Coverage
— → Added to coverage
Investment conviction●○○○○1 of 5
Research target—Stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 7/14/26
Market cap$2.81BSnapshot value
Research history
See all BELFA changes ↗What changed
Power supplies, magnetics, and circuit protection for data center and networking equipment — picks-and-shovels for AI infrastructure power delivery. $573M rev, P/E 14.
No published catalysts yet.
No published invalidation criteria yet.
No social-sentiment snapshot available.
Snapshot · 7/14/26No positioning snapshot available.
Snapshot · 7/14/26