Sanmina Corporation (SANM) fair value analysis
Nasdaq · Updated 2026-10-19
SANM price how computed
Forward Fair Value verdict
Fairly valuedSANM is trading at within about 10% of estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $175.67
- Sector
- Technology
- 12-month range
- $122.86–$282.72
- Market cap
- $9.42B
- From 52-week high
- -37.9%
- Shares outstanding
- 53.6M
- Rank in Technology by discount to fair value
- #106 of 181
Last price is our stored weekly price from 2026-10-16, older than the 2026-10-19 run that built this page; the chart runs through 2026-10-16.
Sanmina Corporation is a global electronics manufacturing services provider that designs, manufactures, and distributes components and complete systems for technology companies across multiple industries. The company operates manufacturing facilities and service centers in North America, Europe, Asia, and other regions worldwide.
SANM currently ranks #106 of 181 Technology stocks by discount to fair value. Its Fairly valued verdict is new as of this week's run.
Fundamentals (4 quarters) how computed
- Market cap
- $9.42B
- P/E (trailing)
- 17x
- Revenue (TTM)
- $12.8B
- Net margin
- 2.4%
- EPS (TTM)
- $10.07
- Gross margin
- 10.5%
- Debt / equity
- 0.95
- Revenue growth (3-yr avg)
- 22.9%
- Shares outstanding
- 53.6M
Derived indicators how computed
- Quality grade
- D
- Margin trend
- Stable
- 52-week position
- The lower-middle quarter of its range
Technicals how computed
- RSI (14-day)
- 37 · neutral
- 50-day average
- $205.12
- 200-day average
- $191.36
- Moving-average state
- 50-day above 200-day (golden cross state); price between the averages
Earnings how computed
- Next earnings report
- 2026-11-02
- Last 8 quarters vs consensus
- 8 beat, 0 missed
- Quarter by quarter
- 2026-06 ▲ beat (+23.8%)
2026-03 ▲ beat (+31.7%)
2025-12 ▲ beat (+10.7%)
2025-09 ▲ beat (+6.4%)
2025-06 ▲ beat (+7.7%)
2025-03 ▲ beat (+2.2%)
2024-12 ▲ beat (+5.1%)
2024-09 ▲ beat (+12.6%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 1 buy · 3 hold · 0 sell (4 analysts)
- Consensus lean
- Hold-leaning
- Consensus price target
- $262
- Target vs last price
- +49.1%
What our data shows for SANM
- Our model validated 17 trailing price-to-earnings windows for SANM, built from quarterly earnings records.
- Shares are trading in the lower third of their 12-month price range of $122.86–$282.72.
- The 14-day relative strength index sits at a neutral 37.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for SANM
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent SANM news
TickrTrends' derived news-sentiment signal for SANM is currently mixed, computed from recent coverage.
- Sanmina Stock: AI Rack Manufacturing Is Rewriting The Earnings Base (NASDAQ:SANM) (seekingalpha.com, 2026-09-15)
TickrTrends take: Sanmina's shift toward AI rack manufacturing represents a structural change in its earnings composition that investors should monitor carefully against the current Overvalued designation. As the company's revenue mix tilts toward higher-margin AI infrastructure products, the market will need to demonstrate whether this earnings rebase justifies maintaining valuations at present levels or whether a reset is warranted. A valuation-focused reader should track whether SANM's actual earnings growth from AI manufacturing accelerates fast enough to close the gap between its current pricing and its fundamental value.
What people are saying
Follow the SANM conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — SANM's trend indicators have shifted toward a more uncertain outlook this week, with the 50/200-day trend state moving from an uptrend to a mixed pattern. The company's sector discount rank improved to #139 from #163, reflecting a more competitive valuation position within the Technology sector. The valuation verdict has moved from Overvalued to Fairly valued, indicating the stock price has adjusted to better align with fundamental value metrics.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-05 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — SANM's technical positioning improved this week as the 50/200-day trend state shifted from mixed to uptrend, suggesting strengthening momentum in the near term. However, the stock's sector discount ranking declined from 158th to 169th, indicating it moved further away from the cheapest valuations available within the technology sector. Despite the positive trend development, TickrTrends maintains an overvalued verdict on the current valuation.
- 2026-09-21 — SANM's sector discount ranking declined this week, moving from position 153 to position 158 among Technology sector companies. This shift indicates the stock has become less discounted relative to its peers. The current valuation verdict remains Overvalued.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is SANM stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), SANM is trading at within about 10% of estimated fair value and screens as fairly valued. The exact fair value and discount are available to subscribers.
What is SANM's TickrTrends verdict?
SANM's current verdict is Fairly valued, refreshed with every weekly Forward Fair Value run.
How does SANM compare to other Technology stocks?
SANM ranks #106 of 181 Technology stocks in TickrTrends' coverage by discount to fair value.
Is SANM overbought or oversold?
SANM's 14-day RSI is in neutral territory - neither overbought nor oversold.
When does SANM report earnings next?
SANM's next earnings report is scheduled for 2026-11-02, per the published earnings calendar.
Does SANM usually beat earnings estimates?
Over its last 8 reported quarters SANM beat the consensus estimate 8 times and missed 0 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about SANM?
Of 4 analysts covering SANM, 1 rate it a buy, 3 a hold and 0 a sell - hold-leaning, with a consensus price target of $262 (+49.1% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
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