Update shared on04 Aug 2025
Fair value Increased 5.14%Analysts have raised Belden’s price target to $139.67, citing greater pricing power and reduced tariff risks in the industrial tech and auto sectors, which are expected to support the company’s margins and growth.
Analyst Commentary
- Bullish analysts expect more measured tariff levels than previously anticipated, reducing risk for the industrial tech sector.
- Revised US auto sales forecasts indicate slightly higher unit sales in 2025 and 2026, supporting improved growth outlooks.
- Anticipated moderation in auto sales for the second half, with offsetting effects from pre-buying activity ahead of tariffs.
- Expectation of higher pricing in the sector due to tariffs, potentially boosting revenue and margins for suppliers like Belden.
- Confidence that broader industry dynamics and pricing power will continue to support Belden’s performance.
What's in the News
- Belden issued Q3 guidance, expecting revenues between $670 million and $685 million, with GAAP EPS of $1.33 to $1.43.
- The company's Alpha Wire portfolio is now offered by RS, featuring Xtra-Guard and EcoGen series cables engineered for demanding industrial automation and harsh environments, including compliance with numerous global standards.
- Belden was dropped from multiple Russell value and small-cap indexes, including Russell 2000, 2500, 3000, and Small Cap Comp Value benchmarks and indexes.
- Belden announced new products for critical applications, including the FiberExpress XHD Patch Panel system for high-speed networks, EN-IEC rated LSZH RS485 cables, Lumberg M12 Power Solution, and updates across its Hirschmann and PROVIZE portfolio for enhanced security, efficiency, and network management.
- The company launched the 10GXM13 Category 6A Cable, offering a smaller diameter, filler-free design, and ease of installation for infrastructure upgrades in diverse markets.
Valuation Changes
Summary of Valuation Changes for Belden
- The Consensus Analyst Price Target has risen from $132.83 to $139.67.
- The Future P/E for Belden has risen from 20.40x to 21.80x.
- The Consensus Revenue Growth forecasts for Belden has fallen from 4.6% per annum to 4.3% per annum.
Disclaimer
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