Sanmina Corp

Sanmina Corp(SANM)の株式分析

$176.480

+0.812 (+0.46%)終値時点

Loading chart…
高値
181.250
始値
181.250
出来高加重平均価格
177.64
出来高
713.25K
時価総額
3.63B
安値
175.180
売買代金
126.70M
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

AI分析 of Sanmina Corp (SANM)

中立

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.

アナリスト評価(7)

上値余地 +1.99%
中立
1 買い
6 中立
0 売り
現在: 176.48
安値
180.00
平均
180.00
高値
180.00

JPMorgan

2026-10-12

目標株価

$270

中立

JPMorgan

2026-07-28

目標株価

$260

中立

BofA

2026-07-28

目標株価

$270

中立

JPMorgan

2026-03-30

目標株価

$145

中立

Argus

2026-01-28

目標株価

$200

買い

バリュエーション指標

Sanmina Corp(SANM)の現在の予想PERは14.79で、5年平均は11.92です。

予想PER

適正
5年平均 P/E
11.92
現在のP/E
14.79
割高
15.60
割安
8.23

予想EV/EBITDA

適正
5年平均 EV/EBITDA
6.72
現在のEV/EBITDA
7.46
割高
9.23
割安
4.22

予想PSR

適正
5年平均 P/S
0.46
現在のP/S
0.56
割高
0.60
割安
0.33

Alphio AI による SANM の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%SANM

$109.32

シナリオ価格

基

基本

基本 · 50%SANM

$103.29

シナリオ価格

弱

弱気

弱気 · 25%SANM

$96.56

シナリオ価格

SANM を保有するクジラ

C

Cornerstone Investment Partners, LLC

+ を保有SANM

+2.63%

3か月リターン

M

Madison Avenue Partners, LP

+ を保有SANM

+2.28%

3か月リターン

V

Vaughan Nelson Investment Management, L.P.

+ を保有SANM

+1.31%

3か月リターン

C

Castleknight Management LP

+ を保有SANM

-0.33%

3か月リターン

A

Applied Finance Advisors, LLC

+ を保有SANM

-4.08%

3か月リターン

G

Global Alpha Capital Management Ltd.

+ を保有SANM

-4.31%

3か月リターン

イベントタイムライン

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

Sanmina Sees Q4 Adjusted Operating Margin at 7.5%-8.0%

16:31:00

Sanmina Reports Q3 Revenue of $3.46B

16:31:00

Sees Q4 Revenue of $3.3B-$3.6B

ニュース

SANM のよくある質問 — Alphio AI が回答

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.

コミュニティ

もっと見る ↗

投稿はまだありません

登録またはログインして議論に参加

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

取引を始める