SANMINA CORP
No SEC Form 4 filings for $SANM in the last 30 days.
See all $SANM insider activity →The article says electronics-manufacturing services (EMS) firms are rising on AI infrastructure spending and faster data-center networking (400G, 800G, 1.6T), plus outsourcing and automation. It highlights Celestica (CLS), Plexus (PLXS), Sanmina (SANM), and Jabil (JBL) with stock performance and guidance figures, including Celestica FY26 revenue $20.5B and EPS $11.30.
Simply Wall St reports Sanmina (SANM) Q3 results of $3.46b sales and $117.13m net income, with raised full-year revenue guidance and inclusion in Zacks Rank #1 growth stocks. It cites a fair value of $240 versus a $202.68 close, and an expected ZT Systems deal adding $5–6b annual run-rate revenue.
Sanmina reported Q2 revenue of $3.46B, up 69.7% year over year and slightly above estimates, and adjusted EPS of $3.31, above forecasts. Management cited demand in communications networks, cloud and AI infrastructure, plus non-recurring engineering services. Q3 guidance midpoint calls for $3.45B revenue and $3.20 adjusted EPS. Analysts asked about margin sustainability, customer wins, and ZT Systems.
Over the past 7 days, alphai's AI scored 1 news story mentioning SANM (SANMINA CORP). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent SANM coverage spans earnings and sector analysis.
AI infrastructure and vertical integration, reinforced by the ZT Systems acquisition, are positioned as profitability and growth tailwinds.
Raised guidance plus an earnings beat supports near-term sentiment, but the article flags execution risks around the ZT Systems acquisition.
Q2 outperformance plus a slightly cautious Q3 revenue midpoint, with management signaling margins may normalize as programs ramp.
Guidance and AI-ramp working-capital/capex expectations can drive near-term positioning around cash flow and margin sustainability.
Earnings call provides fresh Q4 and FY targets plus a specific explanation for ZT Systems outlook softness tied to legacy program timing, not next-gen accelerated compute.
alphai scores every news story that mentions SANM with an AI model for sentiment and relevance, and aggregates insider trades from SANMINA CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
The article says electronics-manufacturing services (EMS) firms are rising on AI infrastructure spending and faster data-center networking (400G, 800G, 1.6T), plus outsourcing and automation. It highlights Celestica (CLS), Plexus (PLXS), Sanmina (SANM), and Jabil (JBL) with stock performance and guidance figures, including Celestica FY26 revenue $20.5B and EPS $11.30.
7 min readSimply Wall St reports Sanmina (SANM) Q3 results of $3.46b sales and $117.13m net income, with raised full-year revenue guidance and inclusion in Zacks Rank #1 growth stocks. It cites a fair value of $240 versus a $202.68 close, and an expected ZT Systems deal adding $5–6b annual run-rate revenue.
6 min readSanmina reported Q2 revenue of $3.46B, up 69.7% year over year and slightly above estimates, and adjusted EPS of $3.31, above forecasts. Management cited demand in communications networks, cloud and AI infrastructure, plus non-recurring engineering services. Q3 guidance midpoint calls for $3.45B revenue and $3.20 adjusted EPS. Analysts asked about margin sustainability, customer wins, and ZT Systems.
7 min readSanmina’s Q3 2026 earnings call said Communications Networks, Cloud and AI Infrastructure revenue rose 173.2% year over year, helped by AI compute and networking demand and ZT Systems integration. Management cited margin outperformance from product mix and NRE services. It expects FY2027 revenue of $16 billion-plus, with capex of $135 million in Q4 and working capital growth for AI ramps.
7 min readSanmina (NASDAQ: SANM) reported Q3 revenue of $3.46B, at the high end of its outlook, driven by core Sanmina exceeding guidance and ZT Systems at the midpoint. Integrated Manufacturing Solutions revenue rose 79.4% YoY to $2.96B. Communications networks, cloud and AI infrastructure were 62% of revenue ($2.148B). Q4 forecast: $3.3B-$3.6B revenue, non-GAAP EPS $3.05-$3.35, capex ~$135M; FY2026 revenue $14B-$14.3B.
5 min readFactSet data cited by FactSet and Reuters shows about 74% to 78% of S&P 500 firms typically beat EPS estimates each quarter, with average surprises around 7% to 8%. In Q1 2026, 84% beat and aggregate EPS was 18.2% above consensus. The article lists 10 Q2 2026 EPS beat outliers, including FGBI, FMAO, NBN, FSUN, HAPN, AGYS, APLD, SANM, AMKR, and FFIV.
7 min readSanmina Corp (SANM) shares fell 20.5% to $166.15 after the company reported fiscal Q3 2026 earnings of $3.31 per share, above estimates of $2.83, and revenue of $3.46B. Investors reacted to next-quarter revenue guidance missing expectations. Sanmina raised full-year EPS guidance to $11.90-$12.20.
5 min readSanmina (SANM) shares fell about 6.7% in pre-open after fiscal Q3 2026 results beat but Q4 revenue guidance missed. Adjusted EPS was $3.31 vs $2.77 expected, and revenue was $3.46B vs $3.40B consensus. Q4 revenue guidance was $3.30B-$3.60B (midpoint $3.45B) vs $3.52B consensus, with CFO citing timing shifts.
4 min readSanmina (NASDAQ: SANM) reported third-quarter fiscal 2026 results for the quarter ended June 27, 2026. Revenue was $3.46 billion, GAAP operating margin 6.4%, and GAAP diluted EPS $2.12. Non-GAAP operating margin was 8.0% and non-GAAP diluted EPS $3.31. Cash flow from operations was $124 million and free cash flow $24 million. The company also provided outlook for the fourth quarter ending Oct. 3, 2026.
2 min readSanmina (NASDAQ:SANM) reported Q2 CY2026 revenue of $3.46 billion, up 69.7% year on year and 1.8% above estimates. Non-GAAP adjusted EPS was $3.31, 18.5% above consensus. Management guided next-quarter revenue to $3.45 billion, 2.1% below estimates. Shares fell 5.5% to $197.44 after results.
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