Price
No data yet.
Social Signal Score
Analyst Ratings
18 analystsRevenue
$3.46B+107.95%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Jure Sola
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- Employees
- 35,000
- Beta
- 1.60
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 2.62
Financials
Revenue
$3.46B+107.9%Net Income
$117.13M+16.2%EBITDA
$224.22M+153.5%Free Cash Flow
$23.60M-65.0%EPS (diluted)
$2.12+63.1%Shares Outstanding (diluted)
55.13M-28.7%Operating Expenses
$117.60MCash & Debt
$1.84BReturn of Capital
$3.53MRevenue by Segment (annual)
$8.13BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $8.13B | $245.89M | $4.56 |
| 2024 | $7.57B | $222.54M | $4.00 |
| 2023 | $8.94B | $309.97M | $5.36 |
| 2022 | $7.92B | $240.38M | $3.92 |
| 2021 | $6.74B | $249.55M | $4.12 |
| 2020 | $6.95B | $133.17M | $2.02 |
| 2019 | $8.23B | $141.51M | $2.05 |
| 2018 | $7.11B | $-95.53M | $-1.37 |
| 2017 | $6.87B | $138.83M | $1.86 |
| 2016 | $6.48B | $187.84M | $2.50 |
| 2015 | $6.37B | $377.26M | $4.61 |
| 2014 | $6.22B | $197.16M | $2.38 |
| 2013 | $5.92B | $79.35M | $0.96 |
| 2012 | $6.09B | $180.23M | $2.22 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SANM's reported EPS growth of 5.7% a year over 13 years.
- EPS in 5 years
- $5.88
- Implied price
- $147.11
- Return from $229.04
- -8.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $73.14 — -68.1% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 17 | 21 | 25 | 29 | 33 |
|---|---|---|---|---|---|
| -4.3% | -23.3% | -20.0% | -17.1% | -14.6% | -12.4% |
| 0.7% | -19.3% | -15.8% | -12.8% | -10.2% | -7.8% |
| 5.7% | -15.3% | -11.6% | -8.5% | -5.7% | -3.2% |
| 10.7% | -11.3% | -7.4% | -4.1% | -1.3% | 1.3% |
| 15.7% | -7.3% | -3.2% | 0.2% | 3.2% | 5.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
60+20.00%Social Signal Score
Mentions (14)
- Newszacks.com·11d ago·Positive
Why Sanmina (SANM) is a Top Growth Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗ - Newszacks.com·17d ago·Positive
Here's Why Sanmina (SANM) is a Strong Momentum Stock Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
View source ↗ - Newsdefenseworld.net·18d ago·Neutral
Bank of America Corp DE Invests $189.01 Million in Sanmina Corporation $SANM Bank of America Corp DE bought a new position in shares of Sanmina Corporation (NASDAQ: SANM) during the undefined quarter, according to its most recent 13F filing with the SEC. The firm bought 746,848 shares of the electronics maker's stock, valued at approximately $189,012,000. Bank of America Corp DE owned 1.39% of Sanmina
View source ↗ - Newsseekingalpha.com·20d ago·Positive
…ewriting The Earnings Base Sanmina is well-positioned to capitalize on AI system demand, leveraging its expanded manufacturing footprint post-ZT Systems acquisition. SANM trades at a discount to peers, with a Buy rating contingent on profitable execution and sustained cash flow from new and existing operations. My investment thesis hinges on SANM delivering repeatable, profitable production, integrating ZT assets, and maintaining or improving margins amid customer concentration risks.
View source ↗ - Newsprnewswire.com·21d ago·Neutral
SHANKER TRIVEDI JOINS SANMINA'S BOARD OF DIRECTORS SAN JOSE, Calif., Sept. 14, 2026 /PRNewswire/ -- Sanmina Corporation ("Sanmina" or the "Company") (NASDAQ: SANM), a leading integrated manufacturing solutions company, today announced that Shanker Trivedi has been appointed to its board of directors, effective September 14, 2026.
View source ↗ - Newsbusinesswire.com·26d ago·Positive
Andrew Grosso & Associates Announces Settlement of Whistleblower Lawsuit Against the Sanmina Corporation and SCI Technology, Inc. WASHINGTON--(BUSINESS WIRE)--Andrew Grosso & Ass. announces settlement of a whistleblower suit with defense contractor SCI Technology for misapplying its cost accounting system.
View source ↗ - Newszacks.com·26d ago·Positive
Sanmina's Cash Flow Gains Momentum: Can the Trend Continue? SANM's cash flow surged in fiscal 2026, fueled by AI infrastructure demand, but rising investments could test free cash flow growth.
View source ↗ - Newszacks.com·26d ago·Positive
Sanmina vs. Silicon Motion: Which AI Stock Has More Upside Now? SIMO edges SANM as the better AI stock pick, backed by stronger estimate revisions and price gains despite its richer valuation.
View source ↗ - Newszacks.com·27d ago·Positive
Here's Why Sanmina (SANM) is a Strong Growth Stock The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗ - Newszacks.com·34d ago·Neutral
Should You Bet on SANM Stock Amid Rising Earnings Estimate Revisions? Sanmina's rising earnings estimates, AI-driven demand and ZT Systems integration highlight key growth catalysts for investors.
View source ↗ - Newszacks.com·35d ago·Positive
All You Need to Know About Sanmina (SANM) Rating Upgrade to Strong Buy Sanmina (SANM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
View source ↗ - Newszacks.com·40d ago·Neutral
Sanmina (SANM) Up 10.8% Since Last Earnings Report: Can It Continue? Sanmina (SANM) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newszacks.com·47d ago·Positive
Why Sanmina (SANM) is a Top Growth Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗ - Newszacks.com·49d ago·Neutral
Surging Earnings Estimates Signal Upside for Sanmina (SANM) Stock Sanmina (SANM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
View source ↗
Earnings
Mon, Nov 2(in 4 weeks)
Consensus estimate $3.25 per share
Typical surprise +7.7% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Jul 27$3.31 vs $2.77beat
- Mon, Apr 27$3.16 vs $2.42beat
- Mon, Jan 26$2.38 vs $2.15beat
- Mon, Nov 3$1.67 vs $1.57beat
- Mon, Jul 28$1.53 vs $1.42beat
- Mon, Apr 28$1.41 vs $1.38beat
Estimates and results for SANM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SANM officers and directors.
- Bought
- $100k
- Sold
- $49.4m
1 trade
38 trades
- Johnson Susan Asold
- Johnson Susan Asold
- Faust Jonathan Psold
- Faust Jonathan Psold
- Reid Alan Mcwilliamssold
- Reid Alan Mcwilliamssold
- Sola Juresold
- Reid Alan Mcwilliamssold
61 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Mo Brookshouse · AL05 · disclosed Jan 20, 2020 (5d later)Sell$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.