Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$10.5B
54M shares
52-week range
$110.44 – $288.68
48% from low
Sector
PRINTED CIRCUIT BOARDS
Exchange
NASDAQ
CS
P/S (TTM)
0.8
EV / FCF (TTM)
19.2
Sanmina Corp is a provider of integrated manufacturing solutions, components, and after-market services to original equipment manufacturers in the communications networks, storage, industrial, defense, and aerospace end markets. The operations are managed as two businesses: Integrated Manufacturing Solutions, which consists of printed circuit board assembly and represents a majority of the firm's revenue; and Components, Products, and Services, which includes interconnect systems and mechanical systems. The firm generates revenue mainly in the United States, China, and Mexico, but has a presence around the world.
www.sanmina.comNo one on the platform currently holds SANM.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 55,382 | $7.2M |
| Renaissance Technologiesas of 2025-12-31 | 26,833 | $4.0M |
| Execution date | Ratio |
|---|---|
| 2009-08-17 | 1-for-6reverse |
No one on the platform has traded SANM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 15.3% | 15.4% | 10.7% | — | — | — |
| Rev. Growth % | 7.4% | 3.2% | ||||
| Profit Margin % | 3.0% | 3.2% | 2.3% | |||
| Free Cash Flow Margin % | 5.8% | 3.1% | 2.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +8.9% on the P/E track.
At today's price, your expected annual return is +17.3% on the P/E track.
At today's price, your expected annual return is +25.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $14.1B | +74.9% | $12.10 | $11.40–$12.41 | 16.2× | 4 |
| 2027 | $16.4B | +15.8% | $13.93 | $12.78–$16.23 | 14.1× | 4 |
| 2028 | $18.3B | +11.8% | $15.70 | $13.85–$17.55 | 12.5× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-27 | $2.77 | $3.31 | +19.5% |
| 2026-04-27 | $2.42 | $3.16 | +30.6% |
| 2026-01-26 | $2.15 | $2.38 | +10.7% |
| 2025-11-03 | $1.57 | $1.67 | +6.4% |
| 2025-07-28 | $1.42 | $1.53 | +7.7% |
| 2025-04-28 | $1.38 | $1.41 | +2.2% |
| 2025-01-27 | $1.35 | $1.44 | +6.7% |
| 2024-11-04 | $1.36 | $1.43 | +5.1% |
| $6.8B |
| — |
| LFUSLittelfuse, Inc. | $398.31 | +0.52% | $10.1B | — |
| MKSIMKS Inc. | $234.04 | -2.18% | $15.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$SANM LOAD FOR $250.. SANM STOCK IS IN A REVERSAL ZONE AND THE UPSIDE COULD BE EXPLOSIVE
View on StockTwits ↗$SANM LOADED TO THE GILLS TODAY.. LOOKING GREAT! GREAT COMPANY FOR THE NEXT MOVES IN A.I. AND SLEPT ON. LOTS OF SHARE BUYBACKS ON TAP
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$SANM Options Pin Risk Attracts Attention in Volatility Update https://www.macroaxis.com/stock-options/SANM/Sanmina?utm_source=dlvr.it&utm_medium=stocktwits
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$SANM i’m ready to buy some more of this just waiting for the one big dip day
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These 4 Electronics-Manufacturing Stocks Are Surging, And It's Still Time To Buy $CLS $PLXS $SANM $JBL https://talkmarkets.com/article/these-4-electronics-manufacturing-stocks-are-surging-and-its-still-time-to-buy-1786599782
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$SANM Setting up a nice pivot over downtrend line. Looking for a breakout over pivot
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Wall St is expecting 3.26 EPS for $SANM Q4 [Reporting 11/09 AMC] http://www.estimize.com/intro/sanm?chart=historical&metric_name=eps&utm_co
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$SANM $GLW Sometimes you talk yourself out of great opportunities waiting for the exact rock bottom entry. In hindsight, this was the perfect time to add both
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.