Gaetano@Gaetano2026$SANM builds the hardware behind data centers and communications networks, alongside equipment for medical and industrial customers. Buying ZT Systems’ manufacturing business from $AMD gave it a much bigger role in building AI servers and rack-scale systems. You can already
Gaetano@Gaetano2026$SANM reported! > Rev: $4.01B vs guide of $3.1B–$3.4B > EPS: $3.16 vs guide of $2.25–$2.55 > Op margin: 6.4% vs guide of 5.7%–6.2% > Comms / Cloud & AI reached $2.77B / ~69% of revenue vs ~62% last quarter > FY27 confidence increased: FY26 guide now $13.7B–$14.3B, with