SANM Stock Analysis: Buy, Sell, or Hold?
SANM - Sanmina Corp
$141.68
-12.75 (-8.26%)
▼
WAIT
LOW Confidence
Last Updated: January 30, 2026
Earnings: Feb 02, 2026
1d
Get Alerted When SANM Hits Your Target Price
Join 10,000+ traders who never miss a move
You're in! Check your email to confirm and set your target price.
100% Free
No spam, ever
Unsubscribe anytime
1 traders called SANM this week
100% bullish • 0 bearish
100% bullish • 0 bearish
Interactive Price Chart (1 Month)
Loading chart...
Loading historical data...
Bottom Line:
⏸️ WAIT FOR STABILIZATION: SANM is down 20.3% over the last 5 days. While fundamentals may be solid, catching a falling knife is risky. Wait for price to stabilize before entering.
⏸️ WAIT FOR STABILIZATION: SANM is down 20.3% over the last 5 days. While fundamentals may be solid, catching a falling knife is risky. Wait for price to stabilize before entering.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$385.95
Based on 12.3% avg growth
INTRINSIC VALUE TODAY
$239.64
40.9% Margin of Safety
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 18.0x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: SANM is currently trading at $141.68, which is considered oversold relative to its 30-day fair value range of $148.41 to $172.22. From a valuation perspective, the stock is trading at a discount (Forward PE: 12.8) compared to its historical average (18.0). Remarkably, the market is currently pricing in an annual earnings decline of 10.9% over the next few years. This aligns with recent fundamental challenges.
Technical Outlook: Technically, SANM is in a strong uptrend. The price is currently testing key support at $138.00. A bounce from this level would confirm strength, while a break below could signal further downside. Short-term momentum is weak, with the stock down 8.3% recently.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $197.50 (+27.9%). Current signals suggest waiting for a better entry point before initiating new positions.
Technical Outlook: Technically, SANM is in a strong uptrend. The price is currently testing key support at $138.00. A bounce from this level would confirm strength, while a break below could signal further downside. Short-term momentum is weak, with the stock down 8.3% recently.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $197.50 (+27.9%). Current signals suggest waiting for a better entry point before initiating new positions.
Quick Decision Summary
Current Position
OVERSOLD
Fair Price Range
$148.41 -
$172.22
Company Quality Score
49/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
74.8%
Protect Your Profits
Holding SANM? Use our AI-powered strategies to protect your downside while keeping your long-term position.
View Profit Protection PlanAll Signals
- BULLISH: Price oversold vs 30-day range
- NEUTRAL: Mixed technical signals (40/100)
- BULLISH: High volume confirmation
- BEARISH: Downward momentum (-8.3%)
- BULLISH: Trading 27.9% below Wall St target ($197.50)
- WARNING: Recommendation downgraded due to -20.3% 5-day decline - wait for stabilization
Fair Price Analysis
30-Day Fair Range
$148.41 -
$172.22
Current vs Fair Value
OVERSOLD
Support & Resistance Levels
Support Level
$138.00
Resistance Level
$185.29
Current Trend
Strong Uptrend
Fundamental Context
Forward P/E (Next Year Est.)
12.75
Wall Street Target
$197.50
(+27.9%)
Revenue Growth (YoY)
59.0%
Earnings Growth (YoY)
-23.3%
Profit Margin
2.5%
Valuation Discount vs History
-10.9% cheaper
PE vs Historical
12.8 vs 18.0
CHEAP
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
-10.9%
(market-implied from PE analysis)
1-Year Target
$138.99
(-10%)
2-Year Target
$125.09
(-19%)
3-Year Target
$112.58
(-27%)
3-Yr Target (if PE normalizes)
(PE: 13→18)
$158.95
(+3%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 22.3, Growth: 20.5%)
$472.05
(+206%)
Base:
(SPY PE: 12.7, Growth: 20.5%)
$269.87
(+75%)
Bear:
(PE: 10.8, Growth: 20.5%)
$229.39
(+49%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (36x PE), but valuation improves significantly next year (13x PE) as earnings recover.
Trailing PE: 36.35 | Current EPS (TTM): $4.20
Bull Case
$335.83
(+137%)
Analyst growth 100.0%, PE expands to 40.0
Base Case
$305.30
(+116%)
Market implied 100.0%, PE stable at 36.4
Bear Case
$103.80
(-27%)
Severe decline -20.0%, PE contracts to 30.9
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
💡
Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 12.7 to 18.0
Stabilization Target:
$218.04
(+41.2%)
PE Expansion Potential:
+41.2%
Last updated: January 30, 2026 7:31 PM ET
Data refreshes hourly during market hours. Next update: 8:31 PM
Data refreshes hourly during market hours. Next update: 8:31 PM
🔥 Top Stocks Breaking Out Now
| Ticker | Score | Recommendation | Change % |
|---|
Technical Signals Check
Is SANM showing a specific setup today?
Insider Activity (6 Months)
0
Buys
0
Sells
0
Net
NEUTRAL
Top Rated Electronic Components Stocks
Top-rated stocks in Electronic Components by analyst ratings.
| Stock | Analyst Consensus | Analyst Target | Tradestie Score |
|---|---|---|---|
|
TEL
TE Connectivity Ltd |
BUY
20 analysts |
$272 | 59 HOLD |
|
APH
Amphenol Corporation |
BUY
18 analysts |
$159 | 56 HOLD |
|
CLS
Celestica Inc. |
STRONG BUY
13 analysts |
$377 | 55 HOLD |
|
FLEX
Flex Ltd |
STRONG BUY
11 analysts |
$74 | 61 BUY |
|
GLW
Corning Incorporated |
BUY
14 analysts |
$96 | 64 BUY |
Advanced SANM Option Strategies
Professional options setups generated by AI based on today's SANM price and gamma walls.
