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Is Sanmina Corporation (SANM) the Best Low Beta Tech Stock to Buy According to Analysts?

We recently published a list of 10 Best Low Beta Tech Stocks to Buy According to Analysts. In this article, we are going to take a look at where Sanmina Corporation (NASDAQ:SANM) stands against other best low beta tech stocks to buy according to analysts.

The equity markets continue to experience volatility due to geopolitical tensions, trade uncertainties, earnings fluctuations, inflationary pressures, and tightening monetary policy. In such an environment, low-beta stocks offer investors stability, steady returns, and protection during market downturns, making them a valuable component of a well-balanced investment portfolio. For those seeking to mitigate risk while still achieving consistent growth, focusing on low-beta stocks can be a strategic approach.

Beta is a key metric used to measure a stock’s sensitivity to overall market movements and its exposure to market risk. It is calculated by comparing the security’s returns to a benchmark index while adjusting for market volatility. A beta of 1.0 indicates that the stock moves in tandem with the market, implying an equal level of risk. A beta below 1.0 suggests lower volatility and reduced risk, making such stocks more defensive. Conversely, a beta above 1.0 signals greater price fluctuations and higher risk. By understanding beta, investors can better anticipate how a stock may respond to market changes and incorporate it into portfolio risk management.

How to Use Beta to Enhance Investment Strategy

In a report on equity betas, John Hancock Investment Management (JHIM) highlighted that beta is not inherently good or bad; its effectiveness depends on an investor’s objectives. A beta of 1.0 is suitable for those investors aiming to match overall market performance, while a beta below 1.0 is ideal for capital preservation and stability. Investors focused on growth, however, may prefer stocks with a beta above 1.0, as these tend to experience higher volatility but also offer greater return potential.

High-beta stocks (beta >1.0) are typically found in growth sectors such as technology, energy, and small-cap stocks, where price swings are more pronounced. Low-beta stocks (beta <1.0), on the other hand, are often value stocks within defensive industries such as utilities and consumer staples, providing stability even in turbulent market conditions.

Impact of AI Investment on Beta and Market Cyclicality

A mid-2024 study on equity beta by the FTSE Russell Global Investment Research team examined significant shifts across various industries, particularly in semiconductors. The increasing investment in AI technologies has driven heightened investor activity and increased risk exposure in the sector. Historically, semiconductor stocks had a beta ranging between 1.0 and 1.2, reflecting their cyclical nature. However, since late 2021, beta in this sector has surged, reaching 1.7 by July 2024, due to AI’s expanding influence in the technology space. The research highlights how structural changes, such as the AI boom, can reshape market dynamics and impact investment risk assessments.

Beyond semiconductors, the study also underscores broader shifts in industry cyclicality over the past five years. Some of these changes stem from long-term economic transformations, like the rise of AI and the shift to green energy, while others result from short-term economic shocks. Certain sectors have experienced rapid changes, altering their classification as either cyclical or defensive investments. The FTSE Russell team advises investors to remain vigilant about these evolving market trends when assessing investment opportunities and managing portfolio risks. Understanding how these shifts affect market behaviour is crucial for successfully positioning investments in different economic cycles.

Our Methodology

To identify the 10 best low-beta tech stocks recommended by analysts, we first screened all U.S.-listed technology companies with a market capitalization exceeding $2.0 billion. From this selection, we filtered stocks with a beta below 1.0, indicating lower volatility (we used 5-year average beta). Beyond beta, we applied additional criteria, including a return on equity (ROE) of at least 15% and a long-term debt-to-equity ratio below 1.0, ensuring that we chose companies with financial stability. We then narrowed the list further to companies with a potential upside of 10% or more. Ultimately, we sorted the top 10 stocks based on their beta, positioning the lowest beta stock at the top. Additionally, we also included data on hedge fund holdings in these companies as of Q4 2024 to provide further insight into investor interest.

Note: All pricing data is as of market close on March 3.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Several workers loading an industrial truck with components for delivery.

Sanmina Corporation (NASDAQ:SANM)

Beta: 0.85

Potential Upside: 20%

Number of Hedge Fund Holders: 25

Sanmina Corporation (NASDAQ:SANM) provides integrated manufacturing solutions. The company helps other businesses design, build, and deliver electronic products and offers a full range of services, from product design to manufacturing and shipping to technology companies worldwide. The company’s services span a wide range of industries, including communications networks, medical, defense and aerospace, industrial, cloud infrastructure and automotive.

The company reported a 7% YoY growth in its revenue for Q1 2025 was primarily driven by growth in the communications networks and cloud infrastructure end markets. For fiscal year 2025, the company expects revenue growth to be in the high single digits and is focusing on adding new customers with higher margin opportunities to improve profitability. Sanmina Corporation (NASDAQ:SANM) should continue to gain due to its comprehensive manufacturing capabilities as demand for advanced manufacturing services grows.

The consensus 1-year median price target for the company stands at $92, reflecting a good potential upside of 20%.

Overall, SANM ranks 7th on our list of best low beta tech stocks to buy according to analysts. While we acknowledge the potential of SANM as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SANM but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!