Benchmark ElectronicsBHE
Market Cap: 1.53B
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 Q1 SEC filings by fund managers ($100M+ AUM)
173% more call options, than puts
Call options by funds: $507K | Put options by funds: $186K
120% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 20
12% more funds holding
Funds holding: 196 [Q4 2023] → 220 (+24) [Q1 2024]
9% more capital invested
Capital invested by funds: $934M [Q4 2023] → $1.02B (+$83.8M) [Q1 2024]
6% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 72
0.28% more ownership
Funds ownership: 68.46% [Q4 2023] → 68.74% (+0.28%) [Q1 2024]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2023] → 0 (-1) [Q1 2024]
Research analyst outlook
3 Wall Street Analysts provided 1 year price forecasts over the past 6 months
3 analyst ratings
Needham James Ricchiuti | 6%downside $40 | Buy Maintained | 6 May 2024 |
Sidoti & Co. Anja Soderstrom | 22%downside $33 | Neutral Downgraded | 29 Apr 2024 |
Needham James Ricchiuti | 27%downside $31 | Buy Maintained | 1 Feb 2024 |
Financial journalist opinion
Based on 3 articles about BHE published over the past 30 days