Clearfield (NASDAQ:CLFD) is gearing up to announce its quarterly earnings on Wednesday, 2026-02-04. Here's a quick overview of what investors should know before the release.

Analysts are estimating that Clearfield will report an earnings per share (EPS) of $-0.03.

Clearfield bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.

New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).

Performance in Previous Earnings

In the previous earnings release, the company beat EPS by $0.01, leading to a 1.57% increase in the share price the following trading session.

Here's a look at Clearfield's past performance and the resulting price change:

Tracking Clearfield's Stock Performance

Shares of Clearfield were trading at $30.27 as of February 02. Over the last 52-week period, shares are down 20.15%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release.

Analyst Observations about Clearfield

For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Clearfield.

The consensus rating for Clearfield is Buy, derived from 4 analyst ratings. An average one-year price target of $43.5 implies a potential 43.71% upside.

Analyzing Ratings Among Peers

This comparison focuses on the analyst ratings and average 1-year price targets of Aviat Networks, Lantronix and Ceragon Networks, three major players in the industry, shedding light on their relative performance expectations and market positioning.

Comprehensive Peer Analysis Summary

The peer analysis summary presents essential metrics for Aviat Networks, Lantronix and Ceragon Networks, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.

Key Takeaway:

Clearfield ranks at the top for Revenue Growth with 212.10%, outperforming its peers. In terms of Gross Profit, Clearfield is at the bottom with -$3.49M. For Return on Equity, Clearfield is at the bottom with -3.49%.

Unveiling the Story Behind Clearfield

Understanding the Numbers: Clearfield's Finances

Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.

Revenue Growth: Clearfield's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 212.1%. This signifies a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.

Net Margin: Clearfield's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of -51.62%, the company may face hurdles in effective cost management.

Return on Equity (ROE): Clearfield's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of -3.49%, the company may face hurdles in achieving optimal financial returns.

Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -2.92%, the company may need to address challenges in generating satisfactory returns from its assets.

Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.03.

To track all earnings releases for Clearfield visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.