CLFD trades 25.9% below Wall Street's consensus target of $44.00.
Last 12 months price action with 12-month analyst target path
The base valuation assumes CLFD achieves its forward estimates and maintains a stable P/E multiple of 66.3x. This scenario reflects the blended consensus of 9 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of July 7, 2026, Clearfield, Inc. (CLFD) has a Wall Street consensus price target of $44.00, based on estimates from 9 covering analysts. With the stock currently trading at $34.96, this represents a potential upside of +25.9%. The company has a market capitalization of $478M.
Analyst price targets range from a low of $44.00 to a high of $44.00, representing a 0% spread in expectations. The median target of $44.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 8 analysts rating the stock as a Buy or Strong Buy,0 rating it Hold, and 1 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, CLFD trades at a trailing P/E of -60.3x and forward P/E of 66.3x. Analysts expect EPS to grow +183.7% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $7.00, with bear and bull scenarios of $4.41 and $9.23 respectively. Model confidence stands at 44/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
CCOICogent Communications Holdings, Inc. | $610M | $12.19 | $24.33 | +99.7% | Hold | — | 32 |
ADTNADTRAN Holdings, Inc. | $1.0B | $12.89 | $18.00 | +39.6% | Buy | 24.5x | 25 |
CALXCalix, Inc. | $2.5B | $38.47 | $61.00 | +58.6% | Buy | 21.6x | 21 |
COMMCommScope Holding Company, Inc. | $3.9B | $17.82 | $16.57 | -7.0% | Hold | 11.7x | 19 |
VIAVViavi Solutions Inc. | $9.8B | $42.42 | $39.00 | -8.1% | Buy | 45.2x | 19 |
CIENCiena Corporation | $61.4B | $433.83 | $493.42 | +13.7% | Buy | 66.4x | 42 |
LITELumentum Holdings Inc. | $52.2B | $731.25 | $985.82 | +34.8% | Buy | 89.2x | 25 |
AAOIApplied Optoelectronics, Inc. | $9.7B | $123.36 | $160.00 | +29.7% | Buy | 119.4x | 16 |
CSCOCisco Systems, Inc. | $449.2B | $113.98 | $123.80 | +8.6% | Buy | 26.7x | 73 |
NTGRNETGEAR, Inc. | $604M | $22.09 | $36.00 | +63.0% | Hold | 110.5x | 17 |
Quick answers to the most common questions about buying CLFD stock.
The consensus Wall Street price target for CLFD is $44, representing 25.9% upside from the current price of $34.96. With 9 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
CLFD has a consensus rating of "Buy" based on 9 Wall Street analysts. The rating breakdown is predominantly bullish, with 8 Buy/Strong Buy ratings. The consensus 12-month price target of $44 implies 25.9% upside from current levels.
At a forward P/E of 66.2749x, CLFD trades at a premium valuation. The consensus price target of $44 (25.9% upside) suggests analysts still see growth justifying the multiple.
The most bullish Wall Street analyst has a price target of $44 for CLFD, while the most conservative target is $44. The consensus of $44 represents the median expectation. Our quantitative valuation model projects a bull case target of $9 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
CLFD is moderately covered, with 9 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 8 have Buy ratings, 0 recommend Hold, and 1 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month CLFD stock forecast based on 9 Wall Street analysts shows a consensus price target of $44, with estimates ranging from $44 (bear case) to $44 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $7, with bear/bull scenarios of $4/$9.
Our quantitative valuation model calculates CLFD's fair value at $7 (base case), with a bear case of $4 and bull case of $9. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 44/100.
CLFD trades at a forward P/E ratio of 66.3x based on next-twelve-months earnings estimates. The higher forward P/E suggests near-term earnings pressure. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on CLFD, with a "Buy" consensus rating and $44 price target (25.9% upside). 8 of 9 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
CLFD analyst price targets range from $44 to $44, a 0% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $44 consensus represents the middle ground. Our model's $4-$9 range provides an independent fundamental perspective.
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