Sanmina Corp

Sanmina Corp(SANM)股票分析

$194.010

-8.905 (-4.59%)收盤時

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High
202.780
Open
202.690
VWAP
196.78
Vol
673.18K
Mkt Cap
3.63B
Low
193.560
Amount
132.47M
EV/EBITDA, TTM
8.32

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)

-7.22% downside
Hold
1 Buy
6 Hold
0 Sell
Current: 194.01
最低
180.00
平均
180.00
最高
180.00

JPMorgan

2026-07-28

目標價

$260

Neutral

BofA

2026-07-28

目標價

$270

Neutral

JPMorgan

2026-03-30

目標價

$145

Neutral

Argus

2026-01-28

目標價

$200

Buy

BofA

2026-01-22

目標價

$190

Neutral

估值指標

The current forward P/E ratio for Sanmina Corp (SANM) is 13.95, compared to its 5-year average forward P/E of 11.78.

Forward P/E

Fair
5Y Average P/E
11.78
Current P/E
13.95
高估
15.47
低估
8.09

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
6.62
Current EV/EBITDA
8.32
高估
9.11
低估
4.12

Forward P/S

Overvalued
5Y Average P/S
0.46
Current P/S
0.63
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

情境價格

B

Base

Base · 50%SANM

$103.29

情境價格

B

Bear

Bear · 25%SANM

$96.56

情境價格

Whales holding SANM

P

Pacific Investment Management Company LLC

+ HoldingSANM

+4.81%

3M Return

V

Vaughan Nelson Investment Management, L.P.

+ HoldingSANM

-0.30%

3M Return

A

Applied Finance Advisors, LLC

+ HoldingSANM

-5.76%

3M Return

F

Frontier Capital Management

+ HoldingSANM

-8.07%

3M Return

事件時間軸

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

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

16:31:00

Sanmina Reports Q3 Revenue of $3.46B

資訊

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.

本頁僅供研究參考,不構成投資建議。模型可能出錯。過往表現不代表未來結果。

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