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BDC

BeldenA
NYSE / Technology Hardware & Equipment
Last Price
Quote time unavailable
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Current thesis
Record second-quarter revenue of $750 million, adjusted EPS of $2.34 and orders of $836 million support a stronger growth case if Belden converts its order book and integrates RUCKUS effectively. [#SEC-8K-2026-07-30]
Posture
Constructive
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-10-29 · BMO.
What can break
RUCKUS integration may not deliver timely cross-selling or expected margins.
Momentum
27
Value
64
Sentiment
64
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $118.00 · Bull $140.00 · Bear $88.00Analysis 2026-10-09; returns require an exact persisted reference.
Earnings
2026-10-29 · BMO
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-26 • Vendor: Data Vendor v1
Scores
As of 2026-10-26 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-09 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-26

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-26. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $153.50
Why
Momentum27 · Δ7d +10.6
Value64 · Δ7d +0.4
Sentiment64 · Δ7d -4.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Next scheduled catalyst: earnings 2026-10-29 · BMO.
  • • Value remains the lead driver in the composite, 7D delta +0.4.

Contradictions & invalidation

  • • RUCKUS integration may not deliver timely cross-selling or expected margins.
  • • Record orders may convert more slowly if data-center or industrial demand weakens.
  • • Third-quarter adjusted EPS guidance of $2.15–$2.30 is below second-quarter adjusted EPS despite a much higher revenue guide.

Catalyst clock

2026-10-29 · BMO

Third-quarter results test RUCKUS-inclusive guidance

Lead driver: Value · See fundamentals
Momentum
27
8% active weight
Current posture
7d trendImproving
Δ7d
+10.6
Δ21d
-1.8
Value
64
47% active weight
Current posture
7d trendFlat
Δ7d
+0.4
Δ21d
+0.8
Sentiment
64
45% active weight
Current posture
7d trendSoftening
Δ7d
-4.3
Δ21d
-20.0
Why this grade

Composite grade A. Momentum 27.0 / Value 64.4 / Sentiment 64.0

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-09. Scenario method

B+
Bull case
30%
Probability
Target price
$140.00
Analysis reference price unavailable
Analysis 2026-10-09 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$118.00
Analysis reference price unavailable
Analysis 2026-10-09 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$88.00
Analysis reference price unavailable
Analysis 2026-10-09 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-26
Market Cap
$4.02B
Beta
1.20
Shares Out
39.08M
P/E (TTM)
20.9
P/S (TTM)
1.73
P/FCF (TTM)
22.43
Rev YoY
+11.6%
EPS YoY
+14.4%
Gross Margin
+35.8%
Op Margin
+12.7%
Net Debt
$1.02B
Current Ratio
2.14
As of 2026-10-26 • Updated nightlySource: Internal modelMethods & Data