Insider Cluster (4 insiders) ·Filed Apr 29, 2026

SANM

SANMINA CORP
NEUTRAL
Impact 2/10
Horizondays Processed4mo ago
Insider cluster: 4 insiders, $4.3M total
Actionable Insight • Neutral

The insider sales are immaterial relative to company size and occur after strong earnings and a buyback announcement. No bearish signal — monitor for any future larger-scale selling or changes in insider sentiment.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
SANM ▼ -0.12% at T+60d
NEUTRAL call ✗ call lost -0.12% · α vs SPY -4.23% · entry $208.67 → $208.43
Entry anchored
Apr 28, 03:59 PM ET
via exchange tick
T+1d
+4.38%
call +4.38% · α +3.36%
$217.82
settled 5mo ago
T+5d
+14.32%
call +14.32% · α +11.21%
$238.55
settled 5mo ago
T+20d
+25.47%
call +25.47% · α +20.01%
$261.82
settled 4mo ago
T+60d
-0.12%
call -0.12% · α -4.23%
$208.43
settled 2mo ago

Price Chart

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Executive Summary

A cluster of four insider sales totaling $4.34M (0.036% of market cap) at Sanmina following a strong Q2 earnings report and $600M buyback authorization. The dollar amount is trivial relative to market cap, indicating routine portfolio diversification rather than bearish sentiment.

Key Financial Metrics

Direction
selling
Total Value
$4.3M
Insiders
4

Key Facts

  • Four insiders sold shares totaling approximately $4.34M between April 30 and May 4, 2026.
  • Sales represent only 0.036% of Sanmina's $11.9B market capitalization.
  • Cluster follows positive Q2 FY2026 earnings (revenue $4.01B, non-GAAP EPS $3.16) and a $600M share repurchase authorization.

Financial Impact

Total insider sales of $4.34M, or 0.036% of market cap.

insider selling volume

Market Snapshot

Exchange
Nasdaq
Sector
Printed Circuit Boards
Analyst Consensus
58% bullish (12 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SANM-1778097726669
10 reports for SANM
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+60▲ +22.77%May 1, 2026
Filters
Rows
Reports for SANM — sortable, filterable
TypeNow
Jul 27, 2026
9w ago
8-K
BULLISH ★ 7/10
$172.43 $191.11▲ +10.83%▲ +7.45%$229.04 (+32.83%)
Jul 27, 2026
9w ago
Press Release
BULLISH ★ 7/10
$172.43 $191.11▲ +10.83%▲ +7.45%$229.04 (+32.83%)
Jul 13, 2026
11w ago
Press Release
BULLISH ★ 7/10
$207.59 $202.75▼ −2.33%▼ −4.82%$229.04 (+10.33%)
Jun 1, 2026
17w ago
Insider Cluster
NEUTRAL ★ 2/10
$278.36 $246.39▼ −11.49%▼ −9.92%$229.04 (−17.72%)
May 1, 2026
22w ago
Insider Cluster
BEARISH ★ 5/10
$223.27 $264.88▼ −18.64%▼ −13.35%$229.04 (−2.58%)
Apr 29, 2026
22w ago
Insider Cluster
MIXED ★ 5/10
$208.67 $261.82▲ +25.47%▲ +20.01%$229.04 (+9.76%)
Apr 29, 2026
22w ago
Insider Cluster
NEUTRAL ★ 2/10
$208.67 $261.82▲ +25.47%▲ +20.01%$229.04 (+9.76%)
Apr 29, 2026
22w ago
Insider Cluster
NEUTRAL ★ 2/10
$221.89 $278.36▲ +25.45%▲ +20.50%$229.04 (+3.22%)
Apr 29, 2026
22w ago
Insider Cluster
NEUTRAL ★ 3/10
$208.67 $261.82▲ +25.47%▲ +20.01%$229.04 (+9.76%)
Feb 24, 2026
31w ago
Insider Cluster
BEARISH ★ 6/10
$158.17 $134.80▲ +14.78%▲ +9.79%$229.04 (−44.81%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (64h 11m)

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Report published May 6, 2026