Sanmina (SANM)

• Market cap: $4.62B
• 1 day: -1.28%
• 5 days: -1.84%
• 1 month: 1.24%
• 3 months: 17.65%
• 6 months: 7.85%
• Year to date: 14.39%
• 1 year: 27.29%
• 5 years: 234.87%
• 10 years: 305.11%
• 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 Q1 regulatory disclosures by fund managers ($100M+ AUM)

56% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.53M

4% more funds holding

Funds holding: 312 [Q4 2024] → 323 (+11) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

3% less capital invested

Capital invested by funds: $4.02B [Q4 2024] → $3.89B (-$127M) [Q1 2025]

4.41% less ownership

Funds ownership: 98.48% [Q4 2024] → 94.07% (-4.41%) [Q1 2025]

14% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 123

Research analyst outlook

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

• Low target: $100 16% upside
• Avg. target: $100 16% upside
• High target: $100 16% upside

1 analyst rating

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

B of A Securities Ruplu Bhattacharya

16% upside $100

Neutral Maintained

9 Jun 2025