Bel Fuse Inc. Class B (BELFB)

Bel Fuse Inc. (BELFB) stock has trended upwards by 83.32% in the past six months. The company announced its preliminary financial results for the second quarter and first half of 2025 on July 24, 2025. In December 2025, Bel Fuse Inc. announced an anticipated impairment charge due to the insolvency of Innolectric AG. The stock also crossed above its two hundred-day moving average in early January 2026. Bel Fuse participated in the 28th Annual Needham Growth Conference in January 2026. Analysts have issued a "Strong Buy" consensus rating for BELFB, with an average price target of $177.00. Bel Fuse's Q3 2025 results showed a strong inflection point with revenue up 45% year-over-year and gross margins near 40%, primarily driven by its Power Solutions segment which grew 94% year-over-year. Management expects FY2025 to be a strong year, with anticipated revenue between $165-$180 million for Q4 2025.

While specific details on the demand seasonality for Bel Fuse Inc.'s products and services are not explicitly provided, the company's diversified product portfolio and broad industry exposure help manage overall demand. Cyclicality in key markets like networking and cloud solutions can lead to revenue volatility. Management has also noted that gross margins are affected by segment seasonality. The Q3 2025 results showed strong growth in Power Solutions, Connectivity, and Magnetics segments, contributing to overall profitability improvement.

Bel Fuse Inc. (BELFB) is a technology company focused on designing, manufacturing, and selling products essential for powering, protecting, and connecting electronic circuits within the Electronic Components industry. The company's product portfolio includes Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions, serving industries such as networking, telecommunications, computing, and more.

Bel Fuse Inc. has a global presence, selling its products through direct strategic account managers, regional sales managers, and authorized distributors in North America, Europe, and Asia. The company's geographical segments include the United States, Macao, the United Kingdom, Slovakia, Germany, Switzerland, and other foreign countries, with the majority of its revenue derived from the United States.

Bel Fuse Inc. has a reputation for technical expertise, quality manufacturing, and responsive customer service, emphasizing long-term relationships and continuous innovation. The anticipated impairment charge due to the insolvency of Innolectric AG in December 2025 could potentially affect Bel Fuse Inc.'s reputation. However, the company's stock has seen significant positive trends, and analysts maintain a "Buy" consensus, suggesting overall market confidence.

Bel Fuse Inc. (BELFB) has significant institutional ownership, with 430 institutional owners and shareholders holding a total of 12,158,231 shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and Fmr Llc. Insiders hold 5.37% of the stock, while institutions hold 58.39%. In the past three months, insiders have sold more company stock than they have bought, with $435,034.00 in sales and $0.00 in purchases.