Sidoti Csr Issues Optimistic Forecast for Sanmina Earnings

Sanmina Co. (NASDAQ:SANM) – Equities research analysts at Sidoti Csr increased their Q3 2025 earnings estimates for Sanmina in a report issued on Tuesday, January 28th. Sidoti Csr analyst A. Soderstrom now anticipates that the electronics maker will earn $1.31 per share for the quarter, up from their prior estimate of $1.26. The consensus estimate for Sanmina’s current full-year earnings is $4.84 per share. Sidoti Csr also issued estimates for Sanmina’s Q1 2026 earnings at $1.44 EPS and Q3 2026 earnings at $1.56 EPS.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings data on Monday, November 4th. The electronics maker reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.36 by $0.07. Sanmina had a return on equity of 10.47% and a net margin of 2.94%. The firm had revenue of $2.02 billion for the quarter, compared to analysts’ expectations of $1.96 billion. During the same period in the previous year, the firm earned $1.20 EPS. The business’s quarterly revenue was down 1.6% on a year-over-year basis.

SANM has been the topic of a number of other reports. Bank of America upgraded Sanmina from an “underperform” rating to a “neutral” rating and upped their price objective for the company from $58.00 to $92.00 in a research report on Wednesday. StockNews.com raised shares of Sanmina from a “buy” rating to a “strong-buy” rating in a research note on Wednesday. Finally, Craig Hallum raised their target price on shares of Sanmina from $62.00 to $69.00 and gave the stock a “hold” rating in a report on Tuesday, November 5th.

Sanmina Stock Performance

NASDAQ:SANM opened at $82.83 on Thursday. The stock has a 50-day moving average price of $79.19 and a 200 day moving average price of $73.34. The company has a current ratio of 1.99, a quick ratio of 1.25 and a debt-to-equity ratio of 0.13. Sanmina has a 12-month low of $57.28 and a 12-month high of $86.05. The stock has a market capitalization of $4.47 billion, a P/E ratio of 21.18, a P/E/G ratio of 1.41 and a beta of 0.91.

Hedge Funds Weigh In On Sanmina

Large investors have recently made changes to their positions in the stock. FMR LLC boosted its stake in Sanmina by 5.0% during the 3rd quarter. FMR LLC now owns 1,715,767 shares of the electronics maker’s stock worth $117,444,000 after purchasing an additional 82,409 shares during the period. Geode Capital Management LLC grew its stake in shares of Sanmina by 2.4% during the 3rd quarter. Geode Capital Management LLC now owns 1,515,128 shares of the electronics maker’s stock worth $103,727,000 after purchasing an additional 35,622 shares during the period. Franklin Resources Inc. grew its position in Sanmina by 6.4% during the third quarter. Franklin Resources Inc. now owns 1,319,768 shares of the electronics maker’s stock worth $89,018,000 after buying an additional 79,565 shares during the period. Global Alpha Capital Management Ltd. increased its stake in Sanmina by 19.4% in the 3rd quarter. Global Alpha Capital Management Ltd. now owns 922,391 shares of the electronics maker’s stock valued at $63,138,000 after purchasing an additional 149,600 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its position in shares of Sanmina by 255.9% in the third quarter. JPMorgan Chase & Co. now owns 509,906 shares of the electronics maker’s stock valued at $34,903,000 after buying an additional 366,653 shares in the last quarter. 92.71% of the stock is currently owned by institutional investors and hedge funds.

Sanmina declared that its board has initiated a share buyback plan on Monday, January 27th that permits the company to repurchase $300.00 million in outstanding shares. This repurchase authorization permits the electronics maker to purchase up to 7.1% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its shares are undervalued.

Sanmina Company Profile

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacturing of components, subassemblies, and complete systems.