Sanmina Corp

Análisis de la acción Sanmina Corp (SANM)

$175.670

-12.156 (-6.92%)Al cierre

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Máximo
186.990
Apertura
185.370
Precio medio ponderado por volumen
179.33
Volumen
752.44K
Capitalización
3.63B
Mínimo
175.340
Importe
134.94M
EV/EBITDA, TTM
7.46

Sanmina Corporation is a global provider of integrated manufacturing solutions, components, products and repair, logistics and after-market services. It provides end-to-end manufacturing solutions, delivering support to original equipment manufacturers in the industrial and energy, medical, defense and aerospace, automotive and transportation, communications networks and cloud and artificial intelligence infrastructure industries. Its operations are managed in two businesses: Integrated Manufacturing Solutions (IMS) and Components, Products and Services (CPS). IMS segment consists of printed circuit board assembly and test, high-level assembly and test and direct-order-fulfillment. CPS includes advanced printed circuit boards, backplanes and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts and plastic injected molded parts. Its products include optical, radio frequency and microelectronic design and manufacturing services, among others.

www.sanmina.com

Análisis de IA of Sanmina Corp (SANM)

Mantener

Sanmina Corp is currently not a good buy due to significant recent price declines and mixed analyst sentiment. The stock is trading at $175.67, down 19.23% over the last five days, and has an RSI of 15.249, indicating it is oversold. While the company reported a strong revenue growth of 69.6% year-over-year in Q3 2026, concerns about future growth prospects and insider selling (up 357.93%) present risks. The forward P/E ratio of 14.79 suggests potential value, but the price target from analysts indicates limited upside from current levels.

Recomendaciones de analistas (7)

+2.46% de potencial alcista
Mantener
1 Comprar
6 Mantener
0 Vender
Actual: 175.67
Mínimo
180.00
Promedio
180.00
Máximo
180.00

JPMorgan

2026-10-12

Precio objetivo

$270

Neutral

JPMorgan

2026-07-28

Precio objetivo

$260

Neutral

BofA

2026-07-28

Precio objetivo

$270

Neutral

JPMorgan

2026-03-30

Precio objetivo

$145

Neutral

Argus

2026-01-28

Precio objetivo

$200

Comprar

Métricas de valoración

El PER previsto actual de Sanmina Corp (SANM) es 14.79, frente a su media de 5 años de 11.92.

PER previsto

Valor razonable
Media 5A P/E
11.92
P/E actual
14.79
Sobrevalorada
15.60
Infravalorada
8.23

EV/EBITDA previsto

Valor razonable
Media 5A EV/EBITDA
6.72
EV/EBITDA actual
7.46
Sobrevalorada
9.23
Infravalorada
4.22

Precio/ventas previsto

Valor razonable
Media 5A P/S
0.46
P/S actual
0.56
Sobrevalorada
0.60
Infravalorada
0.33

Escenarios de precio de Alphio AI para SANM

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%SANM

$109.32

Precio del escenario

B

Base

Base · 50%SANM

$103.29

Precio del escenario

B

Bajista

Bajista · 25%SANM

$96.56

Precio del escenario

Ballenas con SANM en cartera

C

Cornerstone Investment Partners, LLC

+ Con en carteraSANM

+2.63%

Rentabilidad a 3 meses

M

Madison Avenue Partners, LP

+ Con en carteraSANM

+2.28%

Rentabilidad a 3 meses

V

Vaughan Nelson Investment Management, L.P.

+ Con en carteraSANM

+1.31%

Rentabilidad a 3 meses

C

Castleknight Management LP

+ Con en carteraSANM

-0.33%

Rentabilidad a 3 meses

A

Applied Finance Advisors, LLC

+ Con en carteraSANM

-4.08%

Rentabilidad a 3 meses

G

Global Alpha Capital Management Ltd.

+ Con en carteraSANM

-4.31%

Rentabilidad a 3 meses

Cronología de eventos

2026-07-28 (ET)

12:30:00

Sanmina Shares Drop 19.0% to $169.29

10:30:00

Sanmina Shares Drop 18.7% to $169.83

2026-07-27 (ET)

16:31:00

FY26 Revenue Outlook Raised to $14B-$14.3B

16:31:00

Sees Q4 Revenue of $3.3B-$3.6B

16:31:00

Sanmina Reports Q3 Revenue of $3.46B

Noticias

Preguntas frecuentes sobre SANM, respondidas por Alphio AI

Sanmina Corporation is a global provider of integrated manufacturing solutions, components, products and repair, logistics and after-market services. It provides end-to-end manufacturing solutions, delivering support to original equipment manufacturers in the industrial and energy, medical, defense and aerospace, automotive and transportation, communications networks and cloud and artificial intelligence infrastructure industries. Its operations are managed in two businesses: Integrated Manufacturing Solutions (IMS) and Components, Products and Services (CPS). IMS segment consists of printed circuit board assembly and test, high-level assembly and test and direct-order-fulfillment. CPS includes advanced printed circuit boards, backplanes and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts and plastic injected molded parts. Its products include optical, radio frequency and microelectronic design and manufacturing services, among others. It operates in the Technology sector (PRINTED CIRCUIT BOARDS industry).

Sanmina Corp is currently not a good buy due to significant recent price declines and mixed analyst sentiment. The stock is trading at $175.67, down 19.23% over the last five days, and has an RSI of 15.249, indicating it is oversold. While the company reported a strong revenue growth of 69.6% year-over-year in Q3 2026, concerns about future growth prospects and insider selling (up 357.93%) present risks. The forward P/E ratio of 14.79 suggests potential value, but the price target from analysts indicates limited upside from current levels.

7 analysts cover SANM: 1 rate it Buy, 6 Hold and 0 Sell. The average price target is 180.00.

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