SANM — Sanmina Corporation

✨ Hidden Gem Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

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 →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$261.82
Market Cap$12.56B
Float51.9M
Shares Outstanding53.6M
P/E (Forward)22.17
P/E (TTM)49.65
Price/Sales (TTM)1.11
vs. Analyst Target-18.9% to analyst PT
Profit Margin2.29%
Operating Margin (TTM)5.74%
Revenue (TTM)$11.34B
Earnings Growth (YoY)46.60%
Dividend RateNone
Analyst Target Price$212.25 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
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

QuarterRevenueNet Income
Jun 2025 $2.04B $68.6M
Sep 2025 $2.10B $48.1M
Dec 2025 $3.19B $49.3M
Mar 2026 $4.01B $93.6M

Ownership & Float

Insider Ownership5.3%
Institutional Ownership100.9%
Short Float5.3%
% of All Funds Holding5.23%
Number of Funds Holding430

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.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$199.03Near-term / short-term trend
Weekly40-Week SMA$156.36Medium-term trend
Weekly80-Week SMA$121.58Cyclical trend (business cycle)
Weekly200-Week SMA$84.03Secular trend (multi-year)
Monthly10-Month SMA$158.21Near-term monthly trend
Monthly20-Month SMA$121.22Medium-term monthly trend
Monthly40-Month SMA$90.73Secular 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 LevelTypeVolume RatioAge
$132.00 support 1.13x 0 months ago
$114.00 support 1.66x 6 months ago
$98.00 support 1.80x 9 months ago
$85.00 support 1.13x 10 months ago
$78.00 support 1.08x 11 months ago

Historical Earnings Reactions (121 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.12% 0.90% 55.37% 21.10% -20.45%
1 Day 2.14% 1.96% 57.85% 46.97% -23.55%
1 Week 3.28% 4.29% 61.98% 69.70% -37.46%
2 Weeks 4.18% 5.41% 62.81% 62.22% -36.19%
1 Month 5.47% 6.07% 62.50% 147.47% -40.86%

Next earnings: July 16, 2026 (48 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.1%51.5%33
Feb-0.3%63.6%33
Mar-0.3%48.5%33
Apr8.4%63.6%33
May3.4%63.6%33
Jun-1.5%51.5%33
Jul4.3%60.6%33
Aug2.0%54.5%33
Sep0.2%45.5%33
Oct2.6%54.5%33
Nov7.1%63.6%33
Dec2.8%60.6%33

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.12% 50.5% 1566
Tuesday 0.08% 48.9% 1712
Wednesday 0.26% 50.4% 1709
Thursday 0.09% 49.7% 1677
Friday 0.06% 48.4% 1671

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 100.9%

Insider Transactions — Smart Summary

Total insider ownership: 5.3%

Founder-led management: Jure Sola (Co-Founder, Executive Chairman & CEO)

12-Month Insider Activity Summary

Total Filings17
Net Value-$32.7M
Net Shares Change-184,915
% of Float-0.4%
C-Suite Filings10
Clusters Detected3

Key Insiders

NameTitleNet ValueFilingsActivity
SOLA JURE Chairman and CEO -$27.1M 1 1 sell
Licata Joseph G Jr -$5.6M 1 1 sell
Mason Charlie EVP and Global Sales -$1.9M 1 1 sell
Faust Jonathan P EVP and CFO -$1.6M 1 1 sell
REID ALAN McWILLIAMS EVP, Global Human Resources -$932,730 4 4 sell
Hedley David V III -$109,760 1 1 sell
Loparco Michael J +$99,722 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-03 – 2026-02-17 3 3 -$2.4M 2 C-suite
2026-02-20 – 2026-02-27 4 4 -$2.5M 2 C-suite
2026-05-01 – 2026-05-12 7 5 -$34.0M 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-08 SOLA JURE Chairman and CEO -$27.1M Transaction at $228.84, now +14.4%
2026-05-01 Licata Joseph G Jr -$5.6M Transaction at $211.03, now +24.1%
2026-05-12 REID ALAN McWILLIAMS EVP, Global Human Resources -$248,600 Transaction at $248.60, now +5.3%
2026-05-06 REID ALAN McWILLIAMS EVP, Global Human Resources -$225,000 Transaction at $225.00, now +16.4%
2026-05-04 REID ALAN McWILLIAMS EVP, Global Human Resources -$218,170 Transaction at $218.17, now +20.0%
2026-02-27 REID ALAN McWILLIAMS EVP, Global Human Resources -$240,960 Transaction at $160.64, now +63.0%

View full insider transaction history on Trend Edge →

AI Consult Analysis

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.

Get the full AI Consult analysis for SANM on Trend Edge →