Key Takeaways Sanmina outpaces Qualcomm with stronger estimates, gains and a cheaper valuation.SANM sees fiscal 2026 sales up 67.9% and EPS up 66.6%, with estimates rising 4.4% in 60 days.QCOM faces sales and EPS declines, stock down 18.6% year over year and trading at 3.44x sales.Qualcomm Technologies Inc. (QCOM) and Sanmina Corporation (SANM) are key players in the semiconductor and electronics supply chain. Qualcomm offers high-performance, low-power chip designs for mobile devices, PCs, XR (Extended Rea ...

Group 1: Western Digital Corporation (WDC) - Western Digital Corporation is a data storage devices and solutions company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 17.4% over the last 60 days [1] - The company has a PEG ratio of 0.62, which is lower than the industry average of 1.36, and possesses a Growth Score of B [1] Group 2: Sanmina Corporation (SANM) - Sanmina Corporation is an integrated manufacturing solutions and components, products, and repair company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 4.4% over the last 60 days [2] - The company has a PEG ratio of 0.56, compared to the industry average of 1.37, and possesses a Growth Score of A [2] Group 3: LATAM Airlines Group (LTM) - LATAM Airlines Group is a passenger and cargo airlines company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 4.3% over the last 60 days [3] - The company has a PEG ratio of 0.40, which is lower than the industry average of 0.57, and possesses a Growth Score of A [3]

Key Takeaways Sanmina delivers advanced automotive electronics, from ECUs to LED lighting and climate modules.The company supports EV growth with power management, battery subsystems and charging systems.Partnerships with OEMs like Ather Energy enhance Sanmina's role in smart and connected vehicles.Sanmina Corporation (SANM) is a key provider in the automotive electronics sector, delivering advanced designs, manufacturing, testing and supply chain solutions to global original equipment manufacturers (OEMs) ...

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近期美股市场波动加剧，科技股成为焦点。2月6日美股三大指数暴涨，道指创新高，芯片股领涨；2月 10日科技股再度反弹，英伟达等个股上涨。这些事件可能间接影响电子板块情绪，但新美亚电子未直接 涉及AI或资本开支热点，其波动更多受个股因素驱动。 以上内容基于公开资料整理，不构成投资建议。 新美亚电子于2026年1月26日发布最新财报(统计截止2025年12月27日)，关键数据显示营收同比增长 58.98%至31.90亿美元，但净利润同比下滑24.18%至4928.6万美元，净利率为1.55%。毛利率为7.56%， 每股收益为0.91美元(稀释后0.89美元)。尽管营收增长显著，利润端承压可能受成本上升影响，资产回 报率(ROA)为3.15%，净资产收益率(ROE)为9.74%。 近期事件 经济观察网新美亚电子(SANM)股价在最近7天(2026年2月5日至2月10日)呈现波动，其中2月6日单日大 涨5.23%，收盘价报149.79美元，成交量放大至110.11万股，振幅达5.23%。截至2月10日，股价收于 149.69美元，较2月5日收盘价142.34美元累计上涨2.75%，区间振幅为8.58%。同期，美股大盘指 ...

Core Insights - Sanmina Corporation (SANM) has experienced a 26.4% increase in stock price over the past six months, outperforming the S&P 500 but lagging behind the Electronic Manufacturing Services industry's growth of 32.3% [1][9] - The company has outperformed Jabil, Inc. (JBL) but underperformed Celestica, Inc. (CLS), with Celestica showing a 38.9% increase and JBL a 6.9% increase [2] Financial Performance - In Q4 2025, Integrated Manufacturing Solutions (IMS) revenues surged 72% year over year to $2.79 billion, with a non-GAAP gross margin increase of 8.7% [4] - The Components, Products and Services (CPS) business saw a 4.33% year-over-year increase to $434 million, with a non-GAAP gross margin of 12.9% [5] - Non-GAAP operating profit increased by 40 basis points year over year due to reduced operating expenses as a percentage of revenues [6] Cash Flow and Liquidity - In Q1 fiscal 2026, Sanmina generated $178.7 million in net cash from operating activities, up from $63.9 million in the same quarter last year, with free cash flow reaching $92 million [7][9] - The current ratio at the end of Q1 fiscal 2026 was 1.70, indicating a strong position to meet short-term debt obligations [11] Growth Prospects - The company is focusing on investments in capacity and technology improvements across operations in the U.S., India, and Mexico, enhancing its competitive position in the electronics manufacturing services industry [10] - Earnings estimates for 2025 have risen by 4.36% to $10.06 per share, while estimates for 2026 have increased by 5.67% to $12.11, reflecting bullish sentiment [12] Valuation Metrics - Sanmina's shares trade at a forward price/earnings ratio of 13.52, which is lower than the industry average of 24.12 and its historical mean of 17.32, indicating a relatively attractive valuation [13] Overall Outlook - The company is benefiting from strong momentum in various end markets, with efficient capital management allowing for continued investment in growth initiatives [15]

Core Insights - The acquisition of ZT Systems has significantly benefited Sanmina, resulting in a doubling of its shares within a specific timeframe [1]. Group 1: Company Performance - Sanmina's shares have doubled since the acquisition of ZT Systems, indicating a successful integration and positive market response [1]. Group 2: Investment Opportunities - The service "Value in Corporate Events" provides insights into major corporate events such as earnings reports, M&A, and IPOs, aiming to identify actionable investment opportunities [1].

Core Insights - The acquisition of ZT Systems has significantly benefited Sanmina, resulting in the company's shares doubling in value over a specific timeframe [1]. Group 1: Company Performance - Sanmina's acquisition of ZT Systems is highlighted as a successful strategic move, leading to substantial growth in share value [1]. Group 2: Investment Opportunities - The service "Value in Corporate Events" focuses on identifying actionable investment opportunities through major corporate events such as earnings reports, M&A, and IPOs [1].

Sanmina Corporation (NASDAQ:SANM) is one of the High-Flying Stocks to Buy Right Now. On January 27, Argus lifted its price objective on the company’s stock to $200 from $170, while keeping a “Buy” rating, as reported by The Fly. As per the analyst, the firm appreciated Sanmina Corporation (NASDAQ:SANM)’s Q1 2026 earnings beat. Also, it noted the company’s strong manufacturing presence in the Americas. Argus Raises PT on Sanmina (SANM) Stock The firm further added that tariffs have not significantly impac ...

分组1 - Sanmina Corporation reported its fiscal Q1 results for the October-December period on January 26, marking the first report after a significant event [1] - The company focuses on identifying mispriced securities by understanding the drivers behind financials, utilizing a DCF model valuation to assess risk-to-reward [1]