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Sanmina Corporation Value Stock - Dividend - Research Selection

Sanmina corporation

ISIN: US8010561020 , WKN: A1JYVT

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Description of the company

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. The company offers product design and engineering solutions, including concept development, detailed design, prototyping, validation, preproduction, and manufacturing design release; manufacturing solutions of components, subassemblies, and complete systems; final system assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services. It also provides interconnect systems, such as printed circuit board fabrication, backplane, cable assemblies, and plastic injection moldings; mechanical systems comprising enclosures and precision machining; memory, radio frequency, optical, and microelectronic solutions; defense and aerospace products; storage solutions; and cloud-based manufacturing execution software. Sanmina Corporation offers its solutions primarily to original equipment manufacturers in the communications networks, computing and storage, multimedia, industrial and semiconductor capital equipment, defense and aerospace, medical, energy, and automotive industries. The company was formerly known as Sanmina-SCI Corporation and changed its name to Sanmina Corporation in November 2012. Sanmina Corporation was founded in 1980 and is headquartered in San Jose, California.

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NEWS


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Sanmina (SANM): Assessing Valuation After Strong Share Price Gains and Growth Expectations

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Sanmina (SANM) has quietly turned into one of the stronger compounders in the electronics manufacturing space, with the stock up around 101% this year and roughly 28% over the past 3 months. See our latest analysis for Sanmina. That surge to a recent share price of $151.52, with a roughly 100% year to date share price return and a 5 year total shareholder return near 370%, suggests momentum is still very much on Sanmina's side. If Sanmina's run has you rethinking what quality looks like in...

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Sanmina's price target has been lifted even as its core valuation inputs, from fair value estimate at $190 to revenue growth of about 37.29% and a discount rate of 8.50%, remain firmly in place. This signals a shift in narrative more than in the underlying model. Bulls argue that stronger Q4 results, emerging AI rack opportunities and improving visibility in key end markets justify this higher target. Bears warn that AI expectations and integration risks may already be priced in. Stay tuned...