SANMINA CORP
No enriched coverage for $SANM in the last 7 days.
No SEC Form 4 filings for $SANM in the last 30 days.
See all $SANM insider activity →Sanmina Corp. (SANM) rose 7% after-hours, reversing an 8.25% drop, due to investor optimism in its AI segments. Keysight Technologies (KEYS) gained 4% after-hours after launching AI data center products. Assurant (AIZ) fell 2.9% after-hours despite a 2% gain during regular trading, attributed to low-volume liquidity and profit-taking.
Sanmina (SANM) shares rose 68% over the past year, partly due to share buybacks reducing its share count by 7% in three years. Despite flat net income, earnings per share grew 2.2% annually. Buybacks were funded by free cash flow, which exceeded repurchase costs. Management skipped buybacks in Q3 2026 but has $600M remaining in its program. Revenue forecast was raised to $14.15B for fiscal 2026.
Garrett Motion (GTX) rose 30.3% post-earnings, trading at $95.07. Powell (POWL) missed estimates, down 13.1% at $191.00. Verra Mobility (VRRM) beat revenue expectations but missed guidance, down 46.2% at $3.02. Sanmina (SANM) reported strong growth, up 6.4% at $222.34. Market focus shifted from AI to geopolitics and back to fundamentals.
Recent SANM coverage spans earnings, financial news and market movers.
After‑hours rally may be short‑lived as investors test AI hype.
Buyback math is supportive for EPS over time, but the immediate quarter’s pause shifts focus to cash generation and working-capital needs.
Modest rally on robust revenue beat and positive guidance.
Board addition may influence governance and strategic direction in AI/data‑center markets.
Strong cash generation may support higher guidance and potential share price upside.
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 Corp. (SANM) rose 7% after-hours, reversing an 8.25% drop, due to investor optimism in its AI segments. Keysight Technologies (KEYS) gained 4% after-hours after launching AI data center products. Assurant (AIZ) fell 2.9% after-hours despite a 2% gain during regular trading, attributed to low-volume liquidity and profit-taking.
2 min readSanmina (SANM) shares rose 68% over the past year, partly due to share buybacks reducing its share count by 7% in three years. Despite flat net income, earnings per share grew 2.2% annually. Buybacks were funded by free cash flow, which exceeded repurchase costs. Management skipped buybacks in Q3 2026 but has $600M remaining in its program. Revenue forecast was raised to $14.15B for fiscal 2026.
4 min readGarrett Motion (GTX) rose 30.3% post-earnings, trading at $95.07. Powell (POWL) missed estimates, down 13.1% at $191.00. Verra Mobility (VRRM) beat revenue expectations but missed guidance, down 46.2% at $3.02. Sanmina (SANM) reported strong growth, up 6.4% at $222.34. Market focus shifted from AI to geopolitics and back to fundamentals.
2 min readSANMINA CORP (SANM) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EXHIBIT 99.1 NEWS SHANKER TRIVEDI JOINS SANMINA’S BOARD OF DIRECTORS San Jose, CA – September 14, 2026. Sanmina Corporation (“Sanmina” or the “Company”) (NASDAQ: SANM), a leading integrated manufacturing solutions company, today announced that Shanker Trivedi has been appointed t
1 min readSanmina (SANM) reported $702M in operating cash flow for the first nine months of fiscal 2026, up from $421.6M last year. Free cash flow rose to $457.8M, driven by strong AI infrastructure demand. Competitors Jabil (JBL) and Celestica (CLS) also reported increased cash flows. SANM shares surged 67.6%, trading at 14.86x forward earnings, with improved earnings estimates.
2 min readPowell (POWL) reported Q2 revenue of $311.7M, up 8.9% YoY, missing estimates. Sanmina (SANM) reported $3.46B revenue, up 69.7% YoY, beating estimates. Allegion (ALLE) reported $1.15B revenue, up 12.7% YoY, surpassing estimates. POWL stock is down 17%, SANM down 6.4%, ALLE up 12.3% since earnings.
3 min readSanmina (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.
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