Sidoti Csr Issues Negative Estimate for Sanmina Earnings

Sanmina Co. (NASDAQ:SANM) – Equities researchers at Sidoti Csr lowered their Q2 2025 EPS estimates for Sanmina in a report issued on Tuesday, January 28th. Sidoti Csr analyst A. Soderstrom now expects that the electronics maker will post earnings of $1.14 per share for the quarter, down from their prior estimate of $1.15. The consensus estimate for Sanmina’s current full-year earnings is $4.84 per share. Sidoti Csr also issued estimates for Sanmina’s Q4 2025 earnings at $1.42 EPS, FY2025 earnings at $5.15 EPS, Q2 2026 earnings at $1.48 EPS, Q4 2026 earnings at $1.67 EPS and FY2026 earnings at $6.27 EPS.

Sanmina (NASDAQ:SANM) last released its earnings results on Monday, November 4th. The electronics maker reported $1.43 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.07. Sanmina had a net margin of 2.99% and a return on equity of 10.61%. The firm had revenue of $2.02 billion for the quarter, compared to the consensus estimate of $1.96 billion. During the same period in the prior year, the firm earned $1.20 EPS. The company’s revenue was down 1.6% compared to the same quarter last year.

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

Sanmina Stock Down 0.6 %

NASDAQ:SANM opened at $83.73 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.25 and a current ratio of 2.06. The firm has a market cap of $4.55 billion, a P/E ratio of 20.47, a P/E/G ratio of 1.39 and a beta of 0.91. Sanmina has a fifty-two week low of $57.28 and a fifty-two week high of $86.05. The firm has a 50-day simple moving average of $79.39 and a two-hundred day simple moving average of $73.49.

Sanmina declared that its board has initiated a stock repurchase plan on Monday, January 27th that authorizes the company to repurchase $300.00 million in outstanding shares. This repurchase authorization authorizes the electronics maker to buy up to 7.1% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Insider Activity at Sanmina

In other news, Director Eugene A. Delaney sold 10,000 shares of the company’s stock in a transaction dated Thursday, January 30th. The stock was sold at an average price of $83.50, for a total value of $835,000.00. Following the completion of the transaction, the director now owns 77,120 shares of the company’s stock, valued at $6,439,520. This represents a 11.48 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 3.09% of the stock is owned by company insiders.

Hedge Funds Weigh In On Sanmina

Institutional investors and hedge funds have recently made changes to their positions in the business. Wilmington Savings Fund Society FSB purchased a new stake in Sanmina in the third quarter worth $32,000. R Squared Ltd bought a new position in Sanmina during the 4th quarter worth about $58,000. Northwestern Mutual Wealth Management Co. increased its position in Sanmina by 24.1% during the 2nd 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 during the period. GAMMA Investing LLC lifted its position in shares of Sanmina by 88.5% in the 3rd quarter. GAMMA Investing LLC now owns 931 shares of the electronics maker’s stock worth $64,000 after purchasing an additional 437 shares during the period. Finally, Principal Securities Inc. increased its holdings in Sanmina by 13.6% during the fourth quarter. Principal Securities Inc. now owns 1,388 shares of the electronics maker’s stock valued at $105,000 after buying an additional 166 shares during the period. 92.71% of the stock is owned by hedge funds and other 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.