Published

24 Sep 24

Updated

23 Jun 26

Views

71

Not Invested

Fair Value

US$322

Share price23 Jun

US$223.1330.7% undervalued

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1Y99.94%

7D-4.30%

Enercon Acquisition And India Shift Will Support Future Resilience

AN

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

24 Sep 24

Updated

23 Jun 26

Views

71

Not Invested

Shared on 23 Jun 26

BELF.A: Operational Reset And Defense Exposure Will Support Next Upside Phase

Bel Fuse leans on a multi-year operating reset and tougher pricing discipline to lift investor expectations, with analysts raising their target even as they warn there’s less room for missteps. A new business-unit shakeup, fresh fundraising, and upbeat near-term outlook tied to defense, air, space, and data customers add momentum—but execution and demand swings could still bite.

2 views

Shared on 04 Jun 26

BELF.A: AI And Defense Exposure Will Support The Next Upside Phase

Analysts are getting more upbeat on Bel Fuse as demand tied to AI and defense looks stronger, even after recent share-price weakness. The company also issues new guidance, reorganizes around end markets, and raises fresh shares—moves that could shape what comes next for growth and expectations.

2 views

Shared on 06 May 26

Fair value Increased 193%

BELF.A: AI And Defense Demand Will Drive The Next Upside Chapter

Narrative Update on Bel Fuse The analyst price target for Bel Fuse has been revised from $110 to $322 as analysts update their assumptions on long term revenue growth, profit margins, and future P/E. This follows a series of price target increases and bullish research calls across the Street.

5 views

Shared on 01 May 25

Fair value Decreased 2.80%

0 views

Shared on 23 Apr 25

Fair value Decreased 0.78%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

1 view

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 02 Apr 25

Fair value Increased 3.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 11 Mar 25

Fair value Increased 19%

AnalystConsensusTarget has decreased revenue growth from -0.8% to 12.7%, increased future PE multiple from 17.8x to 21.1x and increased discount rate from 7.1% to 8.2%.

1 view

Fair Value vs Share Price

US$322

vs US$223.1330.7% undervalued

13.3%

Revenue growth

17.6%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Bel Fuse

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Flawless balance sheet with moderate growth potential.

Market capUS$3.5b

PB3.5x

Estimated Growth10.4%

Dividend Yield0.1%

CEO & management

Farouq Tuweiq

CEO

1.3yrs

CEO Tenure

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.