Sanmina (SANM) Hisse Özeti
Sanmina Corporation, Amerika, Asya Pasifik, Avrupa, Orta Doğu ve Afrika'da entegre üretim çözümleri, bileşenler, ürünler ve onarım, lojistik ve pazar sonrası hizmetler sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
SANM Community Fair Values
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Analyst Price Targets
Sanmina Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$216.00 |
| 52 Haftanın En Yüksek Seviyesi | US$288.68 |
| 52 Haftanın En Düşük Seviyesi | US$110.44 |
| Beta | 1.6 |
| 1 Aylık Değişim | 3.40% |
| 3 Aylık Değişim | -15.36% |
| 1 Yıllık Değişim | 84.57% |
| 3 Yıllık Değişim | 313.71% |
| 5 Yıllık Değişim | 461.62% |
| Halka arzdan bu yana değişim | 5,257.97% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • Aug 11
SANM: Fair Value Will Depend On ZT And Medical Manufacturing Momentum
Analysts have lifted the Sanmina fair value estimate from $185 to $210, citing recent research that highlights a strong Q3 beat, solid margins and EPS, and a revenue mix that supported raised guidance, even as some near term revenue outlook and timing questions keep ratings Neutral. Analyst Commentary on Sanmina Recent research on Sanmina reflects a mixed tone.Seeking Alpha • Aug 04
Sanmina: The ZT Systems Deal Is Working Faster Than Expected
Summary I reiterated Sanmina Corporation (SANM) as a Strong Buy with an updated price target of $277, driven by robust Q3 2026 results. ZT Systems acquisition is transforming SANM into a key AI infrastructure manufacturer, evidenced by accelerated revenue, margin, and EPS growth. Q3 2026 saw revenue of $3.46B, non-GAAP operating margin of 8%, and EPS of $3.31, surpassing prior guidance and strengthening the investment thesis. Balance sheet remains strong with $1.85B cash and 0.29x net leverage, though FCF conversion and AI ramp execution are key risks to monitor. Read the full article on Seeking AlphaRecent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • Aug 11
SANM: Fair Value Will Depend On ZT And Medical Manufacturing Momentum
Analysts have lifted the Sanmina fair value estimate from $185 to $210, citing recent research that highlights a strong Q3 beat, solid margins and EPS, and a revenue mix that supported raised guidance, even as some near term revenue outlook and timing questions keep ratings Neutral. Analyst Commentary on Sanmina Recent research on Sanmina reflects a mixed tone.Seeking Alpha • Aug 04
Sanmina: The ZT Systems Deal Is Working Faster Than Expected
Summary I reiterated Sanmina Corporation (SANM) as a Strong Buy with an updated price target of $277, driven by robust Q3 2026 results. ZT Systems acquisition is transforming SANM into a key AI infrastructure manufacturer, evidenced by accelerated revenue, margin, and EPS growth. Q3 2026 saw revenue of $3.46B, non-GAAP operating margin of 8%, and EPS of $3.31, surpassing prior guidance and strengthening the investment thesis. Balance sheet remains strong with $1.85B cash and 0.29x net leverage, though FCF conversion and AI ramp execution are key risks to monitor. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jul 28
SANM: Higher Peer P E Multiple Will Reward Strengthening Revenue Visibility
Analysts have lifted their Sanmina price target from $223.75 to $240.00, citing the use of a P/E multiple more in line with peers and higher confidence in revenue growth following recent management discussions. What’s in the News for Sanmina Sanmina raised its full year 2026 revenue guidance to a range of US$14.0b to US$14.3b, compared with prior guidance of US$13.7b to US$14.3b.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaHissedar Getirileri
| SANM | US Electronic | US Pazar | |
|---|---|---|---|
| 7D | 8.8% | 3.2% | -1.0% |
| 1Y | 84.6% | 50.3% | 14.1% |
Getiri vs. Endüstri: SANM geçen yıl % 44.3 oranında getiri sağlayan US Electronic sektörünü aştı.
Getiri vs Piyasa: SANM geçen yıl % 13.1 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| SANM volatility | |
|---|---|
| SANM Average Weekly Movement | 10.2% |
| Electronic Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: SANM son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: SANM 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1980 | 35,000 | Jure Sola | www.sanmina.com |
Sanmina Corporation, Amerika, Asya Pasifik, Avrupa, Orta Doğu ve Afrika'da entegre üretim çözümleri, bileşenler, ürünler ve onarım, lojistik ve pazar sonrası hizmetler sunmaktadır. Şirket iki iş kolu üzerinden faaliyet göstermektedir: Entegre Üretim Çözümleri; ve Bileşenler, Ürünler ve Hizmetler. Şirket, konsept geliştirme, detaylı tasarım, prototipleme, doğrulama, üretim öncesi, üretim tasarımı sürümü ve ürün sanayileştirme dahil olmak üzere ürün tasarımı ve mühendisliği; montaj ve test hizmetleri; doğrudan sipariş karşılama ve lojistik hizmetleri; pazar sonrası ürün hizmeti ve desteği; ve tedarik zinciri yönetimi hizmetleri sunmanın yanı sıra bileşenlerin, alt montajların ve komple sistemlerin üretimini gerçekleştirmekte ve doğrudan sipariş karşılama ve lojistik hizmetleri sunmaktadır.
Sanmina Corporation Temel Bilgiler Özeti
| SANM temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$10.90b |
| Kazançlar(TTM) | US$308.13m |
| Gelir(TTM) | US$12.76b |
37.6x
F/K Oranı0.9x
P/S OranıSANM aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| SANM gelir tablosu (TTM) | |
|---|---|
| Gelir | US$12.76b |
| Gelir Maliyeti | US$11.61b |
| Brüt Kâr | US$1.15b |
| Diğer Giderler | US$842.49m |
| Kazançlar | US$308.13m |
Son Raporlanan Kazançlar
Jun 27, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 5.75 |
| Brüt Marj | 9.01% |
| Net Kâr Marjı | 2.41% |
| Borç/Özkaynak Oranı | 78.7% |
SANM uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/11 06:44 |
| Gün Sonu Hisse Fiyatı | 2026/09/11 00:00 |
| Kazançlar | 2026/06/27 |
| Yıllık Kazançlar | 2025/09/27 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Sanmina Corporation 17 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| James Kelleher | Argus Research Company |
| Ruplu Bhattacharya | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |