Sanmina Corporation (SANM)
Why Sanmina (SANM) is a Top Value Stock for the Long-Term
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Sanmina Q3: Despite Soft Guidance, Investor Enthusiasm Is High; Hold For Now
Sanmina reported strong Q3 results, beating revenue and EPS estimates, driven by robust growth in communications/cloud segments. The acquisition of ZT Systems' data center manufacturing from AMD is a game-changer, potentially doubling revenue and boosting AI/data center exposure. Despite soft guidance, investor enthusiasm is high due to the AMD partnership and massive AI/data center market growth potential.
Sanmina Q3 Earnings Surpass Estimates, Revenues Rise Y/Y
SANM posts strong fiscal Q3 results with EPS and revenues beats, fueled by growth across end markets and surging free cash flow.
Sanmina Corporation (SANM) Q3 2025 Earnings Call Transcript
Sanmina Corporation (NASDAQ:SANM ) Q3 2025 Earnings Conference Call July 28, 2025 5:00 PM ET Company Participants Jonathan P. Faust - Executive VP & CFO Jure Sola - Co-Founder, Executive Chairman & CEO Paige Melching - Senior Vice President of Investor Communications Conference Call Participants Anja Marie Theresa Soderstrom - Sidoti & Company, LLC Ruplu Bhattacharya - BofA Securities, Research Division Steven Bryant Fox - Fox Advisors LLC Operator Good afternoon, ladies and gentlemen, and welcome to the Sanmina's Third Quarter Fiscal 2025 Earnings Conference Call.
Sanmina (SANM) Tops Q3 Earnings and Revenue Estimates
Sanmina (SANM) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.42 per share. This compares to earnings of $1.25 per share a year ago.
Sanmina to Acquire ZT Systems' Manufacturing Business from AMD
Sanmina agreed to acquire ZT Systems' data center infrastructure manufacturing business from Advanced Micro Devices for up to $3 billion.
Sanmina Q2 Earnings Surpass Estimates on Higher Revenues
SANM reports solid second-quarter fiscal 2025 results, driven by healthy demand in both segments.
Sanmina: Fairly Re-Rated After Stabilization Arrived
Sanmina has shown improved margins, earnings and significant buybacks, creating long-term shareholder value. The company provides end-to-end manufacturing solutions across diverse OEM segments, benefiting from long-term demand drivers but facing cyclicality and stable but low margins. 2024 was tough, but the company ended the year on a strong note, with prospects for growth in 2025 (ahead of the tariff discussions).
Is Sanmina (SANM) a Great Value Stock 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.
Sanmina (SANM) Moves to Strong Buy: Rationale Behind the Upgrade
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).
Should Value Investors Buy Sanmina (SANM) Stock?
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.
Are Investors Undervaluing Sanmina (SANM) 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.
