SANM Stock Analysis: Buy, Sell, or Hold?
SANM - Sanmina Corp
$236.55
-17.01 (-6.71%)
▼
5d:
-2.05%
30d:
-9.65%
90d:
+80.61%
BUY
MODERATE Confidence
Analysis Updated: Jun 26, 2026 12:00 AM ET
Earnings: Jul 27, 2026
29d
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Interactive Price Chart (1 Month)
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Bottom Line:
💡 BUY OPPORTUNITY: SANM shows positive signals but monitor for confirmation. Market pricing in 5.1% annual growth which appears achievable. Moderate conviction.
💡 BUY OPPORTUNITY: SANM shows positive signals but monitor for confirmation. Market pricing in 5.1% annual growth which appears achievable. Moderate conviction.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$330.26
Based on 10.2% avg growth
INTRINSIC VALUE TODAY
$205.07
Trading above historical range
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 15.7x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: SANM is currently trading at $236.55, which is considered slightly low relative to its 30-day fair value range of $235.96 to $265.84. From a valuation perspective, the stock is trading at a premium (Forward PE: 18.2) compared to its historical average (15.7). At these levels, the market is pricing in 5.1% annual earnings growth. This growth rate appears achievable given the company's track record, suggesting the valuation is rational.
Technical Outlook: Technically, SANM is in a strong uptrend. The price is currently testing key support at $236.24. A bounce from this level would confirm strength, while a break below could signal further downside. Short-term momentum is weak, with the stock down 6.7% recently.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Technical Outlook: Technically, SANM is in a strong uptrend. The price is currently testing key support at $236.24. A bounce from this level would confirm strength, while a break below could signal further downside. Short-term momentum is weak, with the stock down 6.7% recently.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Quick Decision Summary
Current Position
SLIGHTLY LOW
Historical Trading Range
$235.96 -
$265.84
Company Quality Score
58/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
66.7%
All Signals
- BULLISH: Price oversold vs 30-day range
- NEUTRAL: Mixed technical signals (40/100)
- BULLISH: High volume confirmation
- BEARISH: Downward momentum (-6.7%)
- BEARISH: Trading above Wall St target ($223.75)
- NEUTRAL: Trading at premium valuation - market expects 5.1% growth which is achievable
Trading Range Analysis
30-Day Trading Range
$235.96 -
$265.84
Current vs Trading Range
SLIGHTLY LOW
Support & Resistance Levels
Support Level
$236.24
Resistance Level
$269.54
Current Trend
Strong Uptrend
Technical data as of
Jun 26, 2026
Fundamental Context
Forward P/E (Next Year Est.)
18.16
Wall Street Target
$223.75
(-5.4%)
Revenue Growth (YoY)
102.3%
Earnings Growth (YoY)
46.6%
Profit Margin
2.3%
Valuation Premium vs History
+5.1% premium
PE vs Historical
18.2 vs 15.7
STRETCHED
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+5.1%
(market-implied from PE analysis)
1-Year Target
$248.61
(+5%)
2-Year Target
$261.29
(+11%)
3-Year Target
$274.62
(+16%)
3-Yr Target (if PE normalizes)
(PE: 18→16)
PE COMPRESSION
$237.38
(+0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 21.8, Growth: 16.3%)
$446.56
(+89%)
Base:
(SPY PE: 18.2, Growth: 16.3%)
$372.40
(+57%)
Bear:
(PE: 15.4, Growth: 16.3%)
$316.54
(+34%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (19x PE), but valuation improves significantly next year (18x PE) as earnings recover.
Forward PE: 19.49 | Forward EPS (Implied): $12.14
Bull Case
$285.63
(+21%)
Analyst growth 15.0%, PE expands to 20.5
Base Case
$236.55
(0%)
Market implied 0.0%, PE stable at 19.5
Bear Case
$180.96
(-24%)
Severe decline -15.0%, PE contracts to 17.5
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
Share & Embed Analysis
Last updated: June 26, 2026 8:19 PM ET
Data refreshes hourly during market hours. Next update: 9:19 PM
Data refreshes hourly during market hours. Next update: 9:19 PM
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Technical Signals Check
Is SANM showing a specific setup today?
Insider Activity (6 Months)
0
Buys
3
Sells
Net
INSIDERS SELLING
Recent Transactions
David V Hedley III
SELL
1024 shares
2026-02-24
Jonathan P Faust
SELL
10075 shares
2026-02-24
Alan Mcwilliams Reid
SELL
3500 shares
2026-02-13
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