Sanmina Corp Stock Historical Valuations | HAM:SAYN
This article provides a stock summary for Sanmina Corp (HAM:SAYN) on GuruFocus.com, detailing its current valuation metrics such as P/E, P/B, market cap, and enterprise value as of September 30. It also highlights that GuruFocus detected three medium warning signs for the stock and offers a free trial to access more in-depth information.
Sanmina (NASDAQ:SANM) Cut to Hold at Zacks Research
Zacks Research downgraded Sanmina (NASDAQ:SANM) from a "strong buy" to a "hold" rating, contributing to a consensus "hold" rating among analysts with an average price target of $198.33. This comes despite Sanmina reporting stronger-than-expected quarterly results with EPS of $3.31 and revenue of $3.46 billion. Institutional investors own 92.71% of the company's shares.
Sanmina Corp Stock Warning Signs
The article provides a brief overview of Sanmina Corp (SAYN) stock, indicating 3 medium warning signs detected by GuruFocus. It then presents a detailed analysis for Apple Inc. as a preview, highlighting 5 good signs (high Piotroski F-Score, unlikely manipulator Beneish M-Score, expanding operating margin, consistent revenue growth, strong Altman Z-Score) and 4 medium warning signs (insider selling, stock price and PS Ratio close to 10-year high, and dividend yield close to 10-year low) for Apple Inc.
Sanmina (NASDAQ:SANM) Stock Price Crosses Above Two Hundred Day Moving Average - Here's What Happened
Sanmina (NASDAQ:SANM) shares have recently crossed above their 200-day moving average, trading as high as $226.57 before closing at $220.06, significantly above the average of $202.17. The company beat quarterly earnings and revenue estimates, reporting $3.31 EPS on $3.46 billion in revenue, a 69.7% year-over-year increase. Analyst ratings are mixed but overall favor a "Moderate Buy," with institutional investors holding a substantial 92.71% of the stock.
Sanmina (NASDAQ:SANM) Stands Out for High Growth and Improving Fundamentals
Sanmina (NASDAQ:SANM) has been identified as a high-growth company with improving fundamentals, passing multiple criteria from Louis Navellier's "The Little Book That Makes You Rich" methodology. The company shows positive earnings revisions and surprises, strong sales growth, expanding operating margins, and high return on equity. While the overall fundamental picture is strong, the report notes minor concerns regarding financial health, such as ROIC being below the cost of capital and higher debt-to-equity ratio compared to peers.
Electrical Systems Stocks Q2 Results: Benchmarking Sanmina (NASDAQ:SANM)
This article benchmarks Sanmina (NASDAQ:SANM) against its peers in the electrical systems industry following Q2 earnings. Sanmina reported strong revenue growth but weak guidance, while Atkore (NYSE:ATKR) delivered the best Q2 performance and Powell (NASDAQ:POWL) had the weakest. The article also provides updates on LSI (NASDAQ:LYTS) and GE Vernova (NYSE:GEV) and discusses overall market risks and trends impacting the sector.
Sanmina Corp (SANM) Stock Up 5.0% but GF Value Says Overvalued -- GF Score: 93/100
Sanmina Corp (SANM) shares rose 5.0% but are deemed "Significantly Overvalued" by GuruFocus's GF Value™ assessment, with the current price of $209.47 being 39.5% above its estimated intrinsic value. Despite a strong GF Score™ of 93/100, reflecting high profitability and growth, insider selling of $42.9 million over the past year suggests a lack of confidence among insiders regarding the current valuation. Investors are cautioned about potential risks due to the significant premium and historical P/E ratio.
Zacks Value Trader Highlights: ADM, Delek and Sanmina
This article highlights three undervalued "Strong Buy" stocks identified using the Zacks Rank: ADM, Delek US Holdings, and Sanmina. These companies exhibit strong growth prospects, favorable P/E and P/S ratios, and are recommended for value investors. The article emphasizes using the Zacks Rank to find high-quality companies with rising analyst earnings estimates.
Sanmina Corporation (NASDAQ:SANM) Given Average Recommendation of "Moderate Buy" by Analysts
Sanmina Corporation (NASDAQ:SANM) has received an average recommendation of "Moderate Buy" from analysts, with a consensus 12-month target price of $198.33. The company recently reported strong quarterly earnings, beating analyst estimates with an EPS of $3.31 and revenue of $3.46 billion. Institutional investors hold a significant portion of Sanmina's stock, with BlackRock Inc. initiating a substantial position.
$1000 Invested In Sanmina 20 Years Ago Would Be Worth This Much Today
An investment of $1000 in Sanmina (NASDAQ: SANM) 20 years ago would be worth $8,638.96 today, representing an average annual return of 11.67%. This performance indicates that Sanmina has outperformed the market by 2.57% on an annualized basis over two decades. The article highlights the significant impact of compounded returns on investment growth over time.
After 17 years at NVIDIA, Shanker Trivedi joins Sanmina's board
Sanmina (SANM) has appointed Shanker Trivedi, a former Senior Vice President at NVIDIA, to its board of directors, effective September 14, 2026. Trivedi brings over 30 years of leadership experience in enterprise technology, data centers, and cloud infrastructure, having spent 17 years at NVIDIA where he was instrumental in growing their data center and enterprise businesses. This appointment is expected to provide Sanmina with invaluable expertise in the fast-growing AI and data center markets.
Sanmina (NASDAQ: SANM) director moves to sell 120 shares
Sanmina director Susan Anne Johnson filed a Rule 144 notice to sell 120 shares of restricted common stock through Morgan Stanley Smith Barney, valued at approximately $24,055.20. The filing also indicates a prior sale of 120 shares on August 28, 2026, for $24,322.80. This action signals an insider's intent and can impact the market supply of shares.
Amundi Lowers Stock Holdings in Sanmina Corporation $SANM
Amundi significantly reduced its stake in Sanmina Corporation by 79.4% in the second quarter, selling 9,375 shares and retaining 2,426 shares. Despite Amundi's reduction, other major institutional investors like BlackRock and Bank of America increased their holdings, with institutional investors collectively owning 92.71% of Sanmina's stock. Sanmina also reported strong quarterly results, exceeding analyst expectations for both EPS and revenue, and maintains a "Moderate Buy" consensus rating from analysts.
Sanmina Corporation Names Shanker S Trivedi to Board of Directors
Sanmina Corporation announced the appointment of Shanker S Trivedi to its Board of Directors, effective September 14, 2026. Trivedi, 69, brings over 30 years of leadership experience in enterprise technology, cloud infrastructure, and data centers, having previously served as Senior Vice President, Enterprise Business at NVIDIA Corporation. His compensation will be consistent with the Board’s existing non-employee director policies.
SHANKER TRIVEDI JOINS SANMINA'S BOARD OF DIRECTORS
Sanmina Corporation announced the appointment of Shanker Trivedi to its board of directors, effective September 14, 2026. Trivedi brings over 30 years of leadership experience in enterprise technology, data centers, and cloud infrastructure, having previously served as Senior Vice President, Enterprise Business at NVIDIA Corporation. His expertise in AI and data center markets is expected to be invaluable to Sanmina's strategic growth.
Sanmina appoints ex-Nvidia executive to board of directors
Sanmina Corporation has appointed Shanker Trivedi, a former Senior Vice President of Enterprise Business at Nvidia, to its board of directors. Trivedi's extensive experience in AI and data center markets is expected to be a significant asset to Sanmina, a manufacturing solutions provider. He previously held leadership roles at several technology companies and currently serves on the board of Enphase Energy, Inc.
RFG Advisory LLC Takes $1.22 Million Position in Sanmina Corporation $SANM
RFG Advisory LLC has acquired a new position in Sanmina Corporation, purchasing 4,811 shares valued at approximately $1.22 million during the second quarter. Sanmina reported strong quarterly earnings, with EPS of $3.31 and revenue of $3.46 billion, surpassing analyst expectations. The stock is currently trading at $216, and analysts maintain a "Moderate Buy" rating with an average price target of $198.33.
California State Teachers Retirement System Acquires 15,165,342 Shares of Sanmina Corporation $SANM
The California State Teachers Retirement System significantly increased its stake in Sanmina Corporation, acquiring over 15 million additional shares, bringing its total ownership to about 28.41%. This comes as Sanmina reported strong quarterly earnings, beating analyst estimates with $3.31 EPS and $3.46 billion in revenue, representing a 69.7% year-over-year increase. Analyst sentiment for Sanmina is generally positive, with a "Moderate Buy" consensus rating and an average price target of $198.33.
Tidal Investments LLC Reduces Stake in Sanmina Corporation $SANM
Tidal Investments LLC decreased its holdings in Sanmina Corporation (NASDAQ:SANM) by 23.5% in the second quarter, selling 13,395 shares and retaining 43,695 shares valued at $11.06 million. Despite this reduction, institutional investors collectively own 92.71% of the company. Sanmina reported strong quarterly earnings, beating analyst estimates with an EPS of $3.31 and revenue of $3.46 billion, a 69.7% year-over-year increase, while analysts maintain a "Moderate Buy" consensus despite JPMorgan lowering its price target.
Sanmina Corporation $SANM Shares Acquired by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
UBS Asset Management increased its stake in Sanmina Corporation by 18% in the second quarter, bringing its total holdings to 122,167 shares valued at $30.9 million. Sanmina reported strong quarterly earnings, beating EPS estimates and showing significant revenue growth. The company also provided optimistic fiscal 2026 EPS guidance, while analysts maintain a "Moderate Buy" rating despite some price target adjustments.
Public Employees Retirement System of Ohio Acquires New Holdings in Sanmina Corporation $SANM
The Public Employees Retirement System of Ohio has acquired a new stake in Sanmina Corporation, purchasing 15,735 shares valued at approximately $3.98 million. This move is part of a broader trend of institutional investment in Sanmina, with BlackRock Inc. also initiating a significant position. The electronics maker reported strong quarterly results, beating earnings estimates and showing substantial revenue growth, leading to a "Moderate Buy" consensus rating from analysts.
Wellington Management Group LLP Has $81.17 Million Stock Position in Sanmina Corporation $SANM
Wellington Management Group LLP significantly increased its stake in Sanmina Corporation, raising its holdings by 111.4% to 320,747 shares valued at $81.17 million. This move is part of broader institutional interest, with major investors like BlackRock Inc. and Invesco Ltd. also adjusting their positions. Sanmina recently reported strong quarterly earnings, beating analyst estimates with $3.31 EPS and $3.46 billion in revenue, and analysts maintain a "Moderate Buy" rating for the stock.
Sanmina Corp (NASDAQ:SANM): Affordable Growth Stock with Strong Earnings and Valuation
Sanmina Corp (NASDAQ:SANM) is identified as an affordable growth stock, demonstrating strong historical earnings growth and even more impressive future growth expectations. The company meets specific criteria for growth, valuation, profitability, and health, making it an attractive option for investors looking for growth backed by fundamentals with a margin of safety. While its profitability and current ratio have some limitations, its overall financial stability and strong growth prospects support the investment thesis.
Legal & General Group Plc Buys Shares of 77,489 Sanmina Corporation $SANM
Legal & General Group Plc has acquired 77,489 shares of Sanmina Corporation (NASDAQ:SANM) for approximately $19.6 million, increasing institutional ownership. This comes as Sanmina reported strong quarterly results with EPS of $3.31 and revenue up 69.7% year-over-year. Analysts maintain a "Moderate Buy" rating with an average price target of $198.33 despite a recent 4.6% share decline.
Alyeska Investment Group L.P. Acquires 395,764 Shares of Sanmina Corporation $SANM
Alyeska Investment Group L.P. significantly increased its stake in Sanmina Corporation, acquiring 395,764 additional shares, bringing its total holdings to over 500,000 shares valued at $127.6 million. Other major institutional investors like BlackRock, Invesco, and Bank of America have also established or expanded their positions, contributing to high institutional ownership. Sanmina reported strong quarterly earnings, exceeding analyst expectations, and maintains a "Moderate Buy" consensus rating among analysts despite a recent price target adjustment by JPMorgan.
Jefferies Financial Group Inc. Purchases New Stake in Sanmina Corporation $SANM
Jefferies Financial Group Inc. has acquired a new stake in Sanmina Corporation, purchasing 13,649 shares valued at approximately $3.45 million in the second quarter. Sanmina, an electronics maker, is largely held by institutional investors (92.71%) and has received a consensus "Moderate Buy" rating from analysts, despite a recent price target reduction from JPMorgan. The company also surpassed quarterly earnings expectations, reporting $3.31 EPS against a $2.77 consensus and significant revenue growth.
345,828 Shares in Sanmina Corporation $SANM Acquired by Bank of New York Mellon Corp
Bank of New York Mellon Corp has acquired a new stake of 345,828 shares in Sanmina Corporation (NASDAQ:SANM), valued at approximately $87.5 million. This purchase makes Bank of New York Mellon Corp a 0.65% owner of Sanmina. Other institutional investors have also adjusted their positions in the company, while insiders like CFO Jonathan P. Faust have sold shares.
Nicholas Investment Partners LP Invests $5.01 Million in Sanmina Corporation $SANM
Nicholas Investment Partners LP has invested $5.01 million in Sanmina Corporation, acquiring 19,802 shares during the second quarter, contributing to the 92.71% institutional ownership of the company. Sanmina exceeded quarterly expectations with $3.31 EPS and $3.46 billion in revenue, prompting a "Moderate Buy" consensus rating from analysts, despite a slight dip in share price. Insider transactions also include CFO Jonathan P. Faust selling 10,076 shares for over $2.6 million.
Vise Technologies Inc. Takes Position in Sanmina Corporation $SANM
Vise Technologies Inc. has acquired a new stake of 5,603 shares in Sanmina Corporation (NASDAQ:SANM) during the second quarter, valued at approximately $1,418,000. Other institutional investors have also adjusted their holdings in Sanmina. The article also details analyst ratings, a recent insider stock sale by CFO Jonathan P. Faust, and Sanmina's financial performance, including its latest earnings results and revenue growth.
50,000 Shares in Sanmina Corporation $SANM Acquired by Heartland Advisors Inc.
Heartland Advisors Inc. has acquired a new stake of 50,000 shares in Sanmina Corporation (NASDAQ:SANM) during the second quarter, valued at approximately $12.65 million. This purchase makes Heartland Advisors Inc. a 0.09% owner of Sanmina. Other institutional investors have also adjusted their holdings in the company, which currently has a "Moderate Buy" consensus rating from analysts.
Sanmina Stock Price Forecast. Should You Buy SANM?
Sanmina Corporation (SANM) is currently rated as a Sell Candidate by StockInvest.us with a technical score of -3.91, indicating a negative outlook. The stock has experienced a recent decline, falling 0.96% on the last trading day and 4.74% since a sell signal was issued on August 18, 2026. Experts forecast a further 28.01% drop over the next three months, with the stock expected to trade between $101.70 and $152.41.
If You Invested $1000 In Sanmina Stock 15 Years Ago, You Would Have This Much Today
Sanmina (NASDAQ: SANM) has significantly outperformed the market over the last 15 years, achieving an average annual return of 24.77%. An initial investment of $1,000 in Sanmina stock 15 years ago would now be worth $25,650.54, demonstrating the power of compounded returns. The company currently holds a market capitalization of $10.61 billion.
37,396 Shares in Sanmina Corporation $SANM Purchased by Great Lakes Advisors LLC
Great Lakes Advisors LLC has purchased 37,396 shares of Sanmina Corporation (NASDAQ:SANM) valued at approximately $9.46 million, marking a new stake in the company. Institutional investors now own 92.71% of Sanmina. This acquisition comes as Sanmina reported strong quarterly results, with EPS of $3.31 and revenue of $3.46 billion, and analysts maintaining a "Moderate Buy" rating for the stock.
Foster & Motley Inc. Acquires Shares of 13,848 Sanmina Corporation $SANM
Foster & Motley Inc. has acquired 13,848 shares of Sanmina Corporation (NASDAQ:SANM) during the second quarter, a new position valued at approximately $3.5 million. This purchase highlights continued institutional interest in Sanmina, with hedge funds and institutional investors collectively owning 92.71% of the stock. Meanwhile, Sanmina reported strong quarterly earnings, beating analyst estimates, and provided positive fiscal year 2026 EPS guidance, though the CFO recently sold a portion of his holdings.
Sanmina Drops 6.7% Amid Sector-Wide Selling
Sanmina Corporation's shares plunged 6.7% due to a broad selloff affecting electronic components manufacturers, closing at $202.41. This decline mirrored losses across the sector, including Flex Ltd., Jabil Inc., and TTM Technologies, suggesting a sector-wide rotation by investors rather than company-specific concerns. The synchronized downturn indicates potential shifts in macro sentiment, supply chain issues, or pre-industry data repositioning, warranting close monitoring of future trends.
Sanmina Drops 6.7% Amid Sector-Wide Selling
Sanmina Corporation experienced a 6.7% drop in its stock price on Tuesday, closing at $202.41, as a broad selloff affected electronic components manufacturers. This decline mirrored similar losses in sector peers like Flex Ltd., Jabil Inc., and TTM Technologies, suggesting a sector-wide rotation by investors rather than company-specific concerns. The synchronized selling, which led to a market capitalization of $10.8 billion for Sanmina, highlights growing caution towards the industry and raises questions about potential headwinds.
Surging Earnings Estimates Signal Upside for Sanmina (SANM) Stock
Sanmina (SANM) stock is showing strong upward momentum due to significant improvements in its earnings estimates. Analysts are increasingly optimistic about the company's financial prospects, leading to positive revisions for both current-quarter and full-year earnings. This favorable outlook has earned Sanmina a Zacks Rank #1 (Strong Buy), suggesting potential for continued stock price appreciation.
10,792 Shares in Sanmina Corporation $SANM Bought by Horizon Investment Services LLC
Horizon Investment Services LLC purchased 10,792 shares of Sanmina Corporation (NASDAQ:SANM) during the second quarter, valued at approximately $2.73 million. This new stake contributes to institutional investors collectively owning 92.71% of the company. Sanmina recently reported strong quarterly earnings, beating estimates with an EPS of $3.31 and a 69.7% year-over-year revenue increase to $3.46 billion.
Chase Investment Counsel Corp Invests $7.25 Million in Sanmina Corporation $SANM
Chase Investment Counsel Corp has invested $7.25 million in Sanmina Corporation, acquiring 28,628 shares, which now constitutes 1.5% of Chase's portfolio. Institutional ownership in Sanmina remains high at 92.71%, with major firms like Invesco and Bank of America increasing their stakes. Despite a price target reduction from JPMorgan, analysts generally rate Sanmina as a "Moderate Buy," following strong quarterly results where the company exceeded revenue and EPS expectations.
Oppenheimer Asset Management Inc. Makes New $7.27 Million Investment in Sanmina Corporation $SANM
Oppenheimer Asset Management Inc. recently invested $7.27 million in Sanmina Corporation (NASDAQ:SANM) by acquiring 28,721 shares. This comes as institutional investors now hold 92.71% of the company's stock, and Sanmina reported strong quarterly earnings, exceeding revenue and EPS estimates. Analyst sentiment remains largely positive, with a "Moderate Buy" consensus rating, despite one price target reduction.
Summit Global Investments Invests $1.23 Million in Sanmina Corporation $SANM
Summit Global Investments recently acquired a new stake in Sanmina Corporation, purchasing 4,840 shares valued at approximately $1.23 million during the second quarter. This move is part of broader institutional investor activity, with Sanmina reporting strong quarterly results including adjusted EPS of $3.31 and revenue of $3.46 billion. Despite a lowered price target from JPMorgan, analyst sentiment remains largely positive with a "Moderate Buy" consensus rating for the electronics manufacturer.
Sanmina Corp (SANM) News, Articles, Events & Latest Updates
This article compiles recent news and updates concerning Sanmina Corp (SANM), highlighting analyst predictions, stock performance, and industry comparisons. Analysts foresee a 25.25% upside for SANM, while the company has also outperformed the market over the last decade with an average annual return of 22.49%. Several reports discuss SANM's valuation, growth prospects, and its position within the electronics manufacturing services sector.
Sanmina (SANM) Stock Looks Fairly Valued With Modest Upside Left
Sanmina's stock has shown strong returns over the past five years, but its current valuation presents a mixed picture. While it appears modestly undervalued based on a tailored P/E ratio, broader valuation checks are not strongly supportive, suggesting its future movement hinges on sustained earnings quality and cash conversion. The durability of its margins is a key factor for investors to consider.
Sanmina Corporation (SANM) Stock Forecasts
Argus reiterates a $260 target price for Sanmina Corporation (SANM) due to exceptional AI momentum, with the current price at $202.73. Sanmina is an EMS company providing services in various key markets such as Communications, Enterprise Networking & Storage, Automotive, Industrial, Medical, Consumer, A/D, and Multimedia. Analyst James Kelleher, CFA, covers Communications Equipment, Semiconductors, Information Processing, and Electronic Manufacturing Services companies.
First Trust Advisors LP Reduces Holdings in Sanmina Corporation $SANM
First Trust Advisors LP significantly reduced its stake in Sanmina Corporation (NASDAQ:SANM) by 47.9% in the first quarter, selling 13,757 shares and retaining 14,986 shares valued at $1.94 million. Despite this reduction, other institutional investors increased their positions, and institutional investors collectively own 92.71% of Sanmina's stock. Sanmina reported strong quarterly earnings, beating analyst estimates, and provided positive fiscal 2026 EPS guidance, maintaining a "Moderate Buy" consensus rating among analysts.
Sanmina Corporation $SANM Shares Sold by Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC significantly reduced its stake in Sanmina Corporation (SANM) by 32.4% in the second quarter, selling over 16,000 shares but still retaining holdings worth approximately $8.7 million. Despite this, other institutional investors increased their positions, and 92.71% of Sanmina's stock is owned by institutional investors and hedge funds. The company exceeded Q2 earnings estimates with EPS of $3.31 and revenue of $3.46 billion, and analysts maintain a "Moderate Buy" rating with an average price target of $198.33.
Sanmina Corporation (SANM) Stock Price, News, Quote & History
This article provides a comprehensive overview of Sanmina Corporation (SANM), including its current stock price, recent performance, key financial metrics, and analyst ratings. It details the company's operations in integrated manufacturing solutions and components, products, and services, serving various industries globally. The information suggests a strong performance history with a significant 5-year return and outlines the company's business model and market position.
Sanmina Corp (SANM) Earnings Forecast: Future EPS & Revenue Growth Estimates
The article provides an earnings forecast for Sanmina Corp (SANM), highlighting its current earnings forecast score of 7.14 and its ranking within the Electronic Equipment & Parts industry. It details analyst ratings, price targets, and expected future EPS and revenue growth, noting a consensus "Buy" trend from analysts. The financial data includes a current market price, market cap, P/E ratio, and recent and projected earnings per share figures.
Bank of America Corp DE Purchases 120,164 Shares of Sanmina Corporation $SANM
Bank of America Corp DE significantly increased its stake in Sanmina Corporation, purchasing an additional 120,164 shares, bringing its total to 945,382 shares valued at $122.6 million. Other institutional investors like Edgestream Partners and Lazard Asset Management also expanded their positions. Sanmina reported strong quarterly earnings, beating estimates with $3.31 EPS and a 69.7% year-over-year revenue increase, contributing to its "Moderate Buy" consensus rating among analysts.
FMR discloses 8.0M Sanmina (SANM) shares under management in 13G/A
FMR LLC and Abigail P. Johnson have reported a significant ownership stake in Sanmina Corp (SANM) through a Schedule 13G/A filing. FMR LLC beneficially owns 8,032,555.89 shares, representing 15.0% of the class, with sole voting power over 7,989,041.32 shares. Abigail P. Johnson holds sole dispositive power over the same number of shares, also equating to a 15.0% ownership percentage, but without voting power.
