BHE
BENCHMARK ELECTRONICS INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 24 1 insider sell $547.6K at $60.40
- R Apr 29 Benchmark Electronics reported Q1 2026 revenue of $677M (7.1% YoY gr…
- S May 6 to May 13 3 days of insider sells: $4.5M by 3 insiders, avg $83.44
- S May 26 1 insider sell $1.1M at $87.57
- S Jun 11 1 insider sell $1.7M at $86.25
- S Aug 11 1 insider sell $492.6K at $82.10
Signal stack
Where each data set points today.
- InsidersBEARISH
7 insiders sold $8.4M.
- InstitutionsBULLISH
Q2 2026: 33 added (2 new), 18 trimmed or exited. Largest new: Massachusetts Financial Services /Ma/ $42.1M, Jennison Associates $33.1M.
- AnalystsBULLISH
6 of 8 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
12% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | $184.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $92.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | $42.1M |
| Nuveen, LLC | DOUBLED | $41.6M |
| JANE STREET GROUP, LLC | ADD | $38.4M |
| JENNISON ASSOCIATES LLC | NEW | $33.1M |
| JPMORGAN CHASE & CO | ADD | $32.9M |
| Qube Research & Technologies Ltd | TRIM | $22.7M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +27%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Needham MAINTAIN | Buy |
| Jul 30, 2026 | Needham MAINTAIN | Buy |
| Apr 30, 2026 | Needham MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 14, 2026 | Schumaker Bryan Robert EVP, Chief Financial Officer | TAX W/H | $163.9K |
| Aug 17, 2026 | Moezidis David President and CEO | TAX W/H | $384.6K |
| Aug 17, 2026 | Valkanoff David EVP, Chief Operating Officer | TAX W/H | $174.9K |
| Aug 11, 2026 | De Greef-Safft Anne Director | SELL | $318.6K |
| Aug 11, 2026 | De Greef-Safft Anne Director | SELL | $174.1K |
| Jun 11, 2026 | Beaver Stephen J SVP, General Counsel and CLO | SELL | $1.7M |
| May 27, 2026 | SCHEIBLE DAVID W Director | AWARD | 2,093 sh |
| May 27, 2026 | Britt Douglas Director | AWARD | 2,093 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
7 filings · 2 bullish · 0 bearish · 5 neutral- BULLISH INST-CLUSTERAug 4, 2026
A strong institutional cluster formed in BHE during 2026-Q2, with 5 buyers accumulating $78.1M net…
The cluster is dominated by active managers (not passive/index funds), which strengthens the signal. However, the 45-day 13F lag means these positions are already stale. Watch for any subsequent…
- NEUTRAL CLUSTERMay 15, 2026
Two directors at Benchmark Electronics sold a combined $3.93M in shares over three trading days…
The cluster is small relative to market cap, involves only directors (not C-suite), and lacks any nearby earnings/restatement/offering filing that would raise concern. Monitor for any non-10b5-1…
- NEUTRAL CLUSTERMay 15, 2026
Two directors and an SVP of Benchmark Electronics sold shares totaling $4.5M in open-market…
The selling is modest and lacks a strong signal, as cluster sells are not typically informative. Continue to monitor for any operational news or future insider activity that may indicate a trend.
- NEUTRAL CLUSTERMay 6, 2026
Two insiders at Benchmark Electronics sold a combined $2.54M in stock over a 7-day window…
Insider sales are routine in size and not a concern. Monitor for any material acceleration in selling volume; the strong earnings report supports the current bull case.
All BHE filing & press-release reports (7)
- INST-CLUSTER reportAug 4, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 6, 2026
- 8-K reportApr 29, 2026
- DEFA14A reportApr 17, 2026
- 8-K reportFeb 24, 2026