Sidoti Csr Brokers Raise Earnings Estimates for Sanmina

Sanmina Corporation (NASDAQ:SANM) – Equities researchers at Sidoti Csr upped their Q3 2026 EPS estimates for Sanmina in a report issued on Tuesday, January 27th. Sidoti Csr analyst A. Soderstrom now anticipates that the electronics maker will post earnings per share of $2.21 for the quarter, up from their prior estimate of $2.17. The consensus estimate for Sanmina’s current full-year earnings is $5.15 per share. Sidoti Csr also issued estimates for Sanmina’s Q4 2026 earnings at $2.36 EPS, Q1 2027 earnings at $2.37 EPS, Q2 2027 earnings at $2.49 EPS and Q3 2027 earnings at $2.49 EPS.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings data on Monday, January 26th. The electronics maker reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.15 by $0.23. The business had revenue of $3.19 billion for the quarter, compared to analysts’ expectations of $3.09 billion. Sanmina had a return on equity of 13.06% and a net margin of 2.47%.The business’s revenue was up 59.0% on a year-over-year basis. During the same quarter last year, the firm earned $1.16 earnings per share. Sanmina has set its Q2 2026 guidance at 2.250-2.550 EPS.

Other research analysts have also issued reports about the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Sanmina in a report on Wednesday, October 8th. Zacks Research lowered shares of Sanmina from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 5th. Argus lifted their price target on shares of Sanmina to $200.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Wall Street Zen cut shares of Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 16th. Two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Sanmina presently has an average rating of “Moderate Buy” and an average target price of $160.00.

Sanmina Stock Up 1.2%

Shares of NASDAQ:SANM opened at $154.43 on Thursday. The company has a current ratio of 1.70, a quick ratio of 1.02 and a debt-to-equity ratio of 0.75. The firm has a market cap of $8.43 billion, a price-to-earnings ratio of 36.86, a PEG ratio of 0.72 and a beta of 1.05. The stock’s 50-day moving average price is $159.10 and its two-hundred day moving average price is $136.82. Sanmina has a 12-month low of $63.67 and a 12-month high of $185.29.

Insiders Place Their Bets

In other Sanmina news, insider Vishnu Venkatesh sold 692 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $149.22, for a total transaction of $103,260.24. Following the completion of the sale, the insider directly owned 23,500 shares in the company, valued at $3,506,670. The trade was a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 3.22% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Sanmina

Several hedge funds and other institutional investors have recently made changes to their positions in SANM. Optiver Holding B.V. increased its holdings in Sanmina by 36.6% in the 3rd quarter. Optiver Holding B.V. now owns 220 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 59 shares in the last quarter. Park Avenue Securities LLC boosted its position in shares of Sanmina by 2.1% in the fourth quarter. Park Avenue Securities LLC now owns 3,248 shares of the electronics maker’s stock worth $487,000 after buying an additional 68 shares during the period. Vise Technologies Inc. grew its stake in shares of Sanmina by 2.0% in the third quarter. Vise Technologies Inc. now owns 3,625 shares of the electronics maker’s stock valued at $417,000 after buying an additional 71 shares in the last quarter. Jones Financial Companies Lllp grew its stake in shares of Sanmina by 7.7% in the third quarter. Jones Financial Companies Lllp now owns 1,127 shares of the electronics maker’s stock valued at $129,000 after buying an additional 81 shares in the last quarter. Finally, Allworth Financial LP raised its holdings in shares of Sanmina by 1.4% during the 3rd quarter. Allworth Financial LP now owns 5,795 shares of the electronics maker’s stock valued at $667,000 after buying an additional 81 shares during the period. Institutional investors and hedge funds own 92.71% of the company’s stock.

Sanmina News Summary

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: Argus raised its price target on SANM to $200 and reiterated a Buy rating, implying ~30% upside versus current levels — a clear analyst endorsement that likely supported the rally. Argus price-target raise
• Positive Sentiment: Zacks published a bullish style-score/value piece arguing SANM is a top long-term value stock, which can attract value-oriented investors and support multiple expansion. Why Sanmina is a Top Value Stock
• Positive Sentiment: Seeking Alpha argued the post-earnings pullback creates an undervalued opportunity tied to Sanmina’s AI exposure — a narrative that can attract bargain hunters and thematic investors. Post-earnings crash presents AI opportunity
• Neutral Sentiment: Sidoti issued multiple near-term estimate revisions (mostly small upward tweaks to Q4 2026–Q2 2027 and Q1 2027), signaling confidence in near-term profitability, though these are incremental rather than transformational. Sidoti estimate updates
• Neutral Sentiment: Q1 2026 earnings call transcript is available for investors who want management color on demand trends, margins, and guidance assumptions — useful but not new market-moving data by itself. Earnings call transcript
• Negative Sentiment: Sidoti cut its Q3 2027 EPS projection in one note (from $2.62 to $2.49), a sign that some analysts see risk to longer-term cadence — mixed revisions can add volatility. Sidoti cut Q3 2027 estimate
• Negative Sentiment: Articles (e.g., Yahoo/MSN pieces) question whether SANM has “run too far” after its multi‑year rally, which could pressure momentum traders and prompt profit‑taking. Has Sanmina run too far?

Sanmina Company Profile

Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.

Sanmina’s core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.