Sanmina: ZT Systems Doubles Revenue, Margins Hold, And The Selloff Is Unjustified [Seeking Alpha]
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: Seeking Alpha
SANM's ZT Systems acquisition has transformed its revenue mix, with cloud and AI infrastructure now comprising 62% of sales and driving rapid scale. Q1 FY26 revenue surged 59% YoY to $3.19B, with a 6.0% non-GAAP operating margin and $1.4B cash, supporting a robust financial position. Shares trade at a steep discount to peers; a 12-month price target of $185 reflects confidence in integration, margin expansion, and AI infrastructure tailwinds. JHVEPhoto/iStock Editorial via Getty Images Sanmina Corporation ( SANM ) is in a bit of a bind, in my opinion. It is beating its revenue and EPS estimates comfortably, and yet, the share price fell by 20% after it released Q1 FY26 results in late This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receivi
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SANM
News
- Should Value Investors Buy Sanmina (SANM) Stock? [Yahoo! Finance]Yahoo! Finance
- Sanmina (NASDAQ:SANM) was upgraded by analysts at Zacks Research from a "hold" rating to a "strong-buy" rating.MarketBeat
- Argus Raises PT on Sanmina (SANM) Stock [Yahoo! Finance]Yahoo! Finance
- Are Investors Undervaluing Sanmina (SANM) Right Now? [Yahoo! Finance]Yahoo! Finance
- Sanmina (NASDAQ:SANM) was upgraded by analysts at Argus to a "strong-buy" rating.MarketBeat
SANM
Earnings
- 1/26/26 - Beat
SANM
Sec Filings
- 3/18/26 - Form 4
- 3/18/26 - Form 4
- 3/18/26 - Form 4
- SANM's page on the SEC website