Sanmina $SANM: The AI Infrastructure Stock the Market Still Hasn’t Noticed

In partnership with

Stop wasting ad spend. Start scaling profitably.

Discover your competitors' top-performing Facebook ads and replicate them using AI in minutes, not days. Increase your profits and scale ad spend with confidence. The library of 38+ million best ads from the top brands in the world, and you can see their every move. Try it for FREE for 14 days.

Scale your ads profitably

For most of its public life, Sanmina $SANM ( ▼ 2.58% ) has been treated as a forgettable contract manufacturer. Steady, profitable, but rarely exciting. That perception is now badly outdated. Beneath the surface, Sanmina has repositioned itself into one of the more underappreciated enablers of cloud and AI infrastructure, with a strategic shift that meaningfully changes its growth and earnings trajectory.

As you can see above, Sanmina’s stock has quietly started to move, but it still doesn’t reflect the magnitude of what’s unfolding beneath the surface. After years of being overlooked and trading like a low-growth industrial name, shares have begun to recover — yet they remain well below levels that would typically signal a true re-rating. In a market where anything even loosely tied to AI hardware has already soared, Sanmina stands out as a rare case where momentum is only just emerging.

🤝Support Our Caffeinated Community