Jabil vs. Celestica: Which EMS Stock is a Better Buy Right Now?
JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.
Zacks Investment Research7/6/2026Neutral
SANM
Sanmina CorporationNASDAQTECHNOLOGYELECTRONIC COMPONENTS
Key Statistics
Market Cap
$11.23B
P/E Ratio
44.40
EPS
$4.72
Beta
1.56
52W High
$288.68
52W Low
$95.49
50-Day MA
$240.27
200-Day MA
$169.63
Dividend Yield
—
Profit Margin
2.29%
Forward P/E
17.06
PEG Ratio
0.85
About Sanmina Corporation
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
Fundamentals
| Revenue (TTM) | $11.34B |
| Gross Profit (TTM) | $968.36M |
| EBITDA | $755.44M |
| Operating Margin | 5.74% |
| Return on Equity | 11.00% |
| Return on Assets | 4.79% |
| Revenue/Share (TTM) | $210.34 |
| Book Value | $45.19 |
| Price-to-Book | 4.82 |
| Price-to-Sales (TTM) | 0.99 |
| EV/Revenue | 1.081 |
| EV/EBITDA | 21.49 |
| Quarterly Earnings Growth (YoY) | 46.60% |
| Quarterly Revenue Growth (YoY) | 102.30% |
| Shares Outstanding | $53.60M |
| Float | $51.88M |
| % Insiders | 5.29% |
| % Institutions | 101.00% |
Historical Volatility
HV 10-Day
79.88%
HV 20-Day
71.58%
HV 30-Day
70.30%
HV 60-Day
68.87%
HV Rank
64.3%
Volatility is currently expanding
Analyst Ratings
Consensus ($223.75 target)
1
Buy3
HoldLatest News
Sanmina: ZT Systems Is Driving The Inflection (Rating Upgrade)
Sanmina is rated buy with a $312 price target, driven by strong ZT Systems integration and accelerating AI infrastructure demand. Q2 FY26 revenue surged 102% YoY to $4.01B, with ZT Systems contributing $1.88B and future growth underpinned by next-gen product ramps. SANM's strategic focus on vertical integration, customer diversification, and U.S. manufacturing positions it for margin expansion and de-risked FY27 revenue.
Seeking Alpha6/25/2026Positive
Why Sanmina (SANM) is a Top Growth Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Zacks Investment Research6/23/2026Positive
Buy 3 High-Flying AI-Powered EMS Stocks for 2H Amid Solid Demand
AI and cloud infrastructure demand is fueling growth for three EMS leaders, CLS, JBL and SANM, that have surged in 2026 and still have upside ahead.
Zacks Investment Research6/23/2026Positive
Sanmina (SANM) Is Up 1.24% in One Week: What You Should Know
Does Sanmina (SANM) have what it takes to be a top stock pick for momentum investors? Let's find out.
Zacks Investment Research6/19/2026Positive
SANM Rides on Strong Operating Margin Growth: Will the Trend Persist?
Sanmina Corporation SANM reported a non-GAAP operating profit of $257 million in the second quarter of 2026, up from $111 million a year ago. Non-GAAP operating margin improved to 6.4% from 5.6%.
Zacks Investment Research6/19/2026Positive
Sanmina's ZT Systems Gamble Is Paying Off Faster Than Anyone Expected
Sanmina is rated buy, driven by the transformative ZT Systems acquisition, which doubled revenue and improved profitability from day one. ZT's AMD-based server platforms position SANM at the center of hyperscaler AI infrastructure spend, with a major Nvidia-driven revenue catalyst expected this September. SANM trades discounted to EMS peers on EV/NTM revenue, with 14% base case upside and up to 45% in the bull scenario if Nvidia ramps as planned.
Seeking Alpha6/11/2026Positive
Why Sanmina (SANM) is a Top Value Stock for the Long-Term
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Zacks Investment Research6/10/2026Positive
Can Sanmina's Advanced Healthcare Solutions Boost Its Shares?
SANM boosts its healthcare footprint with advanced manufacturing and engineering for med-device makers across areas such as diagnostics and patient monitoring.
Zacks Investment Research6/8/2026Positive
Keysight vs. Sanmina: Which Electronics Stock Is a Better Buy Now?
KEYS is boosting its revenues on AI data center testing demand, while SANM leans on AI server builds and ZT Systems integration amid trade uncertainty.
Zacks Investment Research6/4/2026Neutral
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Data last updated: 7/9/2026