SanminaSANM
About: Sanmina Corp is a provider of integrated manufacturing solutions, components, and after-market services to original equipment manufacturers in the communications networks, storage, industrial, defense and aerospace end markets. The operations are managed as two businesses: Integrated Manufacturing Solutions, which consists of printed circuit board assembly and represents a majority of the firm's revenue; and Components, Products, and Services, which includes interconnect systems and mechanical systems. The firm generates revenue primarily in the United States, China, and Mexico, but has a presence around the world.
Employees: 37,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
10,704% more call options, than puts
Call options by funds: $59.2M | Put options by funds: $548K
111% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 28
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
33% more capital invested
Capital invested by funds: $3.89B [Q1] → $5.18B (+$1.28B) [Q2]
8% more funds holding
Funds holding: 324 [Q1] → 350 (+26) [Q2]
4.89% more ownership
Funds ownership: 94.07% [Q1] → 98.96% (+4.89%) [Q2]
13% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 132
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
B of A Securities Ruplu Bhattacharya | 4%upside $120 | Neutral Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 6 articles about SANM published over the past 30 days
