Clearfield is trading 17.3% down now at $27.92 after the August 5 release highlighted reduced fiscal 2026 guidance.
- Third-quarter revenue rose 13% to $43.9 million and EPS reached $0.22; management cited slower broadband deployment and industry demand constraints.
- Fiscal 2026 guidance is revenue of $151–$155 million and EPS of $0.14–$0.21; weaker gross margins and shrinking backlog added pressure.
- The $22 million hyperscale data-center order provides a positive offset but has not outweighed near-term demand concerns.