Should Zacks’ Top Rank and Low PEG Ratio Shift How Sanmina (SANM) Investors View Its Growth Story?
This article analyzes whether Sanmina (SANM) should be reconsidered by investors due to its Zacks Top Rank and low PEG Ratio. It specifically focuses on how these financial metrics might influence the perception of its growth story. The content provided is primarily a privacy consent form, and the actual article content is missing.
Top Sanmina-Sci Executive Unloads a Significant Chunk of Company Stock
Alan Mcwilliams Reid, Sanmina-Sci's Executive Vice President of Global Human Resources, sold 3,500 shares of company stock for $519,575 on February 17, 2026. This insider transaction follows strong Q1 results for SANM, driven by the ZT Systems acquisition and surging demand in cloud and AI infrastructure. Spark, TipRanks' AI Analyst, rates SANM as "Outperform" due to solid financials and earnings outlook, despite some technical weaknesses.
Sanmina Corp (SANM) Shares Up 3.34% on Feb 18
Sanmina Corp (SANM) shares rose 3.34% on February 18, closing at $151.61. This places the stock 18.18% below its 52-week high and 138.13% above its 52-week low. Analyst forecasts suggest an average target price of $206.67, implying a 36.32% upside, while GuruFocus's GF Value estimates a 10.33% downside from the current price.
Sanmina EVP Reid McWilliams sells $519k in shares
Reid Alan McWilliams, EVP of Global Human Resources at Sanmina Corp (NASDAQ:SANM), sold 3,500 shares worth $519,574 on February 13, 2026. This sale occurred despite Sanmina reporting strong Q1 2026 financial results, with EPS of $2.38 and revenue of $3.19 billion, both exceeding analyst expectations. The stock, however, saw a decline in after-hours trading linked to volatility.
Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?
This article compares Qualcomm (QCOM) and Sanmina (SANM), two key players in the tech industry, to determine which is a better investment. While Qualcomm faces challenges from AI PC market competition and supply constraints, Sanmina benefits from its 42Q connected manufacturing and end-to-end solutions. Based on Zacks estimates, price performance, and valuation, Sanmina appears to be the superior pick with a "Strong Buy" rating compared to Qualcomm's "Strong Sell."
Envestnet Asset Management Inc. Trims Stock Position in Sanmina Corporation $SANM
Envestnet Asset Management Inc. reduced its stake in Sanmina Corporation by 12.9% in the third quarter, selling 18,928 shares but still owning 127,739 shares valued at $14.7 million. Despite Envestnet's reduction, institutional ownership in Sanmina remains high at 92.71%, with several other firms increasing their positions. Sanmina recently reported strong Q1 earnings, surpassing analyst expectations, and carries a consensus "Buy" rating with an average price target of $160.
Is It Too Late To Consider Sanmina (SANM) After Recent Pullback In The Share Price?
Sanmina (SANM) has experienced recent share price volatility, with a 3.3% decline in the last week but strong longer-term returns. Simply Wall St's valuation framework gives Sanmina a score of 2 out of 6, indicating potential overvaluation based on a Discounted Cash Flow (DCF) analysis which suggests it's 89.3% overvalued. However, a Price-to-Earnings (P/E) ratio analysis, considering a proprietary "Fair Ratio," indicates the stock might be undervalued on earnings.
LSV Asset Management Decreases Stock Holdings in Sanmina Corporation $SANM
LSV Asset Management reduced its stake in Sanmina Corporation by 65.5% in the third quarter, selling over 859,000 shares but still holding 0.85% of the company's stock valued at $52.03 million. Despite this, other institutional investors have increased their positions, and analysts maintain a positive outlook, with Sanmina beating recent earnings estimates and receiving "Buy" or "Strong Buy" ratings. The electronics maker's stock performance shows a market cap of $7.71 billion and recent strong quarterly revenue growth.
Hari Pillai Rejoins Sanmina as President of Components Technology
Hari Pillai has rejoined Sanmina Corporation as President of Components Technology, bringing over 25 years of operational leadership experience. His return aligns with Sanmina's strategy to operate in three distinct businesses, aiming to accelerate profitable growth and leverage synergies across the organization. CEO Jure Sola highlighted Pillai's extensive experience and knowledge of Sanmina as a significant asset to the leadership team.
Regal Rexnord, ESAB, Standex, Sanmina, and Curtiss-Wright Shares Are Soaring, What You Need To Know
Shares of Regal Rexnord, ESAB, Standex, Sanmina, and Curtiss-Wright surged after a broader market rebound driven by a recovery in tech stocks and Bitcoin, alongside improved U.S. consumer sentiment. The Dow Jones Industrial Average crossed 50,000 for the first time, benefiting from significant AI-related capital expenditure announcements. Regal Rexnord, in particular, saw a 5.6% jump despite mixed Q4 results, highlighting investors' focus on its operating margin expansion.
Sanmina (NASDAQ:SANM) Raised to "Strong-Buy" at Zacks Research
Zacks Research upgraded Sanmina (NASDAQ:SANM) from a "hold" to a "strong-buy" rating. The electronics maker recently reported strong quarterly results, beating EPS and revenue expectations, and provided encouraging Q2 2026 guidance. The stock currently holds a consensus "Buy" rating from analysts with an average target price of $160.
Earnings call transcript: Sanmina Q1 2026 EPS beats, stock dips
Sanmina Corporation reported strong financial performance for Q1 2026, with an EPS of $2.38 against a forecast of $2.14, and revenue reaching $3.19 billion, exceeding expectations. Despite these positive results, the company's stock declined by 19.48% in after-hours trading. Sanmina's growth is largely driven by its focus on AI and data center infrastructure, with ambitious projections for future revenue, including aiming for $14 billion in FY2026 and potentially over $16 billion in AI revenue by 2027.
5 Revealing Analyst Questions From Sanmina's Q4 Earnings Call
Sanmina's Q4 earnings call highlighted strong revenue growth, especially in communications networks and cloud infrastructure, but was impacted by softer operating margins and the integration of ZT Systems. Analysts questioned the revenue split between legacy Sanmina and ZT, the transition from NVIDIA to AMD partnerships, and the sustainability of operating margins. The company addressed these concerns, emphasizing growth drivers from ZT Systems and expectations for recovery in industrial and medical segments later in the year.
5 Revealing Analyst Questions From Sanmina’s Q4 Earnings Call
Sanmina's Q4 CY2025 results showed strong revenue growth, especially in communications networks and cloud infrastructure, exceeding analyst estimates. However, the market reacted negatively due to a softer operating margin and challenges integrating ZT Systems. Analyst questions focused on revenue trends, the NVIDIA to AMD transition, sustainability of operating margins, new ZT Systems wins, and weakness in industrial and medical segments, providing insights into the company's future outlook and areas of concern.
Argus Raises PT on Sanmina (SANM) Stock
Argus has raised its price target for Sanmina (SANM) stock to $200 from $170, maintaining a "Buy" rating. This decision follows Sanmina's Q1 2026 earnings beat, strong manufacturing presence in the Americas, and resilience against tariffs. The company reported revenues of $3.19 billion and GAAP diluted EPS of $0.89, driven by high demand in Communications Networks and Cloud & AI Infrastructure, particularly AI-driven hardware.
Argus Raises PT on Sanmina (SANM) Stock
Argus has raised its price target on Sanmina (SANM) stock to $200 from $170 while maintaining a "Buy" rating. This decision follows Sanmina's Q1 2026 earnings beat and its strong manufacturing presence in the Americas. The company's agile manufacturing infrastructure and global footprint are expected to mitigate impacts from tariffs.
Argus Raises PT on Sanmina (SANM) Stock
Argus raised its price target on Sanmina (SANM) stock to $200 from $170, maintaining a "Buy" rating, following the company's Q1 2026 earnings beat. The electronics manufacturing solutions provider reported strong revenues and EPS, driven by demand in Communications Networks and Cloud & AI Infrastructure, particularly for AI-driven hardware. Argus cited Sanmina's agile manufacturing and global footprint as key strengths.
Sidoti Csr Issues Optimistic Estimate for Sanmina Earnings
Analyst Sidoti Csr has raised its Q3 2026 EPS estimate for Sanmina (NASDAQ:SANM) to $2.21 and provided optimistic forecasts for subsequent quarters despite a recent stock sell-off. Sanmina reported a strong Q1 beat with $2.38 EPS and $3.19 billion revenue but experienced a sharp decline due to a weaker-than-expected sales outlook. Investors are now closely monitoring the company's AI infrastructure ramp and order cadence.
Sanmina (SANM) Receives Raised Price Target from Argus Research
Argus Research has maintained its "Buy" rating on Sanmina (SANM) and increased its price target from $170.00 to $200.00, representing a 17.65% rise, due to analyst Jim Kelleher's confidence in the company's future. This positive adjustment aligns with a trend of rising price targets from other analysts. While Wall Street analysts forecast an average target price of $206.67, GuruFocus estimates a one-year GF Value of $134.12, suggesting a potential downside.
Why Sanmina Stock Plummeted by Almost 22% Today
Sanmina's stock dropped by nearly 22% today despite beating analyst estimates for its first quarter of fiscal 2026 sales and non-GAAP net income. The significant decline was attributed to weak guidance for the current second quarter, with the projected net sales figures falling short of analyst expectations, leading to an unforgiving market reaction. The author suggests this presents a buy-on-weakness opportunity given the stock's relatively modest valuation.
Sanmina Corporation (NASDAQ:SANM) Q1 2026 Earnings Call Transcript
Sanmina Corporation reported strong Q1 2026 earnings, exceeding analyst expectations with an EPS of $2.38 against an anticipated $2.15. The company highlighted robust revenue growth, particularly from its IMS segment and the acquisition of ZT Systems, and provided an optimistic outlook for Q2 and fiscal year 2026, driven by artificial intelligence opportunities and strategic investments. Management discussed improvements in operating margins and a commitment to maintaining a healthy balance sheet while investing in future growth areas like cloud and AI infrastructure and expanding into new energy markets.
SANM Q4 Deep Dive: AI and Cloud Demand Boost Revenue, Guidance Lags Street Expectations
Sanmina (SANM) reported Q4 CY2025 results that exceeded revenue expectations, driven by strong demand in AI and cloud infrastructure, with sales up 59% year-on-year. Despite the positive revenue performance and strong adjusted EPS beat, the market reacted negatively due to a lower-than-expected next-quarter revenue guidance, softer operating margins, and challenges related to the ZT Systems acquisition integration. Management highlighted continued focus on higher-margin opportunities and investments in AI data center capabilities for future growth.
Sanmina Corp (SANM): Deciphering the Guidance Gap in an AI-Driven Manufacturing Era
Sanmina Corp (SANM) recently beat Q1 2026 earnings expectations but saw its stock drop due to cautious forward guidance concerning its new AI infrastructure business. The article highlights Sanmina's strategic shift from low-margin consumer electronics to high-complexity industrial sectors like AI, defense, and medical, bolstered by its acquisition of ZT Systems. Despite the immediate market reaction, the company's long-term fundamentals are considered strong due to domestic manufacturing, AI hardware demand, and disciplined management, though investors should monitor the integration of ZT Systems and industrial segment recovery.
Sanmina Q1 Earnings Beat Estimates on Healthy Top-Line Growth
Sanmina Corporation reported strong first-quarter fiscal 2026 results, surpassing earnings and revenue estimates. The company saw a 59% increase in revenues year over year driven by demand across various markets, despite higher operating expenses impacting GAAP net income. The Integrated Manufacturing Solutions segment was a key contributor to this growth with a 72.2% increase in revenues.
Sanmina Q1 2026 slides: Revenue surges 59% as AI infrastructure drives growth
Sanmina Corporation reported robust financial results for Q1 fiscal 2026, with revenue surging by 59% to $3.19 billion, largely driven by the acquisition of ZT Systems and increased demand in AI infrastructure. The company's non-GAAP diluted earnings per share also saw a significant 65% increase to $2.38, surpassing its outlook. Sanmina aims to double its revenue to over $16 billion by calendar year 2027, focusing on strategic acquisitions and organic growth in high-growth technology markets, particularly AI data centers.
Sanmina's (NASDAQ:SANM) Q4 CY2025 Sales Beat Estimates But Stock Drops
Sanmina (NASDAQ:SANM) announced Q4 CY2025 revenue of $3.19 billion, beating analyst estimates, with sales up 59% year-on-year. Despite the strong revenue, the stock dropped 8.2% as guidance for the next quarter's revenue of $3.25 billion fell below analysts' expectations, and adjusted EBITDA missed estimates. The company's long-term revenue growth has been mediocre, but recent performance shows significant year-on-year increases, with analysts projecting continued growth.
Sanmina: Fiscal Q1 Earnings Snapshot
Sanmina Corp. (SANM) reported an adjusted profit of $2.38 per share on revenue of $3.19 billion for its fiscal first quarter. The company announced net income of $49.3 million, or 89 cents per share. Looking ahead, Sanmina forecasts fiscal second-quarter earnings between $2.25 and $2.55 per share, with revenue projected to be between $3.1 billion and $3.4 billion.
Sanmina: Overview of First Fiscal Quarter Results
Sanmina Corp. announced a net profit of $49.3 million for its fiscal first quarter, with adjusted earnings of $2.38 per share and revenue of $3.19 billion. The company projects earnings per share between $2.25 and $2.55 and revenue between $3.1 billion and $3.4 billion for the upcoming fiscal second quarter.
SANMINA CORP SEC 10-Q Report
SANMINA CORP has released its Q3 Form 10-Q report, detailing significant financial and operational growth. The report highlights a 59.0% increase in net sales driven by the acquisition of ZT Systems and increased demand in cloud infrastructure. Despite this, gross profit and net income saw a decline due to acquisition-related costs and higher interest expenses.
Sanmina tumbles as weak Q2 sales forecast overshadows Q1 results (SANM:NASDAQ)
Sanmina's shares dropped over 10% in extended trading after the electronics manufacturing company provided a weaker-than-expected sales forecast for the second quarter. The company expects Q2 sales to be between $3.1 billion and $3.4 billion, with the midpoint falling below analyst expectations. This muted outlook overshadowed the company's first-quarter results.
Sanmina shares tumble as revenue guidance falls short of expectations
Sanmina Corporation reported better-than-expected first-quarter fiscal 2026 results, with adjusted EPS of $2.38 and revenue of $3.19 billion, both exceeding analyst estimates. However, the company's shares tumbled 9.6% in after-hours trading because its second-quarter revenue guidance of $3.1-3.4 billion fell short of the consensus estimate of $3.52 billion, leading to a significant decline in its stock price despite strong Q1 performance and positive outlook from the CEO regarding AI-driven hardware demand.
Sanmina (SANM) Sees Elevated Options Activity Pre-Earnings
Sanmina (SANM) is experiencing elevated options activity ahead of its earnings report, with call options significantly outnumbering put options. Investors are anticipating a roughly 9.0% stock movement post-earnings, and while the company shows strong financial health with consistent revenue growth and good profitability, its valuation metrics are at elevated levels. Insider selling and relatively low insider ownership are noted as potential concerns despite robust institutional ownership.
Sanmina’s (NASDAQ:SANM) Q4 CY2025 Sales Beat Estimates But Stock Drops
Sanmina (NASDAQ: SANM) announced Q4 CY2025 revenue of $3.19 billion, significantly beating analyst estimates by 3.3% with a 59% year-on-year increase. Despite better-than-expected adjusted EPS and revenue performance, the stock dropped 8.2% after reporting due to lower-than-anticipated Q1 CY2026 revenue guidance and an EBITDA miss. The company's long-term revenue growth has been mediocre, but current projections indicate a substantial improvement in the coming year.
Sanmina: Fiscal Q1 Earnings Snapshot
Sanmina Corp. (SANM) reported a net income of $49.3 million in its fiscal first quarter, with earnings per share of 89 cents and adjusted earnings of $2.38 per share. The electronics manufacturing services company achieved revenues of $3.19 billion for the period. Looking ahead to the fiscal second quarter, Sanmina projects earnings per share between $2.25 and $2.55 and revenues ranging from $3.1 billion to $3.4 billion.
Sanmina: Overview of First Fiscal Quarter Results
Sanmina Corp. reported a net profit of $49.3 million, or $0.89 per share, for its fiscal first quarter, with adjusted earnings reaching $2.38 per share. The company generated $3.19 billion in revenue during this period. For the upcoming second fiscal quarter, Sanmina projects earnings per share between $2.25 and $2.55 and revenue ranging from $3.1 billion to $3.4 billion.
Sanmina Corporation Schedules Q1 FY2026 Earnings Call on January 26, 2026
Sanmina Corporation (SANM) has announced its Q1 FY2026 earnings conference call for January 26, 2026, at 5:00 PM ET, to discuss financial performance and business developments. The call will be accessible via live webcast on Sanmina's investor relations website, with a replay available afterward for transparency. Analysts currently forecast the SANM stock price to rise over the next 12 months, with an average 1-year price target of $180.00 USD.
Sanmina (SANM) Q4 Earnings Report Preview: What To Look For
Sanmina (NASDAQ:SANM) is set to announce its Q4 earnings results on Monday after market close. Analysts anticipate a significant revenue increase of 54% year-on-year to $3.09 billion, with adjusted earnings projected at $2.15 per share. The company has a mixed record on revenue estimates, missing twice in the last two years, but investor sentiment in the electrical equipment segment has been positive, with Sanmina's stock up 15.5% over the last month.
Universal Beteiligungs und Servicegesellschaft mbH Sells 58,082 Shares of Sanmina Corporation $SANM
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Sanmina Corporation by selling 58,082 shares, ending the third quarter with 117,477 shares valued at $13.523 million. Despite this trimming, major institutional investors like Norges Bank and Invesco increased their positions, pushing institutional ownership to 92.71%. Sanmina recently surpassed quarterly EPS estimates and provided strong Q1 2026 guidance, though analysts currently rate the stock as a "Hold" with a target price well below its current trading price.
Sanmina price target raised to $190 from $180 at BofA on AMD potential By Investing.com
BofA Securities has increased its price target for Sanmina-SCI Corp. to $190 from $180, maintaining a Neutral rating, as the company approaches its Q1 2026 earnings report. The adjustment reflects Sanmina's evolving partnership with AMD, particularly as revenue from NVIDIA racks is expected to decline. Analysts will closely monitor Sanmina's ability to generate revenue from AMD rack builds, with meaningful contributions anticipated to begin in Q4 2026 after a period of qualification and testing.
Form DEF 14A SANMINA CORP For: Mar 09
This DEF 14A filing from Sanmina Corporation (SANM) outlines the proxy statement for its Annual Meeting of Stockholders on March 9, 2026. Key proposals include the election of eight directors, ratification of PricewaterhouseCoopers LLP as the independent auditor, an advisory vote on executive compensation, and the approval of reserving an additional 1,200,000 shares for its 2019 Equity Incentive Plan. The document also details the company's strong fiscal 2025 financial performance, its recent acquisition of ZT Systems, and its governance practices.
The Truth About Sanmina Corp (SANM): The Boring Stock That Might Quietly Make You Rich
Sanmina Corp (SANM) is presented as a quiet, under-the-radar electronics manufacturing services company that might be a solid long-term investment. Despite lacking mainstream social media hype, the stock shows steady, rational gains, making it attractive for investors focused on fundamentals rather than speculative short-term plays. The article suggests SANM is a significant player in building the backbone of the modern digital world, appealing to those seeking diversified tech exposure and stable growth.
The Truth About Sanmina Corp (SANM): The Boring Stock That Might Quietly Make You Rich
The article highlights Sanmina Corp (SANM) as an overlooked investment opportunity in the tech hardware sector. Despite its lack of social media presence and mainstream "hype," Sanmina is presented as a stable company providing essential electronics manufacturing services for infrastructure, industrial, and high-value sectors. The author suggests SANM offers "grown-up growth" and a solid, fundamentally-backed alternative for long-term investors seeking real business value over speculative, viral stocks.
Sanmina price target raised to $190 from $180 at BofA on AMD potential
BofA Securities has increased its price target for Sanmina-SCI Corp. (NASDAQ:SANM) to $190 from $180, maintaining a Neutral rating, ahead of its fiscal first-quarter 2026 earnings report. This adjustment is based on Sanmina's potential for revenue generation from AMD rack builds, as NVIDIA rack revenues are expected to decline. Sanmina faces challenges in integrating ZT Systems and ramping production with AMD, but AMD's strong financial health could make the partnership valuable despite the transition.
Is Sanmina Stock a Smart Buy Before Q1 Earnings Report?
Sanmina Corporation (SANM) is set to release its Q1 fiscal 2026 earnings on January 26th, with sales and earnings estimates at $3.1 billion and $2.15 per share, respectively. While the company has a strong history of beating earnings estimates, Zacks' model does not predict a beat for the upcoming quarter due to a 0.00% Earnings ESP despite a Zacks Rank #3. Sanmina's recent acquisition of ZT Systems’ data center infrastructure business and a partnership with Koncar are expected to boost revenues, and the stock has significantly outperformed the industry over the past year, though it faces challenges from supply-chain disruptions and strong competition.
Can Sanmina's Next-Generation Fiber Solutions Generate Steady Profits?
Sanmina Corporation is focusing on advanced high-speed network infrastructure with its fiber solutions for telecom, data center, and enterprise markets, leveraging strong engineering and global manufacturing. The global fiber optics market is projected to reach $17.95 billion by 2033, positioning Sanmina to capitalize on growing demand despite competition from companies like Corning and Amphenol. Sanmina's shares have outperformed its industry, but its Zacks Rank is #3 (Hold).
Sanmina (SANM) Expected to Announce Earnings on Monday
Sanmina (SANM) is projected to release its Q1 2026 earnings before market open on Monday, January 26th. Analysts anticipate an EPS of $2.15 and revenue of $3.0888 billion, while the company provided guidance of $1.95-$2.25 EPS. The electronics manufacturer previously beat Q4 estimates, and analysts expect fiscal year EPS of $5 and $6 for the next fiscal year, with the stock currently holding a "Hold" rating and a consensus target price of $120.
Ritholtz Wealth Management Boosts Stake in Sanmina Corporation $SANM
Ritholtz Wealth Management significantly increased its stake in Sanmina Corporation by 52.6% in the third quarter, holding 16,969 shares valued at approximately $1.95 million. Sanmina surpassed Q4 earnings expectations with EPS of $1.67 versus $1.57 consensus and revenues of $2.10 billion, and provided optimistic Q1 2026 guidance. The company, which is 92.7% institutionally owned, currently has a "Hold" rating from analysts with a target price of $120.00.
SANMINA CORPORATION INVITES YOU TO JOIN ITS FIRST QUARTER FISCAL 2026 EARNINGS CONFERENCE CALL
Sanmina Corporation announced it will host its first quarter fiscal 2026 earnings conference call on Monday, January 26, 2026, at 5:00 PM ET. A live webcast and supporting materials will be available on the company's Investor Relations website, with a replay accessible after the event. Sanmina is a Fortune 500 company providing integrated manufacturing solutions primarily to various high-growth technology markets.
Join Sanmina's Q1 fiscal 2026 earnings conference call Jan. 26 at 5 PM ET
Sanmina Corporation (NASDAQ: SANM) announced it will host its first quarter fiscal 2026 earnings conference call on Monday, January 26, 2026, at 5:00 PM ET. A live webcast and supporting materials will be available in the Investor Relations section of the company's website, with a replay also accessible after the event. Sanmina is a leading integrated manufacturing solutions provider, serving various high-growth market segments.
SANMINA CORPORATION INVITES YOU TO JOIN ITS FIRST QUARTER FISCAL 2026 EARNINGS CONFERENCE CALL
Sanmina Corporation announced it will host its first quarter fiscal 2026 earnings conference call on Monday, January 26, 2026, at 5:00 PM ET. The live webcast presentation and supporting materials will be available on the Sanmina website in the Investor Relations section, with a replay accessible thereafter. Sanmina, a Fortune 500 company, is a leading integrated manufacturing solutions provider for various markets including industrial, medical, defense, and cloud.
