Shared on08 Oct 25
Fair value Increased 8.37%

Analysts have raised Sanmina's fair value estimate by $10 to $129.50, citing recent momentum from strategic data center partnerships and an increased focus on AI-related opportunities in the sector. Analyst Commentary Analysts remain divided on the trajectory and drivers of Sanmina's valuation, reflecting both optimism about recent developments and recognition of persistent risks and uncertainties.

Shared on05 Sep 25

Analysts view Sanmina’s acquisition of ZT Systems’ data center business and an improving revenue mix in cloud and AI as strategic positives balanced by macroeconomic headwinds and execution risks, resulting in no change to the consensus analyst price target, which remains at $119.50. Analyst Commentary Acquisition of ZT Systems’ data center infrastructure manufacturing business is seen as strategic, expected to grow Sanmina’s scale and increase revenue from cloud and AI segments.

Shared on31 Jul 25
Fair value Increased 4.37%

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.