Sanmina-Sci stock analysis
Sanmina-Sci (SAYN) Stock Price & Analysis
SAYN Stock Chart & Stats
- Day’s Range
- EUR 144.45 - EUR 147.90
- 52-Week Range
- EUR 103.25 - EUR 245.40
- Previous Close
- EUR 139.85
- Volume
- N/A
- Average Volume (3M)
- 2
- Market Cap
- EUR 7.51B
- Enterprise Value
- EUR 13.03B
- Total Cash (Recent Filing)
- EUR 1.68B
- Total Debt (Recent Filing)
- EUR 2.09B
- Price to Earnings (P/E)
- 22.8
- Beta
- 0.77
- Next Earnings
- Feb 01, 2027 (Est.)
- EPS Estimate
- 3.29
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
AI And Cloud Growth
Sanmina is positioned in a structurally expanding cloud and AI infrastructure market, with management forecasting strong revenue growth and substantial AI systems contribution. New platform wins, customer additions, and expected demand through fiscal 2028 could support durable scale and earnings expansion.
Cash Generation And Liquidity
Strong operating and free cash flow provide internal funding for capacity expansion, working capital, and technology investment while reducing reliance on external financing. The sizeable cash balance and available liquidity also improve resilience as Sanmina integrates growth programs and manages cyclical demand.
Broad-Based Market Position
Growth across communications, industrial, medical, defense, aerospace, automotive, and other markets reduces dependence on a single end market and supports a more durable revenue base. Sanmina’s integrated manufacturing capabilities and customer expansion can deepen relationships as programs scale.
Bears Say
Higher Leverage
The sharp increase in debt reduces financial flexibility compared with prior years and raises the sensitivity of earnings and cash allocation to operating setbacks. Although profitability remains healthy, higher leverage could constrain investment choices if demand weakens or execution risks increase.
Working-Capital Intensity
Rapid inventory growth ties up capital and creates greater execution exposure if customer schedules, product demand, or program timing change. Lower turns can pressure cash conversion, while management’s expectation for additional working-capital investment may limit the cash available for other priorities.
Thin And Uneven Margins
Sanmina’s low net-margin profile leaves limited protection against cost increases, unfavorable mix, or volume softness. The CPS margin decline also shows that growth investments and business mix can dilute profitability, making sustained earnings expansion dependent on operational discipline and favorable program execution.
Sanmina-Sci News
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Sanmina-Sci Stock Smart Score
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.
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- CEO
- Jure Sola
- Employees
- 35,000
- Website
- www.sanmina.com
- Address
- 2700 North First Street, San Jose, CA, 95134, US
Sanmina-Sci (SAYN) Earnings & Revenues
SAYN Company Deck
SAYN Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Sanmina reported substantial revenue, margin, EPS and cash-flow growth, exceeded its fiscal 2026 outlook across key metrics, and described strong demand and expanding opportunities in cloud and AI infrastructure and other end markets. The company also provided a growth-oriented fiscal 2027 outlook. Offsetting concerns included higher inventory, lower CPS gross margin, expected working-capital investment, supply-chain uncertainty, a wide full-year guidance range and a back-end-loaded AI revenue ramp, but these challenges were presented alongside strong liquidity, disciplined execution and continued customer and platform wins.
View all DE:SAYN earnings summariesSAYN Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 9 | 6 | 7 |
| Technical Analysis | 3 | 6 | 1 |
| Moving Averages | 6 | 0 | 6 |
