Lake Street Maintains Buy on Benchmark Electronics, Raises Price Target to $46
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 31 2024
0mins
Should l Buy BHE?
Source: Benzinga
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BHE?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BHE
Wall Street analysts forecast BHE stock price to fall
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 56.060
Low
47.00
Averages
49.00
High
51.00
Current: 56.060
Low
47.00
Averages
49.00
High
51.00
About BHE
Benchmark Electronics, Inc. provides comprehensive solutions across the entire product life cycle through its technology and engineering design services, leveraging its global supply chain and delivering manufacturing services in various industries. It provides design engineering and advanced manufacturing services that include both electronic manufacturing services (EMS) and precision technology (PT) services. Its advanced manufacturing services include printed circuit board assembly (PCBA) and test, component engineering services, systems assembly and test development, and failure analysis. In addition to traditional EMS, it offers complex PT services, including full electromechanical assembly and test services. It offers a full spectrum of new product design, automation, test development, prototype and related engineering services. It provides its customers with a comprehensive range of custom circuit and functional test equipment, process automation and replication solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
WD-40 and Others Announce Quarterly Dividends
- WD-40 Dividend Announcement: WD-40's board declared a quarterly dividend of $1.02 per share on March 16, 2026, payable on April 30, 2026, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Pegasystems Maintains Dividend: Pegasystems announced a quarterly cash dividend of $0.03 per share, maintaining its current dividend program, with payment scheduled for April 15, 2026, indicating the company's focus on stable cash flow and shareholder returns.
- ServisFirst Bancshares Dividend: ServisFirst Bancshares declared a quarterly cash dividend of $0.38 per share, payable on April 13, 2026, demonstrating the company's commitment to returning value to shareholders amid steady operations.
- Saul Centers Dividend Unchanged: Saul Centers declared a quarterly dividend of $0.59 per share, to be paid on April 30, 2026, indicating the company's strategy to maintain stable shareholder returns in the current economic climate.
See More
Escalating Iran Conflict Causes Stock Market Decline
- Oil Price Surge Impact: The escalating conflict with Iran has led to a 13% rise in Brent crude prices, surpassing $82 per barrel for the second consecutive day, causing widespread declines in U.S. stocks and raising investor concerns about future economic stability.
- Corporate Investment Confidence Eroded: Analysts warn that a prolonged conflict could trigger inflationary shocks, prompting companies to cut back on investments and hiring, which could further weaken an already fragile economic environment.
- Poor Stock Performance: Companies like Knowles (NYSE:KN) saw a 4.6% drop in stock price, while Benchmark (NYSE:BHE) and Taboola (NASDAQ:TBLA) fell by 3.2% and 3.4%, respectively, indicating a decline in market confidence towards these firms.
- Knowles Stock Review: Despite Knowles's 19.7% increase year-to-date, its current price of $26.29 is close to its 52-week high of $28.48, suggesting heightened market attention on its future performance, necessitating cautious evaluation by investors.
See More
Benchmark Electronics Q4 2025 Earnings Highlights
- Significant Revenue Growth: Benchmark Electronics reported Q4 2025 revenue of $704 million, a 7% year-over-year increase, with double-digit growth in the Medical, Aerospace & Defense (A&D), and Automation & Control & Communication (AC&C) sectors, indicating strong performance across key areas.
- Earnings Exceed Expectations: The company achieved a non-GAAP EPS of $0.71 in Q4, surpassing the prior guidance range of $0.62 to $0.68, reflecting successful cost control and operational efficiency, which further bolstered investor confidence.
- Strong Cash Flow Performance: Q4 operating cash flow was $59 million with free cash flow at $48 million, and the cash conversion cycle improved to 67 days, a 22-day year-over-year enhancement, demonstrating ongoing progress in capital management and operational efficiency.
- Optimistic Future Outlook: The company guided for Q1 2026 revenue between $655 million and $695 million, a 7% year-over-year growth, with expectations of double-digit growth in the Medical sector, showcasing management's confidence in future market demand and positive growth prospects.
See More
Benchmark Electronics Reports Q4 2025 Earnings Beat
- Strong Earnings Report: Benchmark Electronics reported a Q4 2025 non-GAAP EPS of $0.71, beating expectations by $0.07, indicating robust profitability despite ongoing challenges in the semiconductor sector.
- Revenue Growth: The company achieved $704 million in revenue for Q4, reflecting a 7.2% year-over-year increase and surpassing market expectations by $7.33 million, showcasing positive growth momentum amid recovering market demand.
- Cash Flow Performance: Operating cash flow for Q4 was $59 million, with free cash flow at $48 million, demonstrating effective cash management that supports future investments and shareholder returns.
- Annual Performance Overview: For the full year 2025, total revenue reached $2.659 billion, with diluted GAAP EPS at $0.68 and non-GAAP EPS at $2.40, indicating resilience despite the weak profitability trends in the semiconductor market.
See More
Benchmark Electronics Reports Strong Q4 and Full Year 2025 Financial Results
- Quarterly Revenue Growth: In Q4 2025, Benchmark Electronics reported revenue of $704 million, reflecting a 3.4% year-over-year increase, indicating the company's stable growth potential and likely boosting investor confidence.
- Earnings Performance: The diluted GAAP earnings per share for Q4 stood at $0.17, while non-GAAP earnings per share reached $0.71, showing that despite a decline in GAAP earnings, the growth in non-GAAP earnings highlights ongoing improvements in the company's core profitability.
- Cash Flow Position: For Q4 2025, operating cash flow was $59 million with free cash flow at $48 million, demonstrating robust cash management and operational efficiency, which will support future investments and expansion efforts.
- Leadership Transition: CEO Jeff Benck will step down at the end of the quarter, with David Moezidis taking over, who expressed confidence in continuing the growth strategy, ensuring Benchmark's strong leadership position in future market competition.
See More
Benchmark Electronics Set to Announce Q4 Earnings on February 3rd
- Earnings Announcement Date: Benchmark Electronics (BHE) is scheduled to release its Q4 2023 earnings on February 3rd after market close, with consensus EPS estimate at $0.64, reflecting a 4.9% year-over-year increase, and revenue estimate at $696.67 million, indicating a 6.1% year-over-year growth.
- Historical Performance: Over the past two years, BHE has consistently beaten EPS estimates 100% of the time and revenue estimates 63% of the time, showcasing the company's stability in profitability and strong market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced two upward revisions and one downward adjustment, indicating market divergence and uncertainty regarding the company's future performance.
- Revenue Target: Benchmark Electronics has set a revenue target for Q4 2023 between $670 million and $720 million, reflecting a cautious optimism about future revenue growth while advancing sector diversification strategies.
See More
WD-40 and Others Announce Quarterly Dividends
- WD-40 Dividend Announcement: WD-40's board declared a quarterly dividend of $1.02 per share on March 16, 2026, payable on April 30, 2026, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Pegasystems Maintains Dividend: Pegasystems announced a quarterly cash dividend of $0.03 per share, maintaining its current dividend program, with payment scheduled for April 15, 2026, indicating the company's focus on stable cash flow and shareholder returns.
- ServisFirst Bancshares Dividend: ServisFirst Bancshares declared a quarterly cash dividend of $0.38 per share, payable on April 13, 2026, demonstrating the company's commitment to returning value to shareholders amid steady operations.
- Saul Centers Dividend Unchanged: Saul Centers declared a quarterly dividend of $0.59 per share, to be paid on April 30, 2026, indicating the company's strategy to maintain stable shareholder returns in the current economic climate.
See More
Escalating Iran Conflict Causes Stock Market Decline
- Oil Price Surge Impact: The escalating conflict with Iran has led to a 13% rise in Brent crude prices, surpassing $82 per barrel for the second consecutive day, causing widespread declines in U.S. stocks and raising investor concerns about future economic stability.
- Corporate Investment Confidence Eroded: Analysts warn that a prolonged conflict could trigger inflationary shocks, prompting companies to cut back on investments and hiring, which could further weaken an already fragile economic environment.
- Poor Stock Performance: Companies like Knowles (NYSE:KN) saw a 4.6% drop in stock price, while Benchmark (NYSE:BHE) and Taboola (NASDAQ:TBLA) fell by 3.2% and 3.4%, respectively, indicating a decline in market confidence towards these firms.
- Knowles Stock Review: Despite Knowles's 19.7% increase year-to-date, its current price of $26.29 is close to its 52-week high of $28.48, suggesting heightened market attention on its future performance, necessitating cautious evaluation by investors.
See More
Benchmark Electronics Q4 2025 Earnings Highlights
- Significant Revenue Growth: Benchmark Electronics reported Q4 2025 revenue of $704 million, a 7% year-over-year increase, with double-digit growth in the Medical, Aerospace & Defense (A&D), and Automation & Control & Communication (AC&C) sectors, indicating strong performance across key areas.
- Earnings Exceed Expectations: The company achieved a non-GAAP EPS of $0.71 in Q4, surpassing the prior guidance range of $0.62 to $0.68, reflecting successful cost control and operational efficiency, which further bolstered investor confidence.
- Strong Cash Flow Performance: Q4 operating cash flow was $59 million with free cash flow at $48 million, and the cash conversion cycle improved to 67 days, a 22-day year-over-year enhancement, demonstrating ongoing progress in capital management and operational efficiency.
- Optimistic Future Outlook: The company guided for Q1 2026 revenue between $655 million and $695 million, a 7% year-over-year growth, with expectations of double-digit growth in the Medical sector, showcasing management's confidence in future market demand and positive growth prospects.
See More
Benchmark Electronics Reports Q4 2025 Earnings Beat
- Strong Earnings Report: Benchmark Electronics reported a Q4 2025 non-GAAP EPS of $0.71, beating expectations by $0.07, indicating robust profitability despite ongoing challenges in the semiconductor sector.
- Revenue Growth: The company achieved $704 million in revenue for Q4, reflecting a 7.2% year-over-year increase and surpassing market expectations by $7.33 million, showcasing positive growth momentum amid recovering market demand.
- Cash Flow Performance: Operating cash flow for Q4 was $59 million, with free cash flow at $48 million, demonstrating effective cash management that supports future investments and shareholder returns.
- Annual Performance Overview: For the full year 2025, total revenue reached $2.659 billion, with diluted GAAP EPS at $0.68 and non-GAAP EPS at $2.40, indicating resilience despite the weak profitability trends in the semiconductor market.
See More
Benchmark Electronics Reports Strong Q4 and Full Year 2025 Financial Results
- Quarterly Revenue Growth: In Q4 2025, Benchmark Electronics reported revenue of $704 million, reflecting a 3.4% year-over-year increase, indicating the company's stable growth potential and likely boosting investor confidence.
- Earnings Performance: The diluted GAAP earnings per share for Q4 stood at $0.17, while non-GAAP earnings per share reached $0.71, showing that despite a decline in GAAP earnings, the growth in non-GAAP earnings highlights ongoing improvements in the company's core profitability.
- Cash Flow Position: For Q4 2025, operating cash flow was $59 million with free cash flow at $48 million, demonstrating robust cash management and operational efficiency, which will support future investments and expansion efforts.
- Leadership Transition: CEO Jeff Benck will step down at the end of the quarter, with David Moezidis taking over, who expressed confidence in continuing the growth strategy, ensuring Benchmark's strong leadership position in future market competition.
See More
Benchmark Electronics Set to Announce Q4 Earnings on February 3rd
- Earnings Announcement Date: Benchmark Electronics (BHE) is scheduled to release its Q4 2023 earnings on February 3rd after market close, with consensus EPS estimate at $0.64, reflecting a 4.9% year-over-year increase, and revenue estimate at $696.67 million, indicating a 6.1% year-over-year growth.
- Historical Performance: Over the past two years, BHE has consistently beaten EPS estimates 100% of the time and revenue estimates 63% of the time, showcasing the company's stability in profitability and strong market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced two upward revisions and one downward adjustment, indicating market divergence and uncertainty regarding the company's future performance.
- Revenue Target: Benchmark Electronics has set a revenue target for Q4 2023 between $670 million and $720 million, reflecting a cautious optimism about future revenue growth while advancing sector diversification strategies.
See More
