Alt-Data Signal Hub

BCSF

Bain Capital Specialty Finance, Inc. · $12.42 (-0.6%) · mkt cap $805.7M · P/E 10.9

2 hub catalysts across 1 sources · backtest → · ← Ticker Explorer

SEC EDGAR Filings

Signal summary

Signals diverge

Bullish and bearish forces are in conflict here — weigh both columns.

33 conviction from hub signals

Bullish factors

4 analyst upgrades
Insiders net buying (2 vs 0)

Bearish factors

5 analyst downgrades

Best strategy

2-yr backtest · by Sharpe

Connors RSI(2) has fit BCSF best over 2 years (+26.7%, Sharpe 0.63). Historical/in-sample — walk-forward all 19 →

#	Strategy	Return	Sharpe	Beats B&H
1	Connors RSI(2)	+26.7%	0.63	✓
2	Golden / Death Cross (50/200)	+19.2%	0.59	✓
3	Z-Score Mean-Reversion	+21.9%	0.58	✓

Price — 1 year

daily close

Insider activity

2 open-market buys

Officers & directors trading their own stock (SEC Form 4). Buys are bullish; sells shown for context.

Date	Action	Insider	Shares	Value
2026-03-03	BUY	Rusnak-Carlson Sabrina	2,300	$29K
2025-03-17	BUY	Richer Clare Stack	1,530	$25K

Analyst ratings

live · 11 changes

Date	Action	Analyst	Rating Change
2026-01-07	Downgrade	Wells Fargo	Overweight → Equal-Weight
2025-12-19	Upgrade	Keefe, Bruyette & Woods	Market Perform → Outperform
2024-05-29	Upgrade	Wells Fargo	Equal-Weight → Overweight
2023-05-11	Upgrade	Wells Fargo	Underweight → Equal-Weight
2022-07-25	Downgrade	Wells Fargo	Equal-Weight → Underweight
2021-03-01	Upgrade	Wells Fargo	Underweight → Equal-Weight
2020-06-29	Downgrade	B of A Securities	Buy → Neutral
2020-01-27	Downgrade	Keefe, Bruyette & Woods	Outperform → Market Perform
2020-01-15	Downgrade	Wells Fargo	Equal-Weight → Underweight
2019-04-24	Initiated	JMP Securities	Market Perform
2019-04-24	Initiated	JMP Securities	Market Perform

Catalyst timeline

2 hub signals

Date	Source	Event	Entity	Value
2026-07-31	SEC EDGAR Filings	8-K Event	Bain Capital Specialty Finance, Inc.		source ↗
2026-07-23	SEC EDGAR Filings	8-K Event	Bain Capital Specialty Finance, Inc.		source ↗