Monitor for additional insider selling in coming weeks. The CEO's large sale after strong earnings could signal near-term caution. However, the buyback authorized and positive outlook provide a counterbalance. Watch Q3 guidance updates for potential inflection.
Price Chart
Executive Summary
Five Sanmina insiders sold $31.4M in stock over the past week, led by CEO Jure Sola ($27.1M sale). The selling follows strong Q2 earnings (revenue $4.01B, non-GAAP EPS $3.16) and a $600M buyback authorization, suggesting profit-taking rather than distress. The cluster is modest at 0.25% of market cap, but the CEO's large sale warrants attention.
Key Financial Metrics
Key Facts
- CEO Jure Sola sold 118,368 shares worth $27.1M on May 6, 2026
- 4 other insiders sold a combined $4.3M
- Total insider sales: $31.4M (0.25% of market cap)
- Insider cluster follows strong Q2 FY2026 earnings released April 27
- Company authorized $600M share repurchase program in same earnings release
Financial Impact
Total insider sales of $31.4M represent 0.25% of Sanmina's $12.7B market cap
Risk Factors
- CEO selling could indicate lack of confidence in stock near current levels
- Insider selling may pressure stock short-term despite strong fundamentals
- Possible deeper selling if stock continues to rise
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-SANM-1778270499216 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 27, 2026 9w ago | 8-K | $172.43 $191.11 | ▲ +10.83% | ▲ +7.45% | $229.04 (+32.83%) |
Jul 27, 2026 9w ago | Press Release | $172.43 $191.11 | ▲ +10.83% | ▲ +7.45% | $229.04 (+32.83%) |
Jul 13, 2026 11w ago | Press Release | $207.59 $202.75 | ▼ −2.33% | ▼ −4.82% | $229.04 (+10.33%) |
Jun 1, 2026 17w ago | Insider Cluster | $278.36 $246.39 | ▼ −11.49% | ▼ −9.92% | $229.04 (−17.72%) |
May 1, 2026 22w ago | Insider Cluster | $223.27 $264.88 | ▼ −18.64% | ▼ −13.35% | $229.04 (−2.58%) |
Apr 29, 2026 22w ago | Insider Cluster | $208.67 $261.82 | ▲ +25.47% | ▲ +20.01% | $229.04 (+9.76%) |
Apr 29, 2026 22w ago | Insider Cluster | $208.67 $261.82 | ▲ +25.47% | ▲ +20.01% | $229.04 (+9.76%) |
Apr 29, 2026 22w ago | Insider Cluster | $221.89 $278.36 | ▲ +25.45% | ▲ +20.50% | $229.04 (+3.22%) |
Apr 29, 2026 22w ago | Insider Cluster | $208.67 $261.82 | ▲ +25.47% | ▲ +20.01% | $229.04 (+9.76%) |
Feb 24, 2026 31w ago | Insider Cluster | $158.17 $134.80 | ▲ +14.78% | ▲ +9.79% | $229.04 (−44.81%) |
US Market Status
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