Added to YB: 2026-05-29
Pitch date: 2026-05-27
CLFD [bullish]
Clearfield, Inc.
-7.96%
current return
Author Info
No bio for this author
Company Info
Clearfield, Inc., together with its subsidiaries, designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally.
Market Cap
$696.6M
Pitch Price
$50.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
73.13
P/E
220.73
EV/Sales
4.15
Sector
Communications Equipment
Category
growth
Clearfield ($CLFD): The AI Data Center Bottleneck No One Is Talking About
CLFD: Partnered w/ VoltServer to bundle data+power in single NOVA cassette using digital pulse tech (FMP), shrinking DC power infrastructure 84% vs bulky copper/steel conduit. Solves space bottleneck blocking GPU rack density. Backlog +39% as DCs skip testing phase to deploy today, bypassing 3yr electrical hardware shortage. More GPUs/sq ft + lower power waste = clear ROI at scale.
Read full article (2 min)