Sanmina climbs after strong Q4 results and upbeat FY2027 outlook

Sanmina Corporation (SANM) is up 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong fiscal fourth-quarter report and a bullish fiscal 2027 outlook. Investors likely reacted to sharply higher revenue and earnings, improving margins, and management’s expectation for another year of double-digit growth supported by cloud and AI infrastructure demand.

Details:

Sanmina reported fiscal Q4 2026 revenue of $3.86 billion and non-GAAP diluted EPS of $4.43, with full-year revenue rising to $14.53 billion and full-year non-GAAP EPS reaching $13.28.

Management said fiscal 2026 was a transformative year, highlighting broad-based growth across end markets and the integration of the ZT Systems business, which strengthened its position in cloud and AI infrastructure.

For fiscal Q1 2027, the company guided for revenue of $3.8 billion to $4.1 billion and non-GAAP EPS of $3.50 to $3.85, signaling continued momentum into the new year.

Sanmina also projected fiscal 2027 revenue of $17.5 billion to $19.5 billion and non-GAAP EPS of $15.50 to $17.50, while ending Q4 with $1.68 billion in cash and continuing share repurchases.

Sources:

Sanmina Investor Relations, SEC, Earnings Whispers

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SANM Insider Trading Activity

$SANM insiders have traded $SANM stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $SANM stock by insiders over the last 6 months:

JONATHAN P FAUST (EVP & CFO) has made 0 purchases and 2 sales selling 10,076 shares for an estimated $2,678,150.
ALAN MCWILLIAMS REID (EVP, Global Human Resources) sold 5,000 shares for an estimated $1,271,950
SUSAN A JOHNSON has made 0 purchases and 2 sales selling 240 shares for an estimated $48,378.

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 insider transaction endpoint.

$SANM Hedge Fund Activity

We have seen 332 institutional investors add shares of $SANM stock to their portfolio, and 265 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. removed 3,097,406 shares (-36.0%) from their portfolio in Q2 2026, for an estimated $783,891,510
JANE STREET GROUP, LLC added 1,388,051 shares (+1040.2%) to their portfolio in Q2 2026, for an estimated $351,287,947
D. E. SHAW & CO., INC. added 715,613 shares (+546.0%) to their portfolio in Q2 2026, for an estimated $181,107,338
SUSQUEHANNA INTERNATIONAL GROUP, LLP added 446,988 shares (+1936.9%) to their portfolio in Q2 2026, for an estimated $113,123,723
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 438,017 shares (+inf%) to their portfolio in Q2 2026, for an estimated $110,853,342
ALYESKA INVESTMENT GROUP, L.P. added 395,764 shares (+365.4%) to their portfolio in Q2 2026, for an estimated $100,159,953
HRT FINANCIAL LP added 379,172 shares (+2013.7%) to their portfolio in Q2 2026, for an estimated $95,960,849

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 13F endpoint.

$SANM Government Contracts

We have seen $43,304,685 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:

PROCUREMENT OF DCU'S TO BE USED ON USCG MH-60T AIRCRAFT.: $193,007
AMPLIFIER,AUDIO FRE: $45,416

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

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.