Benchmark Electronics (BHE)

• Market cap: $1.17B
• 1 day: -15.00%
• 5 days: -12.08%
• 1 month: -14.46%
• 3 months: -23.48%
• 6 months: -28.38%
• Year to date: -28.22%
• 1 year: 7.68%
• 5 years: 57.45%
• 10 years: 38.25%
• 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

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

• Low target: $46 41% upside
• Avg. target: $47 44% upside
• High target: $48 48% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Lake Street Jaeson Schmidt 24% 1-year accuracy 7 / 29 met price target	41% upside $46	Buy Maintained	30 Apr 2025
Needham James Ricchiuti 18% 1-year accuracy 21 / 119 met price target	48% upside $48	Buy Maintained	30 Apr 2025