Sanmina Corp

Sanmina Corp(SANM)股票分析

$169.760

-6.468 (-3.81%)收盘时

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最高
175.660
开盘
173.200
成交量加权均价
171.17
成交量
791.03K
市值
3.63B
最低
168.090
成交额
135.40M
企业价值/息税折旧摊销前利润(TTM)
7.23

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 分析 of Sanmina Corp (SANM)

持有

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.

分析师评级(7)

上行空间 +6.03%
持有
1 买入
6 持有
0 卖出
当前: 169.76
最低
180.00
平均
180.00
最高
180.00

JPMorgan

2026-10-12

目标价

$270

中性

JPMorgan

2026-07-28

目标价

$260

中性

BofA

2026-07-28

目标价

$270

中性

JPMorgan

2026-03-30

目标价

$145

中性

Argus

2026-01-28

目标价

$200

买入

估值指标

Sanmina Corp(SANM)当前预期市盈率为 14.79,5 年平均预期市盈率为 11.93。

预期市盈率

合理
5 年均值 P/E
11.93
当前P/E
14.79
高估
15.61
低估
8.24

预期 EV/EBITDA

合理
5 年均值 EV/EBITDA
6.73
当前EV/EBITDA
7.23
高估
9.23
低估
4.23

预期市销率

合理
5 年均值 P/S
0.46
当前P/S
0.54
高估
0.60
低估
0.33

Alphio AI 对 SANM 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%SANM

$109.32

情景价格

基

基准

基准 · 50%SANM

$103.29

情景价格

悲

悲观

悲观 · 25%SANM

$96.56

情景价格

持有 SANM 的大户

V

Vaughan Nelson Investment Management, L.P.

+ 持有SANM

+2.39%

3个月收益率

C

Cornerstone Investment Partners, LLC

+ 持有SANM

+1.10%

3个月收益率

M

Madison Avenue Partners, LP

+ 持有SANM

-3.27%

3个月收益率

C

Catalyst Funds Management Pty Ltd

+ 持有SANM

-5.15%

3个月收益率

A

Applied Finance Advisors, LLC

+ 持有SANM

-5.43%

3个月收益率

G

Global Alpha Capital Management Ltd.

+ 持有SANM

-5.67%

3个月收益率

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

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

16:31:00

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

16:31:00

Sanmina Reports Q3 Revenue of $3.46B

资讯

SANM 常见问题 —— 由 Alphio AI 解答

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.

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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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