Sanmina Corporation (SANM) reported second-quarter 2026 revenue of $4.013 billion, up 102.3% year-over-year, outpacing the consensus revenue estimate of $3.351 billion.
Key financials:
Balance sheet and cash-flow highlights:
Market reaction and outlook vs. estimates:
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Sanmina Corporation Insider Trading Activity
Sanmina Corporation insiders have traded $SANM stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $SANM stock by insiders over the last 6 months:
- CHARLIE MASON (EVP & Global Sales) sold 13,150 shares for an estimated $1,935,811
- JONATHAN P FAUST (EVP & CFO) sold 10,075 shares for an estimated $1,604,947
- ALAN MCWILLIAMS REID (EVP, Global Human Resources) sold 3,500 shares for an estimated $519,574
- MYTHILI SANKARAN sold 3,424 shares for an estimated $499,732
- DAVID V III HEDLEY sold 1,024 shares for an estimated $166,205
- VISHNU VENKATESH (See Remarks) sold 692 shares for an estimated $103,260
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Sanmina Corporation Hedge Fund Activity
We have seen 202 institutional investors add shares of Sanmina Corporation stock to their portfolio, and 230 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 669,547 shares (-8.9%) from their portfolio in Q4 2025, for an estimated $100,478,918
- FISHER ASSET MANAGEMENT, LLC added 483,312 shares (+289.6%) to their portfolio in Q4 2025, for an estimated $72,530,631
- INVESCO LTD. added 481,588 shares (+22.0%) to their portfolio in Q4 2025, for an estimated $72,271,911
- VANGUARD GROUP INC removed 398,618 shares (-5.6%) from their portfolio in Q4 2025, for an estimated $59,820,603
- MARSHALL WACE, LLP added 359,441 shares (+520.3%) to their portfolio in Q4 2025, for an estimated $53,941,310
- ALYESKA INVESTMENT GROUP, L.P. added 356,035 shares (+inf%) to their portfolio in Q4 2025, for an estimated $53,430,172
- LSV ASSET MANAGEMENT removed 325,073 shares (-71.9%) from their portfolio in Q4 2025, for an estimated $48,783,705
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Sanmina Corporation Government Contracts
We have seen $44,532,482 of award payments to $SANM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- INTERFACE UNIT,COMM: $508,726
- SCITECH DO 0003: $473,292
- COMMUNICATIONS SECURITY EQUIP (4003): $457,730
- PROCUREMENT OF DCU'S TO BE USED ON USCG MH-60T AIRCRAFT.: $193,007
- 6 MONTHS TO FOR PROGRAM SUPPORT: THIS REQUIREMENT IS FOR LIFE CYCLE SUSTAINMENT AND ENGINEERING SUPPORT.: $57,524
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Sanmina Corporation Price Targets
Multiple analysts have issued price targets for $SANM recently. We have seen 2 analysts offer price targets for $SANM in the last 6 months, with a median target of $172.5.
Here are some recent targets:
- Samik Chatterjee from JP Morgan set a target price of $145.0 on 03/30/2026
- Jim Kelleher from Argus Research set a target price of $200.0 on 01/28/2026
