Sanmina (SANM) Panoramica del titolo
Sanmina Corporation fornisce soluzioni di produzione integrate, componenti, prodotti e servizi di riparazione, logistica e post-vendita nelle Americhe, nell'Asia Pacifica, in Europa, nel Medio Oriente e in Africa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
SANM Community Fair Values
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Analyst Price Targets
Concorrenti di Sanmina Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$238.62 |
| Massimo di 52 settimane | US$255.22 |
| Minimo di 52 settimane | US$78.43 |
| Beta | 1.51 |
| Variazione di 1 mese | 54.48% |
| Variazione a 3 mesi | 63.65% |
| Variazione di 1 anno | 183.67% |
| Variazione a 3 anni | 363.79% |
| Variazione a 5 anni | 464.91% |
| Variazione dall'IPO | 5,819.06% |
Notizie e aggiornamenti recenti
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
Aggiornamento dell'analisi • 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.
Nuova analisi • 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?Aggiornamento dell'analisi • 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.
Nuova analisi • 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?Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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 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 Alpha
Nuova analisi • 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.Rendimenti per gli azionisti
| SANM | US Electronic | US Mercato | |
|---|---|---|---|
| 7D | 0.6% | 5.9% | 1.5% |
| 1Y | 183.7% | 94.0% | 25.5% |
Ritorno vs Industria: SANM ha superato il US Electronic che ha restituito 94 % nell'ultimo anno.
Rendimento vs Mercato: SANM ha superato il mercato US che ha restituito 25.5 % nell'ultimo anno.
Volatilità dei prezzi
| SANM volatility | |
|---|---|
| SANM Average Weekly Movement | 9.0% |
| Electronic Industry Average Movement | 8.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: SANM non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di SANM è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1980 | 35,000 | Jure Sola | www.sanmina.com |
Sanmina Corporation fornisce soluzioni di produzione integrate, componenti, prodotti e riparazioni, logistica e servizi post-vendita nelle Americhe, nell'Asia Pacifica, in Europa, nel Medio Oriente e in Africa. L'azienda opera attraverso due settori: Soluzioni di produzione integrata e Componenti, prodotti e servizi. L'azienda offre servizi di progettazione e ingegnerizzazione dei prodotti, tra cui lo sviluppo concettuale, la progettazione dettagliata, la prototipazione, la convalida, la pre-produzione, il rilascio del progetto di produzione e l'industrializzazione del prodotto; servizi di assemblaggio e collaudo; servizi di evasione diretta degli ordini e di logistica; servizi di assistenza e supporto post-vendita dei prodotti; servizi di gestione della catena di fornitura, oltre a impegnarsi nella produzione di componenti, sottogruppi e sistemi completi; servizi di evasione diretta degli ordini e di logistica.
Sanmina Corporation Riepilogo dei fondamenti
| SANM statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$12.79b |
| Utili (TTM) | US$259.61m |
| Ricavi(TTM) | US$11.34b |
49.3x
Rapporto P/E1.1x
Rapporto P/SSANM è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SANM Conto economico (TTM) | |
|---|---|
| Ricavi | US$11.34b |
| Costo del fatturato | US$10.37b |
| Profitto lordo | US$968.36m |
| Altre spese | US$708.75m |
| Utili | US$259.61m |
Ultimi utili riportati
Mar 28, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 4.84 |
| Margine lordo | 8.54% |
| Margine di profitto netto | 2.29% |
| Rapporto debito/patrimonio netto | 83.2% |
Come si è comportato SANM nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/14 03:46 |
| Prezzo dell'azione a fine giornata | 2026/05/13 00:00 |
| Utili | 2026/03/28 |
| Utili annuali | 2025/09/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sanmina Corporation è coperta da 15 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Ruplu Bhattacharya | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |