Sidoti Csr Has Optimistic Outlook of Sanmina Q3 Earnings

Sanmina Co. (NASDAQ:SANM) – Analysts at Sidoti Csr lifted their Q3 2025 earnings estimates for shares of Sanmina in a research note issued to investors on Tuesday, January 28th. Sidoti Csr analyst A. Soderstrom now forecasts that the electronics maker will post earnings per share of $1.31 for the quarter, up from their previous estimate of $1.26. The consensus estimate for Sanmina’s current full-year earnings is $4.84 per share. Sidoti Csr also issued estimates for Sanmina’s Q1 2026 earnings at $1.44 EPS and Q3 2026 earnings at $1.56 EPS.

Sanmina (NASDAQ:SANM) last posted its earnings results on Monday, November 4th. The electronics maker reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.36 by $0.07. Sanmina had a return on equity of 10.47% and a net margin of 2.94%. The business had revenue of $2.02 billion during the quarter, compared to analyst estimates of $1.96 billion. During the same quarter in the previous year, the firm earned $1.20 EPS. The company’s quarterly revenue was down 1.6% compared to the same quarter last year.

Several other research analysts have also recently weighed in on the stock. Bank of America upgraded shares of Sanmina from an “underperform” rating to a “neutral” rating and upped their price objective for the stock from $58.00 to $92.00 in a research report on Wednesday. Craig Hallum increased their target price on Sanmina from $62.00 to $69.00 and gave the company a “hold” rating in a report on Tuesday, November 5th. Finally, StockNews.com upgraded shares of Sanmina from a “buy” rating to a “strong-buy” rating in a research report on Wednesday.

Sanmina Price Performance

NASDAQ:SANM opened at $84.21 on Thursday. The stock has a fifty day moving average of $79.29 and a 200 day moving average of $73.41. Sanmina has a 52-week low of $57.28 and a 52-week high of $86.05. The firm has a market capitalization of $4.54 billion, a price-to-earnings ratio of 21.54, a P/E/G ratio of 1.41 and a beta of 0.91. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.25 and a current ratio of 1.99.

Sanmina declared that its Board of Directors has approved a share buyback program on Monday, January 27th that authorizes the company to buyback $300.00 million in outstanding shares. This buyback authorization authorizes the electronics maker to repurchase up to 7.1% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board believes its stock is undervalued.

Institutional Trading of Sanmina

Large investors have recently bought and sold shares of the company. Nisa Investment Advisors LLC grew its position in Sanmina by 6.0% in the 4th quarter. Nisa Investment Advisors LLC now owns 2,200 shares of the electronics maker’s stock worth $166,000 after purchasing an additional 125 shares during the period. Park Avenue Securities LLC grew its position in shares of Sanmina by 3.3% during the fourth quarter. Park Avenue Securities LLC now owns 4,008 shares of the electronics maker’s stock valued at $303,000 after purchasing an additional 129 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Sanmina by 24.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 845 shares of the electronics maker’s stock valued at $56,000 after purchasing an additional 164 shares in the last quarter. Principal Securities Inc. lifted its holdings in shares of Sanmina by 13.6% in the 4th quarter. Principal Securities Inc. now owns 1,388 shares of the electronics maker’s stock valued at $105,000 after acquiring an additional 166 shares during the last quarter. Finally, Janney Montgomery Scott LLC boosted its stake in Sanmina by 3.5% during the fourth quarter. Janney Montgomery Scott LLC now owns 5,501 shares of the electronics maker’s stock worth $416,000 after buying an additional 185 shares during the period. 92.71% of the stock is owned by institutional investors.

About Sanmina

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacturing of components, subassemblies, and complete systems.