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SASANM

Sanmina Corporation

$SANM·$11B·Hardware, Equipment & Parts·Technology
$207.33-0.1%YTD+34.7%1Y+101.1%
Mentions · last 7 days
2026-07-08: 2 posts2026-07-09: 2 posts2026-07-10: 2 posts2026-07-11: 0 posts2026-07-12: 2 posts2026-07-13: 2 posts2026-07-14: 0 posts11+10%
Price updated 9m ago·X counts updated 2d ago
SASANM
$SANMSanmina Corporation
$207.33-0.13%11 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SANM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Contract-manufacturer riding the AMD Helios and ZT Systems inflection.

Sanmina is up around 101% over twelve months and 35% year-to-date as the electronics-manufacturing-services provider captures share on AMD's AI-server ramp, with the ZT Systems relationship and AMD's $10 billion Taiwan investment described by bulls as the driver of the current rerating.

  • The Sanmina, ZT Systems and AMD triangle points to Helios rack-level assemblies and the MI450X GPU-server buildout as the specific revenue contributors, and June 25 sell-side upgrades have already priced part of the inflection.
  • Contract-manufacturer margins are thin so revenue mix matters more than headline growth, and any customer-concentration slippage or MI450X ramp delay would compress the multiple quickly.
  • The July 27 fiscal-third-quarter print is the near-term event, with segment mix, EMS versus embedded contribution, and 2026 guide bracket being the items that determine follow-through.

Watch EMS-versus-embedded mix, AI-server revenue disclosure, and any 2026 guide bracket on the fiscal Q3 call.

Agrees with X sentimentBullish AMD-Helios chatter aligns with the fundamentals; risk is that a supply-chain slip on the MI450X ramp compresses the multiple ahead of the print.

What to watch: EMS-versus-embedded segment mix, AI-server contribution, and fiscal Q3 guide bracket.

On the calendar: Fiscal Q3 earnings on July 27, 2026.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-05-24

Sanmina is a contract manufacturer riding the AMD/AI-server ecosystem, with the dominant catalyst AMD's $10B+ Taiwan investment and collaboration (with ASX/SPIL) and AMD's Helios server racks with new Instinct MI450X GPUs due in 2H. Posters note the stock is up 100%+ and 'climbing,' having been called 'from the bottom.' Sentiment is bullish on the AI-server manufacturing tailwind and momentum, grouping it with similarly-structured semis (SNDK).

Read the AI verdict + X sentiment for $SANM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides integrated contract manufacturing, components, and supply chain services for defense, medical, industrial, and telecom OEMs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $SANM.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $SANM

Partial — Provides integrated contract manufacturing, components, and supply chain services for defense, medical, industrial, and telecom OEMs; the AI data center networking and compute hardware buildout is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$SOXXiShares Semiconductor ETF
+80.0%YTD
+125.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
52.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
8.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 27, 2026$3.16$2.42+30.6%
Q4 2025Jan 26, 2026$2.38$2.15+10.7%
Q3 2025Nov 3, 2025$1.67$1.57+6.4%
Q2 2025Jul 28, 2025$1.53$1.42+7.7%
Next earningsMon, Jul 27·consensus EPS $2.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.0B+102.3%8.8%5.7%$1.72$342.1M
Q1 FY26$3.2B+59.0%7.6%3.7%$0.91$91.9M
Q4 FY25$2.1B+3.9%9.1%3.7%$0.90$136.6M
Q3 FY25$2.0B+10.9%8.9%4.7%$1.28$163.7M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.1B$13.9B – $14.4B$11.16$10.98 – $11.293
FY27$16.2B$15.5B – $17.3B$12.98$12.21 – $13.783
FY28$16.5B$16.1B – $17.0B$12.29$11.91 – $12.771

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.58%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+20.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 51.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 29Jonathan P FaustCFO10.1K sh$2.7MSellMay 26Reid Alan McwilliamsEVP, Global Human Resources5.0K sh$1.3MSellMay 8Reid Alan McwilliamsEVP, Global Human Resources1.0K sh$249KSellMay 6Jure SolaCEO118.4K sh$27.1MSellMay 4Reid Alan McwilliamsEVP, Global Human Resources1.0K sh$225KSellMay 1David V HedleyDirector500 sh$110KSellMay 1Reid Alan McwilliamsEVP, Global Human Resources1.0K sh$218KSellApr 30Vishnu VenkateshSee Remarks2.3K sh$484KSellApr 29Joseph G LicataDirector26.6K sh$5.6MSellFeb 26Reid Alan McwilliamsEVP, Global Human Resources1.5K sh$241K
1–10 of 16
+ 8 other (7 awards · 1 inkind) in window

See when $SANM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMar 128-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 15 other (6 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SANMINA CORPORATION INVITES YOU TO JOIN ITS THIRD QUARTER FISCAL 2026 EARNINGS CONFERENCE CALLprnewswire.com·3d agoJabil vs. Celestica: Which EMS Stock is a Better Buy Right Now?zacks.com·10d agoVanguard Russell 1000 Growth ETF vs SPDR S&P 600 Small Cap Growth: Which Fund Is the Better Buy?fool.com·15d agoMicrobot Medical® Increases Manufacturing Capacity as Demand for the LIBERTY® System Rises; Enters into Strategic Agreement with Sanmina, a Global Manufacturing Leaderglobenewswire.com·16d agoSanmina: ZT Systems Is Driving The Inflection (Rating Upgrade)seekingalpha.com·21d ago

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Voices on X · last 7 days

No standout posts about $SANM on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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