BDC · NYSE · STOCK
Belden (BDC) Stock Analysis
$102.88
52W $98.00 – $159.99
59/100
$4.07B
16.7
1.13
Is BDC Bullish or Bearish?
Bullish.
Innellis AI committee rates Belden Inc. (BDC) Buy with a composite score of 59/100
, based on 5 analysts with 60% agreement.
Last updated October 16, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +15.83 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -4.17 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is sector concentration is already high (hhi 2739.42). The committee is constructive but not yet at full conviction.
Bull & Bear Case
Bull Case
- ROE of 18.9% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price structure making lower highs and lower lows — Technical
- MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of October 16, 2026
Overall Committee Score
59/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 39%
of 287 Technology peers
Value Analyst
bullish
63
/ 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ ROE of 18.9% shows genuine earnings power backing the valuation
Growth Analyst
bullish
68
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst
neutral
42
/ 100 · High confidence
Mixed or range-bound price action
− Price structure making lower highs and lower lows
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
neutral
58
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2739.42)
Investment Thesis Evolution
Committee score moved marginally from 60.0 to 59.2.
- Conviction changed from high to moderate.
- Committee agreement fell sharply from 80% to 60%.
- New bearish signals: 1 appeared.
- Bearish pressure eased: 2 signal(s) disappeared.
- Analyst(s) changed stance: News Analyst.
Analyst-level changes:
- News Analyst: stance bullish->neutral; score 62->58 (-4).
- Portfolio Manager: +1 bearish signal(s).
Comparing 2026-10-15 to 2026-10-16 (1 day apart).
Technical Analysis
RSI (14)
34.6
Neutral
MACD Histogram
-0.357
Bearish Momentum
Trend Direction
Downtrend
Weekly: Sideways
Market Structure
Mixed
Support
$101.58
Resistance
$114.58
Bollinger %B
0.01
Inside Bands
Price vs Moving Averages
EMA 9
$107.26
Below
EMA 21
$109.86
Below
EMA 50
$113.12
Below
EMA 200
$116.45
Below
Fundamental Analysis
Valuation
82
Growth
91
Profitability
61
Financial Health
89
Cash Flow
70
Valuation
P/E Ratio
16.7×
P/B Ratio
2.93×
PEG Ratio
1.49
Dividend Yield
0.19%
52W High
$159.99
52W Low
$98.00
Quality & Growth
ROE
1878.5%
ROA
670.3%
Gross Margin
3647.2%
Operating Margin
1308.4%
Revenue Growth YoY
—
Debt / Equity
0.95
AI Fundamental Assessment
P/E ratio of 16.7 (inexpensive relative to a 15-40x range); Price-to-book of 2.9x; PEG ratio of 1.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 18.8%; Return on assets of 6.7%; Net margin of 8.5%; Gross margin of 36.5%; Current ratio of 2.14 (healthy short-term liquidity); Debt-to-equity of 0.95; Free cash flow per share is positive (5.44); Most recent quarter beat estimates by 14.9%; 5 consecutive earnings beats; EPS growth accelerating (-14.9% -> +32.2% QoQ); Average YoY EPS growth of 23.8%; Analyst estimates rising over recent quarters
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