Clearfield

CLFD

Market cap $410M

Infrastructure companies like Clearfield and Belden are well positioned to benefit from real-world demand. Rotations are rarely smooth, so short-term volatility and uneven performance should be expected along the way.

Macro shocks like the Strait of Hormuz disruption ripple directly into AI through higher energy costs, tighter financial conditions, and valuation compression. The AI winners in this environment aren't the flashiest names -- they're the ones tied to physical infrastructure.

AI skepticism doesn't mean no opportunity. These two tickers have value where the market isn't looking.

Clearfield, Inc. (CLFD) Q1 2026 Earnings Call Transcript

Clearfield (CLFD) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to a loss of $0.13 per share a year ago.

MINNEAPOLIS, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Clearfield, Inc. (NASDAQ: CLFD), a leader in fiber connectivity, reported results for the fiscal first quarter of 2026 ending December 31, 2025. Additional commentary is provided in a letter to shareholders available in the Investor Relations section of the Company's website.

MINNEAPOLIS, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Clearfield, Inc. (NASDAQ: CLFD), the leader in community broadband fiber connectivity, today announced that it will release results for the first quarter of fiscal 2026, ended December 31, 2025, on Wednesday, February 4, 2026, after the close of the market. The company will host a conference call at 5:00 p.m. Eastern time (4:00 p.m. Central time) to discuss its financial results with the investment community.

MINNEAPOLIS--(BUSINESS WIRE)--Clearfield, Inc. (NASDAQ:CLFD), a leader in fiber connectivity solutions for broadband, data center, and network infrastructure environments, today announced the launch of the NOVA Platform, a modular, high-density fiber ecosystem designed to make building and scaling modern networks more intuitive. The platform is engineered for a range of environments, from large hyperscale and co-location data centers to enterprise campuses and broadband central offices, where o.

With solid demand for advanced networking architecture for increased broadband usage, the Zacks Wireless Equipment industry is likely to witness healthy growth. MSI, UI and CLFD are set to thrive on industry tailwinds.

MINNEAPOLIS--(BUSINESS WIRE)--Clearfield, Inc. (NASDAQ: CLFD), the leader in community broadband fiber connectivity, will participate in a fireside chat at the Needham Growth Conference on January 13, 2026. The conference will be held at the Lotte New York Palace Hotel in New York City. Clearfield's President and Chief Executive Officer, Cheri Beranek, and Chief Financial Officer, Dan Herzog, are scheduled to present on Tuesday, January 13, at 9:30 a.m. Eastern time. A live webcast, as well as.