Sanmina (SANM) Stock: Buy, Sell, or Hold?
SANM - Sanmina Corp
$155.71
1.24 (0.80%)
▲
5d:
-11.36%
30d:
-29.82%
90d:
-25.46%
WAIT
LOW Confidence
Analysis Updated: Oct 23, 2026 12:00 AM ET
Earnings: Nov 09, 2026
14d
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Interactive Price Chart (1 Month)
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Bottom Line:
⏸️ WAIT FOR STABILIZATION: SANM is down 11.4% over the last 5 days. While fundamentals may be solid, catching a falling knife is risky. Wait for price to stabilize before entering.
⏸️ WAIT FOR STABILIZATION: SANM is down 11.4% over the last 5 days. While fundamentals may be solid, catching a falling knife is risky. Wait for price to stabilize before entering.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$350.20
Based on 10.2% avg growth
INTRINSIC VALUE TODAY
$217.44
28.4% Margin of Safety
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 15.4x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: SANM is currently trading at $155.71, which is considered oversold relative to its 30-day fair value range of $181.94 to $224.50. From a valuation perspective, the stock is trading at a discount (Forward PE: 11.1) compared to its historical average (15.4). Remarkably, the market is currently pricing in an annual earnings decline of 10.5% over the next few years. This pessimistic expectation contrasts with the company's recent 68.3% earnings growth, suggesting potential undervaluation if the company simply maintains stability.
Technical Outlook: Technically, SANM is in a downtrend. Immediate support is located at $151.00, while resistance sits at $225.24.
Market Sentiment: The stock scores a mixed 45/100 on our bottoming-setup gauge, with only partial signs of a stabilized entry point. Wall Street analysts see significant upside, with an average price target of $262.50 (+68.6%). Current signals suggest waiting for a better entry point before initiating new positions.
Technical Outlook: Technically, SANM is in a downtrend. Immediate support is located at $151.00, while resistance sits at $225.24.
Market Sentiment: The stock scores a mixed 45/100 on our bottoming-setup gauge, with only partial signs of a stabilized entry point. Wall Street analysts see significant upside, with an average price target of $262.50 (+68.6%). Current signals suggest waiting for a better entry point before initiating new positions.
Quick Decision Summary
Current Position
OVERSOLD
Historical Trading Range
$181.94 -
$224.50
Company Quality Score
49/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
79.5%
Protect Your Profits
Holding SANM? Use our AI-powered strategies to protect your downside while keeping your long-term position.
View Profit Protection PlanAll Signals
- BULLISH: Price oversold vs 30-day range
- NEUTRAL: Mixed technical signals (45/100)
- BULLISH: High volume confirmation
- BULLISH: Trading 68.6% below Wall St target ($262.50)
- WARNING: Composite score 49/100 in the bottom quintile — this cohort historically lags the market
Trading Range Analysis
30-Day Trading Range
$181.94 -
$224.50
Current vs Trading Range
OVERSOLD
Support & Resistance Levels
Support Level
$151.00
Resistance Level
$225.24
Current Trend
Downtrend
Technical data as of
Oct 23, 2026
Fundamental Context
Forward P/E (Next Year Est.)
11.06
Wall Street Target
$262.50
(+68.6%)
Revenue Growth (YoY)
69.7%
Earnings Growth (YoY)
68.3%
Profit Margin
2.4%
Valuation Discount vs History
-10.5% cheaper
PE vs Historical
11.1 vs 15.4
CHEAP
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
-10.5%
(market-implied from PE analysis)
1-Year Target
$140.14
(-10%)
2-Year Target
$126.13
(-19%)
3-Year Target
$113.51
(-27%)
3-Yr Target (if PE normalizes)
(PE: 11→15)
$158.06
(+2%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 19.9, Growth: 16.3%)
$439.66
(+182%)
Base:
(SPY PE: 11.1, Growth: 16.3%)
$244.85
(+57%)
Bear:
(PE: 9.4, Growth: 16.3%)
$208.12
(+34%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (28x PE), but valuation improves significantly next year (11x PE) as earnings recover.
Trailing PE: 27.63 | Current EPS (TTM): $5.59
Bull Case
$339.83
(+118%)
Analyst growth 100.0%, PE expands to 30.4
Base Case
$308.94
(+98%)
Market implied 100.0%, PE stable at 27.6
Bear Case
$105.04
(-33%)
Severe decline -20.0%, PE contracts to 23.5
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
💡
Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 11.1 to 15.4
Stabilization Target:
$216.81
(+39.2%)
PE Expansion Potential:
+39.2%
Share & Embed Analysis
Last updated: October 24, 2026 9:03 PM ET
Data refreshes hourly during market hours. Next update: 10:03 PM
Data refreshes hourly during market hours. Next update: 10:03 PM
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Technical Signals Check
Is SANM showing a specific setup today?
Insider Activity (6 Months)
0
Buys
0
Sells
0
Net
NEUTRAL
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Advanced SANM Option Strategies
Professional options setups generated by AI based on today's SANM price and gamma walls.
