CLFD Clearfield Inc

$CLFD Take it for what it is worth. I do not think Cheri is hyping the opportunity. I was personally pleased with the call. Our position in broadband is growing for the national accounts where business is moving. But we— that business cannot grow until supply has been improved. And that's why it's not the lack of demand, but it's that lack of supply that has our growth rate there in the mid to single high digits. We get a significant win at a large regional and we could see that grow, which I think is very possible. But you guys know me and Dan, we're pretty conservative in the way that we look at, you know, our guidance. And with that, I would say in the data center space, I think we're pretty conservative there as well. Even at $50, $60 million, it is just amazing as to what is available to us and what it— what the potential is for us to be able to uncover.

$CLFD Food for thought We are seeing a huge correction in AI infrastructure stocks due to possible slowdown in data center spending. Who benefits in this scenario? The telco's and smaller ISP's are struggling with labor and fiber shortages. Along with spiking prices for spot market fiber. If the pace of data center construction slows, those headwinds should subside. This could happen while BEAD money if finally rolling in. Other components like memory would be freed up as well. Clearfield is uniquely positioned IMO. IF the above scenario plays out, their long standing customer base would see improved macro conditions for FTTH deployments. That part of clearfield's business that has been stagnant for the last 2-3 years could see a nice boost. If that does not play out, you still have nova's potential within data centers. Clearfield could very well be positioned to benefit in either scenario. Connectivity matters and fiber is the premier option.

$CLFD I am thinking midrange of guidance at $40M for q4. What will be interesting is backlog. It should at least double from the $21M.X posted in q3. Of course commentary related to nova will be big as well. Maybe, just maybe, they are starting to see a little activity related to bead. This is a tough market right now so a meet with meh guidance will likely get punished. I THINK 2027 could be a good year for clfd, but not so sure about today's earnings. Hoping for the best.

$CLFD Just you wait till next year, and this time we really mean it... On the plus side they're going to have a lot of opportunities to buy back shares closer to 20 bucks. Cheri should have been gone a long time ago, but shareholders are not a priority at CLFD.

$CLFD Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $0.00 • Reported revenue of $39.34M up 123.65% YoY • Clearfield expects fiscal 2027 net sales of $195M to $205M and net income per share of $0.25 to $0.46; first-quarter net sales are expected at $48M to $52M.

$CLFD People need to stop living in unicorn land. Even Reuter is reporting on WHO is attacking data centers in Europe. Come to your own conclusions.

$CLFD So for the longs here - that are constantly in communication? What’s the deal? They going to sell the company? Right around here is where the company does buybacks and it’s been great for swings. Earning coming though. And Cheri out. They just trying to sell it all? What do you think? Company cannot continue like this forever. Slow death. No matter what the balance sheet says.

$CLFD Cheri is 64 years old with millions in the bank, retiring in today’s circumstances seems more than logical. Sell the company to $GLW

$CLFD seems like an odd time to be leaving without someone already selected and on the cusp of AI market breakthru. Also the recdbt timing of that article. On the flip side, AIPH continues to purchase shares and approaching 10%.

$CLFD (Clearfield, Minneapolis maker of fiber-optic connectivity gear): co-founder Cheri Beranek retires as CEO by March 31, 2027 with no successor named; the board is searching outside and inside. Market value ~$415.7M at $30.6 (16:00 ET Oct 19, 2026); June 30, 2026 cash plus investments: $155.1M. Offset: she stays until a successor starts, then as CEO Emeritus, and preliminary unaudited FY26 results are expected in line with Aug 5 guidance, itself a cut ($151M-$155M sales, $0.14-$0.21 EPS). Results due after the close Nov 10, 2026.