A second straight guidance raise puts full-year growth near 16%, on semi-cap equipment revenue of $241 million. Margin leverage means earnings are growing at roughly twice the pace of sales.
Latest Activity
- ABTAbbott Laboratories Common Stock (ABT)Buy$1K – $15KSep 18
- AEIS150 Main Street Trust > Bank of America Advanced Energy Industries, Inc. - CommoBuy$1K – $15KSep 29
- ALKS150 Main Street Trust > Bank of America Alkermes plc - Ordinary Shares (ALKS)Buy$1K – $15KSep 29
- ALGM150 Main Street Trust > Bank of America Allegro MicroSystems, Inc. - Common StocBuy$1K – $15KSep 29
- APP150 Main Street Trust > Bank of America Applovin Corporation - Class A Common StBuy$1K – $15KSep 18
- ATRC150 Main Street Trust > Bank of America AtriCure, Inc. - Common Stock (ATRC)Partial sell$1K – $15KSep 29
- BCPCBalchem Corporation - Common Stock (BCPC)Buy$1K – $15KSep 17
- BHE150 Main Street Trust > Bank of America Benchmark Electronics, Inc. Common StockBuy$15K – $50KOct 1
A former Pentagon undersecretary just disclosed 57 trades in one filing, with the heaviest buying in semiconductors and electronics manufacturing: NXP, ON Semiconductor and Benchmark Electronics all picked up in size. The disclosure landed 39 days after the earliest trade.
BHE Coverage
Which Robotics Supply Chain Stock Has Dominated in 2026: Ouster, Aeva, or Vishay Precision Group?
The 2026 scoreboard for sensing and perception suppliers tied to robotics and automation is finally clear. Vishay Precision Group (NYSE:VPG) is the runaway year-to-date winner, and it isn’t close. VPG stock is…
Broadcom Is Quietly Dominating AI Chips. Here Are 5 Overlooked Stocks Powering the Same Boom
Broadcom’s custom AI silicon business has become the market’s shadow story, but the real fortunes are being made in the unglamorous plumbing behind it. Taiwan’s IC industry alone is projected to hit…
Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”
Warren Buffett does not hand out personal endorsements of his money manager every day. That makes the line he delivered about Greg Abel, who formally became President and CEO of Berkshire Hathaway…
Thursday’s Top Upgrades and Downgrades: Carvana, Dick’s Sporting Goods, Frontier, O’Reilly, SolarEdge, VICI Properties and More
Thursday’s top analyst upgrades and downgrades included Advance Auto Parts, Arista Networks, Carvana, Centennial Resource Development, Dick’s Sporting Goods, Frontier Group, Intuit, O’Reilly Automotive, SolarEdge Technologies and VICI Properties.
2012 Outlook For EMS Sector Upside (BHE, CLS, FLEX, JBL, SANM, AAPL)
Most electronics manufacturing services outfits, EMS companies, have recovered handily from the lowest points in November, but most of these remain significantly off of their highs over the last year. Some may…
Other EMS Stocks Holding Up Better Than Jabil (JBL, BHE, CLS, FLEX, PLXS, SANM)
Jabil Circuit Inc. (NYSE: JBL) is one of the big losers today as sharesa are down and out due to missed earnings and forecasts. This is a new 52-week low. The electonic…
Earlybird Analyst Calls (MAY 15, 2007)
AMGN cut to Neutral at Baird.AOG cut to Hold at Jefferies.BEAS cut to Neutral at Credit Suisse.BHE started as Neutral at Credit Suisse.CLS started as Underperform at Credit Suisse.COGO started as Overweight…