$BDC

BELDEN INC.

Belden supplies connection solutions to distributors, end-users, installers and original equipment manufacturers. As of December 31, 2025, it operates two segments: Smart Infrastructure Solutions and Automation Solutions. Smart Infrastructure Solutions serves building, data center, broadband and wireless markets with copper and fiber cable and connectivity, network equipment, and systems for power, cooling and airflow management. Automation Solutions provides digitization and automation infrastructure for industrial markets, including solutions for data acquisition, transmission, orchestration and management. Belden sells through distributors and directly to end-users and OEMs. Its automation products and solutions are also sold through value-added resellers and system integrators. The company is headquartered in St. Louis, Missouri.

AlphAI earnings readThird Quarter 2026 · OCT 29Belden Reports Record Third Quarter 2026 Results and Announces $100 Million Data Center Agreement for 2027Verdict: strong

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Belden Reports Record Third Quarter 2026 Results and Announces $100 Million Data Center Agreement for 2027

BELDEN INC. (BDC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Belden Reports Record Third Quarter 2026 Results and Announces $100 Million Data Center Agreement for 2027 St. Louis, Missouri – October 29, 2026 - Belden Inc. (NYSE: BDC) (“Belden” or the “Company”), a global full-stack networking solutions company, today reported fiscal third q

Belden earnings matched, revenue topped estimates

Belden (BDC) reported Q3 EPS of $2.26, matching estimates, and revenue of $966M, exceeding expectations. The company guided Q4 2026 EPS to $2.20-$2.35 and revenue to $960M-$980M, both slightly below consensus. BDC's stock is down 14.02% over the last 3 months.

Belden Inc. (BDC) Partners With Radiflow to Automate OT Threat Response

Belden Inc. (BDC) has partnered with Radiflow to integrate OT threat detection with its network access control, aiming to automate threat response in industrial environments. The move aligns with growing demand for OT cybersecurity, but investors will watch for customer wins and revenue impact.

BDC sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 15 news stories mentioning BDC (BELDEN INC.). Coverage has skewed bullish: 6 bullish, 5 neutral, and 4 bearish.

Recent BDC coverage spans earnings, financial news and technology.

What's driving BDC

AlphAI scores every news story that mentions BDC with an AI model for sentiment and relevance, and aggregates insider trades from BELDEN INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BDC

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$BDCHigh

Belden Reports Record Third Quarter 2026 Results and Announces $100 Million Data Center Agreement for 2027

BELDEN INC. (BDC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Belden Reports Record Third Quarter 2026 Results and Announces $100 Million Data Center Agreement for 2027 St. Louis, Missouri – October 29, 2026 - Belden Inc. (NYSE: BDC) (“Belden” or the “Company”), a global full-stack networking solutions company, today reported fiscal third q

Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls

Stifel upgraded Microsoft (MSFT) to Buy with a $575 price target, citing sustained revenue growth. Susquehanna upgraded RXO Inc. (RXO) to Neutral with a $19 target. JPMorgan upgraded Graphic Packaging (GPK) to Overweight with an $11.50 target. RBC upgraded Lakefront Biotherapeutics (LKFT) to Outperform with a $45 target. Guggenheim upgraded Editas Medicine (EDIT) to Buy with a $5 target. Wedbush downgraded Compass Therapeutics (CMPX) to Neutral with a $1 target.

$ALNTHighAI 8/10

Q2 Electronic Components Earnings: Allient (NASDAQ:ALNT) Impresses

Allient (ALNT) reported Q2 revenue of $153.8M, up 10.2% YoY, beating estimates by 5.5%. The company's stock is flat since reporting. Advanced Energy (AEIS) saw 30% YoY revenue growth, outperforming expectations by 5.6%, but its stock fell 6.1%. nLIGHT (LASR) reported 33.8% YoY revenue growth, beating estimates by 4.6%, but its stock dropped 44%. Belden (BDC) reported 11.6% YoY revenue growth, in line with expectations, and its stock rose 12.5%. Bel Fuse (BELF.A) saw 25.2% YoY revenue growth, bea

Zacks.com featured highlights Nutex, RCM, Remitly and Belden

Zacks.com highlighted four companies with strong net profit margins: Nutex Health (NUTX), RCM Technologies (RCMT), Remitly Global (RELY), and Belden (BDC). Each company's 2026 earnings estimates were revised upward, with NUTX up 32.5%, RCMT up 13.3%, RELY up 13.8%, and BDC up 5.7%. All companies recently beat earnings estimates.

Belden (BDC) Unveils New IT OT Networking Products

Belden (BDC) introduced new IT/OT networking products, including industrial connectivity, wireless orchestration, and rugged switching. The company aims to capture a larger share of customer networking budgets. BDC has a market cap of $4.6B and focuses on unified networking solutions. Investors should watch revenue shifts toward higher-margin solutions and adoption of new products.

$BDCHighAI 8/10

The AI Boom Is Turning This Cable Maker Into a Stock to Watch

Belden (NYSE: BDC) reported record Q2 revenue of $750.2M, up 11.6% YOY, and net income of $68.5M, up 12.3%. The company benefits from AI data center demand and completed a $1.85B acquisition of RUCKUS Networks. Analysts rate it a Buy with an average price target of $156.25, implying 20% upside. Risks include competition and integration challenges.

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