2 under-the-radar AI stock picks from a fund manager beating 99% of peers over the last 5 years [Business Insider]
Sanmina Corporation (SANM)
Last sanmina corporation earnings: 4/27 04:02 pm
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US:NASDAQ Investor Relations:
ir.sanmina.com/investor-relations/overview/default.aspx
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Source: Business Insider
Have an account? Log in Ryan Kelley is bullish on two under-the-radar AI stock picks. He says both benefit from ongoing data center expansion driven by the AI industry boom. He flagged Sanmina, which builds server infrastructure, and Dycom, which installs fiber optic networks. When Ryan Kelley, the chief investment officer of Hennessy Funds, doles out a couple of stock picks, it's probably a good idea to hear him out. According to Morningstar data, Kelley has beaten 99% of peers over the last five years of managing both the Cornerstone Growth Fund ( HFCVX ) and the Cornerstone Mid Cap 30 Fund ( HFMDX ) at Hennessy. Last week, I asked Kelly where he's seeing the best opportunities right now, and he highlighted a couple of his holdings in the mid-cap fund: Sanmina Corporation ( SANM ) and Dycom Industries ( DY They're both iterations on the AI picks-and-shovels play, he said, so as long as hyperscalers continue to spend hundreds of billions on data centers, they should cont
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SANM
News
- Sanmina (NASDAQ:SANM) was downgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=SANM&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> MarketBeat
- Sanmina (NASDAQ:SANM) was upgraded by analysts at Zacks Research from a "hold" rating to a "strong-buy" rating.MarketBeat
- SANMINA REPORTS FOURTH QUARTER AND FISCAL 2025 FINANCIAL RESULTSPR Newswire
- SANMINA COMPLETES ACQUISITION OF ZT SYSTEMS DATA CENTER INFRASTRUCTURE MANUFACTURING BUSINESS FROM AMDPR Newswire
- Sanmina (NASDAQ:SANM) was downgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=SANM&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> MarketBeat
SANM
Earnings
- 11/3/25 - Beat
SANM
Sec Filings
- 11/13/25 - Form 10-K
- 11/10/25 - Form 4
- 11/5/25 - Form SCHEDULE
- SANM's page on the SEC website