Sanmina Corporation (SANM)
Sanmina: The ZT Systems Deal Is Working Faster Than Expected
I reiterated Sanmina Corporation (SANM) as a Strong Buy with an updated price target of $277, driven by robust Q3 2026 results. ZT Systems acquisition is transforming SANM into a key AI infrastructure manufacturer, evidenced by accelerated revenue, margin, and EPS growth. Q3 2026 saw revenue of $3.46B, non-GAAP operating margin of 8%, and EPS of $3.31, surpassing prior guidance and strengthening the investment thesis.
Here's Why Sanmina (SANM) is a Strong Growth Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Sanmina (SANM) Upgraded to Strong Buy: What Does It Mean for the Stock?
Sanmina (SANM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Is Sanmina (SANM) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here's Why Sanmina (SANM) is a Strong Value Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
How SANM is Turning Revenue Growth Into Higher Profitability
SANM is converting cloud and AI-driven revenue growth into stronger margins and earnings through disciplined execution and operational improvements.
Is SANM Stock a Buy After Strong Earnings and Higher AI Demand?
Sanmina Corporation SANM has delivered stronger-than-expected quarterly results while raising its fiscal outlook amid rising demand for artificial intelligence infrastructure. That has renewed investor interest in whether the stock still offers an attractive opportunity.
Can Sanmina Keep Winning in the AI Infrastructure Buildout?
SANM is expanding manufacturing, automation and AI systems capabilities to capture rising demand from cloud and accelerated computing platforms.
SANM Q3 Earnings Beat Estimates on AI Demand, Strong Execution
SANM tops fiscal Q3 earnings and revenue estimates as AI demand, cloud momentum and strong execution fuel growth and prompt higher full-year guidance.
Sanmina Q3 Earnings Call Signals AI Infrastructure Growth Strategy
SANM highlights AI infrastructure growth, ZT Systems integration, new customer wins and a raised fiscal outlook after strong Q3 results.
Sanmina Corporation (SANM) Q3 2026 Earnings Call Transcript
Sanmina Corporation (SANM) Q3 2026 Earnings Call Transcript
Sanmina Q3 Earnings Call Highlights
Sanmina NASDAQ: SANM reported fiscal third-quarter revenue of $3.46 billion, up 69.7% from a year earlier, as growth in its core business and the contribution from ZT Systems lifted results. The company said revenue reached the high end of its outlook range, while non-GAAP operating margin and earnings per share exceeded its prior expectations.
