Benchmark Electronics
About: Benchmark Electronics Inc is engaged in product designing, engineering services, technology solutions, and advanced manufacturing services (electronic manufacturing services (EMS) and precision technology services). It serves various industries, including aerospace & defense (A&D), medical technologies, complex industrials, semiconductor capital equipment, next-generation telecommunications, and high-end computing. Its geographical segments are the Americas, Asia and Europe of which key revenue is derived from the Americas.
Employees: 12,703
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
269% more call options, than puts
Call options by funds: $395K | Put options by funds: $107K
34% more capital invested
Capital invested by funds: $1.04B [Q1] → $1.39B (+$356M) [Q2]
30% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 33
27.89% more ownership
Funds ownership: 69.96% [Q1] → 97.85% (+27.89%) [Q2]
4% more funds holding
Funds holding: 223 [Q1] → 233 (+10) [Q2]
9% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 89
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Lake Street Jaeson Schmidt 39% 1-year accuracy 7 / 18 met price target | 2%upside $46 | Buy Maintained | 31 Jul 2024 |
Needham James Ricchiuti 68% 1-year accuracy 72 / 106 met price target | 0%upside $45 | Buy Maintained | 31 Jul 2024 |