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SANM

Sanmina Corporation

SANM

NASDAQ·Technology·Hardware, Equipment & Parts·Mkt cap $13.2B

$219.77

-10.80%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$95.49 - $288.68

P/E

46.46

Fwd P/E

19.69

Beta

1.56

Div Yield

0.00%

Avg Vol

1.1M

Shares Out

53.6M

Mkt Cap

$13.2B

Price action

Price chart

Up 143.4% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Undervalued - trading well below Electronics Manufacturing Services peers

Momentum

Hot

+89.2% over 3m

Quality

Thin

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 27, 2026

Q2 26 RECAP

APR 27, 2026

Reported EPS of $3.16 vs $2.42 consensus (+30.6% surprise). Revenue of $4.0B vs $3.3B expected (+22.2%). Beat on both top and bottom lines.

EPS beat +30.6%
Rev beat +22.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+30.6%

Next: Jul 27, 2026

Revenue trend · last 8Q

+7%

+8%

+11%

+4%

+59%

+102%

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

Q2 26

$1.8B

$2.0B

$2.0B

$2.0B

$2.0B

$2.1B

$3.2B

$4.0B

Margins · last 8Q

Gross

8.8%

Operating

5.7%

Profit

2.3%

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

1

50%

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.