AUG 14·SEC EDGARLow
GILBERT PETER E sold $146K of BELFA (indirect holdings)
GILBERT PETER E sold 500 indirectly-held shares of BEL FUSE INC /NJ (BELFA) at $292.12 ($0.15M total) on 2026-08-12.
StockNASDAQ · US · USDTechnology · Electronic Components
$BELFA
BEL FUSE INC /NJ
Price · $BELFAvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $BELFA in the last 7 days.
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $146K 1 txs
GILBERT PETER E1× · $146K
10b5-1 share of filings0%
Top stories · $BELFAMore →
AUG 1·yahoo.com
BELFA Q2 Deep Dive: Defense and Data Solutions Drive Growth, Margin Expansion Ahead
Bel Fuse reported Q2 revenue of $210.7M, up 25.2% year over year and slightly above analysts’ $207.4M estimate. Adjusted EPS was $2.76 versus $2.29 expected, and adjusted EBITDA was $48.87M. Q3 CY2026 revenue guidance midpoint is $215M. Management cited defense and data solutions growth and margin expansion.
JUL 29·financialcontent.com
Bel Fuse’s (NASDAQ:BELFA) Q2 CY2026 Sales Top Estimates, Guides for Strong Sales Next Quarter
Bel Fuse (NASDAQ: BELFA) reported Q2 CY2026 revenue of $210.7 million, up 25.2% year over year, topping Wall Street estimates. Management guided next-quarter revenue to $215 million at the midpoint, above analyst expectations. Non-GAAP EPS was $2.76, up from $1.58 a year earlier, and ahead of consensus. The company said it raised net proceeds of $441.6 million to pay down debt and fund Enercon-related plans.
BELFA sentiment & insider activity
Recent BELFA coverage spans earnings, financial news and insider activity.
In the last 30 days, BELFA insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($146K). The most active reporter was GILBERT PETER E with 1 filing.
What's driving BELFA
A routine director open-market sale with no 10b5-1 plan disclosed; it is more a sentiment datapoint than a fundamental catalyst.
Beats plus above-consensus Q3 guidance and margin expansion drivers (defense/data mix, pricing actions, operational leverage) suggest near-term upside to estimates and sentiment.
Beat on Q2 sales and EPS plus upside sales guidance should support near-term estimates and sentiment, with focus on whether defense/data demand and distribution recovery persist.
The 8-K provides fresh quarterly results plus explicit Q3-26 sales and gross margin guidance, which can drive near-term estimate revisions and positioning.
Earnings are the primary catalyst, with consensus growth expectations and recent beats/guidance setting up a near-term volatility window.
alphai scores every news story that mentions BELFA with an AI model for sentiment and relevance, and aggregates insider trades from BEL FUSE INC /NJ's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $BELFA
Score
GILBERT PETER E sold $146K of BELFA (indirect holdings)
GILBERT PETER E sold 500 indirectly-held shares of BEL FUSE INC /NJ (BELFA) at $292.12 ($0.15M total) on 2026-08-12.
1 min readBELFA Q2 Deep Dive: Defense and Data Solutions Drive Growth, Margin Expansion Ahead
Bel Fuse reported Q2 revenue of $210.7M, up 25.2% year over year and slightly above analysts’ $207.4M estimate. Adjusted EPS was $2.76 versus $2.29 expected, and adjusted EBITDA was $48.87M. Q3 CY2026 revenue guidance midpoint is $215M. Management cited defense and data solutions growth and margin expansion.
4 min read
Bel Fuse’s (NASDAQ:BELFA) Q2 CY2026 Sales Top Estimates, Guides for Strong Sales Next Quarter
Bel Fuse (NASDAQ: BELFA) reported Q2 CY2026 revenue of $210.7 million, up 25.2% year over year, topping Wall Street estimates. Management guided next-quarter revenue to $215 million at the midpoint, above analyst expectations. Non-GAAP EPS was $2.76, up from $1.58 a year earlier, and ahead of consensus. The company said it raised net proceeds of $441.6 million to pay down debt and fund Enercon-related plans.
4 min readBEL FUSE INC /NJ (BELFA): Results of Operations and Financial Condition
BEL FUSE INC /NJ (BELFA) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex_964865.htm EXHIBIT 99.1 ex_964865.htm Exhibit 99.1 FOR IMMEDIATE RELEASE Bel Fuse Inc. 300 Executive Drive Suite 300 West Orange, NJ 07052 www.belfuse.com tel 201.432.0463 Bel Reports Second Quarter and First Half 2026 Results Provides Q3-26 Sales and Gross Margin Gu
6 min read
Bel Fuse Earnings: What To Look For From BELFA
Bel Fuse (NASDAQ: BELFA) is set to report earnings Wednesday. The company last quarter posted revenue of $178.5 million, up 17.2% year on year, beating revenue and EPS expectations, and issued next-quarter guidance above analysts’ estimates. For the upcoming quarter, analysts expect revenue growth of 23.2% y/y. The article cites an average analyst price target of $322 versus a $226.25 share price.
4 min readCiti Analyst With 80% Success Rate Calls an Overlooked AI Stock
Citi analyst Asiya Merchant initiated coverage of Bel Fuse (BELFB) on July 13 with a Buy rating and a $325 target, about 22% above a ~$266 share price. Merchant has about 154 wins out of 188 ratings. All six analysts covering BELFB rate it Buy, with an average target near $316. The article links demand to data-center power and connectivity spending.
5 min readBel Fuse shares climb as Bank of America starts coverage with Buy rating
Bank of America initiated coverage of Bel Fuse (NASDAQ:BELFB) with a Buy rating and $330 price target, using 28x its C27E EV/FCF estimate. The note cites improved profitability from portfolio optimization, pricing, cost discipline, and a shift to higher-margin aerospace and defense, space, and data infrastructure. It also points to May 2026 Class B offering for flexibility and ADRS at 55% of fiscal 2025 sales.
3 min read
Here are Tuesday's biggest analyst calls: Nvidia, SK Hynix, Apple, SpaceX, Broadcom, AMD, Netflix & more
A roundup of Tuesday Wall Street analyst actions includes Bank of America reiterating Capital One as buy, Truist initiating Cameco at buy, and Evercore initiating SpaceX at outperform with a $230 target. Other calls: KeyBanc raises Nvidia to $330, Morgan Stanley lowers Netflix target to $90, and UBS upgrades UL Solutions to buy with $110. Multiple other upgrades, downgrades, and initiations are listed.
2 min readHere Are Monday’s Best Wall Street Analyst Research Calls: Atmos Energy, Best Buy, Biogen, Capital One, Costco, Disney, Papa John’s International, Shopify, and More
The article lists Monday analyst calls and market moves. It highlights SK hynix’s Nasdaq debut, up about 12.8% to $168.01 after raising nearly $26.5B. It cites upgrades including BIIB to Buy at $235, COF to Buy at $229, and SHOP to Buy at $160, plus downgrades like BBY to Hold. Circle (CRCL) rose ~15% on OCC approval.
6 min readBEL FUSE INC /NJ (BELFA): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
BEL FUSE INC /NJ (BELFA) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. belfa20260701_8k.htm false 0000729580 0000729580 2026-07-01 2026-07-01 0000729580 belfa:ClassACommonStockCustomMember 2026-07-01 2026-07-01 0000729580 belfa:ClassBCommonStockCustomMember 2026-07-01 2026-07-01 BEL FUSE INC /NJ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washi
2 min read