Insider buying last 90 days
No open-market insider purchases were filed for SANM in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every SANM insider filing, plotted on the chart in Gekko.Open SANM in Gekko
NASDAQ: SANM
Sanmina (SANM) Stock Analysis & Forecast
Sep 28 close
$220.06−4.71 (−2.1%)
Gekko Brief
AI summarySanmina draws attention this week from continued coverage of its growth profile and fundamentals, with commentary citing high growth and improving fundamentals under a value-investing framework, and separate notes flagging it as a long-term growth candidate. Benchmarking against electrical systems peers pointed to strong revenue growth alongside weaker guidance following its Q2 results, while a "Moderate Buy" consensus recommendation with a 12-month target price of $198.33 was also cited. Other commentary described shares as "Significantly Overvalued" by one intrinsic-value assessment even after a reported 5.0% rise, with a GF Score of 93/100 attached.
Shares closed at $220.06, down 2.1%, but remain above both the 50-day ($201.36) and 200-day ($187.35) moving averages, with the shorter average above the longer one, consistent with an uptrend. The GekkoIndex reads 51.1, placing the stock in the Neutral zone, down 1.6 over the last five readings. Price sits 7.9% above Gekko Fair Value of $203.97.
Over the next 20 trading days, the next earnings report is due 2 November 2026, after the close, 34 days away and outside a typical holding window. In the last 30 days, unusual options activity shows 2 signals, with put premium of $1,656,715 well above call premium of $101,387. Seasonality over 5 years shows a 6.7% average 20-day return from this point in the calendar, though gains occurred in only 2 of those years. Analyst coverage from 2 firms shows both rated hold, with a consensus target of $260 implying 18.1% upside.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Sanmina price vs fair value
Close $220.06200-day averageGekko Fair Value $203.97
Sanmina quick facts
- Market cap
- $11.79B
- P/E ratio
- 40.2
- Forward P/E
- 14.8
- EPS, TTM
- $5.59
- Revenue, TTM
- $12.76B
- Profit margin
- 2.4%
- Dividend yield
- —
- Beta
- 1.60
- Volume
- 431,036 avg 592,767
- 1-year return
- +94.5%
- Typical daily move
- ±5%
- Typical 20-day move
- ±6%
- 50-day average
- $201.36
- 200-day average
- $187.35
- Next earnings
- Nov 2 after close
- Shares outstanding
- 53.60M
Sanmina swing-trade checklist
Sanmina scores 2 supportive, 2 mixed and 2 headwinds across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
2 supportive2 mixed2 headwinds
- Trendsupportive
Above 50 and 200-day
Close $220.06 is above the 50-day ($201.36) and 200-day ($187.35) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexmixed
51.1, Neutral
Reading 51.1 is in the Neutral zone.
See the GekkoIndex - Fair valueheadwind
7.9% above
Price is 7.9% above Gekko Fair Value (more than 5% above).
See fair value - Smart moneyheadwind
Leans bearish
Last 30 days: 2 unusual options signals.
See smart money - Earnings risksupportive
Reports in 34 days
Next report Nov 2, 2026, 34 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitymixed
+6.7% on average
From this point in the calendar, the next 20 trading days averaged +6.7% over 5 years, rising in 2 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Sanmina stock chart and price history
Sanmina closed at $220.06 on Sep 28, 2026, +94.5% over the past year, inside a 52-week range of $111.52 to $288.68.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +8.2%
- 3 months
- −8.5%
- 6 months
- +68.1%
- 1 year
- +94.5%
The full SANM chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open SANM in Gekko
Follow Sanmina through every session
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Sanmina GekkoIndex: the smart money zone
Sanmina’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 51.1, in the Neutral zone, down 1.6 points over five sessions.
51.1Neutral
Down 1.6 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 13 | +6.7% | +9.3% | ||
| Accumulation | 150 | +1.4% | +6.1% | ||
| Neutral (current zone) | 440 | +1.1% | +3.8% | ||
| Distribution | 64 | +2.7% | +9.5% | ||
| Selling | 5 | Too few readings yet | |||
Average SANM share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the SANM price, zone by zone.Track SANM in Gekko
Is Sanmina stock overvalued? Gekko Fair Value
Sanmina trades 7.9% above Gekko Fair Value of $203.97, so the shares are overvalued on Gekko’s estimate.
Gekko’s own estimate of what Sanmina shares are worth, recalculated every trading day.
$203.97
Gekko Fair Value, Sep 26, 2026
7.9% Overvalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open SANM in Gekko
Sanmina insider and Congress trading
No open-market insider purchases were filed for Sanmina, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in SANM were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for SANM, plotted on the chart in Gekko.Open SANM in Gekko
Buybacks
Sanmina has been buying back its own shares.
- Bought back, quarter ended Jun 27, 2026
- $3.53M
- As a share of market cap
- 0.03%
- Trailing four quarters
- $242.9M
From company filings.
Unusual options activity last 30 days
2signals, 6% of the flagged premium in calls.
Latest: Bearish flow on Sep 26, $912K in unusual premium.
Every signal with its contract, strike and premium.Unlock in Gekko
Sanmina earnings: next date and track record
Sanmina reports on Nov 2, 2026, after the close (34 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Nov 2, 2026
Expected after the close, 34 days away
- EPS estimate
- $3.25
- Revenue estimate
- $3.48B
7 of 8reports beat the EPS estimate
±12.8%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 27, 2026 AI summary
- What they said
- Sanmina reported strong third quarter fiscal 2026 results, with revenue of $3.46 billion (up 69.7% YoY), non-GAAP operating margin of 8%, non-GAAP diluted EPS of $3.31, and operating cash flow of $124 million. Core Sanmina revenue was $2.4 billion (up 17% YoY) and ZT Systems revenue was $1.1 billion (midpoint of outlook). Non-GAAP gross margin improved to 10.7% driven by favorable mix and non-recurring engineering services. Book-to-bill was above 1.1 with strong bookings and a healthy pipeline, particularly in communications networks, cloud and AI infrastructure (62% of revenue). Management highlighted strong demand for AI-related products (accelerated compute, general purpose compute, storage, high-performance networking and optical systems) and investments in PCB fabrication, metal fabrication and AI system racks. They emphasized expanded engineering capabilities and customer wins across multiple platforms. The company reiterated long-term opportunity tied to the ZT Systems transaction (historical run-rate target of $5–6B) and management expressed confidence about achieving $16B+ revenue in the near-term trajectory (formal 2027 guidance to be provided later).
- Guidance
- Management indicated Q4 operating margin guidance ~25 basis points below Q3 (but still strong). They reiterated a long-term target operating margin framework in the 6%–7% range. Management referenced a ZT Systems run rate in the $5–6 billion range for the first year of transition and expressed confidence about delivering $16 billion-plus revenue (discussion of fiscal 2027 / 2028 trajectory), but stated they will provide formal fiscal 2027 guidance in ~90 days. They also indicated working capital will build as production ramps (pressure on working capital and free cash flow in the near term).
- Risks flagged
- Component shortages and supply constraints (can limit upside and timing); working capital build and pressure on free cash flow as production ramps; timing and ramp risks for accelerated compute programs (transition from legacy to next-gen platforms); exposure to legacy program declines and quarter-to-quarter variability in product categories; geopolitical/defense demand sensitivity (noted increase in aerospace/defense-related demand); standard forward-looking uncertainty (safe harbor).
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 27, 2026 | $2.86 est $2.31 | $3.46B est $3.40B | −17.3% |
| Apr 27, 2026 | $3.16 est $2.40 | $4.01B est $3.28B | +12.1% |
| Jan 26, 2026 | $2.38 est $2.15 | $3.19B est $3.08B | −19.5% |
| Nov 3, 2025 | $1.67 est $1.57 | $2.10B est $2.06B | +19.4% |
| Jul 28, 2025 | $1.53 est $1.42 | $2.04B est $2.05B | +22.5% |
| Apr 28, 2025 | $1.41 est $1.38 | $1.98B est $1.97B | −3.9% |
| Jan 27, 2025 | $1.44 est $1.37 | $2.01B est $1.98B | −3.6% |
| Nov 4, 2024 | $1.09 est $1.10 | $2.02B est $1.96B | +4.3% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Sanmina stock forecast and analyst price targets
Analysts’ average 12-month price target for Sanmina is $260.00, +18.1% from the last close, from 2 firms rating the stock in the last 90 days.
$260.00consensus 12-month target, +18.1% from the last close
Now $220.06Avg $260.00
Low $260High $270
Each firm’s latest rating in the last 90 days: 2 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Jul 28 | J.P. Morgan | $260 | +18.1% |
| Jul 28 | Bank of America Securities | $270 | +22.7% |
+3.8%average 20-day move after past Neutral readings
+6.7%average move over the next 20 trading days in the last 5 years
±5%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Sanmina seasonality: the next 20 trading days
Over the next 20 trading days from Sep 26, Sanmina averaged +6.7% across the last 5 years, rising in 2 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.8% | 2 of 5 |
| Next 10 trading days | +3.7% | 3 of 5 |
| Next 15 trading days | +5.5% | 4 of 5 |
| Next 20 trading days | +6.7% | 2 of 5 |
| Next 30 trading days | +19.6% | 4 of 5 |
For scale, SANM’s typical 20-trading-day move in either direction is about 6%.
Sanmina market cap and key statistics
Sanmina’s market cap is $11.79B, with a P/E ratio of 40.2 and revenue of $12.76B over the last twelve months.
Valuation
- Market cap
- $11.79B
- P/E ratio
- 40.2
- Forward P/E
- 14.8
- EPS, TTM
- $5.59
- Gekko Fair Value
- $203.97
Trading
- Volume
- 431,036
- Avg volume, 20 days
- 592,767
- 52-week high
- $288.68
- 52-week low
- $111.52
- Shares outstanding
- 53.60M
Financials
- Revenue, TTM
- $12.76B
- Profit margin
- 2.4%
- Return on equity
- 12.5%
- Quarterly earnings growth, YoY
- +68.3%
Risk and income
- Beta
- 1.60
- Typical daily move
- ±5%
- Typical 20-day move
- ±6%
Sanmina stock news this week
Coverage of Sanmina this week reads positive: 4 positive, 0 neutral and 1 negative headlines.
- Sanmina (NASDAQ:SANM) Stands Out for High Growth and Improving FundamentalsChartMill, Sep 28
- Why Sanmina (SANM) is a Top Growth Stock for the Long-TermZacks Investment Research, Sep 24
- Electrical Systems Stocks Q2 Results: Benchmarking Sanmina (NASDAQ:SANM)The Globe and Mail, Sep 23
- Zacks Value Trader Highlights: ADM, Delek and SanminaTradingView, Sep 22
- Sanmina Corp (SANM) Stock Up 5.0% but GF Value Says Overvalued -- GF Score: 93/100GuruFocus, Sep 22
- Sanmina Corporation (NASDAQ:SANM) Given Average Recommendation of "Moderate Buy" by AnalystsMarketBeat, Sep 21
Sanmina peers
Sanmina’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| VRTVertiv | Accumulation | 9.9% below |
| BEBloom Energy | Neutral | 5.7% above |
| TERTeradyne | Neutral | 9.8% above |
| FLEXFlex | Neutral | 1.4% below |
| AEISAdvanced Energy Industries | Neutral | 8.6% below |
| LFUSLittelfuse | Neutral | 10.0% above |
A peer links to its own page where one exists.
Sanmina stock FAQ
What is Sanmina’s market cap?
Sanmina’s market cap is $11.79B at the Sep 28, 2026 close of $220.06, with 53.60M shares outstanding. The shares trade on a P/E ratio of 40.2.
What is the Sanmina stock forecast?
The consensus analyst 12-month price target for Sanmina is $260.00, +18.1% from the last close. Of the 2 firms that rated the stock in the last 90 days, 0 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Sanmina stock overvalued or undervalued?
On Gekko’s estimate Sanmina is overvalued: the Sep 28, 2026 close of $220.06 is 7.9% above Gekko Fair Value of $203.97. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Sanmina report earnings next?
Sanmina is expected to report on Nov 2, 2026, after the market closes (34 days away). Analysts expect earnings of $3.25 per share on revenue of $3.48B. Sanmina beat the earnings estimate in 7 of its last 8 reports, moving 12.8% on average across the report.
What is Sanmina’s 52-week high and low?
Sanmina’s 52-week high is $288.68 and its 52-week low is $111.52; it closed at $220.06 on Sep 28, 2026, +94.5% over the past year.
Is Sanmina stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 6 items with data read as supportive (trend and earnings risk), 2 as mixed (gekkoindex and seasonality) and 2 as headwinds (fair value and smart money). The checklist is a description of current data, not a recommendation.
Is there unusual options activity in Sanmina?
Gekko flagged 2 unusual options signals in Sanmina over the last 30 days, with $101K of flagged premium in calls and $1.66M in puts. The latest, bearish flow, was on Sep 26, 2026 with $912K in unusual premium. The signal-by-signal table is in Gekko.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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