Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

Company Overview - Sanmina's shares have increased by approximately 9.6% since the last earnings report, outperforming the S&P 500 [1] - The most recent earnings report is essential for understanding the key drivers behind this performance [1] Earnings Estimates - Fresh estimates for Sanmina have trended downward over the past month, with the consensus estimate decreasing by 15.33% [2] - This downward revision indicates a negative outlook for the stock [4] VGM Scores - Sanmina currently holds a Growth Score of B, a Momentum Score of C, and a Value Score of B, resulting in an aggregate VGM Score of A [3] Industry Comparison - Sanmina is part of the Zacks Electronics - Manufacturing Services industry, where competitor Celestica has seen a significant gain of 36.6% over the past month [5] - Celestica reported revenues of $2.65 billion for the last quarter, reflecting a year-over-year increase of 19.9% [5] - Celestica's expected earnings for the current quarter are $1.23 per share, indicating a year-over-year growth of 35.2% [6]

Group 1 - Ericsson is part of the Computer and Technology sector, which includes 607 companies and ranks 8 in the Zacks Sector Rank [2] - The Zacks Rank model indicates that Ericsson has a Zacks Rank of 2 (Buy), with a 21.4% increase in the consensus estimate for full-year earnings over the past 90 days, reflecting improved analyst sentiment [3] - Year-to-date, Ericsson has returned approximately 9.9%, outperforming the Computer and Technology sector average return of -3% [4] Group 2 - Ericsson belongs to the Wireless Equipment industry, which consists of 12 stocks and currently ranks 18 in the Zacks Industry Rank, with an average gain of 3.9% this year [5] - Another stock in the sector, Celestica, has a year-to-date return of 23.5% and is part of the Electronics - Manufacturing Services industry, which has moved +11.2% this year [4][6] - Both Ericsson and Celestica are showing solid performance, making them noteworthy for investors interested in Computer and Technology stocks [6]

Core Viewpoint - Celestica Inc. and Plexus Corp are prominent players in the electronics manufacturing services (EMS) industry, each with distinct strengths and challenges in their respective market segments [1][2][3]. Group 1: Company Overview - Celestica is one of the largest EMS companies globally, providing a wide range of manufacturing and supply-chain solutions to various industries [1]. - Plexus specializes in electronic contract manufacturing services across multiple sectors, including Healthcare, Industrial, and Aerospace/Defense [2]. Group 2: Competitive Dynamics - Plexus is experiencing growth in the Healthcare/Life Sciences and Aerospace/Defense sectors, driven by strong customer demand and program ramps [4]. - Celestica is capitalizing on the growing AI demand, with products like the SC6100 storage controller and DS4100 switch gaining traction in enterprise applications [7]. Group 3: Financial Metrics - Plexus has a debt-to-capital ratio of 0.13, significantly lower than the industry average of 0.46, indicating strong financial health [5]. - Celestica's debt-to-capital ratio stands at 0.37, also below the industry average, with a current ratio of 1.43, reflecting good liquidity [9]. Group 4: Growth Estimates - The Zacks Consensus Estimate projects Celestica's 2025 sales and EPS to grow by 13.15% and 30.15%, respectively [12]. - For Plexus, the 2025 sales growth is estimated at 2.64%, with EPS growth at 20.98%, although the EPS estimate for 2026 is trending downward [12]. Group 5: Price Performance - Over the past year, Celestica's stock has increased by 112.4%, outperforming the industry growth of 46.7%, while Plexus has gained 15.2% [14]. - Plexus shares trade at a forward P/E ratio of 17.98, lower than Celestica's 20.69, making Plexus appear more attractive from a valuation perspective [16]. Group 6: Investment Outlook - Celestica's focus on AI and cloud technologies has led to impressive revenue and EBITDA growth, positioning it as a more favorable investment option compared to Plexus, which faces challenges [18].

Core Viewpoint - Transom Capital Group has entered into a merger agreement to acquire SigmaTron International, with a total enterprise value of approximately $83 million, representing a significant premium over the company's recent stock prices [2][3]. Transaction Details - The merger agreement has been unanimously approved by SigmaTron's Board of Directors, and the tender offer will be for $3.02 per share in cash, which is about 134% higher than the closing market price on May 20, 2025 [2]. - The transaction is expected to close in the third quarter of 2025, pending the successful completion of the tender offer and other customary closing conditions [3]. - The acquisition will result in SigmaTron being wholly owned by Transom, and its shares will no longer be listed on Nasdaq [3]. Company Background - SigmaTron International is an electronic manufacturing services company, providing services such as printed circuit board assemblies and electro-mechanical subassemblies, with manufacturing facilities in the U.S., Mexico, China, and Vietnam [9]. - Transom Capital Group is a private equity firm focused on middle-market investments, known for its operationally intensive strategy and expertise in various complex situations [7][8].

而对于 Sanmina 新美亚来说，这笔交易无疑是一个巨大的机遇。通过接手 ZT Systems 的制造业务，Sanmina 成为了 AMD 云机架和集群级 AI 解决方案的首 选 NPI（新产品导入）制造合作伙伴。这不仅为 Sanmina 带来了更多的业务机会，也进一步巩固了其在电子制造服务领域的领先地位。 总的来看，这次交易对于 AMD 和 Sanmina 双方都具有重要意义。AMD 通过出售制造业务，能够更加专注于自身的核心技术和产品研发；而 Sanmina 则借 此机会扩大了业务范围，提升了自身的竞争力和市场份额。 来源：http://www.cnu.com.cn/industry/202505/94540.html 近日，AMD 宣布了一项重大交易，将其旗下 ZT Systems 的数据中心基础设施制造业务出售给了电子制造服务大厂 Sanmina 新美亚。这项交易于美国东部时 间 5 月 19 日正式公布，交易金额最高可达 30 亿美元，其中包括了总计 4.5 亿美元的或有付款。 回顾过去，AMD 对 ZT Systems 的收购曾引起了广泛关注，当时的交易总价值高达 49 亿美元。AMD 在宣布收 ...

Home Depot on Tuesday held its forecast for sales in 2025, while one executive reportedly said the retailer won't raise prices because of tariffs, as other companies flag concerns and cut projections, citing uncertainty over U.S. tariffs. Rivian lowered its targets for vehicle deliveries and capital spending for 2025, noting the "current global economic landscape presents significant uncertainty," including "evolving trade regulation, policies" and tariffs. AMD said the company expects to lose $1.5 billion ...

本报记者 张文湘 冯超表示，上市公司要想提高资者关系管理水平，首先要做到优质的信息披露，并搭建公司内部业务、 财务沟通体系；同时结合投关活动、股东数据等，建立数据资料库，对股东与投资者行为进行分析，再 利用分析结果，改进投关工作或达成投关目标。 冯超还提到，投关工作需要将IR（投资者关系）和PR（公共关系）结合起来。他认为，媒体渠道是投 资者全方位了解公司的重要途径，公司一方面要通过微信公众号等自媒体定期发布公司业务/大事件及 员工风貌等新闻，传播公司企业文化及价值观；另一方面，公司也应积极与财经媒体等大众媒体保持良 好的沟通，解读公司发展规划及行业发展前景等，通过媒体视角展现公司风貌，帮助投资者全面了解公 司，认识公司长期投资价值。 资料显示，环旭电子是一家全球电子设计制造服务厂商，产品主要服务于消费电子、云端存储、工业、 汽车电子和医疗等行业领域。自2012年上市以来，公司一直高度重视投资者关系管理团队建设，形成了 冯 由《证券日报》社有限责任公司主办，中证中小投资者服务中心有限责任公司、中国上市公司协会为支 持单位，北京基金小镇投资者教育基地、东方财富、第一创业证券联合举办的第七届"5·15-5·19中 ...

Summary of Sanmina Conference Call on Acquisition of ZTE Systems Company and Industry - **Company**: Sanmina (SANM) - **Acquisition Target**: ZTE Systems' data center infrastructure manufacturing business - **Industry**: Cloud and AI infrastructure manufacturing Core Points and Arguments 1. **Acquisition Details**: Sanmina announced the acquisition of ZTE Systems for a total purchase price of up to $3 billion, which includes $2.55 billion in cash and equity plus $415 million in contingent consideration [10][22] 2. **Strategic Partnership with AMD**: The acquisition establishes a strategic commercial partnership with AMD, aimed at accelerating the deployment of AMD's ROC and cluster scale AI solutions [9][19] 3. **Market Growth Potential**: The cloud and AI market is projected to grow from $300 billion to nearly $1 trillion in the next few years, presenting significant opportunities for Sanmina [16] 4. **Revenue Expectations**: The acquisition is expected to add approximately $5 billion to $6 billion to Sanmina's annual net revenue run rate and potentially double Sanmina's net revenue within three years [23][36] 5. **Non-GAAP EPS Accretion**: The transaction is expected to be accretive to non-GAAP EPS in the first year post-acquisition, with further improvements anticipated as synergies are realized [11][24] 6. **Operational Efficiencies**: The acquisition is expected to drive operational efficiencies and vertical integration opportunities, enhancing Sanmina's ability to deliver value to shareholders [24][29] 7. **Facilities and Capabilities**: ZTE Systems has multiple manufacturing facilities, including a 1.2 million square feet site in New Jersey and a 500,000 square feet facility in Texas, which are equipped with advanced liquid cooling capabilities [12][13] 8. **Management Expertise**: The acquisition brings in a strong management team and deep industry expertise, which is critical for the next generation of AI platforms [12][15] Other Important Content 1. **Financial Structure**: The acquisition includes a lockup period for equity sales, with a structured release over three years [21] 2. **Integration Plan**: Sanmina plans to implement a deliberate integration plan to ensure a seamless transition between the two organizations [22] 3. **Balance Sheet Strength**: Sanmina maintains a strong balance sheet with no net debt and a gross leverage ratio of approximately 0.5 times prior to the transaction [25] 4. **Customer Relationships**: The partnership with AMD is expected to enhance relationships with hyperscalers and OEM customers, broadening Sanmina's market reach [14][28] 5. **Future Growth Strategy**: Sanmina aims to leverage ZTE's capabilities to improve service offerings to existing customers and attract new ones, positioning itself as a key player in the EMS industry [49][50] This summary encapsulates the key points discussed during the Sanmina conference call regarding the acquisition of ZTE Systems, highlighting the strategic importance of the deal and its expected impact on the company's growth trajectory.

$3 billion in cash and stock, inclusive of a contingent payment of up to $450 millionAMD retains ZT Systems’ rack-scale AI solutions design and customer enablement expertise to accelerate quality and time-to-deployment for cloud customersDivestiture and preferred NPI manufacturing partnership with Sanmina consistent with intentions announced at the time of ZT Systems acquisition SANTA CLARA, Calif., May 19, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced it has entered into a definitive agreement ...