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Consensus Narrative from 3 Analysts
Investments In AI And Cloud Data Centers Will Expand Opportunities Despite Competition
Key Takeaways Sanmina anticipates revenue growth and improved margins through diversification, acquisition of new customers, and investments in high-margin programs. Strategic expansion in AI architecture and cloud data centers aims to drive revenue growth and enhance operational efficiencies.
View narrativeUS$70.33
FV
8.9% overvalued intrinsic discount7.70%
Revenue growth p.a.
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10 days ago author updated this narrative