Analyst Alex A.C. posts that Sanmina aims to double revenue to $16B+

Sanmina’s $16 billion revenue target is real, but it is not a new SEC filing or a fresh company announcement on April 27, 2026. It traces to management’s January 26, 2026 first-quarter earnings materials and call. (ir.sanmina.com 1) (ir.sanmina.com 2) On that January 26 report, Sanmina said first-quarter fiscal 2026 revenue was $3.19 billion, non-GAAP operating margin was 6.0%, and non-GAAP diluted earnings per share were $2.38. The company also guided second-quarter revenue to $3.1 billion to $3.4 billion. (ir.sanmina.com) The revenue-doubling narrative accelerated after Sanmina closed its acquisition of ZT Systems’ data center infrastructure manufacturing business from Advanced Micro Devices on October 27, 2025. Sanmina said in May 2025 that the ZT manufacturing unit had an annual net revenue run-rate of about $5 billion to $6 billion. (ir.sanmina.com 1) (ir.sanmina.com 2) That matters because Sanmina’s fiscal 2025 revenue was $8.1 billion. A path to more than $16 billion by calendar 2027 implies roughly doubling the business in about two years, with much of the step-up tied to AI and cloud hardware demand plus the added ZT volume. (ir.sanmina.com 1) (ir.sanmina.com 2) Sanmina makes electronics and complex systems for other companies, a business known as electronics manufacturing services. In its investor materials, the company has pointed to strength in communications networks and cloud and artificial intelligence infrastructure as the main demand engines. (ir.sanmina.com) (ir.sanmina.com) The market has already moved on that story. Sanmina shares closed at $192.16 on April 24, up 6.74% for the day, ahead of the company’s scheduled second-quarter fiscal 2026 earnings call on April 27. (finance.yahoo.com) What is new on April 27 is the calendar: Sanmina had a second-quarter fiscal 2026 earnings call scheduled for 2 p.m. Pacific time. If management updates the $16 billion goal, that call and any accompanying release would be the official place to look. (ir.sanmina.com)