Conviction
3 → 2
Current stock research snapshot · 8/6/26 20 days old
BELFABel Fuse Inc.
Investment conviction●●○○○2 of 5 · current snapshot
Research target$38.00Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/6/26
Market cap$2.97BSnapshot value · 8/6/26
Research history
See all BELFA changes ↗What changed
Power supplies, magnetics, and circuit protection for data center and networking equipment — picks-and-shovels for AI infrastructure power delivery. $573M rev, P/E 14.
Q2 2026 earnings (data-solutions growth, $531M backlog +21% YoY conversion); Citi Buy $325 PT / JPM Overweight $370 PT / BofA Buy initiations Jul 2026; data center power magnetics demand acceleration (600kW-1MW racks); $1B revenue long-term target
needs primary source validation
needs primary source validation
Snapshot · 8/6/26🟡 Mixed · ins-$2.6M · 13F 13+/12-×0.5 · short↓0.14
Snapshot · 8/6/26