Sanmina

SANM

Market cap $10.6B

SAN JOSE, CA, July 13, 2026 /PRNewswire/ -- Sanmina Corporation (NASDAQ: SANM) announced today that it will host its third quarter fiscal 2026 earnings conference call on Monday, July 27, 2026 at 5:00 PM ET.  The live webcast presentation and supporting materials will be available on the Sanmina website at www.sanmina.com in the Investor Relations section.

JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.

Sanmina is rated buy with a $312 price target, driven by strong ZT Systems integration and accelerating AI infrastructure demand. Q2 FY26 revenue surged 102% YoY to $4.01B, with ZT Systems contributing $1.88B and future growth underpinned by next-gen product ramps. SANM's strategic focus on vertical integration, customer diversification, and U.S. manufacturing positions it for margin expansion and de-risked FY27 revenue.

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AI and cloud infrastructure demand is fueling growth for three EMS leaders, CLS, JBL and SANM, that have surged in 2026 and still have upside ahead.

Does Sanmina (SANM) have what it takes to be a top stock pick for momentum investors? Let's find out.

Sanmina Corporation SANM reported a non-GAAP operating profit of $257 million in the second quarter of 2026, up from $111 million a year ago. Non-GAAP operating margin improved to 6.4% from 5.6%.

Sanmina is rated buy, driven by the transformative ZT Systems acquisition, which doubled revenue and improved profitability from day one. ZT's AMD-based server platforms position SANM at the center of hyperscaler AI infrastructure spend, with a major Nvidia-driven revenue catalyst expected this September. SANM trades discounted to EMS peers on EV/NTM revenue, with 14% base case upside and up to 45% in the bull scenario if Nvidia ramps as planned.

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SANM boosts its healthcare footprint with advanced manufacturing and engineering for med-device makers across areas such as diagnostics and patient monitoring.