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Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $48K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$48K netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 6 added, 1 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $223.69
- 52-wk high
- $288.68
- High
- $224.65
- 52-wk low
- $113.71
- Low
- $218.49
- Prev close
- $220.06
- Mkt cap
- $11.94B
- P/E
- 39.8x
- Volume
- 562.3K
- Fwd P/E
- 14.8x
- Beta
- 1.60
- P/S
- 0.9x
- P/B
- 4.5x
- Profit margin
- +2.4%
- Op margin
- +7.0%
- ROE
- +12.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about SANM filings
Are insiders buying or selling Sanmina Corporation (SANM) stock?
Net selling: insiders sold $48K and bought $0 of SANM stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $48K of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Johnson, Susan A (Director), who sold $48K. The latest filing was on Sep 21, 2026.
Which members of Congress have traded SANM recently?
None. No member of Congress disclosed a SANM trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this SANM smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (3)
- DS
D.E. Shaw
$199.2M
added
- MI
Millennium
$119.7M
added
- SU
Susquehanna
$116.0M
added
What insiders are doing
How top traders are positioned
No tracked top-trader positions in SANM right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 43.7% below what analysts expected.
Earnings per share
$2.31 expected
Reports Nov 2, 2026, in 32 days
Estimates as of Oct 1, 2026
EPS expected
$3.20 to $3.35
Revenue expected
4 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $2.10B | $3.19B | $4.01B | $3.46B |
| Cost of what it sold | $1.91B | $2.95B | $3.66B | $3.10B |
| Gross profit | $191.2M | $241.2M | $353.8M | $363.3M |
| What it spent | ||||
| Research and development | $8.7M | $8.7M | $8.0M | $8.3M |
| Sales and admin | $73.5M | $114.9M | $113.5M | $109.3M |
| Other operating costs | $30.5M | — | $1.9M | $23.0M |
| Total operating expenses | $112.7M | $123.5M | $123.4M | $140.6M |
| What was left | ||||
| Operating profit | $78.5M | $117.6M | $230.4M | $222.7M |
| Interest on debt | $5.0M | $24.7M | $32.1M | $32.5M |
| Profit before tax | $73.3M | $61.6M | $131.1M | $191.8M |
| Tax | $21.4M | $9.8M | $33.3M | $66.4M |
| Net profit | $48.1M | $49.3M | $93.6M | $117.1M |
| EBITDA | $108.0M | $125.8M | $210.4M | $224.2M |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Electrical Systems Stocks Q2 Results: Benchmarking Sanmina (NASDAQ:SANM)
BullishSep 23Sanmina Corp (SANM) Stock Up 5.0% but GF Value Says Overvalued -- GF Score: 93/100
Leans bearishSep 22Zacks Value Trader Highlights: ADM, Delek and Sanmina
BullishSep 22Sanmina Corporation (NASDAQ:SANM) Given Average Recommendation of "Moderate Buy" by Analysts
BullishSep 21$1000 Invested In Sanmina 20 Years Ago Would Be Worth This Much Today
BullishSep 19After 17 years at NVIDIA, Shanker Trivedi joins Sanmina's board
NeutralSep 18Sanmina (NASDAQ: SANM) director moves to sell 120 shares
NeutralSep 18Amundi Lowers Stock Holdings in Sanmina Corporation $SANM
NeutralSep 16
Macro
10 macro signals shaping SANM right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results