SANM

Sanmina Corporation (SANM) | Rumor.io

Sanmina

SANM

Attention (50-day avg)0%

Attention rank (50-day avg)#788

Bullish sentiment (50-day avg)42%

Price to earnings ratio40.1

Market capitalization11.8B

Earnings per share5.6

Dividend yield (TTM)—

Revenue (annual)8.1B

Net income (annual)266.3M

Social

What share of all stock conversation is about SANM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0% +0

Jul 29

Sanmina Corporation ($SANM) had a significant decline of 17.5% on July 28, with volume surging to 2.8 times its recent average due to institutional selling.
The company's earnings and raised guidance were highlighted as positives, with some analysts suggesting it's a good opportunity to buy and load up on the stock.
The stock's decline is seen as a "fake dip" by some, with a call to buy and load up on the stock, citing good earnings and raised guidance.

Generated by AI

Sentiment

Of the messages about SANM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	100% 0	97.12% +67.6	84.47% -12.87
Bearish	0%	0% 0	2.88% -67.6	15.53% +12.87

Bullish· Apr 28

$SANM reported strong Q2'26 earnings, beating revenue and EPS guidance with revenue of $4.01B and EPS of $3.16.
The company's Comms / Cloud & AI segment reached $2.77B, accounting for approximately 69% of revenue, up from 62% last quarter.
$SANM's earnings beat has led to a significant price increase, with the stock already up over 15% in pre-market trading.

Bearish· Apr 28

The author believes that $SANM's recent price increase is unsustainable, as the market is reading a downgrade as a "victory lap" rather than a sell signal.
$SANM's strong performance is attributed to the AI infrastructure capex wave, but the author is cautious about the sustainability of this trend.
The author notes that $SANM's recent beat and raise quarter was solid, but they expect the stock to face resistance above $220.

Generated by AI

Topics

Of the messages about SANM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0.53%	15.49%	42.29%
Macro	—	33.86%	22.89%	21.98%
Technical Analysis	—	33.33%	40.14%	10.22%
Earnings	—	0%	0%	20.81%
Analysts	—	32.28%	21.48%	4.05%
Controversies	—	0%	0%	0.65%

Earnings· Jul 27

Sanmina's Q3 FY2026 results exceeded expectations, with revenue of $3.46B, beating estimates of $3.40B, and adjusted EPS of $3.31, surpassing consensus of $2.77.
The company's Q3 performance was driven by the successful integration of ZT Systems, which contributed to the strong demand for cloud and AI infrastructure.
Sanmina's Q4 FY2026 guidance includes revenue of $3.3-3.6B and non-GAAP operating margin and diluted EPS of 7.5-8.0%, with the company's fiscal 2026 revenue outlook raised to $14B-$14.3B.

Analysts· Jan 26

Sanmina Corporation has been reiterated or upgraded by several analysts, including Needham & Co, Citigroup, and B. Riley, with some maintaining a "Buy" rating and others upgrading to "Neutral".
Citigroup has upgraded Sanmina Corp to "Neutral" from "Sell", and RBC Capital Markets has raised the price target to $19.00 with a sector perform rating.
Sanmina Corp's shares have increased by 9.9% following analyst upgrades, with some analysts maintaining a "Buy" rating and others upgrading to "Neutral" or raising the price target.

Announcements· Oct 27

Sanmina Corporation has acquired ZT Group International, enhancing its capabilities in the Cloud and AI markets.
AMD has completed the divestiture of ZT Systems Data Center Infrastructure Manufacturing Business to Sanmina for $3.0 billion in cash and stock, with a contingent payment of up to $450 million.
As part of the deal, AMD will receive a $150 million ownership stake in Sanmina, which may influence AMD to use Sanmina's manufacturing services and increase the value of the ownership stake.

Technical Analysis· Apr 28

SANM is in extreme overbought territory with an RSI of 81, poised to revisit the 175-190 range.
SANM has broken out on fundamental AI infrastructure catalyst, with a gap held and volume confirmed, targeting 230.
SANM's price is expected to decline, potentially reaching 210 and lower, with some analysts labeling it a bull trap.

Generated by AI

Community

Of the messages about SANM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	47.52%	54.91%	31.65%
Newcomers	100%	52.48%	45.09%	68.35%

Regulars· Jul 28

Sanmina Corporation's Q2 earnings beat expectations, but guidance signals a mixed outlook, with AI demand and integration driving growth.
Regulars are focusing on the potential for a dip in the stock price, with one participant noting a "monster earnings and good guidance" that warrants watching the dip closely.
Another regular is questioning the valuation of Sanmina, suggesting it's undervalued compared to a similar company, with a potential floor price of $140, representing a 12.3x FY 27 earnings multiple.

Newcomers· Jul 28

The market is punishing Sanmina Corporation despite its Q3 earnings beat and raised FY26 guidance, with the stock down over 20%.
Newcomers are focusing on Sanmina's Q3 results, which showed a beat in adjusted EPS by nearly 20% and raised full-year guidance.
The market may be misreading a timing delay as a demand problem, with some analysts arguing that the company's performance is actually good, not bad, and that the stock is priced for perfection.

Generated by AI

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

12d agoYahoo Finance

Sanmina adds AI-focused veteran Shanker Trivedi to board

Detailed price information for Sanmina Corp (SANM-Q) from The Globe and Mail including charting and trades.

13d agotheglobeandmail.com

Here’s How Much You Would Have Made Owning Sanmina Stock In The Last 20 Years

14d agoBenzinga

Sanmina Stock: AI Rack Manufacturing Is Rewriting The Earnings Base (NASDAQ:SANM)

Sanmina is well-positioned to capitalize on AI system demand, leveraging its expanded manufacturing footprint. Learn why SANM stock is a buy.

14d agoSeeking Alpha

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Sanmina Corporation

Technology
Electronic Components

Sanmina Corporation is a global electronics manufacturing services company that provides integrated manufacturing solutions, components, products, repair, logistics, and after-market services. Sanmina supports original equipment manufacturers with end-to-end capabilities that include product design and engineering, new product introduction, prototyping, assembly, testing, and supply chain management. Its operations span complex optical, electronic, and mechanical products used in communications networks, cloud and AI infrastructure, medical devices, defense and aerospace systems, industrial equipment, automotive applications, and energy-related technologies. The company also produces key hardware elements such as printed circuit boards, backplanes, cable assemblies, enclosures, precision-machined parts, and storage and memory solutions. Sanmina plays an important role in the technology manufacturing market by helping customers move products from concept to volume production and ongoing support across global supply chains.

Website

Location

2700 North First Street

San Jose, CA, 95134

United States

Social

What share of all stock conversation is about SANM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0% +0

Jul 29

Sanmina Corporation ($SANM) had a significant decline of 17.5% on July 28, with volume surging to 2.8 times its recent average due to institutional selling.
The company's earnings and raised guidance were highlighted as positives, with some analysts suggesting it's a good opportunity to buy and load up on the stock.
The stock's decline is seen as a "fake dip" by some, with a call to buy and load up on the stock, citing good earnings and raised guidance.

Generated by AI

Sentiment

Of the messages about SANM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	100% 0	97.12% +67.6	84.47% -12.87
Bearish	0%	0% 0	2.88% -67.6	15.53% +12.87

Bullish· Apr 28

$SANM reported strong Q2'26 earnings, beating revenue and EPS guidance with revenue of $4.01B and EPS of $3.16.
The company's Comms / Cloud & AI segment reached $2.77B, accounting for approximately 69% of revenue, up from 62% last quarter.
$SANM's earnings beat has led to a significant price increase, with the stock already up over 15% in pre-market trading.

Bearish· Apr 28

The author believes that $SANM's recent price increase is unsustainable, as the market is reading a downgrade as a "victory lap" rather than a sell signal.
$SANM's strong performance is attributed to the AI infrastructure capex wave, but the author is cautious about the sustainability of this trend.
The author notes that $SANM's recent beat and raise quarter was solid, but they expect the stock to face resistance above $220.

Generated by AI

Topics

Of the messages about SANM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0.53%	15.49%	42.29%
Macro	—	33.86%	22.89%	21.98%
Technical Analysis	—	33.33%	40.14%	10.22%
Earnings	—	0%	0%	20.81%
Analysts	—	32.28%	21.48%	4.05%
Controversies	—	0%	0%	0.65%

Earnings· Jul 27

Sanmina's Q3 FY2026 results exceeded expectations, with revenue of $3.46B, beating estimates of $3.40B, and adjusted EPS of $3.31, surpassing consensus of $2.77.
The company's Q3 performance was driven by the successful integration of ZT Systems, which contributed to the strong demand for cloud and AI infrastructure.
Sanmina's Q4 FY2026 guidance includes revenue of $3.3-3.6B and non-GAAP operating margin and diluted EPS of 7.5-8.0%, with the company's fiscal 2026 revenue outlook raised to $14B-$14.3B.

Analysts· Jan 26

Sanmina Corporation has been reiterated or upgraded by several analysts, including Needham & Co, Citigroup, and B. Riley, with some maintaining a "Buy" rating and others upgrading to "Neutral".
Citigroup has upgraded Sanmina Corp to "Neutral" from "Sell", and RBC Capital Markets has raised the price target to $19.00 with a sector perform rating.
Sanmina Corp's shares have increased by 9.9% following analyst upgrades, with some analysts maintaining a "Buy" rating and others upgrading to "Neutral" or raising the price target.

Announcements· Oct 27

Sanmina Corporation has acquired ZT Group International, enhancing its capabilities in the Cloud and AI markets.
AMD has completed the divestiture of ZT Systems Data Center Infrastructure Manufacturing Business to Sanmina for $3.0 billion in cash and stock, with a contingent payment of up to $450 million.
As part of the deal, AMD will receive a $150 million ownership stake in Sanmina, which may influence AMD to use Sanmina's manufacturing services and increase the value of the ownership stake.

Technical Analysis· Apr 28

SANM is in extreme overbought territory with an RSI of 81, poised to revisit the 175-190 range.
SANM has broken out on fundamental AI infrastructure catalyst, with a gap held and volume confirmed, targeting 230.
SANM's price is expected to decline, potentially reaching 210 and lower, with some analysts labeling it a bull trap.

Generated by AI

Community

Of the messages about SANM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	47.52%	54.91%	31.65%
Newcomers	100%	52.48%	45.09%	68.35%

Regulars· Jul 28

Sanmina Corporation's Q2 earnings beat expectations, but guidance signals a mixed outlook, with AI demand and integration driving growth.
Regulars are focusing on the potential for a dip in the stock price, with one participant noting a "monster earnings and good guidance" that warrants watching the dip closely.
Another regular is questioning the valuation of Sanmina, suggesting it's undervalued compared to a similar company, with a potential floor price of $140, representing a 12.3x FY 27 earnings multiple.

Newcomers· Jul 28

The market is punishing Sanmina Corporation despite its Q3 earnings beat and raised FY26 guidance, with the stock down over 20%.
Newcomers are focusing on Sanmina's Q3 results, which showed a beat in adjusted EPS by nearly 20% and raised full-year guidance.
The market may be misreading a timing delay as a demand problem, with some analysts arguing that the company's performance is actually good, not bad, and that the stock is priced for perfection.

Generated by AI

Sanmina

Social

Jul 29

Bullish· Apr 28

Bearish· Apr 28

Earnings· Jul 27

Analysts· Jan 26

Announcements· Oct 27

Technical Analysis· Apr 28

Regulars· Jul 28

Newcomers· Jul 28

Electrical Systems Stocks Q2 Results: Benchmarking Sanmina (NASDAQ:SANM)

$1000 Invested In Sanmina 20 Years Ago Would Be Worth This Much Today

Should Value Investors Buy Sanmina (SANM) Stock?

Sanmina adds AI-focused veteran Shanker Trivedi to board

Here’s How Much You Would Have Made Owning Sanmina Stock In The Last 20 Years

Sanmina Stock: AI Rack Manufacturing Is Rewriting The Earnings Base (NASDAQ:SANM)

Also Discussed

Sanmina Corporation

Company Information

Location

Electrical Systems Stocks Q2 Results: Benchmarking Sanmina (NASDAQ:SANM)

$1000 Invested In Sanmina 20 Years Ago Would Be Worth This Much Today

Should Value Investors Buy Sanmina (SANM) Stock?

Sanmina adds AI-focused veteran Shanker Trivedi to board

Here’s How Much You Would Have Made Owning Sanmina Stock In The Last 20 Years

Sanmina Stock: AI Rack Manufacturing Is Rewriting The Earnings Base (NASDAQ:SANM)

Also Discussed

Social

Jul 29

Bullish· Apr 28

Bearish· Apr 28

Earnings· Jul 27

Analysts· Jan 26

Announcements· Oct 27

Technical Analysis· Apr 28

Regulars· Jul 28

Newcomers· Jul 28