Sanmina Corporation
SANM
NASDAQ·Technology·Hardware, Equipment & Parts·Mkt cap $10.6B
$198.47
▲ +1.42%
P/E
35.19
Mkt Cap
$10.6B
52-Wk Range
$110.44–$288.68
52-Week Range
$110.44 - $288.68
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 66.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Broad global manufacturing infrastructure
- Advanced engineering and design capabilities
- Diversified industry portfolio
- End-to-end integrated manufacturing solutions
Bear Case
1 risk
- Above-average volatility (beta 1.6).
Growth
Moderate growth ahead
Increasing demand for complex electronic systems
Value
Attractively priced below Electronics Manufacturing Services peer average
Momentum
Falling
-21.2% over 3m
Quality
Thin
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying SANM right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
JUL 27, 2026
Reported EPS of $3.31 vs $2.77 consensus (+19.5% surprise). Revenue of $3.5B vs $3.4B expected (+2.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+19.5%
Revenue trend · last 8Q
—
+7%
+8%
+11%
+4%
+59%
+102%
+70%
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
$2.0B
$2.0B
$2.0B
$2.0B
$2.1B
$3.2B
$4.0B
$3.5B
Margins · last 8Q
Gross
10.5%
Operating
6.4%
Profit
3.4%
Wall Street consensus
1 analyst · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: Bank of America · Jun 8, 2026
vs Industry
How SANM stacks vs Hardware, Equipment & Parts
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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