Clearfield, Inc.(CLFD)Stock Analysis
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Rank #2,495 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CLFD Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Clearfield, Inc. (CLFD), a Technology sector company. 13F Pro's AI-powered ranking engine scores CLFD at 30.3/100 on a 32-signal composite quality model, placing it at rank #2,495 of 2,962 stocks — the bottom half of the AI-ranked universe. CLFD scores in the top quartile across institutional flow (77.4). Areas of concern include revenue growth (9.6) and revenue scale (20.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 31.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Clearfield, Inc. reports quarterly revenue of $43.9M, net income of $3.0M, an operating margin of 5.9%. Top institutional holders of CLFD by reported 13-F value include AIGH Capital Management, BlackRock, ACK Asset Management, based on the most recent SEC filings. CLFD trades on the Nasdaq exchange and files with the SEC under CIK 796505. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CLFD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Clearfield, Inc. directly from SEC EDGAR. Clearfield, Inc.'s 13F Pro composite quality score has ranged between 26 and 70 since 2021, currently 30.3 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$43.9M
Net Income
Q2 2026
$3.0M
Free Cash Flow
Q2 2026
$8.9M
Operating Margin
Q2 2026
5.9%
ROIC
Q2 2026
4.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+19.6% YoYNet Income
+35.4% YoYOperating Income
+111.0% YoYEPS (Diluted)
+31.8% YoYTotal Assets
-2.9% YoYTotal Debt
Op. Cash Flow
Free Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $150.1M +19.6% | $125.6M -44.4% | $225.7M -16.7% | $270.9M +92.5% | $140.8M +51.2% | $93.1M |
| Net Income | $-8.1M +35.4% | $-12.5M -138.3% | $32.5M -34.1% | $49.4M +142.8% | $20.3M +178.7% | $7.3M |
| Operating Income | $2.1M +111.0% | $-19.2M -151.2% | $37.6M -41.1% | $63.8M +152.9% | $25.2M +201.0% | $8.4M |
| EPS (Diluted) | $-0.58 +31.8% | $-0.85 -139.2% | $2.17 -38.9% | $3.55 +141.5% | $1.47 +177.4% | $0.53 |
| Total Assets | $306.2M -2.9% | $315.3M -11.3% | $355.5M +55.2% | $229.1M +82.0% | $125.9M +32.1% | $95.3M |
| Total Debt | — | $2.2M +5.5% | $2.1M -88.7% | $18.7M | $0.00 | — |
| Operating Cash Flow | — | $22.2M +20.6% | $18.4M +715.9% | $2.3M -79.3% | $10.9M +63.8% | $6.7M |
| Free Cash Flow | — | $14.2M +29.6% | $11.0M +259.4% | $-6.9M -177.8% | $8.9M +82.6% | $4.8M |
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Available Research
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Top Institutional Holders of CLFD
AIGH Capital Management LLC
$40.1M1,008,469 shBlackRock, Inc.
$38.1M957,424 shACK Asset Management LLC
$32.2M810,200 shVANGUARD CAPITAL MANAGEMENT LLC
$19.2M481,816 shMAIRS & POWER INC
$15.3M385,257 shVANGUARD PORTFOLIO MANAGEMENT LLC
$14.8M371,245 shSTATE STREET CORP
$14.5M363,209 shDIMENSIONAL FUND ADVISORS LP
$14.2M357,104 shGEODE CAPITAL MANAGEMENT, LLC
$12.0M302,039 shPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
$11.0M277,610 sh
| Fund | Value | Shares |
|---|---|---|
| AIGH Capital Management LLC | $40.1M | 1,008,469 |
| BlackRock, Inc. | $38.1M | 957,424 |
| ACK Asset Management LLC | $32.2M | 810,200 |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.2M | 481,816 |
| MAIRS & POWER INC | $15.3M | 385,257 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $14.8M | 371,245 |
| STATE STREET CORP | $14.5M | 363,209 |
| DIMENSIONAL FUND ADVISORS LP | $14.2M | 357,104 |
| GEODE CAPITAL MANAGEMENT, LLC | $12.0M | 302,039 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $11.0M | 277,610 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is CLFD a good stock to buy?
13F Pro's AI-powered analysis of Clearfield, Inc. (CLFD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CLFD are available on the CLFD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CLFD is classified as a small company.
Which hedge funds own CLFD?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CLFD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Clearfield, Inc.'s investment landscape.