Price
No data yet.
Signal Score (90d)
100Revenue
$3.46B+110.71%Quote
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 |
Social Signal Score
Earnings
Mon, Nov 2(in 3 months)
Consensus estimate $3.26 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
- $49.3m
1 trade
36 trades
- Faust Jonathan Psold
- Faust Jonathan Psold
- Reid Alan Mcwilliamssold
- Reid Alan Mcwilliamssold
- Sola Juresold
- Reid Alan Mcwilliamssold
- Hedley David V Iiisold
- Reid Alan Mcwilliamssold
63 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.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SANM's reported EPS growth of 2.6% a year over 4 years.
- EPS in 5 years
- $5.07
- Implied price
- $126.77
- Return from $215.55
- -10.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $63.03 — -70.8% 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 |
|---|---|---|---|---|---|
| -7.4% | -24.9% | -21.6% | -18.8% | -16.4% | -14.2% |
| -2.4% | -20.8% | -17.4% | -14.5% | -11.9% | -9.6% |
| 2.6% | -16.7% | -13.2% | -10.1% | -7.4% | -4.9% |
| 7.6% | -12.7% | -8.9% | -5.7% | -2.8% | -0.3% |
| 12.6% | -8.6% | -4.7% | -1.3% | 1.7% | 4.3% |
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.
Mentions (1)
- Newszacks.com·6h 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.
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