Sanmina Corporation (SANM) is up 7.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to investors repositioning ahead of Sanmina’s next quarterly earnings event and continued optimism around its cloud/AI infrastructure exposure following recent acquisition-driven growth. With no single definitive headline, the jump also looks consistent with a momentum-driven rally after the company’s prior results highlighted strong revenue growth and solid profitability.
Details:
Sources:
Sanmina Investor Relations, SEC, Seeking Alpha
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 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.
$SANM Hedge Fund Activity
We have seen 204 institutional investors add shares of $SANM stock to their portfolio, and 228 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.
$SANM Government Contracts
We have seen $44,525,762 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.
$SANM 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
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.
