, 2024 | Needham | REITERATE | Buy | Buy |
| May 3, 2024 | Needham | MAINTAIN | Buy | Buy |
| May 1, 2024 | Roth MKM | REITERATE | Buy | Buy |
| Apr 17, 2024 | Needham | REITERATE | Buy | Buy |
| Feb 2, 2024 | Needham | MAINTAIN | Buy | Buy |
| Jan 29, 2024 | Roth MKM | MAINTAIN | Buy | Buy |
| Jan 18, 2024 | Needham | REITERATE | Buy | Buy |
| Nov 10, 2023 | Needham | MAINTAIN | Buy | Buy |
| Aug 11, 2023 | Needham | REITERATE | Buy | Buy |
| Aug 4, 2023 | Northland Capital Markets | DOWNGRADE | Outperform | Market Perform |
| Aug 4, 2023 | Needham | REITERATE | Buy | Buy |
| Jun 16, 2023 | Needham | MAINTAIN | Buy | Buy |
| Jun 15, 2023 | Lake Street | MAINTAIN | — | Hold |
| May 5, 2023 | Lake Street | DOWNGRADE | Buy | Hold |
| May 5, 2023 | Needham | MAINTAIN | — | Buy |
| Mar 23, 2023 | Lake Street | MAINTAIN | — | Buy |
| Feb 3, 2023 | Northland Capital Markets | MAINTAIN | — | Outperform |
| Feb 3, 2023 | Cowen & Co. | MAINTAIN | — | Outperform |
| Feb 3, 2023 | Needham | MAINTAIN | — | Buy |
| Jan 17, 2023 | Roth Capital | INITIATE | — | Buy |
| Jan 4, 2023 | Cowen & Co. | INITIATE | — | Outperform |
| Nov 18, 2022 | Northland Capital Markets | MAINTAIN | — | Outperform |
| Nov 18, 2022 | Needham | MAINTAIN | — | Buy |
| Oct 18, 2022 | Needham | MAINTAIN | — | Buy |
| Jul 29, 2022 | Needham | MAINTAIN | — | Buy |
| Jan 19, 2022 | BWS Financial | INITIATE | — | Sell |
| Dec 14, 2021 | Needham | INITIATE | — | Buy |
| Apr 23, 2021 | Northland Capital Markets | UPGRADE | Market Perform | Outperform |
| Aug 21, 2019 | Roth Capital | INITIATE | — | Buy |
| Nov 23, 2015 | Lake Street | INITIATE | — | Buy |
| Sep 30, 2015 | Northland Capital Markets | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| May 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Apr 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Jan 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 6, 2026
earnings
Clearfield Reports Second Quarter Fiscal 2026 Results
Clearfield Reports Second Quarter Fiscal 2026 Results
May 6, 2026
earnings_calendar
CLFD Q2 2026 Earnings Scheduled — 2026-05-06
Apr 23, 2026
earnings_calendar
CLFD Q2 2026 Earnings Scheduled — 2026-04-23
Apr 22, 2026
earnings
Clearfield Sets Fiscal Second Quarter 2026 Earnings Call for Wednesday, May 6, 2026
Clearfield Sets Fiscal Second Quarter 2026 Earnings Call for Wednesday, May 6, 2026