Sanmina (NASDAQ:SANM) Releases FY 2027 Earnings Guidance

Sanmina (NASDAQ:SANM) updated its FY 2027 earnings guidance on Monday morning. The company provided earnings per share guidance of 15.500-17.500 for the period, compared to the consensus earnings per share estimate of 13.900. The company issued revenue guidance of $17.5 billion-$19.5 billion, compared to the consensus revenue estimate of $16.7 billion. Sanmina also updated its Q1 2027 guidance to 3.500-3.850 EPS.

Sanmina Stock Performance

Shares of NASDAQ SANM opened at $155.43 on Wednesday. The company has a current ratio of 1.78, a quick ratio of 1.06 and a debt-to-equity ratio of 0.71. Sanmina has a 12 month low of $118.10 and a 12 month high of $288.68. The stock has a 50 day moving average of $191.55 and a 200-day moving average of $190.44. The company has a market capitalization of $8.33 billion, a P/E ratio of 22.69, a P/E/G ratio of 0.41 and a beta of 1.72.

Sanmina (NASDAQ:SANM) last posted its earnings results on Monday, November 9th. The electronics maker reported $4.43 earnings per share for the quarter, topping analysts’ consensus estimates of $3.27 by $1.16. Sanmina had a return on equity of 24.00% and a net margin of 2.60%. The business had revenue of $3.86 billion for the quarter, compared to analyst estimates of $3.48 billion. During the same period in the previous year, the firm earned $1.67 EPS. The firm’s revenue was up 84.0% compared to the same quarter last year. Sanmina has set its Q1 2027 guidance at 3.500-3.850 EPS and its FY 2027 guidance at 15.500-17.500 EPS. As a group, equities research analysts predict that Sanmina will post 13.20 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on SANM shares. Zacks Research lowered shares of Sanmina from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 28th. Weiss Ratings cut shares of Sanmina from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday. JPMorgan Chase & Co. reduced their target price on shares of Sanmina from $270.00 to $230.00 and set a “neutral” rating for the company in a report on Tuesday. Finally, Wall Street Zen upgraded shares of Sanmina from a “buy” rating to a “strong-buy” rating in a research note on Sunday, October 11th. One equities research analyst has rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $188.33.

Key Headlines Impacting Sanmina

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: For fiscal Q4 2026, Sanmina reported EPS of $4.43 versus the $3.27 consensus and revenue of $3.86 billion versus $3.48 billion expected. Revenue grew 84% year over year. Sanmina Reports Fourth Quarter and Fiscal 2026 Financial Results
• Positive Sentiment: Management forecast fiscal 2027 revenue of $17.5 billion–$19.5 billion and EPS of $15.50–$17.50, both above analyst expectations. First-quarter EPS guidance also exceeded consensus. The outlook reflects continued AI and cloud demand, including growth in cloud and AI systems. Sanmina FY 2027 outlook
• Neutral Sentiment: JPMorgan lowered its price target to $230 from $270 and maintained a Neutral rating. The reduced target may temper enthusiasm, although it remains above the price cited in the report. JPMorgan cuts Sanmina price target

About Sanmina

Sanmina Corporation is a provider of integrated manufacturing solutions for companies that develop complex electronic, optical, and electromechanical products. Its services span product design and engineering, supply-chain management, manufacturing, and logistics, as well as repair and other aftermarket support. The company serves customers in markets that include communications networks, cloud and data-center infrastructure, medical and life sciences, automotive, industrial equipment, and aerospace and defense.