Sanmina-sci (SANM)
NASDAQ:SANM
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SANM Stock Chart & Stats
$174.09
-$0.71(-0.92%)
At close: 4:00 PM EST
$174.09
-$0.71(-0.92%)
Day’s Range― - ―
52-Week Range$85.66 - $288.68
Previous CloseN/A
Volume47.04K
Average Volume (3M)1.03M
Market Cap
$12.99B
Enterprise Value$14.52B
Total Cash (Recent Filing)$1.58B
Total Debt (Recent Filing)$2.17B
Price to Earnings (P/E)50.6
Beta1.40
Next Earnings
Aug 03, 2026EPS Estimate
2.77Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)4.81
Shares Outstanding53,597,736
10 Day Avg. Volume858,983
30 Day Avg. Volume1,026,525
Financial Highlights & Ratios
PEG Ratio1.83
Price to Book (P/B)2.67
Price to Sales (P/S)0.77
P/FCF Ratio13.29
Enterprise Value/Market Cap1.12
Enterprise Value/Revenue1.28
Enterprise Value/Gross Profit15.01
Enterprise Value/Ebitda28.08
Forecast
1Y Price Target
$221.25Price Target Upside27.09% Upside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)10.02
Revenue Forecast (FY)$13.77B
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationSustained high operating and free cash flow provides durable financial optionality: it funds organic investment, integration of acquisitions, share repurchases and capex without immediate reliance on new debt. Over months this cushions cyclicality and supports strategic execution.
Scale From ZT Systems AcquisitionZT materially increases TAM and hyperscaler exposure, diversifying end markets and concentrating higher-volume compute programs. This scale can lock in long-term OEM relationships, enable better purchasing economics and create a larger recurring revenue base over the next 2–6 months and beyond.
Improving Operating Margins And GuidanceMargin expansion and mid‑cycle guidance reflect operational leverage from higher volumes and mix improvement. If sustained, the improved operating margin range enhances free cash flow conversion and ROI on new programs, supporting durable profitability rather than transient pass‑through gains.
Bears Say
Rising LeverageA material step-up in leverage reduces financial flexibility and increases funding cost sensitivity. If growth or working capital needs slow, higher debt levels raise refinancing and covenant risks and limit the firm's ability to invest or absorb shocks over the coming quarters.
Thin And Pressured MarginsRelatively low sector margins and recent compression mean profits are vulnerable to input cost inflation, pricing pressure or mix shifts. Even with revenue growth, thin margins constrain true cash-flow durability and increase sensitivity to operational setbacks over 2–6 months.
Inventory And Supply-chain StrainA large working-capital build ties up cash and raises obsolescence and execution risk, especially amid component shortages. Elevated inventories plus ongoing supply constraints can depress cash conversion, inflate leverage, and complicate program delivery over the medium term.
Sanmina-Sci News
SANM FAQ
What was Sanmina-sci’s price range in the past 12 months?
Sanmina-sci lowest stock price was $85.66 and its highest was $288.68 in the past 12 months.
What is Sanmina-sci’s market cap?
Sanmina-sci’s market cap is $12.99B.
When is Sanmina-sci’s upcoming earnings report date?
Sanmina-sci’s upcoming earnings report date is Aug 03, 2026 which is in 53 days.
How were Sanmina-sci’s earnings last quarter?
Sanmina-sci released its earnings results on Apr 27, 2026. The company reported $3.16 earnings per share for the quarter, beating the consensus estimate of $2.398 by $0.762.
Is Sanmina-sci overvalued?
According to Wall Street analysts Sanmina-sci’s price is currently Undervalued.
Does Sanmina-sci pay dividends?
Sanmina-sci does not currently pay dividends.
What is Sanmina-sci’s EPS estimate?
Sanmina-sci’s EPS estimate is 2.77.
How many shares outstanding does Sanmina-sci have?
Sanmina-sci has 53,597,736 shares outstanding.
What happened to Sanmina-sci’s price movement after its last earnings report?
Sanmina-sci reported an EPS of $3.16 in its last earnings report, beating expectations of $2.398. Following the earnings report the stock price went up 14.558%.
Which hedge fund is a major shareholder of Sanmina-sci?
Currently, no hedge funds are holding shares in SANM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Sanmina-Sci Stock Smart Score
Neutral
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Analyst Consensus
Hold
Average Price Target:
$221.25 (27.09% Upside)
$221.25 (27.09% Upside)
Blogger Sentiment
Bullish
SANM Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 106.1K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $37.9M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 0.6%
Last 30 Days ▲ 7.5%
Last 30 Days ▲ 7.5%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
175.69%
12-Months-Change
Fundamentals
Return on Equity
10.88%
Trailing 12-Months
Asset Growth
94.68%
Trailing 12-Months
Company Description
Sanmina-sci
Sanmina Corporation delivers comprehensive manufacturing services, encompassing components, finished goods, repair, supply chain management, and post-sale support on a global scale. Its operations are structured into two principal divisions: Integrated Manufacturing Solutions, and Components, Products and Services. The company's extensive service portfolio includes product ideation and engineering – from initial concept development and detailed design to prototyping, validation, pre-production, manufacturing readiness, and ultimate product industrialization. Furthermore, Sanmina provides assembly and testing, direct order shipping and logistics, post-market product maintenance and assistance, and end-to-end supply chain oversight. It also undertakes the production of individual components, subassemblies, and complete systems. Beyond these services, Sanmina offers a range of specialized products like interconnect systems (e.g., printed circuit boards, backplanes, cable assemblies, plastic injection molded parts), mechanical systems (such as custom enclosures and precision-machined components), advanced solutions in memory, storage, radio frequency, optics, and microelectronics, along with defense and aerospace-specific items, and cloud-enabled manufacturing execution software. The company primarily caters to original equipment manufacturers across diverse sectors, including industrial, healthcare, defense and aviation, automotive, telecommunications, and cloud computing. Established in 1980, Sanmina Corporation maintains its corporate headquarters in San Jose, California.
SANM Company Deck
SANM Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call conveyed a strongly positive operational and financial performance for Q2 FY26: very large revenue growth (driven by the ZT Systems acquisition), substantial EPS upside, robust cash generation and an improved ROIC and liquidity position. Management provided forward guidance that reflects continued high growth and reiterated confidence in achieving $16B+ in FY27. Negative items discussed (CPS margin compression, inventory build, component shortages and timing uncertainty due to shipment pull‑forwards) are meaningful but appear manageable and largely transitory relative to the material upside from ZT integration, organic core growth, and cash generation.View all SANM earnings summariesSANM Stock 12 Month Forecast
Average Price Target
$221.25
▲(27.09% Upside)
Technical Analysis
Ownership Overview
3.13% Insiders
41.07% Mutual Funds
17.38% Other Institutional Investors
10.17% Public Companies and Individual Investors