Benchmark Electronics (BHE)

• Market cap: $1.48B
• 1 day: -2.56%
• 5 days: -1.49%
• 1 month: -16.01%
• 3 months: -13.68%
• 6 months: -2.47%
• Year to date: -9.25%
• 1 year: 38.62%
• 5 years: 49.40%
• 10 years: 76.75%
• 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

3% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 87

2% more capital invested

Capital invested by funds: $1.6B [Q3] → $1.63B (+$35M) [Q4]

0.06% less ownership

Funds ownership: 99.77% [Q3] → 99.71% (-0.06%) [Q4]

1% less funds holding

Funds holding: 235 [Q3] → 233 (-2) [Q4]

Research analyst outlook

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

• Low target: $50 22% upside
• Avg. target: $50 22% upside
• High target: $50 22% upside

1 analyst rating

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

Needham James Ricchiuti 45% 1-year accuracy 54 / 120 met price target

22% upside $50

Buy Maintained

30 Jan 2025