Sanmina is expected to report Q4 fiscal 2026 revenue of $3.48 billion and EPS of $3.27, while the current stock price of $134.68 remains significantly below the consensus analyst price target of $198.33. Investors are primarily focused on the revenue contribution and integration progress of ZT Systems, which is projected to contribute between $0.8 billion and $1.0 billion this quarter.
The company has maintained a consistent record of exceeding estimates over the last eight quarters, driven by robust demand for AI data center infrastructure and high-performance networking programs. While the stock faced recent volatility amid broader AI-infrastructure selloffs, analysts are watching for confirmation that next-generation compute programs will ramp successfully throughout fiscal 2027.