Sanmina Corporation (SANM) is set to report its first-quarter fiscal 2026 earnings on Jan. 26. Sales and earnings estimates are $3.1 billion and $2.15 per share, with stable fiscal 2026 and 2027 estimates. Sanmina’s earnings surprise history is positive, but the model does not predict a beat this quarter due to a 0.00% Earnings ESP and Zacks Rank #3.

Sanmina recently acquired ZT Systems’ data center infrastructure business from AMD, enhancing its Cloud and AI market presence. A partnership with Koncar strengthens its power infrastructure manufacturing. Sanmina’s stock has outperformed peers like Jabil Inc. and Celestica Inc. over the past year.

Despite strong demand in key markets, Sanmina faces supply chain disruptions and competition, impacting sales and margins. The company’s valuation is below the industry average but above its mean. Sanmina is investing in technology to enhance market position, but challenges like high R&D costs and geopolitical risks remain concerning.

Zacks Investment Research highlights a little-known satellite-based communications firm as a top stock set to potentially double in value. With a growing customer base and forecasted revenue breakout in 2025, this company is positioned for significant growth. For more investment recommendations, visit Zacks Investment Research for the latest insights.

Read more at Nasdaq: Is Sanmina Stock a Smart Buy Before Q1 Earnings Report?