Sanmina (SANM)

• Market cap: $4.1B
• 1 day: -0.98%
• 5 days: -5.24%
• 1 month: -1.26%
• 3 months: -0.05%
• 6 months: 12.78%
• Year to date: -0.05%
• 1 year: 22.89%
• 5 years: 213.90%
• 10 years: 209.14%
• Sector: Information Technology
• Industry: Printed Circuit Boards

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

13% more capital invested

Capital invested by funds: $3.56B [Q3] → $4.02B (+$455M) [Q4]

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

3.01% more ownership

Funds ownership: 95.44% [Q3] → 98.45% (+3.01%) [Q4]

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 108

0% more funds holding

Funds holding: 310 [Q3] → 311 (+1) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

15% less call options, than puts

Call options by funds: $2.66M | Put options by funds: $3.13M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $92 22% upside
• Avg. target: $92 22% upside
• High target: $92 22% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

B of A Securities Ruplu Bhattacharya 40% 1-year accuracy 4 / 10 met price target

22% upside $92

Neutral Upgraded

29 Jan 2025