Sanmina Beheer
Beheer criteriumcontroles 4/4
De CEO Sanmina is Jure Sola, benoemd in Jan1980, heeft een ambtstermijn van 46.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 18.18M, bestaande uit 6.7% salaris en 93.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 2.63% van de aandelen van het bedrijf, ter waarde $ 346.77M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 13.6 jaar en 3.9 jaar.
Belangrijke informatie
Jure Sola
Algemeen directeur
US$18.2m
Totale compensatie
| Percentage CEO-salaris | 6.72% |
| Dienstverband CEO | 46.3yrs |
| Eigendom CEO | 2.6% |
| Management gemiddelde ambtstermijn | 13.6yrs |
| Gemiddelde ambtstermijn bestuur | 3.9yrs |
Recente managementupdates
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
Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 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
Nieuw narratief • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | US$260m |
| Dec 27 2025 | n/a | n/a | US$230m |
| Sep 27 2025 | US$18m | US$1m | US$246m |
| Jun 28 2025 | n/a | n/a | US$259m |
| Mar 29 2025 | n/a | n/a | US$242m |
| Dec 28 2024 | n/a | n/a | US$230m |
| Sep 28 2024 | US$17m | US$1m | US$223m |
| Jun 29 2024 | n/a | n/a | US$223m |
| Mar 30 2024 | n/a | n/a | US$248m |
| Dec 30 2023 | n/a | n/a | US$275m |
| Sep 30 2023 | US$15m | US$1m | US$310m |
| Jul 01 2023 | n/a | n/a | US$306m |
| Apr 01 2023 | n/a | n/a | US$307m |
| Dec 31 2022 | n/a | n/a | US$276m |
| Oct 01 2022 | US$17m | US$1m | US$240m |
| Jul 02 2022 | n/a | n/a | US$219m |
| Apr 02 2022 | n/a | n/a | US$259m |
| Jan 01 2022 | n/a | n/a | US$258m |
| Oct 02 2021 | US$15m | US$1m | US$250m |
| Jul 03 2021 | n/a | n/a | US$264m |
| Apr 03 2021 | n/a | n/a | US$192m |
| Jan 02 2021 | n/a | n/a | US$149m |
| Oct 03 2020 | US$6m | US$929k | US$133m |
| Jun 27 2020 | n/a | n/a | US$108m |
| Mar 28 2020 | n/a | n/a | US$106m |
| Dec 28 2019 | n/a | n/a | US$142m |
| Sep 28 2019 | US$5m | US$875k | US$142m |
Compensatie versus markt: De totale vergoeding ($USD 18.18M ) Jure } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.79M ).
Compensatie versus inkomsten: De vergoeding van Jure is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Jure Sola (74 yo)
46.3yrs
Tenure
US$18,183,981
Compensatie
Mr. Jure Sola Co-Founded Sanmina Corporation in 1980 and has been its Executive Chairman since December 2017. He serves as Chief Executive Officer at Sanmina Corporation since August 17, 2020. Mr. Sola ser...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 46.3yrs | US$18.18m | 2.63% $ 346.8m | |
| Executive VP & CFO | 2.4yrs | US$4.84m | 0.019% $ 2.5m | |
| Executive Vice President of Worldwide Sales | 3.2yrs | US$2.37m | 0.050% $ 6.6m | |
| Executive Vice President of Global Human Resources | 13.6yrs | US$2.35m | 0.055% $ 7.3m | |
| Senior VP | 1.3yrs | geen gegevens | 0.035% $ 4.6m | |
| Senior Vice President of Investor Communications | 29.3yrs | geen gegevens | geen gegevens | |
| VP of Legal | no data | geen gegevens | geen gegevens | |
| President of Components Technology | 5.3yrs | US$2.69m | geen gegevens | |
| Chief Operating Officer of Americas IMS | 13.6yrs | geen gegevens | geen gegevens | |
| Senior VP & Treasurer | 16.3yrs | geen gegevens | geen gegevens |
13.6yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van SANM is doorgewinterd en ervaren (gemiddelde ambtstermijn van 13.6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 36.6yrs | US$18.18m | 2.63% $ 346.8m | |
| Lead Independent Director | 6.7yrs | US$340.00k | 0.039% $ 5.2m | |
| Independent Director | 2.9yrs | US$325.00k | 0.014% $ 1.8m | |
| Independent Director | 3.4yrs | US$295.00k | 0.011% $ 1.4m | |
| Independent Director | 4.4yrs | US$295.00k | 0.015% $ 2.0m | |
| Independent Director | 18.8yrs | US$320.00k | 0.049% $ 6.5m | |
| Independent Director | 1.2yrs | US$275.00k | 0.0048% $ 634.0k | |
| Independent Director | 2.9yrs | US$285.00k | 0.0076% $ 998.6k |
3.9yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van SANM wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/25 16:32 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/28 |
| Jaarlijkse inkomsten | 2025/09/27 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Sanmina Corporation wordt gevolgd door 15 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Ruplu Bhattacharya | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |