What Happened?
Shares of electronics manufacturing services provider Benchmark (NYSE: BHE) fell 3.5% in the afternoon session after an executive sold shares worth $478,300, according to a regulatory filing.
The sale involved 10,000 shares sold by Rhonda R. Turner, the Senior Vice President and Chief Human Resources Officer, on December 12, 2025. Insider sales can sometimes signal a lack of confidence to the market, prompting investor concern. The stock's decline also came during a broader market slump, as U.S. stocks closed lower with investors moving away from technology-related equities. This move extended a losing streak for the company's stock, which had already fallen for three consecutive days.
The shares closed the day at $45.59, down 3.4% from previous close.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Benchmark? Access our full analysis report here.
What Is The Market Telling Us
Benchmark’s shares are not very volatile and have only had 9 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.
The previous big move we wrote about was 4 days ago when the stock dropped 3% on the news that investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."
Oracle triggered the alarm by missing revenue estimates while simultaneously hiking capital expenditures by $15 billion. This reignited fears that AI infrastructure spending is outpacing actual monetization. Broadcom compounded the anxiety; despite beating earnings, its stock fell as CFO Kirsten Spears cautioned that gross margins may come under pressure as product mix shifts further toward system-level AI sales. This sparked a macro rotation away from AI infrastructure and power plays.
Benchmark is flat since the beginning of the year, and at $45.59 per share, it is trading close to its 52-week high of $49.17 from December 2025. Investors who bought $1,000 worth of Benchmark’s shares 5 years ago would now be looking at an investment worth $1,660.
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