BHE
Benchmark ElectronicsCNYSE / Technology Hardware & Equipment
Last Price
At close
2026-07-20
Current thesis
The clean bullish read would require the April 29, 2026 earnings release to confirm at least in-line-to-better revenue/EPS versus the prior Q1 setup and show that the new CEO transition is not disrupting bookings, utilization, or margins.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.0.
What can break
As of April 29, 2026, the scheduled earnings release/8-K was not yet confirmed in the checked primary-source trail, so surprise, guidance revision, and post-print reaction data are unavailable.
Momentum
78
Value
54
Sentiment
30
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $62.00 · Bull $74.00 · Bear $55.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $83.50
Why
Momentum78 · Δ7d -3.6
Value54 · Δ7d -0.0
Sentiment30 · Δ7d +3.9
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
78
26% active weight
Current posture
7d trendSoftening
Δ7d
-3.6
Δ21d
-10.0
Value
54
39% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
+0.7
Sentiment
30
34% active weight
Current posture
7d trendImproving
Δ7d
+3.9
Δ21d
+10.0
Why this grade
Composite grade C. Momentum 78.0 / Value 53.9 / Sentiment 30.0
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$2.89B
Beta
1.03
Shares Out
35.88M
P/E (TTM)
43.8
P/S (TTM)
0.60
P/FCF (TTM)
31.74
Rev YoY
+7.2%
EPS YoY
+260.4%
Gross Margin
+10.1%
Op Margin
+3.2%
Net Debt
$907K
Current Ratio
2.18
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology