Список проголосовавших за комментарий " Sanmina target raised to $45 at Needham — Beat goes on with execution across segments (37.25)Needham raises their SANM tgt to $45 from $36. Despite various end market demand envm'ts remaining flattish to low growth, SANM continues to outperform owing to the magnitude of its continued new program momentum and the degree to which it has overhauled its customer and program portfolio into a more sustainable diversified base. Unsurprisingly, the Optical business continues to help drive the Communications segment while long-cycle/higher design markets such as Industrial, Medical, DSA and Automotive are all a part of the growth picture today and looking forward. <strong>Further the size of the F1Q beat demonstrates the power of the SANM model, which still has room for margin expansion through better revenue leverage in CPS as well as leverage on OpEx; Buy.</strong>"