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The company

Sanmina Corporation

SANM · Nasdaq

TechnologyElectronic Components & EMSJust dropped outAIDefense-Tech

SANM stood above a rising 150-day average in 45 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 14.2% below that average now. Electronic Components & EMS: 13% of its 96 stocks in an uptrend (−6 points in four weeks); Technology: 29% (−3 points in four weeks).

Statistics

Rotation
Just dropped out
Weeks in an uptrend
out for 1
Industry in uptrend
13% -6 in 4 wk
Insider buys, 12 months
$199K
Insider sales, 12 months
$86.0M
Officials’ trades on record
6
Institutions holding
533 (+110)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 45 of 52 weeks.

17 Apr – 16 Oct
14%34%55%Apr 26Jun 26Jul 26Sep 26Oct 26

Electronic Components & EMS: Few of its stocks are in an uptrend and the share has been slipping. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$61.4M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

6 disclosed lines: House 1, Senate 0, executive 5; 2 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k23 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$250k–$500k22 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k15 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k30 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k4 Mar 2026filed 14 May 2026
Mo Brooks House: U.S. House ClerkAL05soldjoint$15k–$50k15 Jan 2020filed 20 Jan 2020

Insiders

Buy orders, 12 months1
Sale orders, 12 months18
Buyers · sellers1 · 9
WhoDidSharesTraded
Susan A. JohnsonDirectorsold120at $200.4617 Sep 2026filed 21 Sep 2026
Susan A. JohnsonDirectorsold120at $202.6928 Aug 2026filed 1 Sep 2026
Jonathan P. FaustEVP & CFOsold5,038at $265.7329 May 2026filed 1 Jun 2026
Jonathan P. FaustEVP & CFOsold5,038at $265.8629 May 2026filed 1 Jun 2026
Alan McWilliams ReidEVP, Global Human Resourcessold5,000at $254.3926 May 2026filed 28 May 2026
Alan McWilliams ReidEVP, Global Human Resourcessold1,000at $248.608 May 2026filed 12 May 2026
Jure SolaChairman & CEOsold118,368at $228.846 May 2026filed 8 May 2026
Alan McWilliams ReidEVP, Global Human Resourcessold1,000at $225.004 May 2026filed 6 May 2026
Alan McWilliams ReidEVP, Global Human Resourcessold1,000at $218.171 May 2026filed 4 May 2026
David V. Hedley IIIDirectorsold500at $219.521 May 2026filed 4 May 2026
Vishnu VenkateshOfficersold2,275at $212.8030 Apr 2026filed 1 May 2026
Joseph G. Licata, Jr.Directorsold16,529at $213.2629 Apr 2026filed 1 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders533+110 on the quarter
New · exited168 · 60
Reported value$12.5B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
FMR LLCadded · filed 13 Aug 20268,032,556$2.0B+776,056+10.7%
BlackRock, Inc.reduced · filed 7 Aug 20265,495,109$1.4B-3,097,406−36.0%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20263,051,029$772.2M-974,489−24.2%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20262,327,693$589.1M-24,499−1.0%
Invesco Ltd.reduced · filed 14 Aug 20262,166,769$548.4M-248,591−10.3%
STATE STREET CORPreduced · filed 7 Aug 20261,696,291$429.3M-464,327−21.5%
JANE STREET GROUP, LLCadded · filed 14 Aug 20261,521,491$385.1M+1,388,051+1040.2%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 20261,342,197$339.6M-834,966−38.4%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 20261,206,012$305.3M-325,338−21.2%
ADVANCED MICRO DEVICES INCunchanged · filed 14 Aug 20261,151,052$291.3M00.0%
31 Mar 2023 – 30 Jun 2026
261392523Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Susan A. Johnson Company insiderDirector · last 17 Sep 20260 · 9
Donald J. Trump Executive branchWhite House Office · last 23 Jul 20262 · 3
Jonathan P. Faust Company insiderEVP & CFO · last 29 May 20260 · 2
Alan McWILLIAMS Reid Company insiderEVP, Global Human Resources · last 26 May 20260 · 37
Jure Sola Company insiderChairman & CEO · last 6 May 20262 · 38
David Iii Hedley V Company insiderDirector · last 1 May 20260 · 8
Vishnu Venkatesh Company insiderOfficer · last 30 Apr 20260 · 3
Joseph G. Licata Jr. Company insiderDirector · last 29 Apr 20260 · 9
Krish A. Prabhu Company insiderDirector · last 16 Mar 20260 · 2
Michael J. Loparco Company insiderDirector · last 16 Mar 20261 · 0
Mythili Sankaran Company insiderDirector · last 16 Mar 20260 · 1
Susan K. Barnes Company insiderDirector · last 16 Mar 20260 · 0

Same industry

ATKR AtkoreLeading+18%
PI ImpinjIn trend+20%
APH AmphenolIn trend+4%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 27 Sep 20258.8%
Operating profit marginFY 2025 · to 27 Sep 20254.4%
Free cash flow marginFY 2025 · to 27 Sep 20255.8%
Return on capital employedFY 2025 · to 27 Sep 202511.7%
Cash conversionFY 2025 · to 27 Sep 2025252%
Debt to equityFY 2025 · to 27 Sep 20250.12×
Research spendFY 2025 · to 27 Sep 20250.4%
Share count trendFY 2025 · to 31 Oct 20252.2%
Cash and equivalentsFY 2025 · to 27 Sep 2025$926.3M
Free cash flowFY 2025 · to 27 Sep 2025$473.3M

Analyst forecasts

No analyst forecasts yet.