Market Cap
$11.5B
SANM
SANMINA CORP
$228.18 ▲ +2.80%
Prev close $221.96Market cap$11.5B
ConsensusBuy
12-mo target$260.00 (+13.9%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Software & IT
Snapshot
The big-picture read on SANM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (62%)
Inst. Holders
50 funds
Inst. Value
$10.6B
Inst. Activity
32 buys / 18 sells
Insider Activity
$99.7K buy / $42.9M sell
Insider Net $
-$42.8M
SEC Reports
10
Price chart 30d +21.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 Insider
Johnson Susan A sold 120 shares
Director @ $200.46 ($24.1K)
Sep 14, 2026 other
SHANKER TRIVEDI JOINS SANMINA'S BOARD OF DIRECTORS
SAN JOSE, Calif., Sept. 14, 2026 /PRNewswire/ -- Sanmina Corporation ("Sanmina" or the "Company") (N
Aug 28, 2026 Insider
Jul 27, 2026 SEC Johnson Susan A sold 120 shares
Director @ $202.69 ($24.3K)
Sanmina reported Q3 fiscal 2026 non-GAAP EPS of $3.31, significantly above the $2.79 consensus estimate, with revenue of
PRESS-RELEASE — Impact 7/10
Sanmina reported Q3 fiscal 2026 results with revenue of $3.46B (at the high end of guidance) and non-GAAP EPS of $3.31,
8-K — Impact 7/10
Sanmina (SANM) reported Q2 2026 EPS of $3.16, a 13.1% beat vs $2.79 consensus, while revenue of $3.40B matched expectati
PRESS-RELEASE — Impact 7/10
Jun 30, 2026 Inst.
BlackRock, Inc. — TRIM
5,495,109 shares ($1.4B)
Jun 30, 2026 Inst.
JANE STREET GROUP, LLC — DOUBLED
1,521,491 shares ($385.1M)
Analyst ratings buy % -11.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
62% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 28, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 5 | 0 | 0 | 62% | |
| Aug 1, 2026 | 3 | 5 | 5 | 0 | 0 | 62% | |
| Jul 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Jun 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| May 1, 2026 | 3 | 4 | 5 | 0 | 0 | 58% | |
| Apr 1, 2026 | 3 | 4 | 4 | 0 | 0 | 64% | |
| Mar 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% |
Price targets
Where 4 covering analysts think SANM trades over the next 12 months.
$260.00 +13.9% upside Buy
Current$228.18 Low$210.00 Median$265.00 High$300.00 4 analysts
$210.00$300.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 3 bullish, 2 bearish, 1 mixed, 4 neutral · avg impact 4.6/10.
BULLISHPRESS-RELEASE7/10
Sanmina reported Q3 fiscal 2026 non-GAAP EPS of $3.31, significantly above the $2.79 consensus estim
Jul 27, 2026
BULLISH8-K7/10
Sanmina reported Q3 fiscal 2026 results with revenue of $3.46B (at the high end of guidance) and non
Jul 27, 2026
BULLISHPRESS-RELEASE7/10
Sanmina (SANM) reported Q2 2026 EPS of $3.16, a 13.1% beat vs $2.79 consensus, while revenue of $3.4
Jul 13, 2026
NEUTRALCLUSTER2/10
Two C-suite insiders at Sanmina (EVP & CFO and EVP, Global Human Resources) sold a combined $2.61M i
Jun 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
other
SHANKER TRIVEDI JOINS SANMINA'S BOARD OF DIRECTORS
SAN JOSE, Calif., Sept. 14, 2026 /PRNewswire/ -- Sanmina Corporation ("Sanmina" or the "Company") (NASDAQ: SANM), a leading integrated manufacturing s
Sep 7, 2026
dark_pool
Dark Pool: SANM — 0.6M shares, 27,577 trades
Week starting 2026-09-07. Total ATS volume: 555,881 shares across 27,577 trades.
Aug 31, 2026
dark_pool
Dark Pool: SANM — 0.8M shares, 33,461 trades
Week starting 2026-08-31. Total ATS volume: 823,975 shares across 33,461 trades.
Aug 24, 2026
dark_pool
Dark Pool: SANM — 1.0M shares, 35,803 trades
Week starting 2026-08-24. Total ATS volume: 1,040,725 shares across 35,803 trades.
Aug 24, 2026
ftd
FTD: SANM — 3,435 shares ($0.6M) failed to deliver
Settlement: 20260824, Price: $188.89, FTD Value: $648,837.15, SANMINA CORP COM STK (DE)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.26 | $3.20–$3.35 | 95.1% | +10.6% | 3↑ 0↓ | $3.5B | 4 |
| Next Q | $3.01 | $2.51–$3.52 | 26.5% | +0.5% | 2↑ 2↓ | $3.6B | 4 |
| Current FY | $12.10 | $12.05–$12.20 | 100.3% | +7.8% | 4↑ 0↓ | $14.1B | 5 |
| Next FY | $13.92 | $12.79–$16.24 | 15.0% | +6.9% | 4↑ 1↓ | $16.4B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.258 | — |
| 7d ago | $2.946 | +0.312 |
| 30d ago | $2.946 | +0.312 |
| 60d ago | $2.946 | +0.312 |
| 90d ago | $2.946 | +0.312 |
Institutional ownership
Which big funds own SANM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.6B total value (41,821,362 shares) as of 2026-Q2. Top holders: Erste, FMR, BlackRock,. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| FMR LLC | 8,032,556 | $2.0B | 19.2% | — |
| BlackRock, Inc. | 5,495,109 | $1.4B | 13.1% | TRIM -36.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,051,029 | $772.2M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,327,693 | $589.1M | 5.6% | — |
| Invesco Ltd. | 2,166,769 | $548.4M | 5.2% | — |
| STATE STREET CORP | 1,696,291 | $429.3M | 4.1% | — |
| JANE STREET GROUP, LLC | 1,521,491 | $385.1M | 3.6% | DOUBLED +1040.2% |
| DIMENSIONAL FUND ADVISORS LP | 1,342,197 | $339.6M | 3.2% | TRIM -38.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,206,012 | $305.3M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 8,592,515 | 5,495,109 | -36.0% | $1.4B |
| JANE STREET GROUP, LLC | DOUBLED | 133,440 | 1,521,491 | +1040.2% | $385.1M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 2,177,163 | 1,342,197 | -38.4% | $339.6M |
| D. E. Shaw & Co., Inc. | DOUBLED | 116,250 | 846,681 | +628.3% | $214.3M |
| MILLENNIUM MANAGEMENT LLC | ADD | 420,155 | 688,388 | +63.8% | $174.2M |
| NORGES BANK | NEW | — | 662,307 | — | $167.6M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | TRIM | 762,365 | 546,725 | -28.3% | $138.4M |
| NORTHERN TRUST CORP | TRIM | 690,045 | 512,834 | -25.7% | $129.8M |
| Alyeska Investment Group, L.P. | DOUBLED | 108,303 | 504,067 | +365.4% | $127.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 23,077 | 470,065 | +1936.9% | $119.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 29 transactions. Net -$42.8M — $99.7K bought, $42.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Johnson Susan A | Director | SELL | 120 | $200.46 | $24.1K |
| Aug 28, 2026 | Johnson Susan A | Director | SELL | 120 | $202.69 | $24.3K |
| May 29, 2026 | Faust Jonathan P | EVP & CFO | SELL | 5,038 | $265.73 | $1.3M |
| May 29, 2026 | Faust Jonathan P | EVP & CFO | SELL | 5,038 | $265.86 | $1.3M |
| May 26, 2026 | REID ALAN McWILLIAMS | EVP, Global Human Resources | SELL | 5,000 | $254.39 | $1.3M |
| May 8, 2026 | REID ALAN McWILLIAMS | EVP, Global Human Resources | SELL | 1,000 | $248.60 | $248.6K |
| May 6, 2026 | SOLA JURE | Chairman & CEO | SELL | 118,368 | $228.84 | $27.1M |
| May 4, 2026 | REID ALAN McWILLIAMS | EVP, Global Human Resources | SELL | 1,000 | $225.00 | $225.0K |
| May 1, 2026 | REID ALAN McWILLIAMS | EVP, Global Human Resources | SELL | 1,000 | $218.17 | $218.2K |
| May 1, 2026 | Hedley David V III | Director | SELL | 500 | $219.52 | $109.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SANM.
Shares short
1,813,928
Settlement Sep 15, 2026
Change vs prior
+0.1%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈3.4%
Estimate — not % of float
All SANM filing & press-release reports (10)
- PRESS-RELEASE reportJul 27, 2026
- 8-K reportJul 27, 2026
- PRESS-RELEASE reportJul 13, 2026
- CLUSTER reportJun 1, 2026
- CLUSTER reportMay 12, 2026
- CLUSTER reportMay 8, 2026
- CLUSTER reportMay 6, 2026
- CLUSTER reportMay 4, 2026
- CLUSTER reportMay 1, 2026
- CLUSTER reportFeb 26, 2026