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 Q4 regulatory filings by fund managers ($100M+ AUM)
12% more capital invested
Capital invested by funds: $3.56B [Q3] → $4B (+$436M) [Q4]
2.55% more ownership
Funds ownership: 95.45% [Q3] → 98.0% (+2.55%) [Q4]
3% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 35
3% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 110
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
1% less funds holding
Funds holding: 310 [Q3] → 308 (-2) [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
1 analyst rating
B of A Securities Ruplu Bhattacharya 73% 1-year accuracy 8 / 11 met price target | 7%upside $92 | Neutral Upgraded | 29 Jan 2025 |
Financial journalist opinion
Based on 6 articles about SANM published over the past 30 days
