Despite muted growth, accumulating more holdings in the stock could be beneficial as it trades below industry PE ratio. The future profit outlook isn't fully reflected in the current share price, making it a good time to buy SANM. Consider the management team's track record before investing.
Despite Sanmina's profitability and growth, the recent insider sale of shares at around US$58.20 raises caution. High insider ownership is positive, but lack of insider purchases and recent sale warrant caution.
Sanmina's management is optimistic about the outlook for the second half of the year, expecting demand and revenue to improve. CEO Jure Sola expressed confidence in the company's long-term positioning for growth.
Despite previous warnings about customers' uncertainty due to macroeconomic conditions, Sanmina's Q2 forecast indicates a positive outlook for the company. The CEO, Jure Sola, expects sequential improvement in the second half of the year.
Sanmina's CEO expressed optimism for sequential improvement in the second half of the year, despite previous warnings about customers' skittishness amid macroeconomic uncertainty.
The low P/E ratio of Sanmina is understood in light of its forecasted shrinking earnings. The weak outlook is weighing down the shares and it's hard to see the share price rising strongly in the near future under these circumstances.
The high sale price relative to the current share price offers some comfort despite sell-off by insiders over past year. Modest insider ownership with no recent transactions might not allure prospective investors.
Despite robust past growth, moderated market expectations are reflected in the low P/E ratio of 8.98. A share price drop could still present an opportunity for long term investors if sustained growth continues.
Analysis indicates that Sanmina's present trading value doesn't completely mirror its future profit forecasts. This undervaluation offers a buying opportunity despite high price volatility related to its beta market movement.
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
Sanmina Stock Forum
Yes, we see it but why? Stop sending these garbage non-news.
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