Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge Setup Score
Trend Edge rates SANM Bullish with a Setup Score of 65, net conviction 70, actionability 61. How the Setup Score works →
Total Setup Score
65
Directional Bias
Bullish
Net Conviction
70
Actionability
61 (in range)
Key signals behind this score
40wk Uptrend — rising+above (sma 192 vs px 217)
Fresh Trend Turn — 10wk turn 1w · ×0.97 extended
80wk Uptrend — rising+above (sma 154 vs px 217)
200wk Uptrend — rising+above (sma 99.27 vs px 217)
Funds Accumulating — momZ +4.70 · 5.12→6.48
Short Squeeze Setup — velZ +1.40 · age 34w×0.92 · 3.49%
Seasonal Tailwind — november med 6.7% (mag 2/3) · posClose 63.64% (rel 1/3) · n33 ×0.75 = 4.7
Founder-Led — founder/CEO led
About Sanmina Corporation
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation,… Read full Trend Edge analysis →
Sector: Technology
Industry: Electronic Components
Exchange: NASDAQ
IPO Date: April 14, 1993
Headquarters: 2700 North First Street, San Jose, CA, United States, 95134
Founder-Led: Yes — Jure Sola (Co-Founder, Executive Chairman & CEO)
Key Metrics
Current Price
$217.49
Market Cap
$11.28B
Float
51.9M
Shares Outstanding
53.6M
P/E (Forward)
14.79
P/E (TTM)
37.65
Price/Sales (TTM)
0.88
vs. Analyst Target
+19.5% to analyst PT
Profit Margin
2.41%
Operating Margin (TTM)
7.04%
Revenue (TTM)
$12.76B
Earnings Growth (YoY)
68.30%
Dividend Rate
None
Analyst Target Price
$260.00 (4 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$6.95B
$133M
$517M
$335M
2021
$6.74B
$250M
$526M
$411M
2022
$7.92B
$240M
$622M
$434M
2023
$8.94B
$310M
$743M
$567M
2024
$7.57B
$223M
$640M
$469M
2025
$8.13B
$246M
$716M
$463M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Sep 2025
$2.10B
$48.1M
Dec 2025
$3.19B
$49.3M
Mar 2026
$4.01B
$93.6M
Jun 2026
$3.46B
$117M
Ownership & Float
Insider Ownership
5.3%
Institutional Ownership
94.8%
Short Float
3.5%
% of All Funds Holding
6.48%
Number of Funds Holding
570
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$208.18
Near-term / short-term trend
Weekly
40-Week SMA
$192.42
Medium-term trend
Weekly
80-Week SMA
$153.57
Cyclical trend (business cycle)
Weekly
200-Week SMA
$99.27
Secular trend (multi-year)
Monthly
10-Month SMA
$197.19
Near-term monthly trend
Monthly
20-Month SMA
$154.97
Medium-term monthly trend
Monthly
40-Month SMA
$110.19
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$126.00
support
1.10x
5 months ago
$114.00
support
1.66x
11 months ago
$98.00
support
1.80x
14 months ago
$85.00
support
1.13x
15 months ago
$76.00
support
1.03x
20 months ago
Historical Earnings Reactions (122 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
1.01%
0.86%
54.92%
21.10%
-20.45%
1 Day
1.98%
1.81%
57.38%
46.97%
-23.55%
1 Week
3.25%
3.62%
61.48%
69.70%
-37.46%
2 Weeks
4.12%
5.25%
62.30%
62.22%
-36.19%
1 Month
5.74%
6.10%
62.81%
147.47%
-40.86%
Next earnings: November 2, 2026 (22 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
-0.1%
51.5%
33
Feb
-0.3%
63.6%
33
Mar
-0.3%
48.5%
33
Apr
8.4%
63.6%
33
May
3.8%
64.7%
34
Jun
-1.5%
50.0%
34
Jul
3.3%
58.8%
34
Aug
2.1%
55.9%
34
Sep
0.4%
47.1%
34
Oct
2.6%
54.5%
33
Nov
7.1%
63.6%
33
Dec
2.8%
60.6%
33
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
0.12%
50.6%
1584
Tuesday
0.08%
49.0%
1730
Wednesday
0.26%
50.5%
1728
Thursday
0.10%
49.8%
1696
Friday
0.05%
48.4%
1688
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 94.8%
Insider Transactions — Smart Summary
Total insider ownership: 5.3%
Founder-led management: Jure Sola (Co-Founder, Executive Chairman & CEO)
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Sanmina Corporation
(SANM) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.