SANM Sanmina Corporation

Sanmina Corporation is heavily investing in its 42Q connected manufacturing system, which integrates data from customer factories and supplier fleets to create a unified, real-time information base. This technology aims to improve visibility, optimize production, reduce downtime, and enhance product quality for Sanmina and its customers. The company's focus on this technology and strong customer relationships is expected to drive revenue growth, positioning it strongly against competitors like Jabil and Celestica.

Sanmina Corporation is expanding its Energy business with a new Houston factory, set to begin production in 2027, primarily for the US energy market. This move, coupled with a collaboration with Koncar - Electrical Industry Inc., aims to deepen Sanmina's capabilities in medium-voltage transformers and position it as a more integrated supplier for future US energy infrastructure projects. This strategy may reshape Sanmina's investment narrative by complementing its larger data center and AI opportunities.

Sanmina Corp. has recently experienced a change in its evaluation, influenced by shifts in financial metrics and market dynamics, with key indicators showing mixed signals suggesting both bullish and bearish trends. While technical indicators like MACD and KST signal bullish trends, the Relative Strength Index (RSI) presents a mixed picture. The company demonstrates strong management efficiency, impressive operating cash flow, and reduced raw material costs, contributing to a stable financial outlook despite the nuanced evaluation.

Sanmina (SANM) is expanding its energy segment with a new Houston factory for US grid components and a partnership with Koncar, following strong share price performance. Despite this growth and the anticipated acquisition of ZT Systems, which is expected to double revenue, Sanmina's stock still trades below analyst targets. While a narrative valuation suggests it's 19.5% undervalued with a fair value of $190, a DCF model indicates it might be overvalued at its current price of $152.89, highlighting differing views on future growth and risk.

Sanmina (NASDAQ:SANM) insider Vishnu Venkatesh sold 692 shares of the company's stock on December 17th, 2025, for a total value of $103,260.24. This transaction decreased his ownership stake by 2.86%, leaving him with 23,500 shares. The sale occurred after the company reported strong quarterly earnings and issued positive guidance for Q1 FY2026, leading to a 1.5% increase in share price.

Sanmina Corporation and Reliance Strategic Business Ventures Limited have finalized their previously announced joint venture in India. This partnership aims to create a world-class electronic manufacturing hub, aligning with India's "Make in India" vision, by combining their manufacturing expertise to serve high-growth industries like 5G, healthcare, and aerospace. The joint venture will also establish a 'Manufacturing Technology Center of Excellence' to foster product development and hardware innovation.