SAYN Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationRobust trailing-twelve-month operating cash flow (~$977M) and free cash flow (~$734M) give Sanmina durable internal funding to support capital expenditures, ZT integration, share repurchases and working-capital needs. High cash conversion (~70% of net income) sustains strategic optionality and lowers reliance on external financing over the next several quarters.
Diversified EMS Business ModelSanmina’s end-to-end EMS footprint across multiple end markets (communications, cloud/infrastructure, industrial, medical, defense, automotive) and services (design, NPI, supply-chain, aftermarket) creates durable revenue diversification. This breadth reduces single-market cyclicality risk, enables cross-selling, and supports steady program flow and margin resilience over a multi-month horizon.
ZT Systems Acquisition Materially Increases ScaleZT Systems’ sizable contribution and expected $5B–$6B run rate materially scale Sanmina’s compute exposure and customer relationships with hyperscalers. This structural revenue step-up enhances operating leverage potential, broadens customer mix, and supports management’s $16B+ FY27 target, improving long-term growth runway and capacity to absorb program timing shifts.
Bears Say
Marked Increase In LeverageA sharp rise in debt-to-equity to ~1.01 from prior ~0.17–0.23 materially reduces financial flexibility. Higher leverage raises refinancing and covenant risk and limits capacity for opportunistic investment if growth or cash flows soften. Over a 2–6 month horizon, this constrains capital allocation and magnifies downside from operational hiccups.
Thin And Pressured Margins (CPS)CPS gross margin compression (down 230 bps to 11.6%) and a relatively thin TTM net margin (~2.5%) indicate limited profitability cushions. Margin sensitivity to mix, depreciation and integration spend means adverse pricing or input-cost moves could quickly erode earnings. Sustained margin pressure would reduce free cash flow durability and strain returns.
Working-capital Build And Supply ConstraintsA 75% YoY inventory increase to $2.1B, coupled with ongoing component shortages, ties up cash and elevates funding needs. Higher working capital amplifies leverage and cash-conversion volatility, while persistent supply constraints and pulled-forward shipments create revenue timing uncertainty, complicating visibility and execution over the next several quarters.
Sanmina-Sci News
SAYN FAQ
What was Sanmina-sci’s price range in the past 12 months?
Currently, no data Available
What is Sanmina-sci’s market cap?
Sanmina-sci’s market cap is CHF9.46B.
When is Sanmina-sci’s upcoming earnings report date?
Sanmina-sci’s upcoming earnings report date is Aug 03, 2026 which is in 29 days.
How were Sanmina-sci’s earnings last quarter?
Sanmina-sci released its earnings results on Apr 27, 2026. The company reported $2.538 earnings per share for the quarter, beating the consensus estimate of $1.926 by $0.612.
Is Sanmina-sci overvalued?
According to Wall Street analysts Sanmina-sci’s price is currently Undervalued.
Does Sanmina-sci pay dividends?
Sanmina-sci does not currently pay dividends.
What is Sanmina-sci’s EPS estimate?
Sanmina-sci’s EPS estimate is 2.23.
How many shares outstanding does Sanmina-sci have?
Currently, no data Available
What happened to Sanmina-sci’s price movement after its last earnings report?
Sanmina-sci reported an EPS of $2.538 in its last earnings report, beating expectations of $1.926. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Sanmina-sci?
Currently, no hedge funds are holding shares in CH:SAYN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Sanmina-Sci Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
CHF202.21 (― Downside)
CHF202.21 (― Downside)
Insider Transactions
Sold Shares
Worth CHF30.5M over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
117.07%
12-Months-Change
Fundamentals
Return on Equity
10.88%
Trailing 12-Months
Asset Growth
94.68%
Trailing 12-Months
Company Description
Sanmina-sci
Sanmina Corporation delivers comprehensive manufacturing services, encompassing components, finished goods, repair, supply chain management, and post-sale support on a global scale. Its operations are structured into two principal divisions: Integrated Manufacturing Solutions, and Components, Products and Services. The company's extensive service portfolio includes product ideation and engineering – from initial concept development and detailed design to prototyping, validation, pre-production, manufacturing readiness, and ultimate product industrialization. Furthermore, Sanmina provides assembly and testing, direct order shipping and logistics, post-market product maintenance and assistance, and end-to-end supply chain oversight. It also undertakes the production of individual components, subassemblies, and complete systems. Beyond these services, Sanmina offers a range of specialized products like interconnect systems (e.g., printed circuit boards, backplanes, cable assemblies, plastic injection molded parts), mechanical systems (such as custom enclosures and precision-machined components), advanced solutions in memory, storage, radio frequency, optics, and microelectronics, along with defense and aerospace-specific items, and cloud-enabled manufacturing execution software. The company primarily caters to original equipment manufacturers across diverse sectors, including industrial, healthcare, defense and aviation, automotive, telecommunications, and cloud computing. Established in 1980, Sanmina Corporation maintains its corporate headquarters in San Jose, California.
SAYN Company Deck
SAYN Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call conveyed a strongly positive operational and financial performance for Q2 FY26: very large revenue growth (driven by the ZT Systems acquisition), substantial EPS upside, robust cash generation and an improved ROIC and liquidity position. Management provided forward guidance that reflects continued high growth and reiterated confidence in achieving $16B+ in FY27. Negative items discussed (CPS margin compression, inventory build, component shortages and timing uncertainty due to shipment pull‑forwards) are meaningful but appear manageable and largely transitory relative to the material upside from ZT integration, organic core growth, and cash generation.View all CH:SAYN earnings summariesSAYN Stock 12 Month Forecast
Average Price Target
$202.21
Options Prices
Currently, No data available
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