SanminaSANM
About: Sanmina Corp is a provider of integrated manufacturing solutions, components, and after-market services to original equipment manufacturers in the communications networks, storage, industrial, defense and aerospace end markets. The operations are managed as two businesses: Integrated Manufacturing Solutions, which consists of printed circuit board assembly and represents a majority of the firm's revenue; and Components, Products, and Services, which includes interconnect systems and mechanical systems. The firm generates revenue primarily in the United States, China, and Mexico, but has a presence around the world.
Employees: 37,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
89% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 27
33% more call options, than puts
Call options by funds: $3.98M | Put options by funds: $3M
8% more funds holding
Funds holding: 284 [Q2] → 308 (+24) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
1% less capital invested
Capital invested by funds: $3.57B [Q2] → $3.53B (-$44M) [Q3]
2.78% less ownership
Funds ownership: 97.28% [Q2] → 94.5% (-2.78%) [Q3]
35% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 127
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Craig-Hallum Christian Schwab 56% 1-year accuracy 19 / 34 met price target | 11%downside $69 | Hold Maintained | 5 Nov 2024 |
Financial journalist opinion
