CLFD
Clearfield, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 19 1 insider sell $115.0K at $32.00
- R May 6 Clearfield reported Q2 fiscal 2026 EPS of -$0.04, missing consensus…
- S May 8 to May 11 2 days of insider sells: $424.0K by 2 insiders, avg $42.87
- S May 27 to Jun 1 2 days of insider sells: $476.9K by 1 insider, avg $47.69
- S Jun 9 1 insider sell $67.2K at $39.90
- S Jul 1 1 insider sell $71.2K at $40.06
- R Aug 5 Clearfield reported Q3 fiscal 2026 revenue of $43.9M (+13% YoY) and…
- R Aug 5 Clearfield reported fiscal Q3 2026 EPS of $0.22, significantly above…
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $1.2M.
- InstitutionsBEARISH
Q2 2026: 12 added (0 new), 20 trimmed or exited.
- AnalystsBULLISH
9 of 10 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.420 → $0.095 over 90 days. 0 up, 1 down in 30 days.
- Short sellersSTEADY
Short interest +0.1% to 1.31M shares. 10.0 days to cover, ≈9.6% of shares.
- TrendRANGE
2% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MAIRS & POWER INC | TRIM | $15.3M |
| D. E. Shaw & Co., Inc. | ADD | $9.1M |
| JPMORGAN CHASE & CO | TRIM | $6.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $5.7M |
| GOLDMAN SACHS GROUP INC | ADD | $5.5M |
| CITADEL ADVISORS LLC | TRIM | $5.2M |
| BANK OF AMERICA CORP /DE/ | TRIM | $3.2M |
| MORGAN STANLEY | ADD | $2.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
10 analystsPrice is below the lowest target. Median implies +27%.Targets as of Oct 28, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 6, 2026 | Needham MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jul 1, 2026 | Beranek Cheryl Chief Executive Officer | SELL | $71.2K |
| Jun 30, 2026 | Hill John P Chief Operating Officer | AWARD | $11.4K |
| Jun 30, 2026 | HERZOG DANIEL R Chief Financial Officer | AWARD | $18.6K |
| Jun 30, 2026 | Khemakhem Anis Chief Commercial Officer | AWARD | $3.9K |
| Jun 30, 2026 | Beranek Cheryl Chief Executive Officer | AWARD | $5.2K |
| Jun 9, 2026 | Khemakhem Anis Chief Commercial Officer | SELL | $67.2K |
| Jun 1, 2026 | Beranek Cheryl Chief Executive Officer | SELL | $351.9K |
| May 27, 2026 | Beranek Cheryl Chief Executive Officer | SELL | $125.0K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.10 | $0.05–$0.14 | -77.4% | $40.4M |
| Next Q | $0.13 | $0.10–$0.15 | -66.2% | $42.2M |
| Current FY | $0.43 | $0.23–$0.63 | -38.6% | $153.0M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
8 filings · 0 bullish · 4 bearish · 1 mixed · 3 neutral- NEUTRAL 8-KOct 20, 2026
Clearfield announced that CEO Cheri Beranek will retire effective March 31, 2027, under a…
Monitor the CEO search process for signals on strategic direction — an external hire could signal a pivot, while an internal appointment suggests continuity. The November 10 earnings release will be…
- NEUTRAL SC 13G/AOct 19, 2026
Orin Hirschman and affiliated entities (AIGH Capital Management, AIGH Investment Partners) filed…
Monitor for any future conversion to a Schedule 13D, which would signal activist intent. The 9% stake is significant but remains passive for now.
- BEARISH 8-KAug 5, 2026
Clearfield reported Q3 fiscal 2026 revenue of $43.9M (+13% YoY) and EPS of $0.22, missing…
The guidance cut is the dominant signal — expect downward pressure on the stock as demand weakness in broadband end-markets persists. Monitor Q4 delivery against the lowered $38-42M revenue range…
- BEARISH PRESS-RELEASEAug 5, 2026
Clearfield reported fiscal Q3 2026 EPS of $0.22, significantly above the $0.24 consensus estimate…
The guidance cut and backlog decline are near-term headwinds, but the $22M hyperscale data center order signals a new growth vector. Traders should watch for further order wins in data center…
All CLFD filing & press-release reports (8)
- 8-K reportOct 20, 2026
- SC 13G/A reportOct 19, 2026
- 8-K reportAug 5, 2026
- PRESS-RELEASE reportAug 5, 2026
- PRESS-RELEASE reportJul 22, 2026
- CLUSTER reportMay 11, 2026
- PRESS-RELEASE reportMay 6, 2026
- 8-K reportMay 6, 2026