Benchmark Electronics (BHE)

We believe the recent 25%+ decline in the shares of Benchmark Electronics (BHE; $72.63; O/P), which has occurred over just the past two months, proves overdone in coming months, if only for the ongoing upside…

We are raising our 2026/2027E EPS from $2.80/$3.25 to $3.00/$3.45 on the shares of still oversold Benchmark Electronics (BHE; $79.42; O/P) after the company produced a healthy “beat and raise” that suggested significant and broad…

We expect Benchmark Electronics (BHE; $78.45; O/P) to produce Q2 results and guidance, which are scheduled for July 29th (after market close), that impress investors in terms of both top line momentum and operating margin…

We reiterate our Outperform and $100 target on the shares of Benchmark Electronics (BHE; $86.32) after hosting virtual investor meetings earlier this week with CEO David Moezidis, CFO Bryan Schumaker, and Paul Mansky, Senior Director,…

We reiterate our Outperform and raise our target from $75 to $100 on the shares of Benchmark Electronics (BHE; $72.40) after the company produced a solid Q1 beat that was accompanied by a significantly more…

We are raising our target from $65 to $75 on the shares of Benchmark Electronics (BHE; $65.28; O/P) ahead of its Q1 results, scheduled for April 29th (after market). Our incremental bullishness on the stock…

We stick with our Outperform on Benchmark Electronics (BHE; $56.02; O/P) after Q4 results and guidance proved to be favorable relative to our expectations around sales and operating margins. At the same time, we “only”…

Benchmark Electronics (BHE; $56.02; O/P) reported Q4 non-GAAP EPS of $0.71, which was comfortably ahead of our $0.65 and the Street’s $0.64 on sales of $704mm (vs. our $695mm and the Street’s $696mm). Recall, BHE’s…

We expect Benchmark Electronics (BHE; $49.22; O/P) to produce Q4 results and outlook on Tuesday, February 3rd (after market) that provide further support for the idea that the company is seeing an improvement in its…

We bump up our 2025E EPS for Benchmark Electronics (BHE; $44.21; O/P) from $2.30 to $2.34 (+2% YoY) while maintaining 2026E EPS at $2.55 (+9%), albeit with rising optimism for returning growth, after the company…

We expect Benchmark Electronics (BHE; $40.38; O/P) to produce Q3 results and Q4 guidance in coming weeks that supports prior targets for a return of YoY sales growth for H2 of 2025E. This in turn…

Last night, Benchmark Electronics (BHE; $40.16; O/P) announced that CEO Jeff Benck, who joined the company in March of 2019, plans to retire effective March 31, 2026. Mr. Benck will be succeeded by David Moezidis,…

We think some recent “under the radar” news flow out of Benchmark Electronics (BHE; $39.55; O/P) provides further support for the idea that its sales are returning to YoY growth in H2 of this year…

Benchmark Electronics (BHE; $39.26; O/P) reported Q2 non-GAAP EPS of $0.55, in line with our $0.55 and slightly ahead of the Street’s $0.54 on sales of $642mm (vs. our $640mm and the Street’s $639mm), which…

We think the upcoming Q2 results and guidance from Benchmark Electronics (BHE; $39.60; O/P) add some more “breadcrumbs” to the idea that this small cap stock is poised for a significant recovery over the next…