Lumida
/BHE
⌘K
Benchmark Electronics Inc

Benchmark Electronics Inc

BHE
$77.80USD+5.16%+3.82 today

MARKET CAP

2.8B

P/E (TTM)

82.8x

FWD P/E

DAY RANGE

$74 – $78

52W RANGE

$36
$100

AI Summary

Stalk
TrimMedium

BHE is displaying a Bearish Pivot Point pattern with the 9/20 EMAs below the 50 SMA after a failed rally, signaling a structural repair phase lower. Medium-term bias is bearish, with price approaching the 50 SMA overhead resistance. Short-term timing is neutral—no clear rejection at the 50 SMA—so execution should be deferred until a confirmed rejection at that zone. The long-term trend remains intact and bullish, supported by the rising 200 SMA, but a break below it would threaten structural support.

  • Q2 revenue $756M (+18% YoY) and non-GAAP EPS $0.75 (+36% YoY).
  • Raised FY 2026 revenue guidance to ~$3B, driven by SemiCap and A&D momentum.
  • Negative profitability factor indicates weak conversion of sales to profit.
Full analysis →

Buying

9

institutions

Selling

4

institutions

New Positions

4

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY5.88 M579.77 M+233.12 K+83.3%0.01%
JC

Jpmorgan Chase & Co

Q2 2026

BUY344.16 K32.89 M+71.42 K+125.3%0.00%
MM

Millennium Management LLC

Q2 2026

BUY136.68 K13.49 M+87.81 K+392.3%0.00%
MG

Man Group Plc

Q2 2026

BUY109.39 K10.79 M+13.25 K+100.3%0.02%
BA

Balyasny Asset Management L.P.

Q2 2026

BUYNEW58.58 K5.78 M+58.58 K+0.0%0.01%
AC

Aqr Capital Management LLC

Q2 2026

SELL49.12 K4.85 M+-10.98 K+43.9%0.00%
RT

Renaissance Technologies LLC

Q2 2026

BUYNEW29.27 K2.89 M+29.27 K+0.0%0.00%
CA

Citadel Advisors LLC

Q2 2026

SELL25.60 K2.53 M+-250.75 K-83.7%0.00%
PA

Point72 Asset Management, L.P.

Q2 2026

BUYNEW25.47 K2.51 M+25.47 K+0.0%0.00%
JH

Janus Henderson Group Plc

Q1 2026

BUY31.37 K1.76 M+15.69 K+162.3%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

BUYNEW15.64 K1.54 M+15.64 K+0.0%0.01%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL1.79 K177.01 K+-10.00+75.0%0.00%
VI

Voloridge Investment Management, LLC

Q2 2026

SELL0.000.00+-3.79 K-100.0%0.00%