Should I Buy BHE? BHE 2026 Analysis

Should You Buy Benchmark Electronics Inc (BHE) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

51.820

1 Day change

4.10%

52 Week Range

52.530

Analysis Updated At

2026/01/28

BUY for a beginner long-term investor who doesn’t want to wait for a perfect entry. The chart structure is bullish (short/medium/long MAs stacked up), sentiment from analysts/news is improving, and the stock is sitting near a key pivot area with defined downside support. While next-month pattern data is slightly negative and upcoming earnings (Feb 3) can be a near-term swing factor, the overall setup favors accumulating now rather than waiting.

Technical Analysis

Trend is bullish but not overheated. Moving averages are bullish (SMA_5 > SMA_20 > SMA_200), indicating a sustained uptrend across timeframes. RSI(6) ~52.8 is neutral, suggesting price is not stretched and supports a reasonable entry now. MACD histogram is positive (0.13) but contracting, implying upside momentum is still present but slowing—more consistent with consolidation near current levels than a breakout today. Key levels: Pivot 49.79 is close to the current price (49.27), so price is trading just below a near-term decision point. Support: 47.79 (S1) then 46.55 (S2). Resistance: 51.80 (R1) then 53.04 (R2). Net: Uptrend intact; near-term could chop, but structure supports a long-term buy.

Options Data

Bearish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Options positioning is slightly put-leaning on open interest (OI put/call 1.09), which can reflect mild caution/hedging rather than aggressive bullishness. However, today’s option volume is essentially zero (put-call volume ratio 0.0 with 0 calls/puts traded), so there is no meaningful real-time sentiment signal from flow. Implied volatility is elevated (30D IV ~50.9 vs historical vol ~42.8), but IV rank is low (~13.3) and IV percentile ~43, meaning volatility is not extreme relative to its own history—neutral to slightly supportive for a steady long-term entry.

Technical Summary

Sell

Buy

Positive Catalysts

Analyst-driven catalyst: Lake Street reiterated Buy and raised the price target to $57 (from $51), explicitly calling out long-term growth in A&D, AI, and Medical verticals and a potential semiconductor order ramp through
Upcoming earnings date (Feb 3, after-hours): if results/forward commentary confirm the 2026 growth rebound narrative, it can re-rate the stock.
Technical structure remains constructive (bullish MA stack), supporting continued long-term trend.

Neutral/Negative Catalysts

Near-term statistical pattern signal suggests mild weakness over the next month (-4.05% tendency), which could mean some consolidation/pullback risk after recent strength.
Momentum is slowing (MACD histogram still positive but contracting), consistent with limited near-term upside speed.
Earnings event risk on 2026-02-03: results or guidance could disappoint given margins and EPS were down YoY in the last reported quarter.

Financial Performance

Latest reported quarter: 2025/Q3. Revenue grew to $680.678M (+3.49% YoY), showing top-line growth. However profitability softened: Net income $14.263M (-7.23% YoY), EPS $0.39 (-7.14% YoY), and gross margin 9.8% (down ~1.61% YoY). Takeaway: the company is growing revenue but currently facing margin/earnings pressure—long-term upside depends on the expected 2026 volume/mix improvement (semi ramp and stronger vertical demand) translating into better margins.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent analyst trend is improving: Lake Street maintained a Buy and raised price targets twice (Nov 2025: $46->$51; Jan 2026: $51->$57). Wall Street ‘pros’ view: bullish on multi-vertical positioning (A&D/AI/Medical) and a semiconductor order ramp into 2026 supporting sustained growth and a higher share price. ‘Cons’ view: the latest quarter showed EPS and margins down YoY, so the bull case requires execution and a margin rebound; near-term price may consolidate until clearer evidence arrives (likely around upcoming earnings).

2 Analyst Rating

Wall Street analysts forecast BHE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BHE is 49 USD with a low forecast of 47 USD and a high forecast of 51 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

2 Buy

0 Hold

0 Sell

Moderate Buy

Current: 49.780

Low

Averages

High

Current: 49.780

Low

Averages

High

Lake Street

NULL -> Buy

maintain

$51 -> $57

AI Analysis

2026-01-23

Reason

Lake Street

Price Target

$51 -> $57

AI Analysis

2026-01-23

maintain

NULL -> Buy

Reason

Lake Street raised the firm's price target on Benchmark Electronics to $57 from $51 and keeps a Buy rating on the shares as the analyst took over coverage of the stock. The firm believes Benchmark is well-positioned for sustained, long-term growth in the A&D, AI, and Medical verticals and thinks the stock should work higher as the company begins to ramp Semi orders throughout 2026, the analyst tells investors.

Lake Street

NULL -> Buy

maintain

$46 -> $51

2025-11-05

Reason

Lake Street

Price Target

$46 -> $51

2025-11-05

maintain

NULL -> Buy

Reason

Lake Street raised the firm's price target on Benchmark Electronics to $51 from $46 and keeps a Buy rating on the shares following what the firm calls "another solid print." The firm believes the company is well-positioned across multiple end markets to return to growth in 2026, the analyst tells investors.

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BHE Should I Buy

BHE Should I Buy

Should You Buy Benchmark Electronics Inc (BHE) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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