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AVNW vs CLFD
Which Stock Would AI Choose? Aviat Networks, Inc. (AVNW) vs. Clearfield, Inc. (CLFD) Stock Comparison
Key Takeaways
- Both AVNW and CLFD operate in the communication equipment sector, focusing on wireless and fiber optic solutions for telecom infrastructure.
- AVNW recently reported Q3 FY26 earnings miss with revenue down 11% YoY due to Middle East project delays, triggering a sharp ~34% stock drop in recent trading.
- CLFD shows relative stability with YTD return of ~1% versus broader market gains, supported by product expansions like new FiberFirst pedestals.
- AVNW offers higher YTD returns (~30%) but faces heightened volatility; CLFD trades at a premium valuation with analyst upside potential.
- Market sentiment favors CLFD for stability amid AVNW's earnings setback, though both benefit from broadband and 5G demand.
- Tickeron's AI tools highlight communication tech bots with up to 162% annualized returns, relevant for sector traders.
Introduction
This stock comparison examines AVNW (Aviat Networks, Inc.) and CLFD (Clearfield, Inc.), two players in the communication equipment industry serving telecom operators and private networks. Both companies support critical infrastructure for wireless transport, fiber management, and broadband expansion amid rising 5G and connectivity demands. Traders seeking exposure to technology hardware with growth in North America and international markets, as well as investors tracking relative performance in volatile sectors, will find this analysis useful for evaluating momentum, risks, and positioning in the current market environment.
AVNW Overview and Recent Performance
Aviat Networks, Inc. (NASDAQ: AVNW) designs and sells microwave networking and wireless access solutions globally, targeting communications service providers (CSPs) and private operators in utilities, transportation, and government. Products include outdoor radios, private LTE/5G routers, and managed services for network optimization.
In recent market activity, AVNW shares experienced significant pressure following Q3 FY26 results, with revenue of $100 million missing estimates by 5% and down 11% year-over-year, attributed to $9 million in Middle East project pushouts amid regional conflicts. Non-GAAP EPS fell to $0.06 from $0.88 prior year. Despite reaffirming full-year guidance ($428-440M revenue, $35-40M adjusted EBITDA), the earnings miss eroded sentiment, leading to a sharp ~34% single-day decline to around $15. YTD returns stand at ~30%, outperforming the S&P 500's ~6%, but 1-year returns lag at ~21% versus market gains. Volatility reflects sector exposure to geopolitical risks and supply chain shifts.
CLFD Overview and Recent Performance
Clearfield, Inc. (NASDAQ: CLFD) specializes in fiber management, protection, and delivery products, including FieldSmart enclosures, WaveSmart optics, and FieldShield pathways, aiding broadband deployment for carriers, MSOs (multiple system operators), and enterprises.
Recent weeks have seen CLFD maintain steadier performance amid broader sector rotations, with shares around $29 and YTD return of ~1%, trailing the S&P 500. 1-year returns are ~6%, reflecting resilience despite past volatility (beta ~1.9). Key developments include expansion of the CraftSmart portfolio with 8- and 10-inch FiberFirst pedestals for enhanced cable management, signaling focus on cost-effective fiber-to-the-premise solutions. Upcoming Q2 FY26 earnings on May 6 underscore expectations for sales growth to $160-170M annually. Sentiment benefits from undervaluation narratives and participation in tech conferences, though higher P/E (~65x) indicates growth pricing.
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Head-to-Head Comparison
AVNW and CLFD share Technology/Communication Equipment exposure but diverge in models: AVNW emphasizes wireless microwave backhaul for rugged terrains and private 5G, while CLFD focuses on fiber optics for urban broadband. Growth drivers for AVNW include international CSPs and BEAD funding; CLFD leverages FTTx (fiber-to-the-x) demand.
Recent momentum favors neither decisively: AVNW's higher YTD gains contrast its post-earnings plunge and geopolitical risks (beta ~0.8), versus CLFD's stability but modest returns and higher beta (~1.9). AVNW (~$194M cap) reports steadier revenue; CLFD (~$407M) eyes undervaluation with analyst targets implying 40-50% upside. Sentiment tilts toward CLFD for lower recent downside risk, though AVNW offers recovery potential via guidance.
Tickeron AI Verdict
Tickeron’s AI currently leans toward CLFD over AVNW, based on superior trend stability, reduced volatility post-AVNW's earnings reaction, and alignment with fiber infrastructure catalysts like BEAD. While AVNW shows stronger YTD momentum and reaffirmed guidance, its international exposure introduces higher uncertainty. Probabilistic edge to CLFD for consistent positioning in communication tech trends.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVNW is a Hold and CLFD is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AVNW’s FA Score shows that 0 FA rating(s) are green whileCLFD’s FA Score has 0 green FA rating(s).
- AVNW’s FA Score: 0 green, 5 red.
- CLFD’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AVNW’s TA Score shows that 4 TA indicator(s) are bullish while CLFD’s TA Score has 6 bullish TA indicator(s).
- AVNW’s TA Score: 4 bullish, 4 bearish.
- CLFD’s TA Score: 6 bullish, 4 bearish.
Price Growth
AVNW (@Telecommunications Equipment) experienced а +1.64% price change this week, while CLFD (@Telecommunications Equipment) price change was -7.40% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +1.40%. For the same industry, the average monthly price growth was +15.53%, and the average quarterly price growth was +73.57%.
Reported Earning Dates
AVNW is expected to report earnings on Aug 26, 2026.
CLFD is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Telecommunications Equipment (+1.40% weekly)The Telecommunications Equipment industry produces voice and data communications equipment, which includes fiber optic delivery products, digital signal processors, high-speed voice, data and video delivery. Additionally, satellite systems, global positioning systems, wireless data systems, personal communications equipment, telephone handsets and payload equipment for satellites also fall into this category. Apple Inc., QUALCOMM Incorporated and Nokia are major global players in this segment.
| AVNW | CLFD | AVNW / CLFD | |
| Capitalization | 203M | 566M | 36% |
| EBITDA | 32.1M | 11.4M | 282% |
| Gain YTD | -26.473 | 42.882 | -62% |
| P/E Ratio | 22.78 | 181.09 | 13% |
| Revenue | 434M | 149M | 291% |
| Total Cash | 78.1M | 91.1M | 86% |
| Total Debt | 107M | 10.9M | 982% |
AVNW | CLFD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 66 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 39 Fair valued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 89 | |
SMR RATING 1..100 | 88 | 91 | |
PRICE GROWTH RATING 1..100 | 91 | 37 | |
P/E GROWTH RATING 1..100 | 100 | 100 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AVNW's Valuation (39) in the Telecommunications Equipment industry is somewhat better than the same rating for CLFD (84) in the Electronic Components industry. This means that AVNW’s stock grew somewhat faster than CLFD’s over the last 12 months.
CLFD's Profit vs Risk Rating (89) in the Electronic Components industry is in the same range as AVNW (100) in the Telecommunications Equipment industry. This means that CLFD’s stock grew similarly to AVNW’s over the last 12 months.
AVNW's SMR Rating (88) in the Telecommunications Equipment industry is in the same range as CLFD (91) in the Electronic Components industry. This means that AVNW’s stock grew similarly to CLFD’s over the last 12 months.
CLFD's Price Growth Rating (37) in the Electronic Components industry is somewhat better than the same rating for AVNW (91) in the Telecommunications Equipment industry. This means that CLFD’s stock grew somewhat faster than AVNW’s over the last 12 months.
CLFD's P/E Growth Rating (100) in the Electronic Components industry is in the same range as AVNW (100) in the Telecommunications Equipment industry. This means that CLFD’s stock grew similarly to AVNW’s over the last 12 months.
| AVNW | CLFD | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 73% |
| Stochastic ODDS (%) | 2 days ago 70% | 2 days ago 78% |
| Momentum ODDS (%) | 2 days ago 75% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 81% | 2 days ago 73% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 74% | 2 days ago 80% |
| Advances ODDS (%) | 6 days ago 68% | 9 days ago 77% |
| Declines ODDS (%) | 12 days ago 74% | 2 days ago 75% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 83% |
| Aroon ODDS (%) | N/A | 2 days ago 78% |
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AVNW and
Correlation & Price change
A.I.dvisor indicates that over the last year, AVNW has been loosely correlated with AUDC. These tickers have moved in lockstep 44% of the time. This A.I.-generated data suggests there is some statistical probability that if AVNW jumps, then AUDC could also see price increases.
| Ticker / NAME | Correlation To AVNW | 1D Price Change % | ||
|---|---|---|---|---|
| AVNW | 100% | -2.42% | ||
| AUDC - AVNW | 44% Loosely correlated | -1.71% | ||
| ADTN - AVNW | 44% Loosely correlated | -2.61% | ||
| CRNT - AVNW | 39% Loosely correlated | +0.80% | ||
| HPE - AVNW | 36% Loosely correlated | -1.15% | ||
| EXTR - AVNW | 33% Poorly correlated | -2.32% | ||
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CLFD and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLFD has been loosely correlated with KN. These tickers have moved in lockstep 41% of the time. This A.I.-generated data suggests there is some statistical probability that if CLFD jumps, then KN could also see price increases.
| Ticker / NAME | Correlation To CLFD | 1D Price Change % | ||
|---|---|---|---|---|
| CLFD | 100% | -3.70% | ||
| KN - CLFD | 41% Loosely correlated | -1.39% | ||
| ITRN - CLFD | 39% Loosely correlated | -1.64% | ||
| HLIT - CLFD | 38% Loosely correlated | -1.48% | ||
| TSAT - CLFD | 36% Loosely correlated | -3.79% | ||
| VSAT - CLFD | 35% Loosely correlated | -0.80% | ||
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