Sanmina Corporation (SANM)Technology | Electronic Components | San Jose, United States | NasdaqGS
179.51 USD
-14.81
(-7.621%) ⇩
(Oct. 15, 2026, 10:08 a.m.
EDT)
|
Hot Take ↕ | Oct. 10, 2026, 10:20 a.m. EDT
The investment case here is driven by a powerful convergence of explosive growth and a massive options-driven catalyst. Fundamentally, the company has executed a stunning turnaround, delivering a +84.67% surge in the trailing twelve months and maintaining a robust +69.7% revenue growth rate. This operational excellence is reflected in the valuation compression; while the trailing P/E sits at 37.6x, the forward P/E drops sharply to 15.6x, implying the market expects earnings to nearly double to meet the $13.92 forward EPS estimate. The balance sheet supports this transition with healthy operating cash flow despite temporary free cash flow headwinds. However, the most compelling signal is the speculative frenzy surrounding the $300 strike price. With the stock trading near $217, the open interest concentration at $300 represents a massive 'wall' that suggests institutional and retail capital are betting on a 38% move higher within the next few months. This aligns perfectly with the analyst consensus target of $260-$300. The statistical forecasting model offers a weak bearish lean (-0.46%), but given the low reliability score and the overwhelming strength of the fundamental growth trajectory combined with the aggressive options positioning, this statistical noise should be ignored. The market is pricing in a continuation of the current growth arc, making this a high-conviction momentum play. |
| Model | MAE |
|---|---|
| AutoTheta ✓ | 0.064944 |
| MSTL | 0.087442 |
| AutoETS | 0.094272 |
| AutoARIMA | 0.094273 |
Forecast horizon: 45 days | Selected: AutoTheta
| Forecast Reliability | |
|---|---|
| Score | 39% |
| H-stat | 0.43 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.132 |
| Excess Kurtosis | 1.30 |
| Attribute | Value |
|---|---|
| Sector | Technology |
| Debt to Equity Ratio | 88.161 |
| Revenue per Share | 236.446 |
| Market Cap | 9,621,261,312 |
| Trailing P/E | 34.99 |
| Forward P/E | 12.75 |
| Beta | 1.61 |
| Profit Margins | 2.41% |
| Website | https://www.sanmina.com |
As of Oct. 10, 2026, 10:20 a.m. EDT: Speculators are positioning aggressively for upside, evidenced by massive open interest walls at $300 and $360 strikes for December 2026 expiration, alongside significant volume spikes at $300. While there is a notable put wall at $165 for November and December expirations, the overall open interest distribution heavily favors calls, suggesting a bullish bet on continued appreciation toward the $300 target.
| Attribute | Value |
|---|---|
| 52 Week Change | 0.45973563 |
| Address1 | 2,700 North First Street |
| All Time High | 363.0 |
| All Time Low | 1.08 |
| Ask | 194.05 |
| Ask Size | 2 |
| Audit Risk | 5 |
| Average Analyst Rating | 2.5 - Buy |
| Average Daily Volume10 Day | 553,220 |
| Average Daily Volume3 Month | 679,359 |
| Average Volume | 679,359 |
| Average Volume10Days | 553,220 |
| Beta | 1.607 |
| Bid | 169.15 |
| Bid Size | 2 |
| Board Risk | 6 |
| Book Value | 47.758 |
| City | San Jose |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 5 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 179.51 |
| Current Ratio | 1.78 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,790,726,400 |
| Day High | 185.22 |
| Day Low | 177.5301 |
| Debt To Equity | 88.161 |
| Display Name | Sanmina |
| Dividend Yield | 0.0 |
| Earnings Call Timestamp End | 1,785,186,000 |
| Earnings Call Timestamp Start | 1,785,186,000 |
| Earnings Growth | 0.683 |
| Earnings Quarterly Growth | 0.707 |
| Earnings Timestamp | 1,785,182,400 |
| Earnings Timestamp End | 1,793,649,600 |
| Earnings Timestamp Start | 1,793,649,600 |
| Ebitda | 865,329,984 |
| Ebitda Margins | 0.0678 |
| Enterprise To Ebitda | 12.937 |
| Enterprise To Revenue | 0.877 |
| Enterprise Value | 11,194,733,568 |
| Eps Current Year | 12.10696 |
| Eps Forward | 14.07865 |
| Eps Trailing Twelve Months | 5.13 |
| Esg Populated | 0 |
| Exchange | NMS |
| Exchange Data Delayed By | 15 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fax | 408 964 3440 |
| Fifty Day Average | 205.9266 |
| Fifty Day Average Change | -26.41661 |
| Fifty Day Average Change Percent | -0.12828168 |
| Fifty Two Week Change Percent | 45.973564 |
| Fifty Two Week High | 288.68 |
| Fifty Two Week High Change | -109.17 |
| Fifty Two Week High Change Percent | -0.3781696 |
| Fifty Two Week Low | 118.1 |
| Fifty Two Week Low Change | 61.409996 |
| Fifty Two Week Low Change Percent | 0.51998305 |
| Fifty Two Week Range | 118.1 - 288.68 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 734,794,200,000 |
| Float Shares | 51,855,978 |
| Forward Eps | 14.07865 |
| Forward P E | 12.750511 |
| Free Cashflow | -222,215,744 |
| Full Exchange Name | NasdaqGS |
| Full Time Employees | 35,000 |
| Fullday Change | -14.810013 |
| Fullday Change Percent | -7.621455 |
| Fullday Price | 179.51 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,790,812,800 |
| Gross Margins | 0.090150006 |
| Gross Profits | 1,150,615,040 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.052849997 |
| Held Percent Institutions | 0.94865996 |
| Implied Shares Outstanding | 53,597,356 |
| Industry | Electronic Components |
| Industry Disp | Electronic Components |
| Industry Key | electronic-components |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Fiscal Year End | 1,758,931,200 |
| Last Split Date | 1,250,467,200 |
| Last Split Factor | 1:6 |
| Long Business Summary | Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through 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 engaging in the manufacture of components, subassemblies, and complete systems; and direct order fulfilment and logistics services. In addition, the company provides components, such as printed circuit boards, backplane fabrication and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts; memory solutions; storage platforms; optical, radio frequency, and microelectronic solutions; defense and aerospace products, design, manufacturing, repair, and refurbishment services; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure industries. The company was formerly known as Sanmina-SCI Corp. Sanmina Corporation was incorporated in 1980 and is headquartered in San Jose, California. |
| Long Name | Sanmina Corporation |
| Market | us_market |
| Market Cap | 9,621,261,312 |
| Market State | REGULAR |
| Max Age | 86,400 |
| Message Board Id | finmb_34039 |
| Most Recent Quarter | 1,782,518,400 |
| Net Income To Common | 308,127,008 |
| Next Fiscal Year End | 1,790,467,200 |
| Non Diluted Market Cap | 11,564,701,504 |
| Number Of Analyst Opinions | 4 |
| Open | 185.13 |
| Operating Cashflow | 901,056,000 |
| Operating Margins | 0.0704 |
| Overall Risk | 3 |
| Payout Ratio | 0.0 |
| Peg Ratio | 0.67 |
| Phone | 408 964 3500 |
| Previous Close | 194.32 |
| Price Eps Current Year | 14.827008 |
| Price Hint | 2 |
| Price To Book | 3.7587419 |
| Price To Sales Trailing12 Months | 0.75381815 |
| Profit Margins | 0.02414 |
| Quick Ratio | 0.992 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | buy |
| Recommendation Mean | 2.5 |
| Region | US |
| Regular Market Change | -14.810013 |
| Regular Market Change Percent | -7.621455 |
| Regular Market Day High | 185.22 |
| Regular Market Day Low | 177.5301 |
| Regular Market Day Range | 177.5301 - 185.22 |
| Regular Market Open | 185.13 |
| Regular Market Previous Close | 194.32 |
| Regular Market Price | 179.51 |
| Regular Market Time | 1,792,073,284 |
| Regular Market Volume | 91,554 |
| Return On Assets | 0.05856 |
| Return On Equity | 0.12488 |
| Revenue Growth | 0.697 |
| Revenue Per Share | 236.446 |
| Sand P52 Week Change | 0.16440773 |
| Sector | Technology |
| Sector Disp | Technology |
| Sector Key | technology |
| Share Holder Rights Risk | 2 |
| Shares Outstanding | 53,597,356 |
| Shares Percent Shares Out | 0.031400003 |
| Shares Short | 1,684,205 |
| Shares Short Previous Month Date | 1,788,134,400 |
| Shares Short Prior Month | 1,812,044 |
| Short Name | Sanmina Corporation |
| Short Percent Of Float | 0.0554 |
| Short Ratio | 2.78 |
| Source Interval | 15 |
| State | CA |
| Symbol | SANM |
| Target High Price | 300.0 |
| Target Low Price | 210.0 |
| Target Mean Price | 262.5 |
| Target Median Price | 270.0 |
| Total Cash | 1,853,282,048 |
| Total Cash Per Share | 34.578 |
| Total Debt | 2,432,902,912 |
| Total Revenue | 12,763,371,520 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | 5.13 |
| Trailing P E | 34.992203 |
| Trailing Peg Ratio | 0.7394 |
| Triggerable | 1 |
| Two Hundred Day Average | 191.06805 |
| Two Hundred Day Average Change | -11.55806 |
| Two Hundred Day Average Change Percent | -0.06049185 |
| Type Disp | Equity |
| Volume | 91,538 |
| Website | https://www.sanmina.com |
| Zip | 95,134 |