According to the platform data, Sanmina has reported the following recent financial results : - Q4 2025 revenue of $1.6B with net income of $93M, up from $1.5B in revenue and $75M in net income in Q3 2025. - Gross margins expanded from 8.4% in Q3 2025 to 8.8% in Q4 2025, indicating improving operational efficiency. - Free cash flow (OCF minus capex) also increased from $89M in Q3 2025 to $105M in Q4 2025. This data shows Sanmina is successfully growing its top line while also expanding profitability through margin improvement. The company's diversified industrial automation and electronics manufacturing capabilities appear to be driving consistent demand and enabling it to maintain pricing power. Sanmina's combination of steady revenue growth, expanding margins, and robust free cash flow generation warrants a premium valuation compared to its industrial and technology manufacturing peers. The company's market leadership, diversified revenue streams, and operational excellence position it well to continue outperforming. Given Sanmina's positive fundamental trajectory, I see the stock reaching $80 per share over the next 6 months, implying 20% upside from the current price of $66.80. This target is supported by the company's ability to drive margin expansion and maintain strong demand in its end markets.

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