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Clearfield remains a buy despite FY2026 guidance cut due to broadband delays and fiber shortages.

Market News
28 Aug 2026
Seeking Alpha
View Source
Neutral
pluang ai news

Clearfield cut its FY2026 guidance because of delays in broadband projects linked to slow government BEAD program rollout and fiber supply constraints. However, the company secured a $22 million order for hyperscale data centers, validating its growth potential in that sector. The current challenges seem related to timing rather than fundamental issues, and broadband demand remains strong but postponed. After a 40% stock drop since May 2026, Clearfield's valuation now offers a good margin of safety for investors amid ongoing uncertainties.

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