Sanmina (NASDAQ:SANM) Releases Q3 2025 Earnings Guidance

Sanmina (NASDAQ:SANM) issued an update on its third quarter 2025 earnings guidance on Monday morning. The company provided EPS guidance of 1.350-1.450 for the period, compared to the consensus EPS estimate of 1.530. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $2.1 billion.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on SANM. StockNews.com cut shares of Sanmina from a “strong-buy” rating to a “buy” rating in a report on Thursday, February 6th. Bank of America upgraded Sanmina from an “underperform” rating to a “neutral” rating and increased their target price for the company from $58.00 to $92.00 in a report on Wednesday, January 29th.

Sanmina Price Performance

Shares of NASDAQ:SANM opened at $77.28 on Tuesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 2.06 and a quick ratio of 1.30. The stock’s 50 day moving average price is $77.06 and its 200 day moving average price is $78.18. Sanmina has a 12 month low of $57.52 and a 12 month high of $91.12. The stock has a market cap of $4.20 billion, a price-to-earnings ratio of 19.00, a PEG ratio of 1.29 and a beta of 1.00.

Sanmina announced that its board has initiated a share buyback plan on Monday, January 27th that allows the company to repurchase $300.00 million in outstanding shares. This repurchase authorization allows the electronics maker to reacquire up to 7.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.

Insider Activity

In other news, Director Mario M. Rosati sold 11,391 shares of the company’s stock in a transaction on Friday, February 21st. The stock was sold at an average price of $86.02, for a total transaction of $979,853.82. Following the completion of the sale, the director now directly owns 80,295 shares in the company, valued at approximately $6,906,975.90. This represents a 12.42 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Eugene A. Delaney sold 11,712 shares of Sanmina stock in a transaction that occurred on Tuesday, February 4th. The stock was sold at an average price of $84.02, for a total value of $984,042.24. Following the completion of the transaction, the director now directly owns 65,408 shares in the company, valued at approximately $5,495,580.16. This represents a 15.19 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 33,405 shares of company stock worth $2,821,682. Company insiders own 3.22% of the company’s stock.

Sanmina Company Profile

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacturing of components, subassemblies, and complete systems.