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BELFA · NASDAQ · STOCK

Bel Fuse Inc.

Technology Updated August 11, 2026
$235.08
52W $107.51 – $293.51
64/100
$3.46B
72.5
1.39
AI Committee Verdict
Buy
64/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is BELFA Bullish or Bearish?

Bullish. Innellis AI committee rates Bel Fuse Inc. (BELFA) Buy with a composite score of 64/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.03 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 — -8.97 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 committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 25.3% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 76.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Revenue growing 25.3% YoY -- genuine top-line momentum — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.37 means this name should amplify a favorable market regime — Macro
  • News sentiment is positive (+0.40 across 5 articles, 14d) — News
Bear Case
  • P/E of 76.1 is expensive by classic value standards — Value
  • Price-to-book of 5.0x prices in significant intangible value — Value
  • Bollinger bandwidth of 18.8% signals elevated volatility — Risk
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 August 11, 2026
Overall Committee Score
64/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 19%
of 284 Technology peers
Value Analyst bearish
40 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 76.1 is expensive by classic value standards
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 25.3% YoY -- genuine top-line momentum
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst neutral
52 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Bollinger bandwidth of 18.8% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
70 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 5 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
55.7
Neutral
MACD Histogram
2.084
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$168.73
Resistance
$273.20
Bollinger %B
0.67
Inside Bands
Price vs Moving Averages
EMA 9
$230.28 Above
EMA 21
$230.89 Above
EMA 50
$234.81 Above
EMA 200
$202.77 Above

Fundamental Analysis

Valuation
52
Profitability
57
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 72.5×
P/B Ratio 4.34×
PEG Ratio -97.43
Dividend Yield 0.10%
52W High $293.51
52W Low $107.51
Quality & Growth
ROE 1446.2%
ROA 658.0%
Gross Margin 3952.2%
Operating Margin 1644.2%
Revenue Growth YoY
Debt / Equity 0.04
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 72.5 (rich relative to a 15-40x range); Price-to-book of 4.3x; PEG ratio of -97.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 14.5%; Return on assets of 6.6%; Net margin of 8.1%; Gross margin of 39.5%; Current ratio of 4.48 (healthy short-term liquidity); Debt-to-equity of 0.04; Free cash flow per share is positive (5.39); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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