Some Clearfield, Inc. (NASDAQ:CLFD) Analysts Just Made A Major Cut To Next Year's Estimates
Some Clearfield, Inc. (NASDAQ:CLFD) Analysts Just Made A Major Cut To Next Year's Estimates
Today is shaping up negative for Clearfield, Inc. (NASDAQ:CLFD) shareholders, with the analysts delivering a substantial negative revision to this year's forecasts. Both revenue and earnings per share (EPS) estimates were cut sharply as the analysts factored in the latest outlook for the business, concluding that they were too optimistic previously.
今天对Clearfield, Inc.(纳斯达克股票代码:CLFD)的股东来说是负面的,分析师对今年的预测做出了大幅的负面修正。由于分析师将最新的业务前景考虑在内,得出结论,他们此前过于乐观,因此收入和每股收益(EPS)的预期均大幅下调。
Following the downgrade, the consensus from five analysts covering Clearfield is for revenues of US$152m in 2024, implying a sizeable 43% decline in sales compared to the last 12 months. Following this this downgrade, earnings are now expected to tip over into loss-making territory, with the analysts forecasting losses of US$0.54 per share in 2024. Before this latest update, the analysts had been forecasting revenues of US$229m and earnings per share (EPS) of US$1.17 in 2024. So we can see that the consensus has become notably more bearish on Clearfield's outlook with these numbers, making a sizeable cut to this year's revenue estimates. Furthermore, they expect the business to be loss-making this year, compared to their previous forecasts of a profit.
降级后,涵盖Clearfield的五位分析师一致认为,2024年的收入为1.52亿美元,这意味着与过去12个月相比,销售额大幅下降了43%。在此次降级之后,现在预计收益将转至亏损区间,分析师预计,2024年每股亏损0.54美元。在发布最新消息之前,分析师一直预测2024年的收入为2.29亿美元,每股收益(EPS)为1.17美元。因此,我们可以看到,根据这些数字,人们对Clearfield的前景的共识已变得更加悲观,从而大幅下调了今年的收入预期。此外,他们预计,与之前的盈利预测相比,今年该业务将出现亏损。
View our latest analysis for Clearfield
查看我们对克利尔菲尔德的最新分析
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20231112/0-9c1d00a0c17941615f363887314473b2-0-4a343adf4825fed47be9b5fe32b59fb9.png/big)
The consensus price target fell 22% to US$35.00, implicitly signalling that lower earnings per share are a leading indicator for Clearfield's valuation.
共识目标股价下跌22%,至35.00美元,这暗示着较低的每股收益是Clearfield估值的主要指标。
Of course, another way to look at these forecasts is to place them into context against the industry itself. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 43% by the end of 2024. This indicates a significant reduction from annual growth of 33% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 4.4% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Clearfield is expected to lag the wider industry.
当然,看待这些预测的另一种方法是将其与行业本身相比较。这些估计表明,预计销售将放缓,预计到2024年底,年化收入将下降43%。这表明,在过去五年中,年增长率为33%,已大幅下降。将此与我们的数据进行比较,该数据表明,总体而言,同一行业的其他公司的收入预计每年将增长4.4%。因此,尽管预计其收入将萎缩,但这种云并没有带来一线希望——预计Clearfield将落后于整个行业。
The Bottom Line
底线
The biggest low-light for us was that the forecasts for Clearfield dropped from profits to a loss this year. Regrettably, they also downgraded their revenue estimates, and the latest forecasts imply the business will grow sales slower than the wider market. After such a stark change in sentiment from analysts, we'd understand if readers now felt a bit wary of Clearfield.
对我们来说,最大的弱点是,今年对Clearfield的预测从盈利降至亏损。遗憾的是,他们还下调了收入预期,最新的预测表明,该业务的销售增长将低于整个市场。在分析师的情绪发生了如此明显的变化之后,我们可以理解读者现在是否对Clearfield感到有些警惕。
There might be good reason for analyst bearishness towards Clearfield, like its declining profit margins. For more information, you can click here to discover this and the 2 other concerns we've identified.
分析师可能有充分的理由看跌Clearfield,例如其利润率下降。欲了解更多信息,您可以单击此处了解这个问题以及我们确定的其他 2 个问题。
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying.
当然,看到公司管理层将大量资金投资于股票与了解分析师是否在下调预期一样有用。因此,您可能还希望搜索这份内部人士正在购买的免费股票清单。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。