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Royce Capital Small-Cap Portfolio fund advanced 8.9% in 2025 versus a 12.6% gain for the small-cap value index for the same period. Seven of the portfolio's 10 equity sectors made a positive impact on calendar year performance. Two of the Fund's top five contributors provide electronics contract manufacturing services, or “EMS.”.
NESR, and SANM it to the Zacks Rank #1 (Strong Buy) growth stocks list on March 19, 2026.
An unsung hero of a seriously hot industry, this growth name has value numbers.
ARW, HSY, and SANM it to the Zacks Rank #1 (Strong Buy) growth stocks list on March 17, 2026.
Silicon Motion's SSD controller leadership, fabless model and rising estimates give it an edge over Sanmina despite a richer valuation.
Sanmina Corporation is rated Buy after a 20% post-earnings selloff, driven by guidance optics, not fundamentals. SANM's ZT Systems acquisition has transformed its revenue mix, with cloud and AI infrastructure now comprising 62% of sales and driving rapid scale. Q1 FY26 revenue surged 59% YoY to $3.19B, with a 6.0% non-GAAP operating margin and $1.4B cash, supporting a robust financial position.
ARW and SANM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on March 13th, 2026.
Sanmina Corporation SANM generated $178.7 million cash flow from operations in the first quarter of fiscal 2026 compared with $63.9 million in the year-ago quarter. Free cash flow totaled $92 million, while capital spending was $87 million during the quarter.
E, SANM, FSUN, FAF and AXS stand out with attractive EV-to-EBITDA ratios and strong earnings outlooks.
Seven of the portfolio's 10 equity sectors made a positive impact on calendar year performance. Three of the Fund's top five contributors provide electronics contract manufacturing services, or EMS. The Fund's underperformance versus the Russell 2000 Value in 2025 came from stock selection; sector allocation decisions were positive.
ARW, BTSG and SANM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on March 11th, 2026.
Sanmina is rated BUY following a 33% share price pullback, despite transformative AI-driven growth prospects post-ZT Systems acquisition. ZT Systems integration has shifted SANM's revenue mix toward high-growth server products, with servers now comprising 60% of revenue and further upside expected. SANM is AMD's preferred NPI partner, positioning it to benefit from major AMD Helios Rack deals with Meta and OpenAI, representing a multi-billion dollar assembly opportunity.
SANM doubles down on AI infrastructure with the ZT Systems buyout and hyperscaler ties, aiming to capture booming data-center demand despite competition and tariff pressures.
Victory Capital Management Inc. lessened its holdings in shares of Sanmina Corporation (NASDAQ: SANM) by 20.1% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 232,194 shares of the electronics maker's stock after selling 58,284 shares during the period. Victory Capital
BTSG, SANM and STX made it to the Zacks Rank #1 (Strong Buy) growth stocks list on March 9th, 2026.
Citigroup Inc. decreased its stake in Sanmina Corporation (NASDAQ: SANM) by 60.1% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,126 shares of the electronics maker's stock after selling 33,340 shares during the period. Citigroup Inc.'s holdings in Sanmina were worth $2,547,000
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AFLYY, BTSG and SANM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on March 6, 2026.
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