Sanmina (NASDAQ:SANM) Issues Q2 2026 Earnings Guidance

Sanmina (NASDAQ:SANM) issued an update on its second quarter 2026 earnings guidance on Monday morning. The company provided EPS guidance of 2.250-2.550 for the period, compared to the consensus EPS estimate of 2.190. The company issued revenue guidance of $3.1 billion-$3.4 billion, compared to the consensus revenue estimate of $3.5 billion.

Analyst Ratings Changes

Several research analysts have recently commented on SANM shares. Weiss Ratings reissued a “buy (b)” rating on shares of Sanmina in a report on Wednesday, October 8th. Zacks Research cut shares of Sanmina from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Finally, Wall Street Zen lowered shares of Sanmina from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 16th. One equities research analyst has rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Sanmina has an average rating of “Hold” and an average target price of $120.00.

Sanmina Price Performance

Shares of SANM stock traded up $4.71 during trading hours on Monday, hitting $182.54. 1,204,254 shares of the company’s stock were exchanged, compared to its average volume of 634,109. Sanmina has a 12-month low of $63.67 and a 12-month high of $185.29. The company has a market capitalization of $9.96 billion, a PE ratio of 40.93, a PEG ratio of 0.86 and a beta of 1.05. The business’s 50 day simple moving average is $158.75 and its 200-day simple moving average is $135.76. The company has a current ratio of 1.72, a quick ratio of 1.02 and a debt-to-equity ratio of 0.11.

Sanmina (NASDAQ:SANM) last released its earnings results on Monday, November 3rd. The electronics maker reported $1.67 EPS for the quarter, beating the consensus estimate of $1.57 by $0.10. The company had revenue of $2.10 billion for the quarter, compared to analyst estimates of $2.05 billion. Sanmina had a net margin of 3.03% and a return on equity of 11.59%. The firm’s quarterly revenue was up 3.9% compared to the same quarter last year. During the same quarter last year, the firm earned $1.43 EPS. Sanmina has set its Q1 2026 guidance at 1.950-2.250 EPS. On average, equities research analysts anticipate that Sanmina will post 5.15 earnings per share for the current year.

Insider Buying and Selling at Sanmina

In related news, insider Vishnu Venkatesh sold 692 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $149.22, for a total transaction of $103,260.24. Following the completion of the sale, the insider directly owned 23,500 shares in the company, valued at $3,506,670. This represents a 2.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 3.22% of the company’s stock.

Institutional Trading of Sanmina

A number of institutional investors have recently made changes to their positions in the stock. Invesco Ltd. increased its stake in shares of Sanmina by 74.6% in the third quarter. Invesco Ltd. now owns 2,185,652 shares of the electronics maker’s stock worth $251,590,000 after buying an additional 933,974 shares during the period. Qube Research & Technologies Ltd grew its holdings in Sanmina by 354.4% in the 3rd quarter. Qube Research & Technologies Ltd now owns 371,270 shares of the electronics maker’s stock worth $42,737,000 after acquiring an additional 289,558 shares during the last quarter. Arrowstreet Capital Limited Partnership purchased a new position in shares of Sanmina in the third quarter valued at about $21,196,000. Wellington Management Group LLP bought a new position in shares of Sanmina during the third quarter valued at about $16,667,000. Finally, Jane Street Group LLC raised its position in Sanmina by 572.5% during the 1st quarter. Jane Street Group LLC now owns 79,846 shares of the electronics maker’s stock valued at $6,083,000 after purchasing an additional 67,973 shares during the last quarter. Hedge funds and other institutional investors own 92.71% of the company’s stock.

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.