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BHE or FLEX or VICR
Which Stock Would AI Choose? Benchmark Electronics (BHE) vs. Flex Ltd. (FLEX) vs. Vicor Corporation (VICR) Stock Comparison
Key Takeaways
- BHE has delivered strong YTD gains of around 100%, fueled by Q1 revenue growth and raised 2026 outlook tied to AI and semiconductor demand.
- FLEX shows robust YTD performance exceeding 59%, with Q4 earnings beats, a $1.1B acquisition in power products, and plans for a cloud/power spin-off boosting momentum.
- VICR leads with YTD returns over 142%, driven by Q1 revenue surge of 20% YoY, backlog expansion to $301M, and high demand for power solutions in AI/data centers.
- All three operate in electronic components, benefiting from AI infrastructure trends, but VICR exhibits the highest volatility and growth trajectory amid sector tailwinds.
- Recent analyst upgrades and technical bullish signals (e.g., MACD crossovers) support upward trends across BHE, FLEX, and VICR.
- Relative performance highlights trade-offs: FLEX offers scale (market cap ~$35B), while VICR provides explosive growth potential.
Introduction
This comparison examines BHE, FLEX, and VICR, three players in the electronic components industry riding the wave of AI-driven demand for advanced manufacturing and power solutions. Investors and traders focused on technology hardware, semiconductors, and data center growth will find value in understanding their relative performance, recent catalysts, and market positioning. Amid broader market volatility, these stocks have shown resilience, with strong quarterly results and strategic moves highlighting contrasts in scale, growth rates, and risk profiles in the current environment.
BHE Overview and Recent Performance
Benchmark Electronics (BHE) is an electronics manufacturing services provider specializing in design, engineering, and production for sectors like aerospace, medical, and semiconductor capital equipment. In recent market activity, BHE shares have surged, approaching 52-week highs around $86 with YTD gains exceeding 100% and 1-year returns near 150%. First-quarter 2026 results showed revenue of $677 million, up 7% year-over-year, with adjusted EPS of $0.58 meeting expectations; the company raised its full-year revenue outlook citing AI and semi-cap demand. Sentiment has improved on bullish technicals like MACD histogram crossovers and momentum above zero, though overbought RSI signals potential pullbacks. Influences include sector growth in medical and aerospace/defense, steady cash flow, and a recent $0.17 dividend, positioning BHE as a stable mid-cap play (~$3B market cap).
FLEX Overview and Recent Performance
Flex Ltd. (FLEX), a global manufacturing solutions firm, serves diversified markets including data centers, cloud infrastructure, and industrials through end-to-end services. Recent weeks have seen shares rally over 30% monthly to ~$96, with YTD returns of 59.63% and 1-year gains surpassing 150%, hitting new 52-week highs near $96.58 (market cap ~$35B). Q4 fiscal 2026 delivered revenue of $7.48B (up significantly YoY) and adjusted EPS of $0.93, beating estimates; key moves include completing the $1.1B EP² acquisition for power capabilities and announcing a cloud/power spin-off. Analyst upgrades (e.g., Stifel to $95) and technical uptrends (50-day MA crossover) drive positive sentiment, tempered by overbought conditions. Data center growth over 35% and margin expansion to 6.5% underscore FLEX's scale advantages.
VICR Overview and Recent Performance
Vicor Corporation (VICR) designs modular power components for high-performance applications in AI, aerospace, defense, and data centers. Shares have exploded with YTD returns over 142%, 1-year gains exceeding 500%, trading near $266 amid 52-week highs up to $294 (market cap ~$12B). Q1 2026 revenue hit $113M (up 20% YoY), with EPS of $0.44-$0.52 beating forecasts and net income at $20.7M; backlog jumped 75% sequentially to $301M, with FY guidance near $570M. Bullish signals like 10-day MA crossing 50-day and MACD positivity fuel gains, though volatility persists from insider sales and high P/E. Demand for vertical power delivery in AI computing has propelled sentiment, with gross margins expanding to 55%.
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Head-to-Head Comparison
All three firms anchor in electronic components (Technology sector), capitalizing on AI/semiconductor booms, but differ in scale and focus: FLEX's massive operations (~$7B quarterly revenue) contrast BHE's mid-tier EMS (~$677M) and VICR's specialized power niche (~$113M). Growth drivers include FLEX's data center pivot and spin-off, BHE's semi-cap exposure, and VICR's backlog surge. Recent momentum favors VICR (500%+ 1Y), then FLEX/BHE (~150% 1Y), with technical uptrends common. Risks: VICR's volatility (high beta, insider sales), FLEX's consumer softness, BHE's margin pressures. Valuation sensitivity shows FLEX fairly valued (P/E ~41), BHE steady (P/B 2.7), VICR premium (high P/E). Sentiment tilts positive on AI catalysts, with FLEX leading stability, VICR upside.
Tickeron AI Verdict
Tickeron’s AI currently favors VICR due to superior trend consistency, explosive backlog growth, and positioning in high-demand AI power delivery, evidenced by 142%+ YTD gains and bullish signals like MA crossovers. While FLEX offers scale/stability and BHE reliable momentum, VICR's catalysts suggest higher probabilistic outperformance in AI-driven markets, though with elevated volatility.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BHE’s FA Score shows that 2 FA rating(s) are green whileFLEX’s FA Score has 2 green FA rating(s), and VICR’s FA Score reflects 2 green FA rating(s).
- BHE’s FA Score: 2 green, 3 red.
- FLEX’s FA Score: 2 green, 3 red.
- VICR’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BHE’s TA Score shows that 2 TA indicator(s) are bullish while FLEX’s TA Score has 2 bullish TA indicator(s), and VICR’s TA Score reflects 6 bullish TA indicator(s).
- BHE’s TA Score: 2 bullish, 4 bearish.
- FLEX’s TA Score: 2 bullish, 3 bearish.
- VICR’s TA Score: 6 bullish, 4 bearish.
Price Growth
BHE (@Electronic Components) experienced а -1.40% price change this week, while FLEX (@Electronic Components) price change was +44.83% , and VICR (@Electronic Components) price fluctuated +9.99% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +3.08%. For the same industry, the average monthly price growth was +12.23%, and the average quarterly price growth was +38.94%.
Reported Earning Dates
BHE is expected to report earnings on Aug 05, 2026.
FLEX is expected to report earnings on Jul 29, 2026.
VICR is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Electronic Components (+3.08% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| BHE | FLEX | VICR | |
| Capitalization | 2.99B | 51.4B | 13.3B |
| EBITDA | 138M | 1.89B | 120M |
| Gain YTD | 95.617 | 131.198 | 166.953 |
| P/E Ratio | 88.70 | 59.95 | 97.85 |
| Revenue | 2.71B | 26.8B | 472M |
| Total Cash | 325M | 3.06B | 404M |
| Total Debt | 304M | 5.02B | 7.15M |
BHE | FLEX | VICR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 27 | 84 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 63 Fair valued | 67 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 2 | 33 | |
SMR RATING 1..100 | 88 | 51 | 45 | |
PRICE GROWTH RATING 1..100 | 36 | 34 | 34 | |
P/E GROWTH RATING 1..100 | 4 | 5 | 32 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BHE's Valuation (63) in the Electronic Components industry is in the same range as FLEX (67) and is in the same range as VICR (80). This means that BHE's stock grew similarly to FLEX’s and similarly to VICR’s over the last 12 months.
FLEX's Profit vs Risk Rating (2) in the Electronic Components industry is in the same range as BHE (12) and is in the same range as VICR (33). This means that FLEX's stock grew similarly to BHE’s and similarly to VICR’s over the last 12 months.
VICR's SMR Rating (45) in the Electronic Components industry is in the same range as FLEX (51) and is somewhat better than the same rating for BHE (88). This means that VICR's stock grew similarly to FLEX’s and somewhat faster than BHE’s over the last 12 months.
VICR's Price Growth Rating (34) in the Electronic Components industry is in the same range as FLEX (34) and is in the same range as BHE (36). This means that VICR's stock grew similarly to FLEX’s and similarly to BHE’s over the last 12 months.
BHE's P/E Growth Rating (4) in the Electronic Components industry is in the same range as FLEX (5) and is in the same range as VICR (32). This means that BHE's stock grew similarly to FLEX’s and similarly to VICR’s over the last 12 months.
| BHE | FLEX | VICR | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 63% | 1 day ago 71% | 1 day ago 72% |
| Stochastic ODDS (%) | 3 days ago 73% | N/A | 1 day ago 70% |
| Momentum ODDS (%) | N/A | N/A | 1 day ago 84% |
| MACD ODDS (%) | N/A | N/A | 1 day ago 87% |
| TrendWeek ODDS (%) | 1 day ago 63% | 1 day ago 76% | 1 day ago 82% |
| TrendMonth ODDS (%) | 1 day ago 64% | 1 day ago 76% | 1 day ago 82% |
| Advances ODDS (%) | 3 days ago 64% | 3 days ago 75% | 8 days ago 85% |
| Declines ODDS (%) | 16 days ago 61% | 16 days ago 62% | 6 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 59% | 1 day ago 54% | 1 day ago 68% |
| Aroon ODDS (%) | 1 day ago 56% | 1 day ago 79% | 1 day ago 78% |
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BHE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BHE has been closely correlated with CTS. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if BHE jumps, then CTS could also see price increases.
| Ticker / NAME | Correlation To BHE | 1D Price Change % | ||
|---|---|---|---|---|
| BHE | 100% | -3.62% | ||
| CTS - BHE | 73% Closely correlated | -4.60% | ||
| PLXS - BHE | 70% Closely correlated | -2.68% | ||
| TTMI - BHE | 68% Closely correlated | +0.23% | ||
| KN - BHE | 68% Closely correlated | -2.79% | ||
| FLEX - BHE | 65% Loosely correlated | -3.71% | ||
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FLEX and
Correlation & Price change
A.I.dvisor indicates that over the last year, FLEX has been closely correlated with JBL. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if FLEX jumps, then JBL could also see price increases.
| Ticker / NAME | Correlation To FLEX | 1D Price Change % | ||
|---|---|---|---|---|
| FLEX | 100% | -3.71% | ||
| JBL - FLEX | 74% Closely correlated | -3.95% | ||
| GLW - FLEX | 60% Loosely correlated | -4.41% | ||
| BHE - FLEX | 58% Loosely correlated | -3.62% | ||
| TTMI - FLEX | 57% Loosely correlated | +0.23% | ||
| PLXS - FLEX | 55% Loosely correlated | -2.68% | ||
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VICR and
Correlation & Price change
A.I.dvisor indicates that over the last year, VICR has been loosely correlated with BHE. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if VICR jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To VICR | 1D Price Change % | ||
|---|---|---|---|---|
| VICR | 100% | -6.51% | ||
| BHE - VICR | 55% Loosely correlated | -3.62% | ||
| PLXS - VICR | 49% Loosely correlated | -2.68% | ||
| TTMI - VICR | 48% Loosely correlated | +0.23% | ||
| GLW - VICR | 47% Loosely correlated | -4.41% | ||
| KN - VICR | 47% Loosely correlated | -2.79% | ||
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