Sanmina Corp SANM

Sanmina Corp is a provider of integrated manufacturing solutions, components, and after-market services to original equipment manufacturers in the communications networks, storage, industrial, defense, and aerospace end markets. The operations are managed as two businesses: Integrated Manufacturing Solutions, which consists of printed circuit board assembly and represents a majority of the firm's revenue; and Components, Products, and Services, which includes interconnect systems and mechanical systems. The firm generates revenue mainly in the United States, China, and Mexico, but has a presence around the world.

• Zacks Investment Research 2 oct

  Buy Jabil (JBL) Stock as AI Infrastructure Demand Fuels Strong Q4 Results?

  Jabil delivered strong Q4 results with revenue surging 29% and adjusted EPS up 34%, driven by booming AI infrastructure demand. The company projects fiscal 2027 revenue growth of 24% and EPS growth of 34%. However, with the stock already up 30% year-to-date and trading at a reasonable 19X forward earnings, Zacks rates it a Hold, suggesting better buying opportunities may still be ahead.

  

• Zacks Investment Research 2 oct

  TTMI Targets Defense Growth With Epiq Acquisition to Stay Ahead

  TTM Technologies has completed its $1.1 billion acquisition of Epiq Solutions, expanding its defense, intelligence, and space technology capabilities. The deal adds software-defined radios, RF systems, and radiation-tolerant computing to TTMI's portfolio, enabling more integrated solutions across land, air, sea, and space applications. While the acquisition is expected to immediately strengthen adjusted EBITDA, it will be moderately dilutive to EPS in 2027 before becoming accretive in 2028.

  

• Zacks Investment Research 1 oct

  Buy 3 Glenmede Mutual Funds for Long-Term Growth

  Recent economic data shows PCE inflation came in softer than expected while Q2 GDP exceeded expectations. Market attention is now focused on the upcoming Friday employment report, which could significantly impact economic outlook and investment decisions.

  

• Zacks Investment Research 21 sept

  Zacks Value Trader Highlights: ADM, Delek and Sanmina

  Zacks Value Trader podcast episode highlights three undervalued stocks with strong buy ratings: ADM (agricultural supply chain manager with 52.2% expected earnings growth and 94-year dividend history), Delek US Holdings (downstream energy company with 139.8% expected earnings growth and forward P/E of 5.3), and Sanmina (manufacturing solutions company capturing AI data center spending with 100% expected earnings growth). All three stocks maintain Zacks Rank #1 status despite recent gains.

  

• Zacks Investment Research 18 sept

  3 Strong Buy Undervalued Stocks Right Now

  The Value Investor Podcast highlights three Zacks Rank #1 (Strong Buy) undervalued stocks: ADM with expected 52% earnings growth and 0.5 P/S ratio, Delek US Holdings with 139.8% earnings growth and 5.3 forward P/E, and Sanmina with 100% earnings growth and 0.8 P/S ratio. All three stocks are identified as quality value investments despite recent year-to-date gains.