Sanmina Corporation

NasdaqGS:SANM 주식 리포트

시가총액: US$11.2b

Sanmina 배당 및 자사주 매입

배당 기준 점검 0/6

Sanmina 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

2.8%

자사주 매입 수익률

총 주주 수익률2.8%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • Jul 13

SANM: Future Multiple Will Hinge On IoT Momentum And Medical Manufacturing

Analysts have raised their Sanmina price target from $145 to $185, citing the application of a higher P/E multiple that is more in line with peers and greater confidence in the company's revenue growth trajectory. What’s in the News for Sanmina Sanmina reported first quarter revenue of US$4.01b, which the company described as a 102% year over year increase and 22.8% above analysts' expectations, driven by areas such as IoT connectivity and industrial automation, according to recent earnings coverage.
내러티브 업데이트 • Jun 29

SANM: Revenue Confidence And Buybacks Will Support Higher Earnings Multiple

Sanmina's analyst price target has moved from $200 to $280, with analysts pointing to the use of a higher P/E multiple that is more in line with peers and supported by increased confidence in the company’s revenue growth profile. Analyst Commentary Recent research commentary on Sanmina centers on how the stock is valued relative to peers and how confident analysts are in the company’s revenue outlook.
Seeking Alpha • Jun 25

Sanmina: ZT Systems Is Driving The Inflection (Rating Upgrade)

Summary Sanmina is rated buy with a $312 price target, driven by strong ZT Systems integration and accelerating AI infrastructure demand. Q2 FY26 revenue surged 102% YoY to $4.01B, with ZT Systems contributing $1.88B and future growth underpinned by next-gen product ramps. SANM's strategic focus on vertical integration, customer diversification, and U.S. manufacturing positions it for margin expansion and de-risked FY27 revenue. Valuation at 19x FY27 EPS is a discount to peers; a robust balance sheet and $600M buyback support continued shareholder returns. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 SANM 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: SANM 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.

배당 수익률 vs 시장

Sanmina 배당 수익률 vs 시장
SANM의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (SANM)n/a
시장 하위 25% (US)1.3%
시장 상위 25% (US)4.1%
업계 평균 (Electronic)0.8%
분석가 예측 (SANM) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 SANM 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 SANM 의 배당 수익률을 평가할 수 없습니다.

주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 SANM 의 지급 비율을 계산하기에는 데이터가 부족합니다.

주주 현금 배당

현금 흐름 범위: SANM 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/27 19:23
종가2026/07/24 00:00
수익2026/03/28
연간 수익2025/09/27

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Sanmina Corporation는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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