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Belden (BDC) Stock Analysis

Technology Updated October 10, 2026
$109.23
52W $98.00 – $159.99
62/100
$4.27B
17.5
1.13
AI Committee Verdict
Buy
62/100
Conviction: High · 80% agreement · 5 analysts
+4.9%
-3.0%
1.61:1
High

Is BDC Bullish or Bearish?

Bullish. Innellis AI committee rates Belden Inc. (BDC) Buy with a composite score of 62/100 , based on 5 analysts with 80% agreement. Last updated October 10, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.53 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 — -7.47 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 2796.97). 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
  • MACD histogram positive -- bullish momentum — Technical
  • News sentiment is positive (+0.20 across 10 articles, 14d) — News
Bear Case
  • Price structure making lower highs and lower lows — 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 10, 2026
Overall Committee Score
62/100
Agreement
80%
Analysts
5
Conviction
High
Sector Rank
Top 20%
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
52 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− 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 bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 10 articles, 14d)
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 2796.97)
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Investment Thesis Evolution

Committee score moved marginally from 62.5 to 62.5.

Comparing 2026-10-09 to 2026-10-10 (1 day apart).

Technical Analysis

RSI (14)
43.3
Neutral
MACD Histogram
0.105
Bullish Momentum
Trend Direction
Downtrend
Weekly: Sideways
Market Structure
Mixed
Support
$105.90
Resistance
$114.58
Bollinger %B
0.26
Inside Bands
Price vs Moving Averages
EMA 9
$110.20 Below
EMA 21
$111.95 Below
EMA 50
$114.45 Below
EMA 200
$116.90 Below

Fundamental Analysis

Valuation
79
Growth
91
Profitability
61
Financial Health
89
Cash Flow
70
Valuation
P/E Ratio 17.5×
P/B Ratio 3.07×
PEG Ratio 1.56
Dividend Yield 0.18%
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 17.5 (inexpensive relative to a 15-40x range); Price-to-book of 3.1x; PEG ratio of 1.6 (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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