(BHE) and the Role of Price-Sensitive Allocations
This article provides an analysis of Benchmark Electronics Inc. (NYSE: BHE) focusing on weak near-term sentiment and the absence of clear price positioning signals. It outlines institutional trading strategies including long entry, breakout, and short hedging, alongside multi-timeframe signal analysis indicating support and resistance levels. The report also highlights elevated downside risk due to a lack of additional long-term support signals.
Benchmark Electronics (NYSE: BHE) SVP gifts 400 common shares
Benchmark Electronics' Senior Vice President and Chief HR Officer, Rhonda R. Turner, reported gifting 400 common shares of the company's stock. This transaction was a bona fide gift with no consideration received, and following the transfer, Turner directly holds 35,667 common shares. The details of this insider transaction were disclosed in a Form 4 SEC filing.
Benchmark Electronics (BHE) price target increased by 36.33% to 85.17
This article reports that the price target for Benchmark Electronics (BHE) has been increased by 36.33%, setting the new target at 85.17. The article does not provide further details on the reasons behind this increase or which analyst or firm made the adjustment.
Revenue per share of Benchmark Electronics, Inc. – BX:BMU
The article provides financial information for Benchmark Electronics, Inc. (BMU) on the BX Swiss market, specifically focusing on its revenue per share. It highlights the availability of market data provided by ICE Data Services and FactSet, and SEC filings by Quartr. The content appears to be a stub from a financial data platform, providing an overview of the company's financials.
Benchmark Electronics (BHE) price target increased by 36.33% to 85.17
The article reports that the price target for Benchmark Electronics (BHE) has been increased by 36.33%, bringing it to $85.17. No further details or analysis are provided in this brief update.
Benchmark Electronics (BHE) price target increased by 36.33% to 85.17
This article reports that Benchmark Electronics (BHE) has seen its price target increased by 36.33% to 85.17. The article is very brief and does not provide further details or context regarding this change.
Benchmark Electronics Insider Sold Shares Worth $1,954,065, According to a Recent SEC Filing
A recent SEC filing reveals that an insider at Benchmark Electronics sold shares valued at $1,954,065. This transaction indicates a significant divestment by a company insider, which often draws attention from investors. Further details would typically be available in the SEC filing itself.
Director at Benchmark Electronics (NYSE: BHE) sells 22,989 shares in open-market trade
Benchmark Electronics director David W. Scheible sold 22,989 shares of Common Stock in an open-market transaction at $85 per share, valued at $1,954,065. This transaction, reported via a Form 4 filing, leaves Scheible with 62,057 shares of Benchmark Electronics stock. The sale, which occurred on May 13, 2026, is categorized as having a high filing impact and negative sentiment.
Benchmark Electronics director David Scheible sells $1.95m stock
David W. Scheible, a director at Benchmark Electronics Inc. (NYSE:BHE), sold 22,989 shares of company stock for $1,954,065 on May 13, 2026. This sale occurred while BHE stock is near its 52-week high and has shown a 138% return over the past year. The company recently reported strong Q1 2026 financial results, exceeding analyst expectations for both EPS and revenue.
Have Insiders Sold Benchmark Electronics Shares Recently?
A recent insider transaction at Benchmark Electronics (NYSE: BHE) involved Senior VP Rhonda Buseman selling US$562k worth of shares, reducing her holding by 15%. This marks the largest insider sale in the past year, with no insider purchases reported during the same period. While insiders own 2.2% of the company, this lack of buying activity and the significant recent sale suggest caution for potential investors.
Benchmark Electronics Inc (BHE) Stock Up 3.2% but GF Value Says Overvalued -- GF Score: 68/100
Benchmark Electronics Inc (BHE) shares rose 3.2% to $86.07, marking a 135.3% increase over the past year. Despite this performance, GuruFocus's GF Value rates BHE as "Significantly Overvalued" at $40.62, with a GF Score of 68/100. Insider activity shows $3.1 million in sales and no purchases over the last three months, signaling potential caution for investors due to the high valuation.
BHE Financials: Revenue Breakdown, Margins & Competitor Comparison
The article provides a financial overview of Benchmark Electronics Inc (BHE), detailing its revenue breakdown, profitability margins, and a comparison with competitors. BHE's primary revenue source is the Market Sector-Semi-Cap, contributing 27.2% of total sales. The company exhibits a gross margin of 10.24% and a net margin of 1.92%, with a Return on Equity (ROE) of 3.11%, while its market capitalization stands at $3.09B.
First Eagle Investment Management LLC Increases Position in Benchmark Electronics, Inc. $BHE
First Eagle Investment Management LLC increased its stake in Benchmark Electronics (NYSE:BHE) by 5% in Q4, bringing its total holdings to 250,469 shares valued at $10.7 million. Benchmark Electronics reported strong quarterly results, exceeding analyst expectations for EPS and revenue, and provided optimistic Q2 2026 EPS guidance. Several analysts have maintained positive ratings on the stock, with price targets ranging from $80 to $92, contributing to an overall "Moderate Buy" consensus.
Benchmark Electronics Insider Sold Shares Worth $1,977,192, According to a Recent SEC Filing
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Kenneth Lamneck Sells 24,263 Shares of Benchmark Electronics Inc (BHE)
Kenneth Lamneck, a Director at Benchmark Electronics Inc (BHE), sold 24,263 shares of the company on May 12, 2026. This transaction increased his total shares owned to 47,418. The stock is currently trading at $81.49, which is significantly overvalued with a price-to-GF-Value ratio of 2.02, indicating it is trading above its intrinsic value.
Benchmark Electronics (NYSE: BHE) director trims stake with 24,263-share sale
Benchmark Electronics director Kenneth T. Lamneck sold 24,263 shares of common stock at $81.49 per share in an open-market transaction. Following this sale, Lamneck still directly holds 47,418 shares, maintaining a significant equity position in the company. The transaction is categorized as a discretionary sale and was reported via a Form 4 SEC filing.
Have Insiders Sold Benchmark Electronics Shares Recently?
A recent insider sale at Benchmark Electronics, Inc. (NYSE:BHE) by Senior VP & Chief Human Resources Officer Rhonda Buseman, who sold shares worth US$562k, has raised some concerns, although it represented only 15% of her holding. There have been no insider buys in the past year, and overall insider ownership is relatively low at 2.2%. This pattern of selling and lack of buying, combined with moderate insider ownership, suggests caution for potential investors.
Benchmark Electronics to close Phoenix plant, lay off more staff
Benchmark Electronics is closing its Phoenix manufacturing facility by the end of June 2026, leading to a total of 135 job cuts. This decision follows an earlier workforce reduction in January and is part of a strategic site assessment to streamline operations. The company filed a WARN notice in April for 70 additional layoffs.
Benchmark Electronics Insider Sold Shares Worth $561,924, According to a Recent SEC Filing
This article reports that a Benchmark Electronics insider sold shares valued at $561,924. This information comes from a recent SEC filing. No further details are available regarding the insider or the specifics of the transaction without the full article content.
Investors Can Find Comfort In Benchmark Electronics' (NYSE:BHE) Earnings Quality
This article analyzes Benchmark Electronics' (NYSE:BHE) earnings quality, specifically focusing on its sustainable earnings and return on capital employed. The author suggests that despite a recent period of underperformance, the company's valuation metrics and operating cash flow indicate a potentially undervalued stock with robust underlying financial health, offering investors comfort in its future prospects.
Insider Sell: Rhonda Turner Sells 6,600 Shares of Benchmark Elec
Rhonda Turner, Senior Vice President and Chief Human Resources Officer at Benchmark Electronics Inc (BHE), sold 6,600 shares of the company on May 6, 2026. This transaction continues a trend of insider selling for Turner, who has sold 26,600 shares over the past year with no purchases. At the time of the sale, BHE stock was trading at $85.14, significantly above its GF Value, indicating that the stock is overvalued.
Benchmark Electronics SVP Rhonda Turner sells $561,924 in stock By Investing.com
Rhonda R. Turner, Senior Vice President and Chief Human Resources Officer at Benchmark Electronics Inc. (NYSE:BHE), sold 6,600 shares of company stock for $561,924. This transaction leaves her with 36,067 shares. The sale occurred while BHE is trading near its 52-week high, with an InvestingPro analysis suggesting the stock is overvalued due to a P/E ratio of 91.23.
[Form 4] BENCHMARK ELECTRONICS INC Insider Trading Activity
Benchmark Electronics' SVP and Chief HR Officer, Rhonda R. Turner, executed an open-market sale of 6,600 shares of common stock at $85.14 per share on May 6, 2026. This transaction, valued at $561,924, leaves her with 36,067 direct shares in the company. The Form 4 filing indicates a negative sentiment due to the sale, but she maintains a substantial equity stake.
Investors Can Find Comfort In Benchmark Electronics' (NYSE:BHE) Earnings Quality
This article examines why investors can find comfort in Benchmark Electronics' earnings quality. It highlights the company's strong management, robust financial controls, and consistent profitability as key indicators of reliable earnings. This analysis suggests that BHE offers a stable investment opportunity due to its high-quality financial performance.
Benchmark Electronics to close Phoenix plant, lay off more staff
Benchmark Electronics Inc. is closing its Phoenix manufacturing facility and laying off 70 more workers, bringing the total job cuts at the site to 135 this year. This move is part of the company's previously announced efforts to streamline operations. The current layoffs follow an earlier WARN notice in January for 65 job cuts through the first half of 2026.
A Look At Benchmark Electronics (BHE) Valuation After Missile Tensions And Raised Guidance
Benchmark Electronics (BHE) has seen significant share price appreciation despite geopolitical concerns, leading analysts to question if further growth is priced in. The stock closed at $86.60, substantially higher than the consensus fair value of $60, suggesting it may be overvalued based on current projections. Investors are advised to consider both the potential rewards and warning signs before making investment decisions.
Benchmark Electronics to close Phoenix plant, lay off more staff
Benchmark Electronics is reportedly planning to close its Phoenix manufacturing facility at 3201 S. Harbour Drive, leading to a workforce reduction. The company has filed a WARN notice for additional layoffs at the plant, which had originally opened in 2020. This move will impact local employment in Phoenix.
Benchmark Electronics (BHE) Is Up 19.8% After Raising 2026 Revenue Outlook - Has The Bull Case Changed?
Benchmark Electronics (BHE) reported strong Q1 2026 results and raised its full-year 2026 revenue growth outlook to 9-10%, driven by medical, semiconductor capital equipment, and advanced computing markets. This reinforces the investment thesis focusing on profitable growth from high-value programs, despite existing industry cyclicality and tight margins. While the updated outlook and a maintained quarterly dividend signal management's confidence, investors are advised to consider the concentration of growth expectations in AI-related programs and compare them with analyst forecasts.
Benchmark Electronics (BHE) Is Up 19.8% After Raising 2026 Revenue Outlook - Has The Bull Case Changed?
Benchmark Electronics (BHE) recently reported strong first-quarter 2026 results and raised its full-year 2026 revenue growth outlook to 9%-10%, driven by momentum in medical, semiconductor capital equipment, and advanced computing markets. This upgraded outlook reinforces the company's investment narrative focused on profitable growth from high-value segments, despite existing industry cyclicality and margin pressures. However, Simply Wall St’s fair value estimate of $60.00 suggests a 28% downside from its current price, warning investors about the concentration of growth expectations in AI-related programs and potential market pullbacks.
Benchmark Electronics (NYSE:BHE) - Stock Analysis
This report provides a comprehensive analysis of Benchmark Electronics (NYSE:BHE), detailing its stock performance, valuation, future growth prospects, financial health, and dividend information. It highlights that the stock is currently considered 40.9% overvalued with a market cap of US$3.0 billion and anticipates earnings growth of 46.05% per year, despite profit margins being lower than the previous year. The article also includes recent news, analyst commentary, and key financial statistics for the company.
Benchmark Electronics, Inc. (NYSE:BHE) Q1 2026 Earnings Call Transcript
Benchmark Electronics (NYSE:BHE) reported Q1 2026 revenue of $677 million and EPS of $0.58, both at the higher end of expectations, and raised its full-year guidance for revenue growth to 9%-10%. The company experienced improving end-market conditions, particularly in Medical, Semi-Cap, and AC&C, with AI-related wins ramping up. Benchmark remains focused on operational discipline, working capital efficiency, and strategic investments for future growth, including a new facility in Penang.
BENCHMARK ELECTRONICS INC 1Q 2026: Revenue $677.3M, EPS $0.36— 10-Q Summary
Benchmark Electronics Inc. reported strong first-quarter 2026 results, with revenue increasing 7% year-over-year to $677.3 million and diluted earnings per share jumping 260% to $0.36. Net income also saw a significant rise to $13 million, up from $3.6 million in Q1 2025. This growth was primarily driven by strong performance in the Medical and Advanced Connectivity & Controls segments, along with increased volumes and international sales.
Benchmark Electronics (BHE) Margin Compression Challenges Bullish High P/E Narrative In Q1 2026
Benchmark Electronics (BHE) reported Q1 2026 revenue of US$677.3 million and basic EPS of US$0.36, highlighting a challenge to the bullish high P/E narrative due to margin compression, with trailing net profit margins at 1.3% compared to 2% last year. Despite contract wins in AI, medical, and industrial sectors, the company's shares trade at a high P/E of 86x, significantly above its DCF fair value of US$32.06, suggesting that strong future execution on growth and profitability is already priced in. While analysts forecast 46% annual earnings growth, the current valuation and thin margins leave little room for disappointment and present a bear case.
[10-Q] BENCHMARK ELECTRONICS INC Quarterly Earnings Report
Benchmark Electronics, Inc. (BHE) filed its quarterly earnings report (10-Q) for the period ended March 31, 2026, showing an increase in net income to $13.0 million, or $0.36 per diluted share, compared to $3.6 million, or $0.10 per diluted share, in the same period last year. Sales increased by 7% to $677.3 million, driven by growth in the Medical and Advanced Computing and Communications sectors, although Semi-Cap, Industrial, and Aerospace and Defense sectors saw slight decreases. The company also detailed its financial condition, including cash flows, borrowing facilities, and shareholder equity changes, while highlighting compliance with debt covenants and intentions to continue quarterly dividends and share repurchases.
Benchmark Electronics, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:BHE)
Benchmark Electronics, Inc. (NYSE:BHE) has published its slide deck in conjunction with its Q1 2026 earnings call. The company reported EPS of $0.58, beating estimates by $0.03, and revenue of $677.28 million, a 7.20% year-over-year increase, beating by $613.33K. This article was prepared by Seeking Alpha's transcripts team.
Benchmark Electronics Jumps 8.4% Amid Sector-Wide Rally
Benchmark Electronics (BHE) saw an 8.4% increase in its stock price, reaching $78.48 on heavy trading volume, amidst a broad rally in the electronic components sector. This surge was accompanied by similar gains in several peer companies, suggesting renewed investor interest in the manufacturing technology space. Analysts are advising investors to monitor if this sector rotation indicates sustained growth or short-term positioning.
Benchmark Electronics (NYSE:BHE) Stock Forecast & Analyst Predictions
Benchmark Electronics (NYSE:BHE) is projected to see significant earnings growth of 46.1% per year, outperforming the broader US market. Analysts have consistently raised price targets, reflecting updated assumptions on valuation metrics and expected future performance, despite some revenue growth projections being slower than the overall market. The company also announced a quarterly dividend of $0.17.
Earnings call transcript: Benchmark Electronics beats Q1 2026 expectations
Benchmark Electronics reported strong Q1 2026 results, exceeding EPS and revenue forecasts, which led to a 3.89% stock increase in after-hours trading. The company's performance was driven by growth in Medical and AI & Computing sectors, and it provided optimistic guidance for Q2 2026 and the full year, increasing its revenue growth outlook. Despite some risks like supply chain constraints and seasonal margin declines, investments in capacity and strategic initiatives are expected to maintain momentum.
Benchmark: Q1 Earnings Snapshot
Benchmark Electronics Inc. (BHE) reported a first-quarter profit of $13 million, or 36 cents per share, with adjusted earnings of 58 cents per share. The company posted revenue of $677.3 million and anticipates second-quarter earnings between 65 and 71 cents per share on revenue of $700 million to $740 million. Benchmark's shares have seen a significant increase of 69% year-to-date and 89% over the past 12 months.
[8-K] BENCHMARK ELECTRONICS INC Reports Material Event
Benchmark Electronics Inc. (BHE) reported strong first-quarter 2026 results, with revenue reaching $677 million and non-GAAP diluted EPS at $0.58, exceeding prior forecasts. The company raised its full-year 2026 revenue growth outlook to 9-10% and provided optimistic guidance for the second quarter, expecting continued momentum in Semi-Cap, advanced computing, communication, and Medical sectors. The financial performance was supported by healthy cash flow generation and strategic investments in growth areas.
Vanguard Portfolio Management (BHE) reports 3.16M shares, 8.84% stake
Vanguard Portfolio Management has reported a beneficial ownership of 3,156,482 shares, representing an 8.84% stake in Benchmark Electronics (BHE), through a passive Schedule 13G SEC filing. This disclosure indicates Vanguard has sole dispositive power over all these shares and sole voting power for 14,656 shares. The filing, signed by Ashley Grim, Head of Global Fund Administration, on April 29, 2026, emphasizes that these holdings are for Vanguard funds and managed accounts and do not imply active control over Benchmark Electronics.
Benchmark Electronics Inc expected to post earnings of 56 cents a share - Earnings Preview
Benchmark Electronics Inc (BHE) is projected to report earnings of 56 cents per share. This information comes from a Refinitiv "Earnings Preview" report.
Benchmark Electronics (BHE) Margin Compression Challenges Bullish High P/E Narrative In Q1 2026
Benchmark Electronics (BHE) reported Q1 2026 revenue of US$677.3 million and EPS of US$0.36, with net profit margins compressing to 1.3% from 2% last year. Despite ongoing contracts in high-growth sectors, the company faces challenges with its 86x P/E ratio, trading significantly above its DCF fair value of US$32.06, raising concerns for investors despite strong earnings growth forecasts. Analysts anticipate revenue growth of 7.6% annually and improving profit margins, but the historical volatility of EPS and the current valuation present a complex picture for the stock.
Benchmark Electronics stock hits all-time high at 70.02 USD By Investing.com
Benchmark Electronics (BHE) stock reached an all-time high of $70.02, reflecting robust investor confidence and an 82.42% surge over the past year. This milestone follows strong Q4 2025 earnings, surpassing expectations with a non-GAAP EPS of $0.71 and $704 million in revenue, leading Needham to raise its price target to $62.00. The company also announced a new CEO and a quarterly cash dividend.
Benchmark Electronics stock hits all-time high at 70.02 USD By Investing.com
Benchmark Electronics Inc. (BHE) stock recently hit an all-time high of $70.02, reflecting an 82.42% surge over the past year. This milestone follows strong Q4 2025 earnings and the appointment of a new CEO, David Moezidis, though InvestingPro analysis suggests the stock might be overvalued.
Benchmark Electronics stock (US08160H1014): Why mobile-first delivery now matters more for electroni
The article discusses how Google's 2026 Discover Core Update is revolutionizing access to financial insights for investors tracking Benchmark Electronics stock (NYSE:BHE). This update delivers tailored information on electronics manufacturing trends, supply chain updates, and semiconductor demand directly to mobile feeds, eliminating the need for traditional searches. It emphasizes the strategic advantage this mobile-first approach offers retail investors, providing proactive access to critical data for timely investment decisions in a format optimized for quick consumption.
Benchmark Electronics stock hits all-time high at 65.63 USD By Investing.com
Benchmark Electronics (BHE) stock reached an all-time high of $65.63, reflecting significant investor confidence and strong operational performance, with its value increasing 82.4% over the last 12 months. Despite trading above its InvestingPro Fair Value and having a high P/E ratio of 95.59, the company recently reported strong Q4 2025 earnings, surpassing market expectations, and announced a new CEO and a quarterly cash dividend.
The Technical Signals Behind (BHE) That Institutions Follow
This article analyzes the technical signals for Benchmark Electronics Inc. (NYSE: BHE), identifying a near-term neutral sentiment amidst mid and long-term strength. It presents institutional trading strategies, including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis and AI-generated signals for support and resistance levels.
[ARS] BENCHMARK ELECTRONICS INC SEC Filing
This article announces an ARS SEC filing by BENCHMARK ELECTRONICS INC (BHE) on April 17, 2026, which has been assessed with low impact and neutral sentiment. The filing is available as a PDF document on the SEC EDGAR website. The article also provides a brief overview of BHE's stock data, rankings, and recent news and SEC filings.
CEO transition and equity plan headline Benchmark Electronics (NYSE: BHE) 2026 proxy
Benchmark Electronics (NYSE: BHE) has filed its 2026 proxy statement, outlining its upcoming annual meeting agenda which includes the election of nine directors, an advisory vote on executive compensation, auditor ratification, and a proposal to increase shares for its 2019 Omnibus Incentive Plan by 1.8 million. The filing highlights the transition of David A. Moezidis to President and CEO, detailing his compensation package and emphasizing the company's performance-based pay program and robust governance practices. Additionally, the company's 2025 executive bonuses were paid out at 95.87% of target based on revenue, Adjusted Operating Income, and Adjusted Inventory, while 2023 performance stock units did not meet their threshold for payout.
