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Sanmina Corporation Stock Price

NasdaqGS:SANM Community·US$10.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 30 Fair Values set on narratives written by author

SANM Share Price Performance

US$0
-109.61 (-100.00%)
US$240.00
Fair Value
US$0
-109.61 (-100.00%)
Price US$0

SANM Community Narratives

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Fair Value US$240 20.5% undervalued intrinsic discount

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

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·
Fair Value US$210 9.2% undervalued intrinsic discount

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

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Fair Value US$280 31.9% undervalued intrinsic discount

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

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US$280
31.9% undervalued intrinsic discount
Revenue
17.66% p.a.
Profit Margin
2.18%
Future PE
49.18x
Price in 2029
US$362.51

Trending Discussion

No trending discussion available.

Updated Narratives

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SANM: Fair Value Will Depend On ZT And Medical Manufacturing Momentum

Fair Value: US$210 9.2% undervalued intrinsic discount
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SANM: Higher Peer P E Multiple Will Reward Strengthening Revenue Visibility

Fair Value: US$240 20.5% undervalued intrinsic discount
13 users have set this as their fair value
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SANM: Revenue Confidence And Buybacks Will Support Higher Earnings Multiple

Fair Value: US$280 31.9% undervalued intrinsic discount
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Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
2 Rewards

Sanmina Corporation Key Details

US$12.8b

Revenue

US$11.6b

Cost of Revenue

US$1.2b

Gross Profit

US$842.5m

Other Expenses

US$308.1m

Earnings

Last Reported Earnings
Jun 27, 2026
Next Reporting Earnings
n/a
5.75
9.01%
2.41%
78.7%
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.

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