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SANM · Sanmina Corp

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$210.84 +4.28 (+2.07%) At close · Aug 14
Market Cap
$11.20B
Shares
53.60M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$210.84 Open$207.00 Day$205.00–211.12 52W close$109.61–282.72 Avg vol 30d791K Short int1.5M · 2.8% float · 1.5d Short vol61% Last earningsJul 27, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 27

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 11 wks
FQ4-26 quarter ends
~Oct 3, 2026 Est
filed Jul 27, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +17%
      above
      Price vs 50-day avg −4%
      below
      RSI (14) 52
      neutral
      MACD trend Positive
      52-week position 58%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +7%
      trailing
      6-month return +43%
      trailing
      YTD return +40%
      this year
      Relative strength +29%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $221 › 200d $181 — 50d above 200d
      Institutional flow Accumulating
      +22% holders QoQ · +167 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      2.82% of float · ▲ +9.0% MoM · 1.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      565 holders — near 3-yr high, broad support
      Squeeze score 52
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +18%
      Y/Y
      Gross margin 9%
      contracting
      EPS growth +14%
      Y/Y
      Free cash flow $473.3M
      Valuation P/E 37.4
      below peers
      Buyback $600.0M
      remaining
      Balance sheet $625.8M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 71%
      annualized · 1-yr
      Max drawdown −42%
      past year
      ATR 6.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Jul 27, 2026
      fourth quarter fiscal 2026
      Revenue $3.3B – $3.6B
      Non-GAAP operating margin Non-GAAP 7.5% – 8%
      Non-GAAP diluted EPS Non-GAAP $3.05 – $3.35
      fiscal year 2026
      Revenue $14B – $14.3B
      Non-GAAP operating margin Non-GAAP 6.85% – 7.25%
      Non-GAAP diluted EPS Non-GAAP $11.90 – $12.20
      Prior guidance period ended · from the 8-K filed Apr 27, 2026
      Revenue · third quarter fiscal 2026 $3.2B – $3.5B
      Guided vs delivered · last 1 settled
      Revenue second fiscal quarter ending March 28, 2026
      guided $3.1B – $3.4B
      $4.01B Beat +23.5%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 5 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +17% Bullish
      Price vs 50-day avg
      −4% Neutral
      RSI (14)
      52 Neutral
      MACD trend
      Positive Bullish
      52-week position
      58% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $221 › 200d $181 — 50d above 200d
      Institutional flow Accumulating
      +22% holders QoQ · +167 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      2.82% of float · ▲ +9.0% MoM · 1.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      565 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $110 Now $211 · 58% Range high $283
      vs 200-day avg +17% vs 50-day avg -4%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Free cash flow $24M Q3 FY2026
      GAAP → non-GAAP reconciliation
      GAAP Cash provided by operating activities 124.49M
      -100.81M Net purchases of property, plant and equipment
      = Free cash flow 23.69M
      Non-GAAP diluted EPS non-GAAP $3.31 Q3 FY2026

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Electronic Components — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      SANM
      Sanmina Corp
      this stock
      $11.20B +40.5% +17.5% 37.4 2.8%
      APH
      Amphenol Corp /De/
      $206.06B +23.7% +51.7% 41.9 1.3%
      GLW
      Corning Inc /Ny
      $142.86B +89.6% +19.1% 79.8 2.1%
      MRAAF
      Murata Manufacturing Co., Ltd./ADR
      $97.18B +137.3% 0.1%
      TEL
      TE Connectivity plc
      $62.01B -5.0% +8.9% 21.0 3.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      565
      % held
      95.1%
      Net QoQ
      -2.6M sh
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      500
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      1.5M
      Days to cover
      1.5d
      Change
      +125.5K sh
      View
      Short Volume
      Short vol %
      61%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      8
      Value
      $1.7K
      As of
      Jul 13, 2026
      View
      Off-Exchange
      Off-exchange %
      40.5%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $8.1B
      Net income (FY)
      $245.9M
      EPS diluted
      $4.46
      View
      Buybacks
      Authorized
      $600.0M
      Remaining
      $600.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 27, 2026
      This year
      9
      View
      Proposed Sales
      Value
      $2.7M
      Shares
      10.1K
      Filed
      May 29, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 27, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      SANM +4.0% +6.9% +42.6% +13.6% +40.5%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY +3.6% +2.5% +28.8% +9.7% +26.6%

      Capital returns

      Buyback program · as of Jun 27, 2026
      Authorized
      $600.00M
      Spent (derived)
      $0
      Remaining
      $600.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 897723 CUSIP 801056102 13F (30d) 534 filings 525 filers Visit website Investor relations