Susquehanna Fundamental Investments LLC Has $5.07 Million Stake in Sanmina Corporation $SANM

Susquehanna Fundamental Investments LLC raised its position in shares of Sanmina Corporation (NASDAQ:SANM) by 465.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,035 shares of the electronics maker’s stock after acquiring an additional 16,492 shares during the period. Susquehanna Fundamental Investments LLC’s holdings in Sanmina were worth $5,070,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in SANM. Danske Bank A S acquired a new position in shares of Sanmina during the 2nd quarter worth about $25,000. Keating Financial Advisory Services Inc. bought a new stake in Sanmina during the 2nd quarter valued at approximately $31,000. N.E.W. Advisory Services LLC acquired a new stake in Sanmina in the 2nd quarter valued at approximately $36,000. Fiduciary Financial Advisors acquired a new stake in Sanmina in the 2nd quarter valued at approximately $39,000. Finally, Global Retirement Partners LLC bought a new position in Sanmina in the 2nd quarter worth approximately $50,000. 92.71% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

SANM has been the subject of a number of research analyst reports. Zacks Research upgraded Sanmina from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 30th. Wall Street Zen raised shares of Sanmina from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 1st. JPMorgan Chase & Co. cut their target price on shares of Sanmina from $275.00 to $260.00 and set a “neutral” rating for the company in a research note on Tuesday, July 28th. Finally, Weiss Ratings downgraded shares of Sanmina from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Sanmina currently has a consensus rating of “Moderate Buy” and a consensus target price of $198.33.

Sanmina Trading Up 1.4%

Shares of SANM opened at $196.72 on Tuesday. Sanmina Corporation has a 12-month low of $110.44 and a 12-month high of $288.68. The company has a quick ratio of 1.06, a current ratio of 1.78 and a debt-to-equity ratio of 0.71. The firm has a market capitalization of $10.54 billion, a price-to-earnings ratio of 35.19, a P/E/G ratio of 0.68 and a beta of 1.59. The stock’s 50-day moving average price is $208.14 and its 200 day moving average price is $193.65.

Sanmina (NASDAQ:SANM) last announced its quarterly earnings data on Monday, July 27th. The electronics maker reported $3.31 EPS for the quarter, topping analysts’ consensus estimates of $2.77 by $0.54. Sanmina had a return on equity of 19.08% and a net margin of 2.41%.The company had revenue of $3.46 billion during the quarter, compared to the consensus estimate of $3.40 billion. During the same quarter last year, the company earned $1.53 EPS. The company’s quarterly revenue was up 69.7% on a year-over-year basis. Sanmina has set its Q4 2026 guidance at 3.050-3.350 EPS and its FY 2026 guidance at 11.900-12.200 EPS. As a group, research analysts predict that Sanmina Corporation will post 10.41 earnings per share for the current year.

Sanmina Company Profile

Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.

Sanmina’s core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.