Reading the tape
NASDAQ: SANM
Sanmina Corporation
Technology · Hardware, Equipment & Parts
Market Cap
$11.18B
52w High
$230.56
52w Low
$75.40
P/E
43.60
Volume
1.54M
Outstanding Shares
53.60M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveHigh confidence
1Y Price: 164.11%Revenue (TTM): 44.48%FCF (TTM): 172.47%P/FCF: 57th pct
What changed
The stock rose 164.11% over the last year. Revenue grew 44.48% over the trailing twelve months. Operating margin moved from 4.49% to 4.61%. Free cash flow grew 172.47% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 57th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 4.61%. Revenue grew 44.48% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide.
CEOJure Sola
SectorTechnology
IndustryHardware, Equipment & Parts
Employees32,000
IPO dateApr 14, 1993
Valuation
Forward P/E—
EV/EBITDA12.35
Enterprise value$5.72B
Stock splits
Aug 17, 2009↓ Reverse
Every 6 shares became 1
Jan 9, 2001↑ Forward
Every 1 shares became 2
Mar 23, 2000↑ Forward
Every 1 shares became 2
Jun 11, 1998↑ Forward
Every 1 shares became 2
Mar 12, 1996↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth102.27%
Gross margin8.53%▲4.15%vs FY2024
Operating margin4.61%▼1.60%vs FY2024
ROE10.45%▲3.11%vs FY2024
Analyst consensus
RatingHold
Target price$200.00▼4.15%
5
Buy
10
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 27, 2026
Q3 FY26 · EPS est $2.62 · Revenue est $3.4B
View