Sidoti Csr Weighs in on Sanmina’s Q2 Earnings (NASDAQ:SANM)

Sanmina Co. (NASDAQ:SANM) – Stock analysts at Sidoti Csr dropped their Q2 2025 EPS estimates for Sanmina in a note issued to investors on Tuesday, January 28th. Sidoti Csr analyst A. Soderstrom now forecasts that the electronics maker will earn $1.14 per share for the quarter, down from their prior estimate of $1.15. The consensus estimate for Sanmina’s current full-year earnings is $4.84 per share. Sidoti Csr also issued estimates for Sanmina’s Q4 2025 earnings at $1.42 EPS, FY2025 earnings at $5.15 EPS, Q2 2026 earnings at $1.48 EPS, Q4 2026 earnings at $1.67 EPS and FY2026 earnings at $6.27 EPS.

Sanmina (NASDAQ:SANM) last posted its quarterly earnings data on Monday, November 4th. The electronics maker reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.36 by $0.07. Sanmina had a return on equity of 10.61% and a net margin of 2.99%. The company had revenue of $2.02 billion during the quarter, compared to analyst estimates of $1.96 billion. During the same quarter last year, the company earned $1.20 EPS. The firm’s revenue for the quarter was down 1.6% on a year-over-year basis.

Several other research firms have also recently issued reports on SANM. Bank of America raised Sanmina from an “underperform” rating to a “neutral” rating and upped their price objective for the company from $58.00 to $92.00 in a research report on Wednesday. Craig Hallum upped their target price on shares of Sanmina from $62.00 to $69.00 and gave the company a “hold” rating in a research note on Tuesday, November 5th. Finally, StockNews.com raised shares of Sanmina from a “buy” rating to a “strong-buy” rating in a report on Wednesday.

Sanmina Stock Up 1.7 %

Shares of Sanmina stock opened at $84.21 on Friday. The stock has a market capitalization of $4.58 billion, a PE ratio of 20.59, a price-to-earnings-growth ratio of 1.39 and a beta of 0.91. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.25 and a current ratio of 2.06. The company has a 50-day simple moving average of $79.29 and a two-hundred day simple moving average of $73.41. Sanmina has a 52-week low of $57.28 and a 52-week high of $86.05.

Sanmina declared that its board has authorized a share repurchase program on Monday, January 27th that allows the company to repurchase $300.00 million in shares. This repurchase authorization allows the electronics maker to reacquire up to 7.1% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

Institutional Investors Weigh In On Sanmina

Hedge funds and other institutional investors have recently modified their holdings of the stock. Nisa Investment Advisors LLC increased its position in Sanmina by 6.0% in the fourth quarter. Nisa Investment Advisors LLC now owns 2,200 shares of the electronics maker’s stock worth $166,000 after buying an additional 125 shares in the last quarter. Park Avenue Securities LLC boosted its position in shares of Sanmina by 3.3% in the fourth quarter. Park Avenue Securities LLC now owns 4,008 shares of the electronics maker’s stock worth $303,000 after purchasing an additional 129 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in shares of Sanmina by 24.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 845 shares of the electronics maker’s stock worth $56,000 after purchasing an additional 164 shares in the last quarter. Principal Securities Inc. raised its position in shares of Sanmina by 13.6% during the 4th quarter. Principal Securities Inc. now owns 1,388 shares of the electronics maker’s stock valued at $105,000 after purchasing an additional 166 shares during the period. Finally, Janney Montgomery Scott LLC lifted its stake in shares of Sanmina by 3.5% during the 4th quarter. Janney Montgomery Scott LLC now owns 5,501 shares of the electronics maker’s stock valued at $416,000 after buying an additional 185 shares in the last quarter. 92.71% of the stock is currently owned by hedge funds and other institutional investors.

About Sanmina

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in 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 engages in the manufacturing of components, subassemblies, and complete systems.