Sanmina Corp (SANM) Fits the Affordable Growth Strategy with Strong Momentum and Reasonable Valuation
Sanmina Corp (SANM) is presented as a strong candidate for an "affordable growth" or GARP (Growth at a Reasonable Price) investing strategy. The article highlights SANM's impressive growth metrics, including significant EPS and revenue expansion, coupled with a reasonable valuation compared to its industry peers. While acknowledging adequate financial health and profitability, the analysis concludes that SANM offers expansion potential without excessive risk, making it an attractive option for investors combining strong momentum with reasonable pricing.
Sanmina Corp stock (US80004C1018): earnings momentum and rising expectations draw fresh attention
Sanmina Corp a US electronics manufacturing specialist, has gained significant attention due to strong share price performance and increasing earnings expectations. The company's stock has seen a double-digit percentage increase in projected earnings per share for the current fiscal year. Sanmina's business model focuses on high-complexity electronics for industrial, communications, medical, and defense sectors, making it tied to broader investment trends and infrastructure modernization.
Sanmina Corp stock (US80004C1018): earnings and business mix shape the latest view
Sanmina Corp's stock is under scrutiny following its latest company reporting and business updates. Investors are focusing on manufacturing demand, margin trends, and the company's exposure to U.S. and global electronics supply chains, noting its relevance as a contract manufacturer and a proxy for capital spending trends across various sectors. The company's performance is closely tied to real-economy demand, customer program timing, and manufacturing efficiency, making it an indicator for broader industrial and technology cycle visibility.
Sanmina Corp stock (US80004C1018): fresh earnings, new CEO and AI demand put the spotlight on this E
Sanmina Corp, an electronics manufacturing services company, has reported strong year-on-year revenue growth and updated guidance. With co-founder Jure Sola reassuming the CEO role, the company is drawing new market attention due to increasing demand for AI and complex hardware. The article details Sanmina's business model, key revenue drivers, competitive position, and risks for US investors, emphasizing its role in supporting technology and industrial trends through outsourced manufacturing.
Sanmina Corp stock (US80004C1018): Contract momentum keeps focus on Sanmina
Sanmina Corp (SANM) is attracting investor attention due to its role in electronics manufacturing and industrial supply chains, closely linked to U.S. technology spending and supply-chain shifts. The company's core business model involves manufacturing services and supply-chain solutions for various sectors like industrial, medical, defense, and communications, making it a proxy for outsourced hardware production. Investors are focused on execution, end-market resilience, and the company's ability to sustain margin improvements amid evolving customer production and inventory strategies.
Sanmina Corp stock (US80004C1018): AMD 13F filing and short-interest data keep focus on electronics manufacturer
Sanmina Corp is gaining investor attention due to AMD's continued holding of its shares, as revealed in a recent 13F filing, and new short-interest figures for late April. These disclosures offer insights into market positioning for the electronics manufacturer, which specializes in complex electronic and mechanical products. The article also discusses Sanmina's business model, key revenue drivers, and current analyst expectations.
Sanmina Corporation $SANM Position Cut by First Eagle Investment Management LLC
First Eagle Investment Management LLC significantly reduced its stake in Sanmina Corporation (NASDAQ:SANM) by 67.1% in the fourth quarter, selling 31,331 shares and retaining 15,377 shares valued at $2.3 million. Despite this cut, Sanmina recently reported strong quarterly results, beating expectations with $3.16 EPS on $4.01 billion revenue, a 102.3% year-over-year increase. The stock has seen a sharp rise, trading near its 52-week high, and analysts currently have a "Moderate Buy" consensus rating for the company.
Sanmina EVP Reid McWilliams sells $248,600 in company stock By Investing.com
Sanmina's EVP of Global Human Resources, Reid Alan McWilliams, sold 1,000 shares of the company's common stock for $248,600 on May 8, 2026. This transaction occurred while SANM stock trades near its 52-week high after a 194% surge over the past year, though InvestingPro analysis suggests it might be overvalued. Following the sale, McWilliams still holds 29,481 shares, as Sanmina recently reported strong Q2 2026 financial results, outperforming analyst expectations for both EPS and revenue.
Sanmina EVP Reid McWilliams sells $248,600 in company stock
Sanmina's EVP of Global Human Resources, Reid Alan McWilliams, sold 1,000 shares of company stock for $248,600 on May 8, 2026. This sale occurred after SANM stock surged 194% over the past year and reached near its 52-week high. The company recently reported strong Q2 2026 financial results, exceeding analysts' expectations in both EPS and revenue.
Insider Sell: Alan Reid Sells 1,000 Shares of Sanmina Corp (SANM)
Alan Reid, Executive Vice President, Global Human Resources at Sanmina Corp, sold 1,000 shares of the company on May 8, 2026, bringing his total ownership to 29,481 shares. This transaction is part of a trend for Sanmina, which has seen 1 insider buy and 16 insider sells over the past year. With the stock trading at $248.6 per share, Sanmina is considered significantly overvalued with a price-to-GF-Value ratio of 2.09.
Sanmina EVP Reid McWilliams sells $248,600 in company stock By Investing.com
Reid Alan McWilliams, Executive Vice President of Global Human Resources at SANMINA CORP, sold 1,000 shares of the company’s common stock for $248,600 on May 8, 2026. This transaction occurred as SANM stock has soared 194% over the past year, nearing its 52-week high, though InvestingPro analysis suggests it may be overvalued. Following the sale, Mr. McWilliams retains 29,481 shares, while Sanmina Corporation recently reported strong Q2 fiscal year 2026 financial results, exceeding analyst expectations for both EPS and revenue.
Sanmina (SANM) HR EVP sells 1,000 shares, still holds 29,481
Alan McWilliams, EVP of Global Human Resources at Sanmina (SANM), sold 1,000 shares of common stock at $248.60 per share in an open-market transaction. Following this sale, McWilliams still directly holds 29,481 shares, indicating he retained the vast majority of his holdings. The transaction was reported via a Form 4 SEC filing on May 8, 2026.
Alan M. Reid sells SANM shares; broker listed (SANM)
Alan M. Reid reported proposed and recent sales of Common Stock of SANMINA CORP (SANM) via a Form 144 notice, listing 1,000 performance shares to be sold and detailing four completed sales in early 2026. These sales include over 7,000 shares totaling more than $1.2 million. Morgan Stanley Smith Barney LLC is named as the broker-dealer for these transactions.
Sanmina chairman & CEO Sola sells $27.1m in common stock
Jure Sola, Chairman and CEO of SANMINA CORP (NASDAQ:SANM), sold 118,368 shares of the company's common stock for approximately $27.1 million on May 6, 2026. The sale occurred while SANM stock was trading near its 52-week high, despite InvestingPro indicating the company is overvalued. Following the transaction, Sola still directly and indirectly holds a significant number of shares.
Jure Sola Sells 118,368 Shares of Sanmina (NASDAQ:SANM) Stock
Sanmina CEO Jure Sola sold 118,368 shares of the company's stock for approximately $27.1 million on May 6th, reducing his direct ownership by 8.79%. This insider selling follows stronger-than-expected quarterly results, with Sanmina reporting EPS of $3.16 and revenue of $4.01 billion, both exceeding analyst expectations. Despite analyst recommendations for a "Moderate Buy" and a $150 target price, the recent stock performance shows a significant increase to $248.35, well above typical analyst targets.
Sanmina (SANM) CEO sells shares, still holds over 1.4M
Sanmina's Chairman & CEO, Jure Sola, sold 118,368 shares of common stock on May 6, 2026, at a weighted average price of $228.84 per share, totaling over $27 million. Despite this sale, Sola retains significant ownership, holding 1,227,573 shares directly and an additional 212,870 shares indirectly through the Sola Family Trust, demonstrating continued substantial investment in the company. The transaction was an open-market sale, detailed in a Form 4 SEC filing.
Sanmina EVP sells $225,000 in common stock
Reid Alan McWilliams, Executive Vice President of Global Human Resources at SANMINA CORP (NASDAQ:SANM), sold 1,000 shares of the company's common stock for $225,000. This transaction occurred on May 4, 2026, at a price of $225.00 per share, leaving Mr. McWilliams directly holding 30,481 shares. The sale follows Sanmina's strong second-quarter fiscal year 2026 financial results, where the company significantly exceeded EPS and revenue expectations.
Insider Sell: Alan Reid Sells 1,000 Shares of Sanmina Corp (SANM)
Alan Reid, Executive Vice President of Global Human Resources at Sanmina Corp (SANM), sold 1,000 shares of the company on May 4, 2026. This transaction brings his total holdings to 30,481 shares. Sanmina Corp's stock was trading at $225, indicating it is significantly overvalued with a price-to-GF-Value ratio of 1.93.
SANMINA CORP SEC Filing
This SEC Form 144 filing by SANMINA CORP (SANM) details a proposed sale of 118,368 shares of common stock with an aggregate market value of $27,086,883.32. The shares were acquired on December 31, 2024, as performance shares from the Issuer and are being sold through Morgan Stanley Smith Barney LLC. The filing was made on May 6, 2026, and indicates a neutral impact and sentiment.
Sanmina EVP sells $225,000 in common stock
Reid Alan McWilliams, EVP of Global Human Resources at Sanmina Corp, sold 1,000 shares of company stock for $225,000 on May 4, 2026, retaining 30,481 shares. This transaction occurred after Sanmina reported strong Q2 2026 financial results, exceeding EPS and revenue expectations. The article was generated with AI support and reviewed by an editor.
Sanmina (NASDAQ: SANM) HR EVP sells 1,000 shares in open-market trade
Sanmina's EVP of Global Human Resources, Alan McWilliams, sold 1,000 shares of Common Stock in an open-market transaction at $225.00 per share. This sale represents a minor reduction in his overall holdings, as he still directly owns 30,481 shares after the transaction. The filing indicates a routine, discretionary disposition rather than a significant change in his stake in the company.
Sanmina Corporation stock hits 52-week high at 232.39 USD By Investing.com
Sanmina Corporation's stock reached a 52-week high of $232.39, driven by robust performance and significant investor confidence. The company reported strong financial results for Q2 2026, exceeding revenue and earnings per share forecasts. Despite its high P/E ratio and being considered overvalued by InvestingPro, Sanmina has seen a remarkable 192.46% appreciation in its stock over the past year.
Sanctuary Advisors LLC Boosts Stock Position in Sanmina Corporation $SANM
Sanctuary Advisors LLC significantly increased its stake in Sanmina Corporation by 137% in Q4, acquiring an additional 4,766 shares to own a total of 8,244 shares valued at $1.24 million. This move comes as Sanmina reported much stronger-than-expected Q1 earnings with revenues up 102.3% year-over-year and issued optimistic guidance for FY2026. Despite insider selling activity, institutional investors collectively own a substantial 92.71% of Sanmina's stock, and analysts maintain a "Moderate Buy" consensus rating for the company.
Insider Sell: Hedley David V III Sells 500 Shares of Sanmina Cor
This article reports that Hedley David V III, an insider at Sanmina Cor, has sold 500 shares of the company's stock. The sale was disclosed by GuruFocus.com, which tracks insider transactions. No further details about the transaction or its implications are provided in this brief news item.
SANM SEC Filings - Sanmina Corporat 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Sanmina Corporation's (SANM) SEC filings, including annual 10-K reports, quarterly 10-Q reports, 8-K material event disclosures, and insider trading forms. It highlights recent significant 8-K filings detailing financial results, credit agreements, the acquisition of ZT Group Int’l, Inc., and changes to the company's bylaws to enhance shareholder rights. The platform offers AI-powered summaries, impact scoring, and sentiment analysis for these regulatory documents, aiding investors in understanding key aspects of Sanmina's operations and governance.
Sanmina EVP Alan McWilliams sells $218,170 in company stock
Sanmina's EVP of Global Human Resources, Alan McWilliams, sold 1,000 shares of company stock for $218,170 on May 1, 2026. This transaction occurred while Sanmina stock was trading near its 52-week high, having returned 178% over the past year. Despite the company reporting strong Q2 2026 financial results, with EPS and revenue exceeding expectations, InvestingPro analysis suggests the stock might be overvalued.
Mitsubishi UFJ Trust & Banking Corp Increases Stake in Sanmina Corporation $SANM
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in Sanmina Corporation (NASDAQ:SANM) by 693.3% in the fourth quarter, now owning 10,131 shares valued at $1.52 million. This comes after Sanmina reported strong Q1 results, exceeding revenue and EPS expectations, and provided optimistic guidance for Q3 and FY2026. Despite recent insider selling, institutional investors hold a substantial portion of the company's stock, and analysts maintain a "Moderate Buy" consensus rating for Sanmina.
Insider Selling: Sanmina (NASDAQ:SANM) EVP Sells 1,000 Shares of Stock
Sanmina EVP Alan Mcwilliams Reid sold 1,000 shares of SANM stock on May 1st for $218,170, reducing his stake by 3.08%. This follows a previous sale of 3,500 shares in February. Despite the insider selling, Sanmina reported strong quarterly earnings, significantly beating analyst estimates with EPS of $3.16 and revenue up 102% year-over-year, and has received a consensus "Moderate Buy" rating from analysts.
Insider Selling: Sanmina (NASDAQ:SANM) Director Sells 500 Shares of Stock
Sanmina director David Hedley III sold 500 shares of the company's stock on May 1st for $109,760, reducing his total ownership by 6.35%. This insider selling occurred despite Sanmina significantly beating quarterly earnings and revenue expectations, with high institutional ownership (92.71%) and mixed analyst ratings averaging "Moderate Buy" against a current trading price higher than the average target.
Sanmina EVP Alan McWilliams sells $218,170 in company stock
Alan McWilliams, EVP of Global Human Resources at Sanmina Corp (NASDAQ:SANM), sold 1,000 shares of company stock for $218,170 on May 1, 2026. This transaction occurred while Sanmina's stock is near its 52-week high, having returned 178% over the past year. The sale follows Sanmina's strong Q2 fiscal year 2026 results, where EPS and revenue significantly beat analyst expectations.
Sanmina (SANM) director trims stake with 500-share stock sale
Sanmina Corp director David V. Hedley III sold 500 shares of common stock on May 1, 2026, at $219.52 per share through an open-market transaction. Following this sale, he directly holds 7,376 shares, retaining the majority of his position. This transaction was reported via a Form 4 filing with the SEC, providing transparency on insider activity within the company.
Sanmina (SANM) EVP McWilliams sells 1,000 shares in open-market trade
Sanmina Corporation's EVP of Global Human Resources, Alan McWilliams, sold 1,000 shares of company stock in an open-market transaction at $218.17 per share. Following this sale, McWilliams directly holds 31,481 shares of Sanmina common stock. The transaction, filed as a Form 4, indicates a net sale of 1,000 shares valued at $218,170.
Alan M Reid sells shares (SANM): 1,000 performance shares listed in Form 144
Alan M Reid has filed a Form 144 to sell 1,000 performance shares of SANM. The filing details recent sales over the past three months, including 1,000 shares on May 1, 2026, for $218,170, 1,500 shares on February 26, 2026, for $240,954.75, and 3,500 shares on February 13, 2026, for $519,557.50. The document also indicates 53,597,735 shares outstanding as of May 4, 2026.
5 Must-Read Analyst Questions From Sanmina’s Q1 Earnings Call
Sanmina reported significant year-on-year revenue growth in Q1, driven by demand for AI infrastructure and accelerated compute systems, especially from ZT Systems. The company outperformed analyst expectations for revenue, EPS, and EBITDA, providing strong full-year guidance. Analysts' questions focused on ZT Systems' performance, customer diversification, free cash flow sustainability, and future R&D needs.
Sanmina Surges 16.2% After Strong Q2 Earnings Beat Expectations
Sanmina (SANM) experienced a 16.2% stock surge this week after reporting robust Q2 fiscal earnings that significantly surpassed analyst expectations. The company posted non-GAAP EPS of $3.16 and sales of $4.01 billion, driven by a 102.5% year-over-year revenue increase due to strong performance in tech manufacturing and ZT Systems sales. Sanmina also provided an optimistic full-year sales forecast between $13.7 billion and $14.3 billion, and adjusted EPS guidance of $10.75 to $11.35, signaling strong confidence in its future growth.
Sanmina SVP, global controller Vishnu sells $484,120 in stock By Investing.com
Venkatesh Vishnu, Sanmina's Senior Vice President, Global Controller & Chief Accounting Officer, sold 2,275 shares of company common stock for $484,120 on April 30, 2026. This insider sale occurred while Sanmina's shares were trading near their 52-week high, having shown significant gains over the past year. Despite the strong performance, an InvestingPro analysis suggests the stock might be overvalued with a P/E ratio of 46.83.
Vanguard Group Inc. Has $1.02 Billion Stock Holdings in Sanmina Corporation $SANM
Vanguard Group Inc. reduced its stake in Sanmina Corporation by 5.6% in Q4, but still holds 6,782,467 shares valued at $1.02 billion, representing 12.42% of the company. Sanmina reported strong Q4 earnings, beating estimates with $3.16 EPS and $4.01 billion in revenue, and provided optimistic FY2026 guidance. Institutional ownership is high at 92.71%, while recent insider selling occurred; analysts generally rate SANM a "Moderate Buy" with a $150 target.
Sanmina (NASDAQ:SANM) Upgraded by Zacks Research to "Strong-Buy" Rating
Zacks Research has upgraded Sanmina (NASDAQ:SANM) to a "Strong-Buy" rating, adding it to their highly recommended list. This upgrade follows a strong earnings report where Sanmina surpassed analyst estimates on both EPS and revenue, and provided optimistic guidance for the upcoming quarters and full fiscal year 2026. While analyst opinions are somewhat mixed, the consensus remains a "Moderate Buy" with a $150.00 target price, despite recent insider selling and high institutional ownership.
Insider Sell Alert: Vishnu Venkatesh Sells 2,275 Shares of Sanmi
Vishnu Venkatesh, an insider at Sanmina Corp (SANM), sold 2,275 shares of the company on April 30, 2026. This transaction brings his total ownership to 18,500 shares, and it is part of a pattern where he has sold 6,163 shares in the past year without any purchases. Sanmina Corp's stock is currently trading at $212.8, making it significantly overvalued with a price-to-GF-Value ratio of 1.83.
Insider Selling: Sanmina (NASDAQ:SANM) Director Sells 26,565 Shares of Stock
Sanmina (NASDAQ:SANM) Director Joseph Licata Jr. sold 26,565 shares on April 29, 2026, for approximately $5.61 million, reducing his holding by 48.86%. This insider sale occurred shortly after Sanmina reported strong quarterly earnings, beating expectations with an EPS of $3.16 and revenue of $4.01 billion, and issued positive FY26 EPS guidance. Despite a mixed analyst consensus of "Hold" and a $150 target, institutional ownership remains high at 92.71%, and the stock recently traded near its 52-week high, supported by positive sentiment from Zacks upgrades and strong demand in AI-related markets.
Sanmina SVP, global controller Vishnu sells $484,120 in stock
Venkatesh Vishnu, Senior Vice President, Global Controller & Chief Accounting Officer at Sanmina Corp (NASDAQ:SANM), sold 2,275 shares of common stock for $484,120 on April 30, 2026. This transaction occurred as Sanmina shares are trading near their 52-week high, having shown significant returns over the past year. The sale follows Sanmina's strong Q2 2026 financial results, which exceeded both earnings and revenue expectations.
Sanmina (SANM) director sells 26,565 shares in open-market trades
Sanmina (SANM) director Joseph G. Licata Jr. sold a total of 26,565 shares of the company's common stock in two open-market transactions on April 29, 2026. The shares were sold at weighted-average prices of $213.26 and $207.36, accumulating to a net sale of $5.61 million. Following these transactions, Licata Jr. holds 37,845 shares of common stock.
Sanmina (SANM) executive sells 2,275 shares at $212.80 in Form 4
Venkatesh Vishnu, an executive at Sanmina (SANM), reported an open-market sale of 2,275 shares of company stock on April 30, 2026, at a price of $212.80 per share. Following this transaction, Vishnu directly holds 18,500 shares of Sanmina common stock. The sale, detailed in a Form 4 filing, signals a moderate impact and negative sentiment on the stock.
Comerica Bank Decreases Stake in Sanmina Corporation $SANM
Comerica Bank reduced its stake in Sanmina Corporation by 25.4% in the fourth quarter, selling 13,717 shares and now owning 40,381 shares valued at $6.06 million, representing about 0.07% of the company. Despite insider selling totaling $2.29 million, institutional investors hold 92.71% of the stock. Sanmina exceeded Q4 earnings and revenue estimates, reporting $3.16 EPS against an expected $2.42, and revenue of $4.01 billion versus an anticipated $3.28 billion, with a significant 102.3% year-over-year revenue increase.
[144] SANMINA CORP SEC Filing
This article details a Form 144 SEC filing by Sanmina Corp (SANM) on April 30, 2026, which indicates a proposed sale of 2,275 shares of common stock with an aggregate market value of $484,120. The securities were acquired as restricted stock on April 15, 2026. The filing has a neutral impact and sentiment according to Stock Titan.
[SCHEDULE 13G] SANMINA CORP Passive Investment Disclosure (>5%)
Vanguard Capital Management has disclosed a passive investment in Sanmina Corp (SANM), reporting beneficial ownership of 2,761,534 shares, which represents 5.05% of the company's common stock as of March 31, 2026. The Schedule 13G filing indicates that this is a passive investment, with sole voting power for 409,342 shares and sole dispositive power over all 2,761,534 shares, distributed across various Vanguard entities and managed accounts. This disclosure provides transparency into institutional holdings without suggesting activist intent.
Form 144 notice: SANM insider plans to sell restricted shares (SANM)
A Form 144 notice has been filed for Sanmina Corporation (SANM) indicating a proposed sale of restricted common stock by an insider. The filing details multiple restricted-stock lots acquired between 2010 and 2012, and names Morgan Stanley Smith Barney LLC as the broker-dealer. This notice signals an intent to sell, and actual sales are contingent on market conditions and Rule 144 compliance.
Universal Beteiligungs und Servicegesellschaft mbH Has $5.57 Million Position in Sanmina Corporation $SANM
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Sanmina Corporation by 68.4% in the fourth quarter, selling 80,355 shares but retaining 37,122 shares valued at approximately $5.57 million. Sanmina recently reported strong Q4 earnings, surpassing analyst estimates with $3.16 EPS and $4.01 billion revenue, and provided optimistic FY2026 guidance, which led to a stock price jump of about 14.6%. Despite insider selling, institutional investors hold 92.7% of the stock, and analysts maintain a consensus "Hold" rating with an average target price of $150.
Sanmina Corp. Hits Day High with 14.56% Surge in Stock Price
Sanmina Corp. has experienced a significant surge in its stock price, climbing 14.56% to an intraday high of USD 230.00, vastly outperforming the S&P 500. The company has shown impressive gains over the past week, month, and year, with its stock returning 166.89% in the last year compared to the S&P 500's 29.12%. With a market capitalization of USD 12,249 million and strong fundamental metrics, Sanmina Corp. highlights high institutional confidence and efficient management within the Pharmaceuticals & Biotechnology sector.
Moody Aldrich Partners LLC Acquires Shares of 18,015 Sanmina Corporation $SANM
Moody Aldrich Partners LLC has acquired a new stake of 18,015 shares in Sanmina Corporation (NASDAQ:SANM) during the fourth quarter, valued at approximately $2.70 million. This acquisition comes as Sanmina reported robust Q4 earnings, beating expectations with higher-than-forecasted EPS and revenue, and provided optimistic guidance for fiscal year 2026. Despite mostly "Hold" ratings from analysts and recent insider stock sales, institutional investors maintain a significant ownership in the company.
