What is Sidoti Csr’s Estimate for Sanmina FY2025 Earnings?

Sanmina Co. (NASDAQ:SANM) – Sidoti Csr cut their FY2025 earnings estimates for shares of Sanmina in a research report issued on Tuesday, April 29th. Sidoti Csr analyst A. Soderstrom now expects that the electronics maker will post earnings per share of $4.97 for the year, down from their previous forecast of $5.15. The consensus estimate for Sanmina’s current full-year earnings is $5.15 per share. Sidoti Csr also issued estimates for Sanmina’s Q4 2025 earnings at $1.39 EPS, Q1 2026 earnings at $1.47 EPS, Q2 2026 earnings at $1.44 EPS and Q3 2026 earnings at $1.64 EPS.

Several other research analysts have also recently weighed in on SANM. Bank of America raised shares of Sanmina from an “underperform” rating to a “neutral” rating and boosted their price objective for the company from $58.00 to $92.00 in a report on Wednesday, January 29th. StockNews.com downgraded Sanmina from a “strong-buy” rating to a “buy” rating in a research note on Thursday, February 6th.

Sanmina Stock Performance

SANM stock opened at $80.23 on Friday. The stock’s 50 day simple moving average is $76.49 and its 200 day simple moving average is $78.34. The company has a current ratio of 2.06, a quick ratio of 1.30 and a debt-to-equity ratio of 0.12. Sanmina has a 12-month low of $60.70 and a 12-month high of $91.12. The stock has a market capitalization of $4.29 billion, a PE ratio of 19.62, a price-to-earnings-growth ratio of 1.29 and a beta of 1.10.

Sanmina (NASDAQ:SANM) last announced its quarterly earnings results on Monday, April 28th. The electronics maker reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.38 by $0.03. The company had revenue of $1.98 billion for the quarter, compared to analysts’ expectations of $1.97 billion. Sanmina had a net margin of 2.99% and a return on equity of 10.61%. Sanmina’s revenue was up 8.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.30 EPS.

Sanmina announced that its board has approved a share buyback program on Monday, January 27th that permits the company to buyback $300.00 million in shares. This buyback authorization permits the electronics maker to buy up to 7.1% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling at Sanmina

In other Sanmina news, Director Eugene A. Delaney sold 11,712 shares of the company’s stock in a transaction 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 transaction, the director now owns 65,408 shares of the company’s stock, valued at $5,495,580.16. This represents a 15.19 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Mario M. Rosati sold 11,391 shares of the business’s stock in a transaction on Friday, February 21st. The shares were sold at an average price of $86.02, for a total transaction of $979,853.82. Following the sale, the director now directly owns 80,295 shares of the company’s stock, valued at $6,906,975.90. This represents a 12.42 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 23,405 shares of company stock valued at $1,986,682 in the last 90 days. Insiders own 3.22% of the company’s stock.

Institutional Investors Weigh In On Sanmina

Several large investors have recently modified their holdings of the business. Norges Bank bought a new position in shares of Sanmina during the 4th quarter worth approximately $48,823,000. Franklin Resources Inc. boosted its stake in Sanmina by 39.6% in the 4th quarter. Franklin Resources Inc. now owns 1,842,302 shares of the electronics maker’s stock worth $139,407,000 after purchasing an additional 522,534 shares in the last quarter. Alyeska Investment Group L.P. acquired a new position in Sanmina during the 4th quarter valued at approximately $34,868,000. JPMorgan Chase & Co. lifted its stake in shares of Sanmina by 255.9% during the third quarter. JPMorgan Chase & Co. now owns 509,906 shares of the electronics maker’s stock worth $34,903,000 after buying an additional 366,653 shares during the period. Finally, FMR LLC increased its position in shares of Sanmina by 14.2% in the 4th quarter. FMR LLC now owns 1,959,025 shares of the electronics maker’s stock valued at $148,239,000 after acquiring an additional 243,258 shares during the period. Institutional investors own 92.71% of the company’s stock.

About Sanmina

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.