SANM Sanmina Corp Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
09:11
13 авг
13 авг
Cerebras 10x ramp directly expands Sanmina factory lines
Buy Sanmina as Cerebras explicitly named it as a new factory-line partner for a 10x+ manufacturing capacity ramp in 2026, backed by $25.4B in remaining performance obligations and 600 MW of contracted data center capacity — suggesting Sanmina's AI hardware exposure is becoming a structurally larger revenue driver, not an isolated program.
Сред.
23:45
12 авг
12 авг
Flex, Sanmina watch on Cerebras manufacturing ramp
Watch Flex and Sanmina as Cerebras manufacturing partners. The 10x capacity ramp and 2027 contracted expansion should drive assembly, testing, and lifecycle services revenue, though volume allocation between the two is undisclosed.
Сред.
09:01
11 авг
11 авг
The author is watching three companies as reasonably priced on a 2-3 year horizon.
The author is watching three companies as reasonably priced on a 2-3 year horizon, but stops short of a directional call.
Низ.
22:35
05 авг
05 авг
Watch multi-region EMS names on reshoring
Watch JBL, FLEX, SANM for strategic value as TTM/Penang validates multi-region advanced PCB manufacturing and customers require geographic redundancy.
Сред.
12:13
28 июл
28 июл
Multiple analyst firms cut price targets on a wide range of stocks including Amazon, Tesla.
Multiple analyst firms cut price targets on a wide range of stocks including Amazon, Tesla, and others in a broad round of downward revisions.
23:20
27 июл
27 июл
Watch Sanmina as a dual beneficiary of advanced PCB scarcity and data-center power/thermal.
Watch Sanmina as a dual beneficiary of advanced PCB scarcity and data-center power/thermal bottlenecks; high positive strategic impact with margin recovery catalyst.
Сред.
23:20
27 июл
27 июл
Watch SANM as the subject of the earnings read-through.
Watch SANM as the subject of the earnings read-through; strong demand but timing/economic risks noted, no author position.
Сред.
20:10
27 июл
27 июл
Watch SANM as a research/earnings note; no author-owned position indicated.
Watch SANM as a research/earnings note; no author-owned position indicated. Default to watch per speaker note.
Сред.
01:11
24 июн
24 июн
Следите за FLEX и SANM как за контрактными производителями, которые выигрывают от того.
Следите за FLEX и SANM как за контрактными производителями, которые выигрывают от того, что Cerebras масштабирует производство оборудования для ИИ в США и добавляет Sanmina в качестве второго крупного партнера.
Сред.
21:30
05 июн
05 июн
Watch SANM as it is being added to the S&P MidCap 400 index.
Watch SANM as it is being added to the S&P MidCap 400 index, potentially leading to index fund rebalancing.
Сред.
21:30
05 июн
05 июн
Watch SANM as it is being added to the S&P MidCap 400 index.
Watch SANM as it is being added to the S&P MidCap 400 index, potentially leading to index fund rebalancing.
Сред.
09:20
21 мая
21 мая
AMD pledges over $10 billion in Taiwan to expand AI chip packaging capacity and partnerships.
AMD pledges over $10 billion in Taiwan to expand AI chip packaging capacity and partnerships, but the tweet is a factual news report without the author's own forward-looking directional view.
Выс.
09:12
21 мая
21 мая
Long SANM as an ODM partner named in AMD's ecosystem investment.
Long SANM as an ODM partner named in AMD's ecosystem investment, benefiting from increased supply chain activity.
Выс.
22:54
05 мая
05 мая
Buy SANM on positive read-through from AMD and FLEX earnings beats.
Buy SANM on positive read-through from AMD and FLEX earnings beats, as SANM is AMD's system manufacturing partner benefiting from AI infrastructure demand.
Выс.
22:52
04 мая
04 мая
Bearish view on Celestica, Jabil, Flex, Sanmina, and Venture Corp as they lack Fabrinet’s.
Bearish view on Celestica, Jabil, Flex, Sanmina, and Venture Corp as they lack Fabrinet’s optical precision depth and face competitive disadvantage.
Выс.
16:21
28 апр
28 апр
Speaker noted SANM had perfect earnings report and added across the board.
Speaker noted SANM had perfect earnings report and added across the board, highlighting fundamental catalyst.
Выс.
14:39
28 апр
28 апр
Buy semiconductor stocks after late bulls panicked and sold.
Buy semiconductor stocks after late bulls panicked and sold, with earnings catalysts for SANM and AMKR; expects reluctant buyers tomorrow.
Выс.
11:00
28 апр
28 апр
Long $SANM — speaker put out a Sanmina re-rate thesis yesterday.
Long $SANM — speaker put out a Sanmina re-rate thesis yesterday; SANM reported really strong earnings validating the thesis.
Сред.
22:40
27 апр
27 апр
Long SANM as a key beneficiary of AI infrastructure localization, with strong U.S.
Long SANM as a key beneficiary of AI infrastructure localization, with strong U.S. presence, improving ROIC, and expanding defense/satellite opportunities.
Выс.
20:43
27 апр
27 апр
Sanmina reported strong Q2 earnings and guidance with EPS beating estimates.
Sanmina reported strong Q2 earnings and guidance with EPS beating estimates, but the tweet is a factual earnings summary without an explicit forward-looking opinion from the author.
Выс.
22:53
26 апр
26 апр
Long $SANM — speaker explicitly believes Sanmina is getting re-rated based on high-growth.
Long $SANM — speaker explicitly believes Sanmina is getting re-rated based on high-growth segment exposure.
Сред.
00:47
27 янв
27 янв
SANM watch: AI infrastructure and ZT optionality
Watch SANM after a strong Q1 FY26 report; ZT Systems integration and cloud/AI infrastructure demand support multi-year upside, but near-term guidance is lumpy and no author position is stated.
Сред.
21:03
26 янв
26 янв
Watch SANM after earnings guidance beat
Watch SANM rather than infer a position; Q2 EPS guidance beat and strong AI-infrastructure commentary are positive signals, but the tweet is an earnings recap without author ownership language.
Сред.
Об аналитическом покрытии SANM
Buzzberg отслеживает SANM (Sanmina Corp) в 6 источниках. Бычьих сигналов: 7, медвежьих: 0, от 6 аналитиков. Сентимент преимущественно бычий (29%). Всего отслеживаются 24 торговые идеи. За последние 7 дней: бычьих: 1, наблюдение: 2. Последние спикеры: jpinsights, TheValueist, DeItaone.