Summary
- Bel Fuse Inc. is upgraded to buy after Q3 2025 results confirmed a strong inflection point, driven by robust revenue and margin growth.
- BELFB’s Power Solutions segment led with 94% YoY growth, margins near 40%, and management guides for record FY2025 revenue and EBITDA.
- Valuation remains attractive at ~15.6x forward EV/EBITDA, with a target price range of $160-$185, supported by margin strength and low leverage.
- Risks include product mix and order timing, but BELFB’s fundamentals and execution support a positive risk-reward outlook for 2026.
AP Chanel/E+ via Getty Images
Over the last few months, I’ve held off on recommending a Buy on Bel Fuse Inc. ([BELFB](https://seekingalpha…
Summary
- Bel Fuse Inc. is upgraded to buy after Q3 2025 results confirmed a strong inflection point, driven by robust revenue and margin growth.
- BELFB’s Power Solutions segment led with 94% YoY growth, margins near 40%, and management guides for record FY2025 revenue and EBITDA.
- Valuation remains attractive at ~15.6x forward EV/EBITDA, with a target price range of $160-$185, supported by margin strength and low leverage.
- Risks include product mix and order timing, but BELFB’s fundamentals and execution support a positive risk-reward outlook for 2026.
AP Chanel/E+ via Getty Images
Over the last few months, I’ve held off on recommending a Buy on Bel Fuse Inc. (BELFB) stock, because I was waiting for an inflection point that proved that the company was back on
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