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# Sanmina: Masked Margin Weakness Likely To Unravel (Archive)
- URL: https://www.huntingalphas.com/sanm-sanmina-masked-margin-weakness-likely-to-unravel-archive/
- Published: 2023-02-17T16:43:00.000Z
- Updated: 2026-02-26T15:47:56.000Z
- Description: Masked CPS strength hides mounting IMS margin pressure and inflation-driven cost headwinds.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, SANM, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Sanmina has had strong growth but margins weakness is masked.
- A higher than expected PPI print is likely to weigh on the stock and SANM is likely to see margin declines in the next quarter.
- However growth is still strong and technical analysis suggests a neutral outlook, so I suggest a 'hold'.

Read the full article [here](https://seekingalpha.com/article/4579501-sanmina-masked-margin-weakness-likely-unravel?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*