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Sanmina Corporation (SANM) Q1 2026 Earnings Call Transcript
Positive1-27
The earnings call reflects strong financial performance with significant revenue and EPS growth, improved margins, and robust cash flow. The Q&A section highlights confidence in future growth, particularly with ZT Systems and market recovery. However, management's lack of specificity on certain transitions and investments introduces minor uncertainty. The company's strategic plans and optimistic guidance, combined with a substantial market cap, suggest a positive stock price movement of 2% to 8% over the next two weeks.
Sanmina Corporation (SANM) Presents at UBS Global Technology and AI Conference 2025 Transcript
Neutral12-3
Sanmina Corporation (SANM) Presents at Bank of America Leveraged Finance Conference Transcript
Neutral12-2
Sanmina Corporation (SANM) Q4 2025 Earnings Call Transcript
Positive11-4
The earnings call summary and Q&A indicate strong financial performance with increased margins and cash flow. The strategic acquisition of ZT Systems is expected to significantly boost revenue, and management is optimistic about growth in key markets. While some guidance details were deferred, the overall sentiment is positive with potential for revenue doubling in three years. The market cap suggests a moderate reaction, leading to a positive stock price movement prediction (2% to 8%).
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