Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$2.7B
14M shares
52-week range
$110.67 – $293.51
44% from low
Sector
ELECTRONIC COILS, TRANSFORMERS & OTHER INDUCTORS
Exchange
NASDAQ
CS
P/S (TTM)
3.5
EV / FCF (TTM)
31.7
Bel Fuse Inc designs and manufactures electronic components that protect and connect electronic circuits. Its product portfolio is divided into three categories: magnetic solutions, power solutions & protection, and connectivity solutions. These products are used for the computer, networking, telecommunications, transportation and defense/aerospace, automotive, medical, and consumer electronics industries. Its geographical segments are the United States, Macao, United Kingdom, Slovakia, Germany, Switzerland, and All other foreign countries. Majority of the revenue is derived from United States.
www.belfuse.comNo one on the platform currently holds BELFA.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 68,253 | $12.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-15 | $0.0600 | 2026-10-30 |
| 2026-07-15 | $0.0600 | 2026-07-31 |
| 2026-04-15 | $0.0600 | 2026-05-01 |
| 2026-01-15 | $0.0600 | 2026-01-30 |
| 2025-10-15 | $0.0600 | 2025-10-31 |
| 2025-07-15 | $0.0600 | 2025-08-01 |
| 2025-04-15 | $0.0600 | 2025-05-01 |
| 2025-01-15 | $0.0600 | 2025-01-31 |
| 2024-10-15 | $0.0600 | 2024-11-01 |
| 2024-07-15 | $0.0600 | 2024-08-01 |
No one on the platform has traded BELFA yet.
| 2024-04-12 | $0.0600 | 2024-05-01 |
| 2024-01-11 | $0.0600 | 2024-02-01 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 13.6% | 14.8% | — | — | — | |
| Rev. Growth % | 26.3% | 7.7% | ||||
| Profit Margin % | 9.1% | 8.2% | 3.0% | |||
| Free Cash Flow Margin % | 10.1% | 8.0% | 6.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +7.5% on the P/E track.
At today's price, your expected annual return is +13.5% on the P/E track.
At today's price, your expected annual return is +19.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $809M | +20.5% | $9.74 | $9.38–$10.13 | 19.6× | 1 |
| 2027 | $873M | +7.9% | $11.00 | $9.48–$12.53 | 17.4× | 2 |
| 2028 | $978M | +12.1% | $14.30 | $13.78–$14.87 | 13.4× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $2.39 | $2.90 | +21.3% |
| 2026-04-29 | $1.62 | $1.72 | +6.2% |
| 2026-02-17 | $1.58 | $1.88 | +19.0% |
| 2025-10-29 | $1.43 | $1.99 | +39.2% |
| 2025-07-24 | $1.36 | $1.58 | +16.2% |
| 2025-04-24 | $1.15 | $1.28 | +11.3% |
| 2025-02-18 | $1.01 | $1.45 | +43.6% |
| 2024-10-23 | $0.83 | $0.94 | +13.3% |
| $3.0B |
| — |
| NTCTNetScout Systems, Inc. | $37.37 | -1.79% | $2.7B | — |
| OUSTOuster, Inc. | $33.46 | -5.29% | $2.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
$BELFA Positive (80%): faces upward stock-price pressure because the reported revenue and adjusted-earnings beats, combined with above-consensus next-quarter revenue guidance, support higher near-term sales and profit expectations. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/c313d1a101164149?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗
$BELFA Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.80 down -11.33% YoY • Reported revenue of $210.69M up 25.18% YoY • Bel Fuse Inc. expects third-quarter 2026 sales of $205 million to $225 million and a gross margin of 39% to 41%, assuming the continuation of current market conditions for Bel Fuse Inc.
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$BRUN once in a lifetime opportunity The thing that catches my eye is the comparison between: * ~$500M market cap * ~$940M contracted revenue If they can convert that into some revenue this is a 10x bottle rocket Your looking at overextended $MU - $NBIS - $BELFA - $DELL Boost run is literally the next rocket shot
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@Bernelius85 $ROG chart is awesome and $BELFA $BELFB also studs (I own $BELFB)
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$BELFA shaved some profit, I sold a bit at $239.52 LT gain +166.13% I will maintain a good position.
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$BELFA Industrial equipment, safety, and specialty manufacturing companies report strong Q1 2026 earnings with revenue growth, margin expansion, and robust order backlogs, signaling sustained demand from infrastructure and capital deployment cycles. Learn more: https://axlfi.com/themes/241
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$BELFA Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.86 down -36.76% YoY • Reported revenue of $178.49M up 17.24% YoY • Bel Fuse Inc. expects Q2 2026 sales to range from $195 million to $215 million, with a gross margin of 38% to 40%, supported by robust bookings and higher demand from customers.
View on StockTwits ↗
$MEI $BELFA $BELFB Methode Electronics sells dataMate business to Bel Fuse, terms undisclosed Methode Electronics, Inc. (MEI) announced the sale of its dataMate copper transceiver business to Bel Fuse (BELFB). "This deal furthers our stated strategy of portfolio refinement and debt reduction while freeing resources for Methode to concentrate on its high-density power delivery products and streamline our facilities footprint," said Jon DeGaynor, President and CEO, Methode Electronics. "We are pleased to have found a path for dataMate to expand and accelerate development of its innovative data-over-copper solutions as part of the Bel Fuse portfolio."
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.