Sanmina Corp

Sanmina Corp(SANM)股票分析

$175.670

-12.156 (-6.92%)收盤時

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最高
186.990
開盤
185.370
成交量加權均價
179.33
成交量
752.44K
市值
3.63B
最低
175.340
成交金額
134.94M
企業價值/稅息折舊攤銷前利潤(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.

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.

分析師評級(7)

上檔空間 +2.46%
持有
1 買進
6 持有
0 賣出
目前: 175.67
最低
180.00
平均
180.00
最高
180.00

JPMorgan

2026-10-12

目標價

$270

中性

JPMorgan

2026-07-28

目標價

$260

中性

BofA

2026-07-28

目標價

$270

中性

JPMorgan

2026-03-30

目標價

$145

中性

Argus

2026-01-28

目標價

$200

買進

估值指標

Sanmina Corp(SANM)目前預期本益比為 14.79,5 年平均預期本益比為 11.92。

預期本益比

合理
5 年均值 P/E
11.92
目前P/E
14.79
高估
15.60
低估
8.23

預期 EV/EBITDA

合理
5 年均值 EV/EBITDA
6.72
目前EV/EBITDA
7.46
高估
9.23
低估
4.22

預期股價營收比

合理
5 年均值 P/S
0.46
目前P/S
0.56
高估
0.60
低估
0.33

Alphio AI 對 SANM 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%SANM

$109.32

情境價格

基

基準

基準 · 50%SANM

$103.29

情境價格

悲

悲觀

悲觀 · 25%SANM

$96.56

情境價格

持有 SANM 的大戶

C

Cornerstone Investment Partners, LLC

+ 持有SANM

+2.63%

3個月報酬率

M

Madison Avenue Partners, LP

+ 持有SANM

+2.28%

3個月報酬率

V

Vaughan Nelson Investment Management, L.P.

+ 持有SANM

+1.31%

3個月報酬率

C

Castleknight Management LP

+ 持有SANM

-0.33%

3個月報酬率

A

Applied Finance Advisors, LLC

+ 持有SANM

-4.08%

3個月報酬率

G

Global Alpha Capital Management Ltd.

+ 持有SANM

-4.31%

3個月報酬率

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

Sanmina Reports Q3 Revenue of $3.46B

16:31:00

Sees Q4 Revenue of $3.3B-$3.6B

資訊

SANM 常見問題 —— 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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