Sidoti Csr Predicts Sanmina’s Q2 Earnings (NASDAQ:SANM)

Sanmina Co. (NASDAQ:SANM) – Equities researchers at Sidoti Csr dropped their Q2 2025 earnings estimates for Sanmina in a note issued to investors on Tuesday, January 28th. Sidoti Csr analyst A. Soderstrom now anticipates that the electronics maker will earn $1.14 per share for the quarter, down from their previous estimate of $1.15. The consensus estimate for Sanmina’s current full-year earnings is $4.84 per share. Sidoti Csr also issued estimates for Sanmina’s Q4 2025 earnings at $1.42 EPS, FY2025 earnings at $5.15 EPS, Q2 2026 earnings at $1.48 EPS, Q4 2026 earnings at $1.67 EPS and FY2026 earnings at $6.27 EPS.

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

Sanmina Stock Performance

Shares of NASDAQ:SANM opened at $84.21 on Friday. Sanmina has a one year low of $57.28 and a one year high of $86.05. The firm has a market cap of $4.58 billion, a PE ratio of 20.59, a price-to-earnings-growth ratio of 1.39 and a beta of 0.91. The firm’s 50 day simple moving average is $79.29 and its 200-day simple moving average is $73.41. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.25 and a current ratio of 2.06.

Sanmina (NASDAQ:SANM) last released its earnings results on Monday, November 4th. The electronics maker reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.36 by $0.07. The business had revenue of $2.02 billion during the quarter, compared to the consensus estimate of $1.96 billion. Sanmina had a return on equity of 10.61% and a net margin of 2.99%. The business’s revenue for the quarter was down 1.6% compared to the same quarter last year. During the same period last year, the company earned $1.20 earnings per share.

Sanmina announced that its board has approved a stock repurchase plan on Monday, January 27th that allows the company to repurchase $300.00 million in outstanding shares. This repurchase authorization allows the electronics maker to purchase up to 7.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its shares are undervalued.

Hedge Funds Weigh In On Sanmina

Large investors have recently made changes to their positions in the business. Wilmington Savings Fund Society FSB purchased a new position in shares of Sanmina in the third quarter worth $32,000. Northwestern Mutual Wealth Management Co. lifted its position in Sanmina by 24.1% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 845 shares of the electronics maker’s stock worth $56,000 after acquiring an additional 164 shares during the period. R Squared Ltd acquired a new position in shares of Sanmina in the fourth quarter valued at about $58,000. GAMMA Investing LLC raised its stake in shares of Sanmina by 88.5% in the third quarter. GAMMA Investing LLC now owns 931 shares of the electronics maker’s stock worth $64,000 after purchasing an additional 437 shares during the last quarter. Finally, Principal Securities Inc. boosted its position in Sanmina by 13.6% in the fourth quarter. Principal Securities Inc. now owns 1,388 shares of the electronics maker’s stock valued at $105,000 after buying an additional 166 shares during the last quarter. 92.71% of the stock is owned by institutional investors and hedge funds.

About Sanmina

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.