Sanmina (NASDAQ:SANM) Releases Q4 2026 Earnings Guidance

Sanmina (NASDAQ:SANM) issued an update on its fourth quarter 2026 earnings guidance on Monday morning. The company provided EPS guidance of 3.050-3.350 for the period, compared to the consensus EPS estimate of 2.810. The company issued revenue guidance of $3.3 billion-$3.6 billion, compared to the consensus revenue estimate of $3.5 billion. Sanmina also updated its FY 2026 guidance to 11.900-12.200 EPS.

Sanmina Stock Performance

SANM traded up $0.47 during trading on Monday, hitting $208.90. The stock had a trading volume of 1,255,786 shares, compared to its average volume of 945,747. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.71 and a quick ratio of 1.03. The company has a 50 day moving average price of $236.49 and a 200-day moving average price of $187.01. Sanmina has a one year low of $97.76 and a one year high of $288.68. The firm has a market cap of $11.20 billion, a price-to-earnings ratio of 44.16, a P/E/G ratio of 0.80 and a beta of 1.56.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings data on Monday, July 27th. The electronics maker reported $3.31 earnings per share for the quarter, topping the consensus estimate of $2.77 by $0.54. Sanmina had a return on equity of 16.23% and a net margin of 2.29%.The firm had revenue of $3.46 billion for the quarter, compared to analysts’ expectations of $3.40 billion. Sanmina has set its Q4 2026 guidance at 3.050-3.350 EPS and its FY 2026 guidance at 11.900-12.200 EPS. As a group, research analysts predict that Sanmina will post 9.36 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Susquehanna started coverage on shares of Sanmina in a research report on Wednesday, April 1st. They set a “neutral” rating and a $135.00 price target on the stock. Weiss Ratings raised shares of Sanmina from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 15th. Wall Street Zen lowered shares of Sanmina from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. JPMorgan Chase & Co. began coverage on shares of Sanmina in a report on Monday, March 30th. They set a “neutral” rating and a $145.00 target price on the stock. Finally, Zacks Research downgraded shares of Sanmina from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 29th. Two analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Sanmina currently has an average rating of “Hold” and a consensus target price of $160.00.

Insider Activity at Sanmina

In related news, Director Joseph G. Licata, Jr. sold 26,565 shares of the company’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $211.03, for a total transaction of $5,606,011.95. Following the completion of the sale, the director owned 27,809 shares of the company’s stock, valued at $5,868,533.27. This represents a 48.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Jonathan P. Faust sold 10,076 shares of the company’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $265.80, for a total transaction of $2,678,200.80. Following the sale, the chief financial officer directly owned 77,000 shares of the company’s stock, valued at $20,466,600. This represents a 11.57% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 156,509 shares of company stock worth $35,699,476 in the last quarter. 3.10% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Sanmina

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Invesco Ltd. boosted its holdings in shares of Sanmina by 74.6% in the 3rd quarter. Invesco Ltd. now owns 2,185,652 shares of the electronics maker’s stock valued at $251,590,000 after purchasing an additional 933,974 shares in the last quarter. Marshall Wace LLP increased its stake in shares of Sanmina by 520.3% in the 4th quarter. Marshall Wace LLP now owns 428,519 shares of the electronics maker’s stock valued at $64,308,000 after purchasing an additional 359,441 shares during the last quarter. Alyeska Investment Group L.P. acquired a new position in shares of Sanmina during the 4th quarter worth $53,430,000. Arrowstreet Capital Limited Partnership raised its holdings in shares of Sanmina by 158.0% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 475,151 shares of the electronics maker’s stock worth $71,306,000 after buying an additional 291,016 shares in the last quarter. Finally, Qube Research & Technologies Ltd lifted its position in shares of Sanmina by 354.4% during the 3rd quarter. Qube Research & Technologies Ltd now owns 371,270 shares of the electronics maker’s stock worth $42,737,000 after buying an additional 289,558 shares during the last quarter. 92.71% of the stock is currently owned by institutional investors and hedge funds.

Sanmina Company Profile

Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.

Sanmina’s core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.