Belden (BDC)

Yesterday, Belden (BDC; $110.80; O/P) announced that it plans to manufacture select products of its recently acquired RUCKUS Networks business in Pune, India, which we think is an interesting move towards producing more immediate operating…

We reiterate our Outperform and raise our target from $130 to $155 on the shares of Belden (BDC; $124.05; O/P) as we increase 2026/2027E EPS from $7.85/$8.90 to $8.55/$9.65 (13% average annual growth) after its…

We raise our rating from Equal-Weight to Outperform and establish a target of $130 on the shares of Belden (BDC; $105.84). The stock is now down 30% from its 52-week high, set back in mid-February,…

Belden (BDC; $114.15; E/W) posted a solid Q1 set of results on Thursday (4/30), including EPS of $1.77, which beat our $1.70, led by some broadly better than expected sales that led to solid operating…

We stick with our current EPS estimates for Belden (BDC; $132.47; E/W) into the company’s Q1 results and guidance, which are scheduled for April 30th (before market). Admittedly, BDC may be only one of the…

We adjust our 2026E EPS for Belden (BDC; $150.91; E/W) from $7.70 to $7.75, vs. $7.54 in 2025, after the company produced some Q4 EPS upside with Q1E guidance that was generally in line with…

Belden (BDC; $142.23; E/W) reported Q4 non-GAAP EPS of $2.08, which beat our consensus matching $1.95 on some better-than-expected sales ($720mm vs. our and the Street’s $697mm). We estimate non-operating items were a $0.04 per…

Yesterday (12/11), we hosted a virtual investor meeting for Belden’s (BDC; $124.89; E/W) CFO Jeremy Parks and VP of IR, Aaron Reddington, which highlighted ongoing progress towards increasing the company’s mix of higher margin full…

We are raising our 2025/2026E EPS for Belden (BDC; $122.26; E/W) from $7.30/$7.45 to $7.42/$7.70 after the company produced some Q3 EPS upside with Q4E guidance that was ahead of our and Street estimates. BDC…

We think recent news flow out of Belden (BDC; $128.89; E/W) related to the company’s networking and connectivity solutions for more advanced data center markets, where the company’s exposure historically has been limited, highlights how…

We are adjusting our 2025/2026E EPS for Belden (BDC; $123.65; E/W) from $7.25/$7.75 to $7.30/$7.45 after the company produced some Q2 EPS upside and provided Q3E guidance that encompassed Street estimates. We note that we…

We believe the recent EPS season news flow is supportive of the idea that Belden (BDC; $128.56; E/W) can produce some Q2 EPS upside with Q3E guidance that lives up to our somewhat above consensus…

We bump up our 2025/2026E EPS for Belden (BDC; $101.35; E/W) from $7.00/$7.70 to $7.25/$7.75 after the company produced some healthy Q1 upside with Q2E guidance that was generally in line with Street expectations.  On…

Belden (BDC; $103.11; E/W) reported Q1 non-GAAP EPS of $1.60, which beat our $1.48 and the Street’s $1.49 on sales of $625mm (vs. our $613mm and the Street’s $616mm). Recall, BDC’s Q1 guidance called for…

The shares of Belden (BDC; $93.48; E/W) are down 17% YTD, including -11% since the U.S. announced a first version of new import tariffs on April 2nd, ahead of the company’s Q1 results and outlook,…