Benchmark Electronics (BHE)

• Market cap: $1.77B
• 1 day: 1.85%
• 5 days: 6.16%
• 1 month: 5.68%
• 3 months: 14.71%
• 6 months: 17.58%
• Year to date: 8.05%
• 1 year: 84.10%
• 5 years: 33.43%
• 10 years: 103.03%
• 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 Q3 regulatory filings by fund managers ($100M+ AUM)

2,033% more call options, than puts

Call options by funds: $576K | Put options by funds: $27K

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $1.44B [Q2] → $1.6B (+$159M) [Q3]

0% more funds holding

Funds holding: 234 [Q2] → 235 (+1) [Q3]

1.22% less ownership

Funds ownership: 100.99% [Q2] → 99.77% (-1.22%) [Q3]

14% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]

Research analyst outlook

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

• Low target: $48 2% downside
• Avg. target: $48 2% downside
• High target: $48 2% downside

1 analyst rating

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

Needham James Ricchiuti 63% 1-year accuracy 72 / 115 met price target

2% downside $48

Buy Maintained

14 Jan 2025