CLFD trades 30.9% below Wall Street's consensus target of $40.67.
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 152.8x. 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 September 24, 2026, Clearfield, Inc. (CLFD) has a Wall Street consensus price target of $40.67, based on estimates from 9 covering analysts. With the stock currently trading at $31.07, this represents a potential upside of +30.9%. The company has a market capitalization of $422M.
Analyst price targets range from a low of $38.00 to a high of $44.00, representing a 15% spread in expectations. The median target of $40.00 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 -53.6x and forward P/E of 152.8x. Analysts expect EPS to grow +138.3% 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. | $407M | $8.13 | $16.40 | +101.7% | Hold | — | 32 |
 ADTNADTRAN Holdings Inc. | $576M | $7.11 | $14.00 | +96.9% | Buy | 24.6x | 27 |
 CALXCalix, Inc. | $2.2B | $34.54 | $57.00 | +65.0% | Buy | 20.1x | 21 |
 COMMCommScope Holding Company, Inc. | $3.9B | $17.82 | $16.57 | -7.0% | Hold | 11.7x | 19 |
 VIAVViavi Solutions Inc. | $9.0B | $36.43 | $58.67 | +61.0% | Buy | 38.9x | 19 |
 CIENCiena Corporation | $50.4B | $355.91 | $490.83 | +37.9% | Buy | 49.7x | 42 |
 LITELumentum Holdings Inc. | $72.9B | $937.00 | $1092.17 | +16.6% | Buy | 113.9x | 25 |
 AAOIApplied Optoelectronics, Inc. | $8.1B | $101.06 | $184.00 | +82.1% | Buy | 136.6x | 16 |
 CSCOCisco Systems, Inc. | $419.5B | $106.43 | $132.00 | +24.0% | Buy | 24.9x | 74 |
 NTGRNETGEAR, Inc. | $597M | $22.24 | $33.25 | +49.5% | Hold | 78.0x | 17 |
Quick answers to the most common questions about buying CLFD stock.
The consensus Wall Street price target for CLFD is $40.67, representing 30.9% upside from the current price of $31.07. 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 $40.67 implies 30.9% upside from current levels.
At a forward P/E of 152.8283x, CLFD trades at a premium valuation. The consensus price target of $40.67 (30.9% 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 $38. The consensus of $40.67 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 $40.67, with estimates ranging from $38 (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 152.8x 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 $40.67 price target (30.9% 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 $38 to $44, a 15% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $40.67 consensus represents the middle ground. Our model's $4-$9 range provides an independent fundamental perspective.
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