Sanmina (SANM) Valuation Check After Strong Q1 2026 AI And Data Center Growth

Simply Wall St.01-28

Sanmina (SANM) just paired a strong Q1 2026 report with fresh guidance and capital returns, as investors weigh AI driven revenue, ZT Systems integration progress, a completed buyback tranche and the ...

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This suggests interest around AI and data...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0034390439.USD":"FTGF ROYCE US SMALLER COMPANIES \"A\" (USD) D","BK4543":"AI","BK4145":"电子制造服务","LYY.SI":"中云集团","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","BK6051":"信息科技咨询与其它服务","BK4528":"SaaS概念","BK4588":"碎股","BK4585":"ETF&股票定投概念","IE00B19Z6F94.USD":"Legg Mason Royce - US Smaller Companies A Acc USD","BK4023":"应用软件","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","SANM":"新美亚电子","AI":"C3.ai, Inc."},"translate_title":"2026年第一季度人工智能和数据中心强劲增长后Sanmina(SANM)估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYY.SI":1.5,"DCF":1,"SANM":1.5,"AI":0.79},"content_text":"Sanmina (SANM) just paired a strong Q1 2026 report with fresh guidance and capital returns, as investors weigh AI driven revenue, ZT Systems integration progress, a completed buyback tranche and the latest outlook. See our latest analysis for Sanmina. Sanmina’s recent Q1 2026 beat and new revenue guidance have arrived alongside strong share price momentum, with a 30 day share price return of 18.27% and a very large 5 year total shareholder return. This suggests interest around AI and data center exposure is building rather than fading. If Sanmina’s AI driven hardware story has your attention, it can be useful to see what else is moving in related areas, starting with high growth tech and AI stocks. With Sanmina now trading around US$182.54 after strong AI driven growth, a completed US$140.2m buyback and fresh guidance projecting US$3.1b to US$3.4b in Q2 revenue, is there still upside on the table, or is the market already pricing in the next leg of growth? AdvertisementMost Popular Narrative: 6.4% Undervalued With Sanmina last closing at $182.54 against a widely followed fair value narrative of $195, the key question is whether that gap is justified by its long term earnings and revenue story.  The imminent acquisition of ZT Systems is expected to add $5–6 billion of annual run-rate revenue, positioning Sanmina to double its net revenue within three years and capitalize on explosive growth in data center and AI infrastructure investment; this should provide a multi-year boost to overall revenue and EPS accretion from synergies and integration.  Read the complete narrative. Want to see what sits behind that revenue and EPS ambition? The narrative leans on sustained expansion in sales, improving margins and a future earnings multiple that has to line up with those forecasts. Curious how those moving parts stack together and translate into a $195 fair value? Result: Fair Value of $195 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that $195 fair value story still depends on smooth ZT Systems integration and on stable demand from a small group of large customers. Find out about the key risks to this Sanmina narrative. Another Angle: Our DCF Flags Downside Risk While the popular narrative points to a fair value of $195, our DCF model indicates something different. On that view, Sanmina’s current $182.54 share price sits well above an estimated $98.77 future cash flow value, which frames the stock as overvalued rather than mildly undervalued. This leaves a simple question: are you more comfortable focusing on earnings narratives and multiples, or on cash flow assumptions that indicate a much lower number? Look into how the SWS DCF model arrives at its fair value. SANM Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Sanmina for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 885 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Sanmina Narrative If you see the numbers differently or prefer to stress test the assumptions yourself, you can build a fresh thesis in minutes by starting with Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Sanmina. Looking for more investment ideas? If Sanmina is on your radar, do not stop there, a broader watchlist can help you spot opportunities early instead of reacting after the move.  Expand your small cap watchlist by scanning these 3512 penny stocks with strong financials that pair modest share prices with stronger balance sheets and fundamentals than you might expect. Target AI themed potential by checking out these 24 AI penny stocks that sit at the intersection of data, automation and real world commercial adoption. Focus your time on value focused ideas by filtering for these 885 undervalued stocks based on cash flows that look cheap relative to their underlying cash flows.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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