ClearfieldCLFD
About: Clearfield Inc mainly designs, manufactures, and distributes fiber protection, fiber management and fiber delivery solutions for communications networks. It provides a range of products including copper assemblies, cassettes, box enclosures, fiber connectors, frames, microduct, terminals, vaults, pedestal inserts, FieldSmart, WaveSmart, and CraftSmart. The company has a global presence with the majority of the revenue derived from the United States. The company has two reportable segments namely Clearfield segment and Nestor cables segment. The majority of revenue is derived from Clearfield segment.
Employees: 400
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
796% more call options, than puts
Call options by funds: $1.26M | Put options by funds: $140K
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
4% more funds holding
Funds holding: 134 [Q3] → 139 (+5) [Q4]
3.46% less ownership
Funds ownership: 63.33% [Q3] → 59.87% (-3.46%) [Q4]
21% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 43
25% less capital invested
Capital invested by funds: $351M [Q3] → $264M (-$86.9M) [Q4]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Needham Ryan Koontz 37% 1-year accuracy 40 / 109 met price target | 70%upside $50 | Buy Reiterated | 26 Mar 2025 |
Financial journalist opinion









