SANMINA CORP
No SEC Form 4 filings for $SANM in the last 30 days.
See all $SANM insider activity →Sanmina (SANM) halted stock buybacks in Q3 2026, using cash for AI and defense-related investments instead. Shares fell 26.5% in 3 months, 32% below 52-week high, despite a 65.5% 12-month gain. Buybacks drove EPS growth, not operational improvements. Revenue rose 69.7% YoY to $3.46B, but free cash flow dropped to $23.6M.
Advanced Micro Devices (AMD) filed its first 13F, revealing a $1.31 billion portfolio with six positions. Top holdings include SpaceX, Absci (ABSI), Sanmina (SANM), Nutanix (NTNX), and Quantum Computing (QUBT). AMD's Q2 revenue surged 50.1% YoY to $11.536 billion, with data center revenue doubling. AMD expects Q3 revenue of $13 billion, citing strong AI demand.
Simply Wall St says Sanmina (SANM) is seeing improving earnings outlook, citing upward analyst estimate revisions and ongoing share repurchases. The article notes a US$600 million buyback authorization and highlights risks tied to working capital, inventory, customer concentration, and integration of ZT Systems. It projects $19.9B revenue and $466.9M earnings by 2029.
Over the past 7 days, alphai's AI scored 1 news story mentioning SANM (SANMINA CORP). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent SANM coverage spans earnings, financial news and sector analysis.
Earnings miss on cash flow and lack of buybacks may pressure the stock despite revenue growth.
The disclosed AMD stake plus the ZT Systems sale narrative can support bullish positioning in AI infrastructure assembly and rack integration.
The article frames SANM’s near-term earnings outlook as improving due to buybacks and analyst optimism, while still flagging working-capital and ZT Systems integration risks.
AI infrastructure and vertical integration, reinforced by the ZT Systems acquisition, are positioned as profitability and growth tailwinds.
Raised guidance plus an earnings beat supports near-term sentiment, but the article flags execution risks around the ZT Systems acquisition.
alphai scores every news story that mentions SANM with an AI model for sentiment and relevance, and aggregates insider trades from SANMINA CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Sanmina (SANM) halted stock buybacks in Q3 2026, using cash for AI and defense-related investments instead. Shares fell 26.5% in 3 months, 32% below 52-week high, despite a 65.5% 12-month gain. Buybacks drove EPS growth, not operational improvements. Revenue rose 69.7% YoY to $3.46B, but free cash flow dropped to $23.6M.
2 min readAdvanced Micro Devices (AMD) filed its first 13F, revealing a $1.31 billion portfolio with six positions. Top holdings include SpaceX, Absci (ABSI), Sanmina (SANM), Nutanix (NTNX), and Quantum Computing (QUBT). AMD's Q2 revenue surged 50.1% YoY to $11.536 billion, with data center revenue doubling. AMD expects Q3 revenue of $13 billion, citing strong AI demand.
7 min readSimply Wall St says Sanmina (SANM) is seeing improving earnings outlook, citing upward analyst estimate revisions and ongoing share repurchases. The article notes a US$600 million buyback authorization and highlights risks tied to working capital, inventory, customer concentration, and integration of ZT Systems. It projects $19.9B revenue and $466.9M earnings by 2029.
5 min readThe article says electronics-manufacturing services (EMS) firms are rising on AI infrastructure spending and faster data-center networking (400G, 800G, 1.6T), plus outsourcing and automation. It highlights Celestica (CLS), Plexus (PLXS), Sanmina (SANM), and Jabil (JBL) with stock performance and guidance figures, including Celestica FY26 revenue $20.5B and EPS $11.30.
7 min readSimply Wall St reports Sanmina (SANM) Q3 results of $3.46b sales and $117.13m net income, with raised full-year revenue guidance and inclusion in Zacks Rank #1 growth stocks. It cites a fair value of $240 versus a $202.68 close, and an expected ZT Systems deal adding $5–6b annual run-rate revenue.
6 min readSanmina reported Q2 revenue of $3.46B, up 69.7% year over year and slightly above estimates, and adjusted EPS of $3.31, above forecasts. Management cited demand in communications networks, cloud and AI infrastructure, plus non-recurring engineering services. Q3 guidance midpoint calls for $3.45B revenue and $3.20 adjusted EPS. Analysts asked about margin sustainability, customer wins, and ZT Systems.
7 min readSanmina’s Q3 2026 earnings call said Communications Networks, Cloud and AI Infrastructure revenue rose 173.2% year over year, helped by AI compute and networking demand and ZT Systems integration. Management cited margin outperformance from product mix and NRE services. It expects FY2027 revenue of $16 billion-plus, with capex of $135 million in Q4 and working capital growth for AI ramps.
7 min readSanmina (NASDAQ: SANM) reported Q3 revenue of $3.46B, at the high end of its outlook, driven by core Sanmina exceeding guidance and ZT Systems at the midpoint. Integrated Manufacturing Solutions revenue rose 79.4% YoY to $2.96B. Communications networks, cloud and AI infrastructure were 62% of revenue ($2.148B). Q4 forecast: $3.3B-$3.6B revenue, non-GAAP EPS $3.05-$3.35, capex ~$135M; FY2026 revenue $14B-$14.3B.
5 min readFactSet data cited by FactSet and Reuters shows about 74% to 78% of S&P 500 firms typically beat EPS estimates each quarter, with average surprises around 7% to 8%. In Q1 2026, 84% beat and aggregate EPS was 18.2% above consensus. The article lists 10 Q2 2026 EPS beat outliers, including FGBI, FMAO, NBN, FSUN, HAPN, AGYS, APLD, SANM, AMKR, and FFIV.
7 min readSanmina Corp (SANM) shares fell 20.5% to $166.15 after the company reported fiscal Q3 2026 earnings of $3.31 per share, above estimates of $2.83, and revenue of $3.46B. Investors reacted to next-quarter revenue guidance missing expectations. Sanmina raised full-year EPS guidance to $11.90-$12.20.
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