Alan Mcwilliams Reid Sells 1,000 Shares of Sanmina (NASDAQ:SANM) Stock

Sanmina Corporation (NASDAQ:SANM) EVP Alan Mcwilliams Reid sold 1,000 shares of the business’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $218.17, for a total transaction of $218,170.00. Following the completion of the sale, the executive vice president directly owned 31,481 shares in the company, valued at approximately $6,868,209.77. This represents a 3.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Alan Mcwilliams Reid also recently made the following trade(s):

• On Friday, February 13th, Alan Mcwilliams Reid sold 3,500 shares of Sanmina stock. The stock was sold at an average price of $148.45, for a total value of $519,575.00.

Sanmina Stock Up 2.5%

Shares of SANM opened at $221.89 on Wednesday. The company has a market capitalization of $11.89 billion, a PE ratio of 46.91, a PEG ratio of 0.83 and a beta of 1.51. Sanmina Corporation has a 12 month low of $77.35 and a 12 month high of $230.56. The stock’s 50-day moving average price is $149.37 and its two-hundred day moving average price is $152.46. The company has a current ratio of 1.71, a quick ratio of 1.03 and a debt-to-equity ratio of 0.77.

Sanmina (NASDAQ:SANM) last issued its quarterly earnings results on Monday, April 27th. The electronics maker reported $3.16 earnings per share for the quarter, beating the consensus estimate of $2.42 by $0.74. Sanmina had a return on equity of 16.23% and a net margin of 2.29%.The company had revenue of $4.01 billion during the quarter, compared to analysts’ expectations of $3.28 billion. During the same quarter in the prior year, the firm posted $1.16 earnings per share. The business’s quarterly revenue was up 102.3% on a year-over-year basis. Sanmina has set its Q3 2026 guidance at 2.550-2.850 EPS and its FY 2026 guidance at 10.750-11.350 EPS. On average, analysts anticipate that Sanmina Corporation will post 9.36 EPS for the current year.

Sanmina News Summary

Here are the key news stories impacting Sanmina this week:

• Positive Sentiment: Quarterly results and guidance: Sanmina reported a sizeable Q1 beat (revenue +102% YoY, EPS well above consensus) and provided strong FY/Q3 2026 guidance, which is the primary catalyst for investor optimism. Sanmina, Northwest, and Cincinnati post strong Q1 on cost discipline
• Positive Sentiment: Analyst/momentum endorsements: Zacks has added SANM to its Rank #1 (Strong Buy) growth list and published momentum-focused writeups highlighting Sanmina as a top momentum pick, supporting further buying from growth traders. Best Growth Stocks to Buy for May 5th
• Positive Sentiment: Institutional support: Several large funds have recently increased stakes (Invesco, Geode, Vaughan Nelson, etc.), which reduces free float and can amplify positive momentum. SANM stock page
• Neutral Sentiment: Technical strength: Coverage notes SANM trading near 52‑week highs, signaling momentum but not guaranteeing follow‑through; this is more a technical tailwind than a fundamental change. 4 Stocks Trading Near 52-Week High With More Upside Potential
• Neutral Sentiment: Follow-up research: Analyst Q&A from the Q1 call and peer comparisons (Jabil vs. Sanmina) offer deeper context for investors weighing valuation versus growth. 5 must-read analyst questions from Sanmina’s Q1 earnings call
• Negative Sentiment: Insider selling — EVP Alan Mcwilliams Reid sold 1,000 shares (~$218 each), a modest trim that can be perceived negatively by short‑term traders. Alan Mcwilliams Reid SEC filing
• Negative Sentiment: Insider selling — Director David V. Hedley III sold 500 shares at roughly $219.5; combined with other insider sales it adds short‑term selling pressure. David V. Hedley III SEC filing
• Negative Sentiment: Large insider sale: a reported 26,565‑share sale by Joseph Licata Jr. is more material and may increase near‑term supply. Joseph Licata, Jr. Sells 26,565 Shares of Sanmina Stock

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Optiver Holding B.V. increased its stake in Sanmina by 36.6% during the 3rd quarter. Optiver Holding B.V. now owns 220 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 59 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new position in shares of Sanmina in the third quarter valued at $26,000. Root Financial Partners LLC acquired a new position in shares of Sanmina during the third quarter valued at about $34,000. Employees Retirement System of Texas bought a new stake in shares of Sanmina during the fourth quarter worth about $39,000. Finally, Salomon & Ludwin LLC bought a new stake in shares of Sanmina during the third quarter worth about $41,000. 92.71% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the stock. Weiss Ratings upgraded shares of Sanmina from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, April 29th. Argus increased their price objective on shares of Sanmina to $200.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Zacks Research raised shares of Sanmina from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 30th. Susquehanna assumed coverage on shares of Sanmina in a report on Wednesday, April 1st. They issued a “neutral” rating and a $135.00 target price on the stock. Finally, JPMorgan Chase & Co. began coverage on shares of Sanmina in a research report on Monday, March 30th. They set a “neutral” rating and a $145.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Sanmina presently has a consensus rating of “Moderate Buy” and a consensus price target of $150.00.

About Sanmina

Sanmina Corporation is a leading global electronics manufacturing services (EMS) provider specializing in the design, production and end-to-end supply chain solutions for complex electronic products. Founded in 1980, the company has built a reputation for delivering high-reliability manufacturing across a wide range of industries, including communications, computing, aerospace and defense, medical, automotive and industrial sectors.

Sanmina’s core offerings encompass product design and engineering support, precision PCB fabrication and assembly, system integration, testing, and final system deployment.