Benchmark Electronics (BHE)

• Market cap: $1.36B
• 1 day: -0.68%
• 5 days: -6.86%
• 1 month: 0.08%
• 3 months: -16.66%
• 6 months: -12.26%
• Year to date: -16.66%
• 1 year: 27.69%
• 5 years: 106.17%
• 10 years: 55.05%
• Sector: Information Technology
• Industry: Printed Circuit Boards

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 filings 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

7% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 86

2% more capital invested

Capital invested by funds: $1.59B [Q3] → $1.63B (+$37M) [Q4]

0.09% more ownership

Funds ownership: 99.54% [Q3] → 99.63% (+0.09%) [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 32% upside
• Avg. target: $50 32% upside
• High target: $50 32% upside

1 analyst rating

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

Needham James Ricchiuti 22% 1-year accuracy 26 / 118 met price target

32% upside $50

Buy Maintained

30 Jan 2025