SANM logo

Sanmina Corporation Stock Price

NasdaqGS:SANM Community·US$12.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 27 Fair Values set on narratives written by author

SANM Share Price Performance

US$241.49
149.78 (163.32%)
US$223.75
Fair Value
US$241.49
149.78 (163.32%)
7.9% overvalued intrinsic discount
US$223.75
Fair Value
Price US$241.49
AnalystConsensusTarget US$223.75
AnalystHighTarget US$200.00
AnalystLowTarget US$145.00

SANM Community Narratives

·
Fair Value US$223.75 7.9% overvalued intrinsic discount

Analysts Boost Sanmina Price Target Amid AI Datacenter Optimism and Cautious Growth Outlook

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·
Fair Value US$200 20.7% overvalued intrinsic discount

AI Infrastructure And Energy Demands Will Drive Powerful Long Term Upside Potential

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·
Fair Value US$145 66.5% overvalued intrinsic discount

Heavy AI Infrastructure Dependence Will Pressure Margins Yet Eventually Support Stronger Earnings

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US$200
20.7% overvalued intrinsic discount
Revenue
24.63% p.a.
Profit Margin
2.3%
Future PE
36.56x
Price in 2029
US$260.2
US$145
66.5% overvalued intrinsic discount
Revenue
35.33% p.a.
Profit Margin
1.54%
Future PE
30.97x
Price in 2029
US$188.63

Trending Discussion

Updated Narratives

SANM logo

SANM: Higher Peer P E Multiples Will Ultimately Expose Revenue Execution Risk

Fair Value: US$223.75 7.9% overvalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SANM logo

AI Infrastructure And Energy Demands Will Drive Powerful Long Term Upside Potential

Fair Value: US$200 20.7% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SANM logo

Heavy AI Infrastructure Dependence Will Pressure Margins Yet Eventually Support Stronger Earnings

Fair Value: US$145 66.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with limited growth.

2 Risks
1 Reward

Sanmina Corporation Key Details

US$11.3b

Revenue

US$10.4b

Cost of Revenue

US$968.4m

Gross Profit

US$708.7m

Other Expenses

US$259.6m

Earnings

Last Reported Earnings
Mar 28, 2026
Next Reporting Earnings
n/a
4.84
8.54%
2.29%
83.2%
View Full Analysis

About SANM

Founded
1980
Employees
35000
CEO
Jure Sola
WebsiteView website
www.sanmina.com

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engaging in the manufacture of components, subassemblies, and complete systems; and direct order fulfilment and logistics services. In addition, the company provides components, such as printed circuit boards, backplane fabrication and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts; memory solutions; storage platforms; optical, radio frequency, and microelectronic solutions; defense and aerospace products, design, manufacturing, repair, and refurbishment services; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure industries. The company was formerly known as Sanmina-SCI Corp. Sanmina Corporation was incorporated in 1980 and is headquartered in San Jose, California.

Recent SANM News & Updates

Narrative Update Jun 15

SANM: Higher Peer P E Multiples Will Ultimately Expose Revenue Execution Risk

Analysts have raised their Sanmina fair value estimate from $212.25 to $223.75. This revision reflects the use of a higher P/E multiple that is closer to peers and is supported by increased confidence in the company’s revenue growth outlook cited in recent research updates.
Seeking Alpha Jun 11

Sanmina's ZT Systems Gamble Is Paying Off Faster Than Anyone Expected

Summary Sanmina is rated buy, driven by the transformative ZT Systems acquisition, which doubled revenue and improved profitability from day one. ZT's AMD-based server platforms position SANM at the center of hyperscaler AI infrastructure spend, with a major Nvidia-driven revenue catalyst expected this September. SANM trades discounted to EMS peers on EV/NTM revenue, with 14% base case upside and up to 45% in the bull scenario if Nvidia ramps as planned. Risks include hyperscaler customer concentration, insider selling, and increased leverage post-acquisition, but strong FCF and margin expansion support the bullish thesis. Read the full article on Seeking Alpha

Recent updates

No updates