Transformative AI Makes Sanmina A Strong Buy [Seeking Alpha]
Sanmina Corporation (SANM)
Last sanmina corporation earnings: 4/27 04:02 pm
Check Earnings Report
US:NASDAQ Investor Relations:
ir.sanmina.com/investor-relations/overview/default.aspx
Company Research
Source: Seeking Alpha
ZT Systems acquisition doubles SANM's revenue base, expands hyperscale customer exposure, and positions SANM as a key AI hardware supplier. Strategic partnership with AMD and integration into OpenAI's supply chain provide significant near-term growth catalysts for SANM. Despite explosive growth prospects, SANM trades at a discounted 22x FWD P/E, well below peers like Celestica. JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Sanmina Corporation (NASDAQ: SANM ) is evolving from a low margin electronics manufacture into a stealth winner in the AI hardware boom. And let me start by stating that in regard to SANM, my thesis is simple. Sanmina's growing exposure to AI This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SANM over the next 7
Show less
Read more
Impact Snapshot
Event Time:
SANM
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
SANM alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
SANM alerts
High impacting Sanmina Corporation news events
Weekly update
A roundup of the hottest topics
SANM
News
- SANMINA CORPORATION ANNOUNCES EXPANSION OF ENERGY BUSINESS WITH NEW STATE-OF-THE-ART FACTORY IN HOUSTON, TEXAS [Yahoo! Finance]Yahoo! Finance
- SANMINA CORPORATION ANNOUNCES EXPANSION OF ENERGY BUSINESS WITH NEW STATE-OF-THE-ART FACTORY IN HOUSTON, TEXASPR Newswire
- 2 under-the-radar AI stock picks from a fund manager beating 99% of peers over the last 5 years [Business Insider]Business Insider
- 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
SANM
Earnings
- 11/3/25 - Beat
SANM
Sec Filings
- 12/18/25 - Form 4
- 12/17/25 - Form 4
- 12/17/25 - Form 4
- SANM's page on the SEC website