Belden Inc. (BDC)
NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-10-30
$105.70-1.66%
Close 2026-10-30 · 1-day change
NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-10-30
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Put BDC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electronic Components is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue grows to about $742.5 million next quarter: Revenue: $965.95M.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskBelden’s RUCKUS integration and data-center growth must sustain revenue momentum, despite fragile cash backing. Third-quarter revenue grew 38% year over year, but adjusted EPS missed consensus. BDC trades at 13× P/E versus a 41× peer median. The price reflects less growth than our forecast, though the peer comparison may overstate cheapness. Weak cash backing and a 23% next-quarter miss probability threaten the case. The primary revenue pillar is under pressure: revenue grows to about $742.5 million next quarter versus $965.95 million. Peer multiples imply a price about 39% above where it trades; the thesis is on watch.
Trailing returns as of 2026-10-30. BDC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering BDC (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for BDC in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BDC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Components — fair value, gap to price, and forward P/E.
Compare the value case
Put BDC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive organic revenue growth and solutions transformation
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $105.70
The last 12 months of price, then the range of analyst 12-month targets from today’s $105.70.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Official outlook and data-center target support growth and solutions transformation.
Threatens: Acquire RUCKUS segment from Vistance
Concerns over RUCKUS debt could hinder acquisition plans.
Advances: Complete integration and capture growth from RUCKUS acquisition
Manufacturing in India supports RUCKUS integration and growth.
Advances: Drive organic revenue growth and solutions transformation
New products support organic revenue growth and solutions transformation.
Advances: Acquire RUCKUS segment from Vistance
Debt sale confirms commitment to Ruckus acquisition.
Advances: Acquire RUCKUS segment from Vistance
Debt sale confirms commitment to Ruckus acquisition.
Threatens: Acquire RUCKUS segment from Vistance
High acquisition multiple raises concerns about value.
Advances: Maintain dividend of $0.05 per share
Dividend declaration supports capital allocation objective.