Shared on31 Jul 25
Analysts see Sanmina’s recent acquisition and recovery in its communications end market boosting scale and margins, particularly in cloud/AI, but remain cautious due to macroeconomic headwinds and the importance of successful new program execution, resulting in an unchanged consensus price target of $114.50. Analyst Commentary Strategic acquisition of ZT Systems’ data center infrastructure manufacturing business is expected to increase Sanmina’s scale and cloud/AI revenues.
Shared on30 Apr 25Fair value Decreased 12%
AnalystConsensusTarget has decreased revenue growth from 7.9% to 7.0% and decreased future PE multiple from 14.2x to 12.4x.
Shared on23 Apr 25Fair value Increased 4.91%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 3.59%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on11 Mar 25Fair value Decreased 15%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.