Latest news with #SANM
Business Insider
11-07-2025
- Business
- Business Insider
Bank of America Securities Keeps Their Hold Rating on Sanmina-Sci (SANM)
In a report released today, Ruplu Bhattacharya from Bank of America Securities maintained a Hold rating on Sanmina-Sci, with a price target of $120.00. The company's shares closed today at $104.34. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Bhattacharya is a 3-star analyst with an average return of 4.4% and a 54.62% success rate. Bhattacharya covers the Technology sector, focusing on stocks such as Sanmina-Sci, Flex, and Concentrix. Sanmina-Sci has an analyst consensus of Hold, with a price target consensus of $100.00. SANM market cap is currently $5.47B and has a P/E ratio of 23.94. Based on the recent corporate insider activity of 40 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of SANM in relation to earlier this year. Most recently, in May 2025, Susan A Johnson, a Director at SANM sold 787.00 shares for a total of $66,761.21.
Yahoo
10-07-2025
- Business
- Yahoo
This Underrated AI Stock Is Up 53% in the Past Year
Sanmina (SANM) hit a new 52-week high on Monday, July 7. The stock has a 100% 'Buy' signal via Barchart. Shares are up 53% in the past year and 35% in the year to date. Despite technical strength, Wall Street analysts and major advisory sites rate SANM as a 'Hold,' citing valuation concerns. Valued at $5.42 billion, Sanmina (SANM) is engaged in providing electronics contract manufacturing services. It focuses on engineering and fabricating complex components and on providing complete end-to-end supply chain solutions to original equipment manufacturers (OEMs). Particularly relevant for investors is the fact that Sanmina manufactures hyperscale data center infrastructure. I found today's Chart of the Day by using Barchart's powerful screening functions. I sorted for stocks with the highest technical buy signals, superior current momentum in both strength and direction, and a Trend Seeker 'buy' signal. I then used Barchart's Flipcharts feature to review the charts for consistent price appreciation. SANM checks those boxes. Since the Trend Seeker signaled a buy on April 25, the stock has gained 24.31%. Nvidia Scores Another Sovereign AI Win. How Should You Play NVDA Stock Here? Covered Call ETFs Are Popular, But My Favorite Options Trade Is Even Better CoreWeave Seals the Deal to Buy Core Scientific. Should You Buy CRWV Stock Here? Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. SANM Price vs. Daily Moving Averages: Editor's Note: The technical indicators below are updated live during the session every 20 minutes and can therefore change each day as the market fluctuates. The indicator numbers shown below therefore may not match what you see live on the website when you read this report. These technical indicators form the Barchart Opinion on a particular stock. SANM shares hit a new 52 week high on July 7, touching $103.10 in intraday trading. As of this writing they had retreated slightly and were trading 0.8% below the new high. SANM has an 100% technical 'Buy' signal. The stock recently traded at $102.23, above its 50-day moving average of $87.21. SANM has a Weighted Alpha of +54.51. The stock has gained 53.66% over the past year. SANM has its Trend Seeker 'Buy' signal intact. Sanmina is trading above its 20, 50 and 100-day moving averages. The stock made 16 new highs and gained 17.29% in the last month. Relative Strength Index is at 78.87%. The technical support level is $101.19. $5.42 billion market cap. Trailing price-earnings ratio of 22.2x. Revenue is projected to grow 7.05% this year and 7.43% next year. Earnings are estimated to increase 11.68% this year and increase 19.82% next year. I don't buy stocks because everyone else is buying, but I do realize that if major firms and investors are dumping a stock, it's hard to make money swimming against the tide. It looks like Wall Street analysts have very mixed feelings and some major advisory sites think the stock may be priced too high for further price appreciation. The Wall Street analysts tracked by Barchart issued three 'Hold' opinions on the stock. Value Line gives the stock its above-average rating. CFRA's MarketScope rates the stock a 'Hold.' MorningStar thinks the stock is 9% overvalued. 5,880 investors monitor the stock on Seeking Alpha, which rates the stock a 'Hold.' Sanmina currently has momentum and is hitting new highs. I caution that SANM is volatile and speculative — use strict risk management and stop-loss strategies. Today's Chart of the Day was written by Jim Van Meerten. Read previous editions of the daily newsletter here. Additional disclosure: The Barchart of the Day highlights stocks that are experiencing exceptional current price appreciation. They are not intended to be buy recommendations as these stocks are extremely volatile and speculative. Should you decide to add one of these stocks to your investment portfolio it is highly suggested you follow a predetermined diversification and moving stop loss discipline that is consistent with your personal investment risk tolerance. On the date of publication, Jim Van Meerten did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
17-04-2025
- Business
- Yahoo
Sanmina (SANM): Buy, Sell, or Hold Post Q4 Earnings?
Since April 2020, the S&P 500 has delivered a total return of 85%. But one standout stock has more than doubled the market - over the past five years, Sanmina has surged 191% to $76.72 per share. Its momentum hasn't stopped as it's also gained 12.5% in the last six months, beating the S&P by 21.4%. Is now the time to buy Sanmina, or should you be careful about including it in your portfolio? Check out our in-depth research report to see what our analysts have to say, it's free. We're happy investors have made money, but we're sitting this one out for now. Here are three reasons why there are better opportunities than SANM and a stock we'd rather own. Founded in 1980, Sanmina (NASDAQ:SANM) is an electronics manufacturing services company offering end-to-end solutions for various industries. Examining a company's long-term performance can provide clues about its quality. Any business can have short-term success, but a top-tier one grows for years. Unfortunately, Sanmina struggled to consistently increase demand as its $7.7 billion of sales for the trailing 12 months was close to its revenue five years ago. This wasn't a great result and is a sign of poor business quality. All else equal, we prefer higher gross margins because they usually indicate that a company sells more differentiated products and commands stronger pricing power. Sanmina has bad unit economics for an industrials business, signaling it operates in a competitive market. As you can see below, it averaged a 8.1% gross margin over the last five years. That means Sanmina paid its suppliers a lot of money ($91.93 for every $100 in revenue) to run its business. While long-term earnings trends give us the big picture, we also track EPS over a shorter period because it can provide insight into an emerging theme or development for the business. Sadly for Sanmina, its EPS and revenue declined by 1.4% and 4.9% annually over the last two years. We tend to steer our readers away from companies with falling revenue and EPS, where diminishing earnings could imply changing secular trends and preferences. If the tide turns unexpectedly, Sanmina's low margin of safety could leave its stock price susceptible to large downswings. We cheer for all companies making their customers lives easier, but in the case of Sanmina, we'll be cheering from the sidelines. With its shares outperforming the market lately, the stock trades at 11.9× forward price-to-earnings (or $76.72 per share). This valuation multiple is fair, but we don't have much confidence in the company. There are superior stocks to buy right now. We'd suggest looking at one of Charlie Munger's all-time favorite businesses. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Sterling Infrastructure (+1,096% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
09-04-2025
- Business
- Yahoo
1 Value Stock to Own for Decades and 2 to Brush Off
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models. This distinction between true value and value traps can challenge even the most skilled investors. Luckily for you, we started StockStory to help you uncover exceptional companies. Keeping that in mind, here is one value stock offering a compelling risk-reward profile and two best left ignored. Forward P/E Ratio: 2.8x Known for sponsoring extreme athletes, GoPro (NASDAQ:GPRO) is a camera company known for its POV videos and editing software. Why Should You Dump GPRO? Performance surrounding its cameras sold has lagged its peers Eroding returns on capital from an already low base indicate that management's recent investments are destroying value Unfavorable liquidity position could lead to additional equity financing that dilutes shareholders GoPro is trading at $0.51 per share, or 2.8x forward price-to-earnings. Check out our free in-depth research report to learn more about why GPRO doesn't pass our bar. Forward P/E Ratio: 11.2x Founded in 1980, Sanmina (NASDAQ:SANM) is an electronics manufacturing services company offering end-to-end solutions for various industries. Why Should You Sell SANM? Sales were flat over the last five years, indicating it's failed to expand this cycle Gross margin of 8.1% reflects its high production costs Earnings per share have dipped by 1.4% annually over the past two years, which is concerning because stock prices follow EPS over the long term At $73.58 per share, Sanmina trades at 11.2x forward price-to-earnings. Dive into our free research report to see why there are better opportunities than SANM. Forward P/E Ratio: 6.2x Headquartered in Arizona, First Solar (NASDAQ:FSLR) specializes in manufacturing solar panels and providing photovoltaic solar energy solutions. Why Will FSLR Beat the Market? Annual revenue growth of 26.7% over the last two years was superb and indicates its market share increased during this cycle Additional sales over the last two years increased its profitability as the annual growth in its earnings per share outpaced its revenue Cash burn has decreased over the last five years, showing the company is becoming a more self-sustaining business First Solar's stock price of $131.60 implies a valuation ratio of 6.2x forward price-to-earnings. Is now the time to initiate a position? Find out in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Sterling Infrastructure (+1,096% five-year return). Find your next big winner with StockStory today for free.
Yahoo
31-03-2025
- Business
- Yahoo
1 Small-Cap Stock with Solid Fundamentals and 2 to Ignore
Investors looking for hidden gems should keep an eye on small-cap stocks because they're frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets. The downside that can come from buying these securities is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here is one small-cap stock that could amplify your portfolio's returns and two that could be down big. Market Cap: $4.16 billion Founded in 1980, Sanmina (NASDAQ:SANM) is an electronics manufacturing services company offering end-to-end solutions for various industries. Why Do We Think SANM Will Underperform? Products and services are facing end-market challenges during this cycle, as seen in its flat sales over the last five years Competitive supply chain dynamics and steep production costs are reflected in its low gross margin of 8.1% Earnings per share have contracted by 1.4% annually over the last two years, a headwind for returns as stock prices often echo long-term EPS performance At $74.10 per share, Sanmina trades at 12.1x forward price-to-earnings. To fully understand why you should be careful with SANM, check out our full research report (it's free). Market Cap: $5.20 billion Covering billions of miles throughout North America, Landstar (NASDAQ:LSTR) is a transportation company specializing in freight and last-mile delivery services. Why Should You Dump LSTR? Customers postponed purchases of its products and services this cycle as its revenue declined by 19.4% annually over the last two years Performance over the past five years shows its incremental sales were less profitable as its earnings per share were flat Shrinking returns on capital suggest that increasing competition is eating into the company's profitability Landstar's stock price of $145.37 implies a valuation ratio of 22.8x forward price-to-earnings. If you're considering LSTR for your portfolio, see our FREE research report to learn more. Market Cap: $4.42 billion Founded in 2010, Workiva (NYSE:WK) offers software as a service product that makes financial and compliance reporting easier, especially for publicly traded corporations. Why Could WK Be a Winner? ARR trends over the last year show it's maintaining a steady flow of long-term contracts that contribute positively to its revenue predictability Sales outlook for the upcoming 12 months implies the business will have more momentum than most peers Prominent and differentiated software leads to a stellar gross margin of 76.7% Workiva is trading at $78.73 per share, or 5.1x forward price-to-sales. Is now the time to initiate a position? Find out in our full research report, it's free. With rates dropping, inflation stabilizing, and the elections in the rearview mirror, all signs point to the start of a new bull run - and we're laser-focused on finding the best stocks for this upcoming cycle. Put yourself in the driver's seat by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like United Rentals (+322% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
