Sanmina (SANM)

• Market cap: $6.19B
• 1 day: -1.02%
• 5 days: -5.54%
• 1 month: -1.04%
• 3 months: 30.61%
• 6 months: 52.64%
• Year to date: 53.96%
• 1 year: 69.62%
• 5 years: 318.7%
• 10 years: 463.21%
• Sector: Technology
• Industry: Electronic Components

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)

14,521% more call options, than puts

Call options by funds: $80.1M | Put options by funds: $548K

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

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: $3.9B [Q1] → $5.19B (+$1.3B) [Q2]

9% more funds holding

Funds holding: 324 [Q1] → 353 (+29) [Q2]

5.14% more ownership

Funds ownership: 94.14% [Q1] → 99.29% (+5.14%) [Q2]

13% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 133

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $120
• Avg. target: $120
• High target: $120

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

B of A Securities Ruplu Bhattacharya

$120

Neutral Maintained

11 Jul 2025