BEL FUSE INC /NJ
No enriched coverage for $BELFA in the last 7 days.
No SEC Form 4 filings for $BELFA in the last 30 days.
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.
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.
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
Recent BELFA coverage spans earnings, financial news and market movers.
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.
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.
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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 readBel 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) 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 readBel 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 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 readBank 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 readA 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 readThe 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) 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 readWall Street issued multiple analyst actions Wednesday across major stocks. Piper Sandler reiterated Tesla overweight; Rosenblatt reiterated Nvidia buy; RBC upgraded Pfizer to market perform; UBS upgraded Cava to buy; Barclays upgraded Oscar Health to overweight. Several firms also initiated or adjusted targets/ratings, including Piper Sandler’s SharkNinja overweight ($150 PT) and Jefferies’ Netflix buy (PT cut to $110).
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