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SANM logo

Sanmina Corporation Stock Price

NasdaqGS:SANM Community·US$11.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 31 Fair Values set on narratives written by author
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SANM Share Price Performance

US$216.00
96.80 (81.20%)
​
US$260.00
Fair Value
US$216.00
96.80 (81.20%)
16.9% undervalued intrinsic discount
US$260.00
Fair Value
Price US$216.00
AnalystConsensusTarget US$260.00
AnalystHighTarget US$300.00
AnalystLowTarget US$210.00
Tue, 25 Aug 26
Fair ValueUS$260.00
Share Pricen/a

SANM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$260 16.9% undervalued intrinsic discount

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

3users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$300 28.0% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$210 2.9% overvalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
SANM logo
Sanmina
16.9% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Aug
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SANM logo
Sanmina
28.0% undervalued intrinsic discount
Updated

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

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 8 Sep
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SANM logo
Sanmina
2.9% overvalued intrinsic discount

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

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 11 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
SANM logo

SANM: Strong Q3 Execution And Revenue Mix Will Support Higher Multiple

Fair Value: US$300 28.0% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
SANM logo

SANM: Strong Execution And Index Upgrades Will Support Higher Earnings Visibility

Fair Value: US$260 16.9% undervalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
SANM logo

SANM: Fair Value Will Depend On ZT And Medical Manufacturing Momentum

Fair Value: US$210 2.9% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

1 Risk
2 Rewards
View Full Analysis

Sanmina Corporation Key Details

US$12.8b

Revenue

US$11.6b

Cost of Revenue

US$1.2b

Gross Profit

US$842.5m

Other Expenses

US$308.1m

Earnings

Last Reported Earnings
Jun 27, 2026
Next Reporting Earnings
n/a
5.75
9.01%
2.41%
78.7%
View Full Analysis

About SANM

Founded
1980
Employees
35000
CEO
Jure Sola
WebsiteView website
www.sanmina.com

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engaging in the manufacture of components, subassemblies, and complete systems; and direct order fulfilment and logistics services. In addition, the company provides components, such as printed circuit boards, backplane fabrication and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts; memory solutions; storage platforms; optical, radio frequency, and microelectronic solutions; defense and aerospace products, design, manufacturing, repair, and refurbishment services; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure industries. The company was formerly known as Sanmina-SCI Corp. Sanmina Corporation was incorporated in 1980 and is headquartered in San Jose, California.

Recent SANM News & Updates

User avatar
Narrative Update • Sep 08

SANM: Strong Q3 Execution And Revenue Mix Will Support Higher Multiple

Sanmina's updated analyst price target has shifted from $280 to $300 as analysts factor in the recent Q3 beat, supportive revenue mix, and stronger margin profile, even as they acknowledge mixed signals around near term ZT revenue and AMD Helios timing. Analyst Commentary Recent commentary on Sanmina highlights a mix of caution on specific revenue drivers alongside recognition of solid execution in the latest quarter.
User avatar
Narrative Update • Aug 25

SANM: Strong Execution And Index Upgrades Will Support Higher Earnings Visibility

Sanmina's analyst fair value has been updated to $260 from $240. The shift reflects recent price target adjustments after a strong Q3 that featured revenue, margin, and EPS beats, alongside more cautious views on near term ZT revenue and AMD Helios timing.

Recent updates

No updates

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