Recent discussions on X about Sanmina Corporation (SANM) have been ignited by the announcement of a strategic partnership between AMD and OpenAI, which has significantly boosted the stock by over 20%. Many users are highlighting Sanmina’s role as AMD’s preferred manufacturing partner for AI rack and cluster systems, viewing it as a pivotal opportunity for growth in the AI sector. The buzz reflects a strong interest in how this deal could position the company in the competitive tech landscape.
Additionally, posts on X mention analyst updates, such as a raised price target by a major financial institution, fueling further optimism among investors. Some are drawing comparisons to other tech manufacturing firms, suggesting that Sanmina might emerge as a key player without the baggage of past controversies faced by competitors. This wave of attention underscores the market’s keen focus on Sanmina’s potential trajectory amidst these developments.
Note: This discussion summary was generated from an AI condensation of post data.
Sanmina Corporation Insider Trading Activity
Sanmina Corporation insiders have traded $SANM stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SANM stock by insiders over the last 6 months:
- VISHNU VENKATESH (See Remarks) sold 3,196 shares for an estimated $257,949
- SUSAN A JOHNSON sold 787 shares for an estimated $66,761
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Sanmina Corporation Hedge Fund Activity
We have seen 169 institutional investors add shares of Sanmina Corporation stock to their portfolio, and 163 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 2,662,049 shares (+84.7%) to their portfolio in Q2 2025, for an estimated $260,428,253
- FRANKLIN RESOURCES INC removed 562,314 shares (-25.0%) from their portfolio in Q2 2025, for an estimated $55,011,178
- BLACKROCK, INC. removed 527,942 shares (-6.1%) from their portfolio in Q2 2025, for an estimated $51,648,565
- INVESCO LTD. added 372,829 shares (+42.4%) to their portfolio in Q2 2025, for an estimated $36,473,861
- DIMENSIONAL FUND ADVISORS LP removed 363,617 shares (-10.7%) from their portfolio in Q2 2025, for an estimated $35,572,651
- FULLER & THALER ASSET MANAGEMENT, INC. added 258,387 shares (+54.0%) to their portfolio in Q2 2025, for an estimated $25,278,000
- ORIBEL CAPITAL MANAGEMENT, LP added 219,800 shares (+inf%) to their portfolio in Q2 2025, for an estimated $21,503,034
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Sanmina Corporation Government Contracts
We have seen $1,496,848 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:
- DATA CONCENTRATOR U: $613,230
- COMMUNICATIONS SECURITY EQUIP (4003): $457,730
- XPHUB-8M: $129,600
- SIX (6) MONTHS OF PROGRAM MANAGEMENT SUPPORT SERVICES.: $70,307
- COMMUNICATIONS CONT: $55,320
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
