Benchmark Electronics (BHE)

• Market cap: $1.25B
• 1 day: -3.07%
• 5 days: -3.98%
• 1 month: -13.32%
• 3 months: -29.02%
• 6 months: -18.58%
• Year to date: -23.30%
• 1 year: 15.56%
• 5 years: 76.90%
• 10 years: 40.73%
• Sector: Technology
• Industry: Electronic Components

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 Q4 regulatory disclosures by fund managers ($100M+ AUM)

70% more call options, than puts

Call options by funds: $440K | Put options by funds: $259K

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

1.6% more ownership

Funds ownership: 97.98% [Q3] → 99.58% (+1.6%) [Q4]

9% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 85

4% more capital invested

Capital invested by funds: $1.57B [Q3] → $1.63B (+$61.1M) [Q4]

0% more funds holding

Funds holding: 234 [Q3] → 234 (+0) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $50 44% upside
• Avg. target: $50 44% upside
• High target: $50 44% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Needham James Ricchiuti 14% 1-year accuracy 16 / 115 met price target

44% upside $50

Buy Maintained

30 Jan 2025