Benchmark Electronics

Advanced Computing And Semi-Cap Integration Will Drive Future Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

09 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-1.4%

7D

1.5%

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1Y

-1.4%

7D

1.5%

You can edit this narrative until Dec 10 6:10 PM. Then, changes will post as Updates.

Author's Valuation

US$47.330.7% overvalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

BHE: Buybacks And Stable Outlook Will Support A Balanced Future

Analysts have modestly refined their valuation framework for Benchmark Electronics, keeping the fair value estimate steady at approximately 47.33 dollars while making only negligible downward adjustments to the discount rate, revenue growth, profit margin, and future P E assumptions. What's in the News Benchmark Electronics updated its earnings outlook for the fourth quarter of 2025, guiding revenue to a range of 670 million dollars to 720 million dollars and diluted GAAP earnings per share between 0.44 dollars and 0.50 dollars (Company guidance filing).

Shared on 25 Nov 25

BHE: Leadership Transition And Improved Margins Will Support Balanced Outlook Ahead

Analysts have modestly increased their price target for Benchmark Electronics to $47.33 per share. They cite improved profit margin projections and a more favorable future price-to-earnings outlook as key factors behind this adjustment.

Shared on 07 Nov 25

Fair value Increased 5.97%

BHE: Leadership Transition And AI-Driven Solutions Will Shape Balanced Prospects Ahead

Analysts have raised their price target on Benchmark Electronics from $44.67 to $47.33. They cited a revised outlook on valuation metrics and updated financial forecasts as reasons for the adjustment.

Shared on 01 May 25

Fair value Decreased 4.42%

Shared on 23 Apr 25

Fair value Increased 2.55%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 3.08%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 3.18%

AnalystConsensusTarget has increased revenue growth from 4.3% to 5.3%.

AnalystConsensusTarget Fair Value

US$47.33

0.7% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.93%

Electronic Equipment and Components revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.94%

Calculation

US$105.46m

Earnings '28

x

19.74x

PE Ratio '28

=

US$2.08b

Market Cap '28

US$2.08b

Market Cap '28

/

34.68m

No. shares '28

=

US$60.03

Share Price '28

US$60.03 Share Price '28

Discounted to 2025 @ 8.96% p.a.

=

US$46.40

Fair Value '25