Sanmina Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Sanmina de 18.5% y 16.8% respectivamente, mientras que el BPA crecerá en un 17.5% al año.
Información clave
18.5%
Tasa de crecimiento de los beneficios
17.46%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Electronic | 27.3% |
| Tasa de crecimiento de los ingresos | 16.8% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Low |
| Última actualización | 05 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • 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 AlphaActualización de narrativa • Jun 01
SANM: Neutral Coverage And Buybacks Will Constrain Future Margin And P/E Repricing
Analysts have lifted the Sanmina price target from $173.75 to $212.25, reflecting updated assumptions on future P/E, revenue growth, discount rate and profit margin that align with recent neutral initiations from major firms. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated P/E assumptions as reasonable given current profitability expectations, which supports the higher price target without relying on aggressive multiple expansion.Actualización de narrativa • 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.
Nueva narrativa • 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?Actualización de narrativa • 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.
Nueva narrativa • 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?Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...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 AlphaSeeking 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 AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 9/30/2028 | 16,539 | 356 | 835 | 1,281 | 1 |
| 9/30/2027 | 16,272 | 423 | 144 | 494 | 4 |
| 9/30/2026 | 14,128 | 322 | 613 | 940 | 4 |
| 3/28/2026 | 11,341 | 260 | 734 | 977 | N/A |
| 12/27/2025 | 9,312 | 230 | 518 | 735 | N/A |
| 9/27/2025 | 8,128 | 246 | 473 | 621 | N/A |
| 6/28/2025 | 8,049 | 259 | 366 | 473 | N/A |
| 3/29/2025 | 7,849 | 242 | 267 | 363 | N/A |
| 12/28/2024 | 7,700 | 230 | 184 | 278 | N/A |
| 9/28/2024 | 7,568 | 223 | 229 | 340 | N/A |
| 6/29/2024 | 7,603 | 223 | 238 | 365 | N/A |
| 3/30/2024 | 7,969 | 248 | 177 | 332 | N/A |
| 12/30/2023 | 8,454 | 275 | 135 | 324 | N/A |
| 9/30/2023 | 8,935 | 310 | 44 | 235 | N/A |
| 7/1/2023 | 9,108 | 306 | 40 | 240 | N/A |
| 4/1/2023 | 8,924 | 307 | 99 | 285 | N/A |
| 12/31/2022 | 8,519 | 276 | 149 | 300 | N/A |
| 10/1/2022 | 7,920 | 240 | 192 | 331 | N/A |
| 7/2/2022 | 7,320 | 219 | 220 | 341 | N/A |
| 4/2/2022 | 6,955 | 259 | 247 | 343 | N/A |
| 1/1/2022 | 6,739 | 258 | 263 | 345 | N/A |
| 10/2/2021 | 6,738 | 250 | 270 | 338 | N/A |
| 7/3/2021 | 6,988 | 264 | 276 | 327 | N/A |
| 4/3/2021 | 6,985 | 192 | 239 | 287 | N/A |
| 1/2/2021 | 6,875 | 149 | 292 | 341 | N/A |
| 10/3/2020 | 6,950 | 133 | 235 | 301 | N/A |
| 6/27/2020 | 6,978 | 108 | 324 | 411 | N/A |
| 3/28/2020 | 7,350 | 106 | 406 | 513 | N/A |
| 12/28/2019 | 7,886 | 142 | N/A | 483 | N/A |
| 9/28/2019 | 8,234 | 142 | N/A | 383 | N/A |
| 6/29/2019 | 8,218 | 123 | N/A | 253 | N/A |
| 3/30/2019 | 8,004 | 114 | N/A | 150 | N/A |
| 12/29/2018 | 7,553 | 97 | N/A | 70 | N/A |
| 9/29/2018 | 7,110 | -96 | N/A | 156 | N/A |
| 6/30/2018 | 6,989 | -70 | N/A | 145 | N/A |
| 3/31/2018 | 6,887 | -68 | N/A | 142 | N/A |
| 12/30/2017 | 6,893 | -61 | N/A | 205 | N/A |
| 9/30/2017 | 6,869 | 139 | N/A | 251 | N/A |
| 7/1/2017 | 6,779 | 214 | N/A | 305 | N/A |
| 4/1/2017 | 6,738 | 207 | N/A | 327 | N/A |
| 12/31/2016 | 6,666 | 206 | N/A | 381 | N/A |
| 10/1/2016 | 6,481 | 188 | N/A | 390 | N/A |
| 7/2/2016 | 6,452 | 402 | N/A | 285 | N/A |
| 4/2/2016 | 6,322 | 397 | N/A | 317 | N/A |
| 1/2/2016 | 6,238 | 382 | N/A | 244 | N/A |
| 10/3/2015 | 6,375 | 377 | N/A | 175 | N/A |
| 6/27/2015 | 6,424 | 194 | N/A | 285 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (18.5% al año) de SANM es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (18.5% al año) de SANM crezcan menos que el mercado US (18.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de SANM crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (16.8% al año) de SANM crezcan más rápidamente que los del mercado US (12.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 16.8% al año) de SANM crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de SANM se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/19 21:40 |
| Precio de las acciones al final del día | 2026/06/18 00:00 |
| Beneficios | 2026/03/28 |
| Ingresos anuales | 2025/09/27 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Sanmina Corporation está cubierta por 15 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Ruplu Bhattacharya | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |