Sanmina Corp

Sanmina Corp(SANM)股票分析

$187.300

-8.972 (-4.79%)收盘时

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High
195.180
Open
194.230
VWAP
189.79
Vol
827.80K
Mkt Cap
3.63B
Low
186.885
Amount
157.11M
EV/EBITDA, TTM
8.05

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.

AI analysis of Sanmina Corp (SANM)

hold

Sanmina Corp is currently a hold. The stock is priced at $194.01, with a forward P/E of 13.947, indicating it may be undervalued compared to its earnings potential. However, the RSI is at 45.534, suggesting it is neither overbought nor oversold, and insider selling has increased by 357.93%, indicating potential concerns about future performance. The recent earnings report showed strong revenue growth of 69.6% year-over-year, but the stock dropped over 20% due to lower Q4 revenue expectations, which raises caution for potential investors.

Analyst Ratings (7)

-3.90% downside
Hold
1 Buy
6 Hold
0 Sell
Current: 187.30
最低
180.00
平均
180.00
最高
180.00

JPMorgan

2026-07-28

目标价

$260

Neutral

BofA

2026-07-28

目标价

$270

Neutral

JPMorgan

2026-03-30

目标价

$145

Neutral

Argus

2026-01-28

目标价

$200

Buy

BofA

2026-01-22

目标价

$190

Neutral

估值指标

The current forward P/E ratio for Sanmina Corp (SANM) is 13.48, compared to its 5-year average forward P/E of 11.79.

Forward P/E

Fair
5Y Average P/E
11.79
Current P/E
13.48
高估
15.48
低估
8.10

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
6.62
Current EV/EBITDA
8.05
高估
9.11
低估
4.13

Forward P/S

Overvalued
5Y Average P/S
0.46
Current P/S
0.61
高估
0.59
低估
0.33

Alphio AI Price Scenarios for SANM

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%SANM

$109.32

情景价格

B

Base

Base · 50%SANM

$103.29

情景价格

B

Bear

Bear · 25%SANM

$96.56

情景价格

Whales holding SANM

P

Pacific Investment Management Company LLC

+ HoldingSANM

+3.39%

3M Return

V

Vaughan Nelson Investment Management, L.P.

+ HoldingSANM

-3.04%

3M Return

F

Frontier Capital Management

+ HoldingSANM

-10.13%

3M Return

A

Applied Finance Advisors, LLC

+ HoldingSANM

-10.37%

3M Return

事件时间线

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

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

资讯

SANM FAQ — answered by 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 a hold. The stock is priced at $194.01, with a forward P/E of 13.947, indicating it may be undervalued compared to its earnings potential. However, the RSI is at 45.534, suggesting it is neither overbought nor oversold, and insider selling has increased by 357.93%, indicating potential concerns about future performance. The recent earnings report showed strong revenue growth of 69.6% year-over-year, but the stock dropped over 20% due to lower Q4 revenue expectations, which raises caution for potential investors.

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

本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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