Jabil vs. Celestica: Which EMS Stock is a Better Buy Right Now?
JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.
JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.
Compare sector allocations, risk profiles, and long-term growth potential as these two funds target distinct corners of the US equity market.
HINGHAM, Mass., June 30, 2026 (GLOBE NEWSWIRE) -- Microbot Medical Inc. (Nasdaq: MBOT), developer and distributor of the innovative LIBERTY® Endovascular Robotic System, has entered into a Letter of Agreement (LOA) with Sanmina Corporation, a leading global integrated manufacturing solutions provider, to manufacture the LIBERTY System, the only FDA-cleared single-use, remotely operated robotic system for peripheral endovascular procedures.
Sanmina is rated buy with a $312 price target, driven by strong ZT Systems integration and accelerating AI infrastructure demand. Q2 FY26 revenue surged 102% YoY to $4.01B, with ZT Systems contributing $1.88B and future growth underpinned by next-gen product ramps. SANM's strategic focus on vertical integration, customer diversification, and U.S. manufacturing positions it for margin expansion and de-risked FY27 revenue.
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AI and cloud infrastructure demand is fueling growth for three EMS leaders, CLS, JBL and SANM, that have surged in 2026 and still have upside ahead.
Does Sanmina (SANM) have what it takes to be a top stock pick for momentum investors? Let's find out.
Sanmina Corporation SANM reported a non-GAAP operating profit of $257 million in the second quarter of 2026, up from $111 million a year ago. Non-GAAP operating margin improved to 6.4% from 5.6%.
Sanmina is rated buy, driven by the transformative ZT Systems acquisition, which doubled revenue and improved profitability from day one. ZT's AMD-based server platforms position SANM at the center of hyperscaler AI infrastructure spend, with a major Nvidia-driven revenue catalyst expected this September. SANM trades discounted to EMS peers on EV/NTM revenue, with 14% base case upside and up to 45% in the bull scenario if Nvidia ramps as planned.
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SANM boosts its healthcare footprint with advanced manufacturing and engineering for med-device makers across areas such as diagnostics and patient monitoring.
KEYS is boosting its revenues on AI data center testing demand, while SANM leans on AI server builds and ZT Systems integration amid trade uncertainty.
Sanmina Corporation (SANM) Presents at Bank of America 2026 Global Technology Conference Transcript
SANM's 200.5% surge leans on vertical integration, 42Q connected manufacturing and the ZT Systems deal.
SANM, ALH and HRB made it to the Zacks Rank #1 (Strong Buy) growth stocks list on May 29, 2026.
Sanmina (SANM) reported earnings 30 days ago. What's next for the stock?
Sanmina (SANM) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
On May 26, 2026, Sanmina Corp (SANM) shares rose 5.5% to a current price of $259.88. The stock has had an impressive performance, trading within a 52-week range
CNC, SANM and DVA made it to the Zacks Rank #1 (Strong Buy) growth stocks list on May 26, 2026.
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