Sanmina (SANM) News Today

Sanmina Corporation (NASDAQ: SANM) shares were higher as investors responded to increasingly bullish earnings expectations and favorable quantitative ratings. The main catalysts were upward revisions to Sanmina’s profit outlook and its promotion to Zacks’ highest rating.

• Positive Sentiment: Strong Buy upgrade: Zacks upgraded Sanmina to Rank #1 (Strong Buy), citing growing optimism around earnings prospects and estimate revisions. Sanmina Upgraded to Strong Buy
• Positive Sentiment: Broad earnings estimate increases: Sidoti raised its FY2026 EPS forecast to $10.82 from $8.81, well above the current consensus of $9.36. It also increased its FY2027 estimate to $11.57 from $10.24 and lifted quarterly forecasts for Q4 2026 and Q1–Q4 2027. These revisions suggest analysts expect stronger profitability across Sanmina’s electronics manufacturing business. Sanmina analyst estimates
• Positive Sentiment: Growth and value recognition: Sanmina was included in Zacks’ Rank #1 Strong Buy lists for both growth and value stocks, reinforcing the stock’s appeal across multiple investment styles. Best Growth Stocks Best Value Stocks
• Positive Sentiment: Long-term earnings growth: Sidoti projected EPS of $13.93 for FY2028, following estimates of $11.57 for FY2027 and $10.82 for FY2026. The projections point to a continued earnings-growth trajectory, although they are forecasts rather than reported results.
• Neutral Sentiment: Zacks also highlighted Sanmina’s value characteristics and assessed whether the stock remains undervalued, but the article provided no new company operating data or specific valuation target. Is Sanmina Stock Undervalued?