BCSF trades 13.7% below Wall Street's consensus target of $12.67.
Last 12 months price action with 12-month analyst target path
The base valuation assumes BCSF achieves its forward estimates and maintains a stable P/E multiple of 6.8x. This scenario reflects the blended consensus of 8 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of November 8, 2026, Bain Capital Specialty Finance, Inc. (BCSF) has a Wall Street consensus price target of $12.67, based on estimates from 8 covering analysts. With the stock currently trading at $11.14, this represents a potential upside of +13.7%. The company has a market capitalization of $723M.
Analyst price targets range from a low of $12.50 to a high of $13.00, representing a 4% spread in expectations. The median target of $12.50 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Hold, with 1 analysts rating the stock as a Buy or Strong Buy,7 rating it Hold, and 0 rating it Sell or Strong Sell. The bearish sentiment suggests caution about the stock at current levels.
From a valuation perspective, BCSF trades at a trailing P/E of 11.3x and forward P/E of 6.8x. The forward PEG ratio of 0.11 suggests the stock may be undervalued relative to its growth. Analysts expect EPS to grow +66.3% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $9.34, with bear and bull scenarios of $5.89 and $12.31 respectively. Model confidence stands at 46/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 ARCCAres Capital Corporation | $13.7B | $19.13 | $19.00 | -0.7% | Buy | 10.1x | 32 |
 GBDCGolub Capital BDC, Inc. | $3.3B | $12.74 | $14.25 | +11.9% | Buy | 9.3x | 12 |
 TPVGTriplePoint Venture Growth BDC Corp. | $177M | $4.37 | $5.00 | +14.4% | Hold | 5.1x | 12 |
 CGBDCarlyle Secured Lending, Inc. | $776M | $11.17 | $11.00 | -1.5% | Hold | 7.8x | 7 |
 SLRCSLR Investment Corp. | $644M | $11.81 | $12.50 | +5.8% | Buy | 9.0x | 15 |
 PFLTPennantPark Floating Rate Capital Ltd. | $683M | $6.88 | $8.75 | +27.2% | Buy | 6.5x | 11 |
 TRINTrinity Capital Inc. | $1.3B | $17.80 | $20.00 | +12.4% | Buy | 8.5x | 7 |
 FSKFS KKR Capital Corp. | $3.3B | $11.70 | $11.75 | +0.4% | Hold | 7.2x | 13 |
 BBDCBarings BDC, Inc. | $905M | $8.64 | $9.50 | +10.0% | Buy | 8.3x | 19 |
 OCSLOaktree Specialty Lending Corporation | $1.1B | $12.50 | $12.50 | +0.0% | Hold | 8.3x | 12 |
Quick answers to the most common questions about buying BCSF stock.
Bain Capital Specialty Finance, Inc. (BCSF) has a consensus 12-month price target of $12.67, implying 13.7% upside from $11.14. The 8 analysts covering BCSF see moderate appreciation potential.
BCSF has a consensus rating of "Hold" based on 8 Wall Street analysts. The rating breakdown is mixed, with 7 Hold ratings making up the largest segment. The consensus 12-month price target of $12.67 implies 13.7% upside from current levels.
With a forward P/E of 6.7956x, BCSF trades at a relatively low valuation. The consensus target of $12.67 implies 13.7% appreciation, suggesting meaningful undervaluation.
The most bullish Wall Street analyst has a price target of $13 for BCSF, while the most conservative target is $12.5. The consensus of $12.67 represents the median expectation. Our quantitative valuation model projects a bull case target of $12 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
BCSF is moderately covered, with 8 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 1 have Buy ratings, 7 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month BCSF stock forecast based on 8 Wall Street analysts shows a consensus price target of $12.67, with estimates ranging from $12.5 (bear case) to $13 (bull case). The median consensus rating is "Hold". Our proprietary valuation model produces a base case fair value of $9, with bear/bull scenarios of $6/$12.
Our quantitative valuation model calculates BCSF's fair value at $9 (base case), with a bear case of $6 and bull case of $12. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 46/100.
BCSF trades at a forward P/E ratio of 6.8x based on next-twelve-months earnings estimates compared to a trailing P/E of 11.3x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are optimistic on BCSF, with a "Hold" consensus rating and $12.67 price target (13.7% upside). 1 of 8 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
BCSF analyst price targets range from $12.5 to $13, a 4% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $12.67 consensus represents the middle ground. Our model's $6-$12 range provides an independent fundamental perspective.
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