Sanmina Corporation

NasdaqGS:SANM Lagerbericht

Marktkapitalisierung: US$13.2b

Sanmina Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Für Sanmina wird ein Gewinn- und Umsatzwachstum von 18.5% bzw. 16.8% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 17.5% pro Jahr steigen soll.

Wichtige Informationen

18.5%

Wachstumsrate der Gewinne

17.46%

EPS-Wachstumsrate

Electronic Gewinnwachstum26.9%
Wachstumsrate der Einnahmen16.8%
Zukünftige Eigenkapitalrenditen/a
Analystenabdeckung

Low

Zuletzt aktualisiert28 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • Apr 28

Sanmina: The 2027 Guidance Provides Comfort

Summary Sanmina delivered a blowout Q2, with revenues more than doubling to $4.01 billion, driven by the ZT Systems acquisition and robust AI/data center demand. Q2 results exceeded expectations, but management confirmed sales were pulled forward, with H2 2024 revenues expected to normalize around a $14 billion run rate. Sanmina's 2027 guidance targets over $16 billion in sales and realistic earnings of $11 per share, supporting recent share price re-rating to 20x forward earnings. With net debt at $600 million and a new buyback program, Sanmina's capital allocation remains disciplined, though near-term upside appears limited after a sharp rally. Read the full article on Seeking Alpha
Narrativ-Update • Apr 24

SANM: Neutral Coverage And Buybacks Will Shape Future Margin And P/E Expectations

Analysts have nudged up the fair value estimate for Sanmina by $5 to $173.75. This reflects updated views on margins, discount rate, and future P/E following fresh initiations and a higher price target from recent research coverage.
Neues Narrativ • Apr 14

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

Catalysts About Sanmina Sanmina provides advanced electronics manufacturing and end to end system integration services across communications, cloud and AI infrastructure, industrial, energy, medical, defense, automotive and transportation markets. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Apr 06

SANM: Neutral Coverage And Buybacks Will Support Future P/E Re rating

Analysts have trimmed their Sanmina fair value estimate to $168.75 from $197.50, as new coverage with neutral views and updated assumptions for growth, margins and future P/E settle into a tighter, more measured price target range. Analyst Commentary Recent Street research around Sanmina has centered on recalibrated price targets and fresh coverage with neutral views, which together frame a more balanced risk reward profile around the stock.
Neues Narrativ • Mar 30

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

Catalysts About Sanmina Sanmina provides electronics manufacturing and related services for communication networks, cloud and AI infrastructure, industrial and energy, medical, defense, aerospace, automotive and transportation customers. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Mar 22

SANM: Higher Long-Term P/E And Buybacks Will Support Bullish Outlook

Analysts have raised their price targets on Sanmina, with Argus increasing its target by $30 and BofA setting a target of $190, citing updated views that support a refreshed valuation backdrop for the stock. Analyst Commentary Recent price target moves on Sanmina signal that research desks are revisiting their assumptions around what the company is worth and how well it can execute against current expectations.
Narrativ-Update • Mar 07

SANM: Higher Long-Term P/E And Energy Expansion Will Support Bullish Outlook

Analysts have raised their Sanmina price targets by $10 to $30, citing updated views on the company’s discount rate and long-term P/E assumptions that support a revised valuation framework. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as better aligned with an updated discount rate and P/E framework, which they argue provides a more consistent approach to valuing Sanmina over the long term.
Narrativ-Update • Feb 21

SANM: Higher Future P/E Will Support Bullish Long-Term Cash Flow Outlook

Analysts have raised their price targets on Sanmina by $30 to $190, citing updated views on its future P/E multiple and fine tuning their assumptions around discount rates, revenue growth and profit margins. Analyst Commentary Recent research updates focus less on the dollar move in Sanmina's price target and more on what sits behind it, particularly how analysts are thinking about the stock's P/E multiple and the inputs they use to value future cash flows.
Narrativ-Update • Feb 06

SANM: Energy Expansion And Higher Future P/E Will Support Bullish Outlook

Analysts nudged their fair value estimate for Sanmina up from US$195.00 to US$197.50, citing refreshed models that incorporate updated assumptions for the discount rate, revenue growth, profit margins, and a higher future P/E multiple reflected in recent Street research price target revisions. Analyst Commentary Recent Street research has focused on how Sanmina’s refreshed assumptions feed into valuation and execution risk, with price targets moving higher as analysts revisit their models.
Narrativ-Update • Jan 23

SANM: Full Rack Integration And Energy Expansion Will Shape Balanced Outlook

Narrative Update: Sanmina Analysts have lifted their fair value estimate for Sanmina to $195 from $190, citing recent price target increases tied to a strong fiscal Q4 update, signs of improvement in the communications end market, and added full rack assembly capability from ZT Systems, while still flagging integration and macro risks. Analyst Commentary Recent research updates on Sanmina focus on how the company is executing after its fiscal Q4 report and how that ties into a higher fair value view.
Narrativ-Update • Jan 09

SANM: Full Rack Capability And AMD Ramp Will Drive Future Upside

Analysts have lifted their price target on Sanmina to US$180 from US$150, citing a strong fiscal Q4 update supported by recovery in the communications end market and added full rack assembly capability from ZT Systems, while also flagging macro uncertainty as well as integration and ramp risks with the ZT and AMD partnership. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$180 price target as reflecting stronger confidence in Sanmina's ability to execute after its fiscal Q4 update.
Narrativ-Update • Dec 18

SANM: AI Datacenter Rack Expansion Will Drive Future Upside Potential

Analysts nudged their price target on Sanmina higher to $180 from $150, citing a strong fiscal Q4, improving communications end market dynamics, and expanding AI datacenter rack opportunities, even as they flag ongoing macro uncertainty and execution risk around integrating and ramping the ZT Systems business with AMD. Analyst Commentary Bullish analysts highlight that the higher price target reflects greater confidence in Sanmina's medium term growth algorithm, supported by a stronger than expected fiscal Q4 and improving visibility in key growth markets.
Narrativ-Update • Dec 04

SANM: AI Rack Assembly Expansion Will Drive Future Upside Potential

Analysts have raised their price target on Sanmina to $180 from $150, reflecting confidence in the company’s strengthening AI and communications end markets, while still acknowledging integration and macroeconomic risks. Analyst Commentary Bullish analysts view the higher price target as a reflection of Sanmina's improving positioning in AI and communications.
Narrativ-Update • Nov 20

SANM: Full Rack Assembly Expansion Will Drive Momentum Amid Macro Uncertainty

Analysts have raised their price target on Sanmina from $150 to $180, citing stronger fiscal Q4 results, a recovering communications end market, and expanded capabilities. However, they note ongoing integration challenges and macroeconomic uncertainty.
Analyseartikel • Nov 10

Sanmina's (NASDAQ:SANM) Earnings Offer More Than Meets The Eye

Investors signalled that they were pleased with Sanmina Corporation's ( NASDAQ:SANM ) most recent earnings report...
Analyseartikel • Nov 06

Forecast: Analysts Think Sanmina Corporation's (NASDAQ:SANM) Business Prospects Have Improved Drastically

Sanmina Corporation ( NASDAQ:SANM ) shareholders will have a reason to smile today, with the analysts making...
Narrativ-Update • Nov 06

SANM: Full Rack Assembly Expansion Will Balance Opportunity And Macroeconomic Risk

Sanmina's analyst price target has been raised significantly from $158.50 to $190.00. This increase reflects renewed optimism from analysts who highlight strong sector recovery and new business opportunities, despite ongoing macroeconomic and integration challenges.
Narrativ-Update • Oct 22

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

Sanmina's analyst price target has been raised significantly, climbing from $129.50 to $158.50. Analysts cite optimism around the company's key partnerships in the AI datacenter sector and its expanded manufacturing role, even though there are some uncertainties regarding the full extent of future opportunities.
Narrativ-Update • Oct 08

Acquisition Of ZT Systems Will Fuel Enduring Electronics Momentum

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.
Narrativ-Update • Sep 05

Acquisition Of ZT Systems Will Fuel Enduring Electronics Momentum

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.
Analyseartikel • Jul 19

Market Participants Recognise Sanmina Corporation's (NASDAQ:SANM) Earnings

With a price-to-earnings (or "P/E") ratio of 22.4x Sanmina Corporation ( NASDAQ:SANM ) may be sending bearish signals...
Analyseartikel • Jun 19

Estimating The Intrinsic Value Of Sanmina Corporation (NASDAQ:SANM)

Key Insights The projected fair value for Sanmina is US$79.23 based on 2 Stage Free Cash Flow to Equity Sanmina's...
Seeking Alpha • Apr 16

Sanmina: Fairly Re-Rated After Stabilization Arrived

Summary Sanmina has shown improved margins, earnings and significant buybacks, creating long-term shareholder value. The company provides end-to-end manufacturing solutions across diverse OEM segments, benefiting from long-term demand drivers but facing cyclicality and stable but low margins. 2024 was tough, but the company ended the year on a strong note, with prospects for growth in 2025 (ahead of the tariff discussions). Shares have traded between $60-$90, with stabilization and modest growth prospects, but I remain cautious as the easy money has been made. Read the full article on Seeking Alpha
Seeking Alpha • Jan 28

Sanmina: A Speculative Bet On Cloud, Cash, And Capital Discipline

Summary Sanmina Corporation, a leading integrated manufacturing solutions provider, has two main segments: Integrated Manufacturing Solutions and Components, Products, and Services. The stock has shown steady growth, gaining around 130% over five years, with recent Q1 2025 earnings beating estimates. Q1 2025 non-GAAP EPS of $1.44 and revenue of $2.01B both exceeded expectations, indicating strong performance. Core fundamentals and recent data suggest Sanmina remains a solid performer, making it a potentially worthwhile investment. Read the full article on Seeking Alpha
User avatar
Neues Narrativ • Sep 03

Calculated Wins In Cloud And Communication Networks Promise Revenue Surge And Enhanced Margins

Diversifying revenue sources by investing in high-margin sectors like cloud infrastructure and defense could enhance net margins and earnings.

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:SANM - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
9/30/202816,5393568351,2811
9/30/202716,2724231444944
9/30/202614,1283226139404
3/28/202611,341260734977N/A
12/27/20259,312230518735N/A
9/27/20258,128246473621N/A
6/28/20258,049259366473N/A
3/29/20257,849242267363N/A
12/28/20247,700230184278N/A
9/28/20247,568223229340N/A
6/29/20247,603223238365N/A
3/30/20247,969248177332N/A
12/30/20238,454275135324N/A
9/30/20238,93531044235N/A
7/1/20239,10830640240N/A
4/1/20238,92430799285N/A
12/31/20228,519276149300N/A
10/1/20227,920240192331N/A
7/2/20227,320219220341N/A
4/2/20226,955259247343N/A
1/1/20226,739258263345N/A
10/2/20216,738250270338N/A
7/3/20216,988264276327N/A
4/3/20216,985192239287N/A
1/2/20216,875149292341N/A
10/3/20206,950133235301N/A
6/27/20206,978108324411N/A
3/28/20207,350106406513N/A
12/28/20197,886142N/A483N/A
9/28/20198,234142N/A383N/A
6/29/20198,218123N/A253N/A
3/30/20198,004114N/A150N/A
12/29/20187,55397N/A70N/A
9/29/20187,110-96N/A156N/A
6/30/20186,989-70N/A145N/A
3/31/20186,887-68N/A142N/A
12/30/20176,893-61N/A205N/A
9/30/20176,869139N/A251N/A
7/1/20176,779214N/A305N/A
4/1/20176,738207N/A327N/A
12/31/20166,666206N/A381N/A
10/1/20166,481188N/A390N/A
7/2/20166,452402N/A285N/A
4/2/20166,322397N/A317N/A
1/2/20166,238382N/A244N/A
10/3/20156,375377N/A175N/A
6/27/20156,424194N/A285N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: SANMDas prognostizierte Gewinnwachstum (18.5% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: SANMDie Erträge des Unternehmens (18.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: SANMDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: SANMDie Einnahmen des Unternehmens (16.8% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: SANMDie Einnahmen des Unternehmens (16.8% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von SANM in 3 Jahren voraussichtlich hoch sein wird

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 17:08
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/28
Jährliche Einnahmen2025/09/27

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Sanmina Corporation wird von 15 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
James KelleherArgus Research Company
Ruplu BhattacharyaBofA Global Research
Andrew HuangB. Riley Securities, Inc.