SANM CLUSTER SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

SANM ▲ +25.47% at T+20d

NEUTRAL call ✓ call won +25.47% · α vs SPY +20.01% · entry $208.67 → $261.82

Next anchor: T+60d in 6w

Currently $242.36 · +16.15% from $208.67 entry

Entry anchored
Apr 28, 03:59 PM ET
via Databento tick

T+1d

+4.38%

call +4.38% · α +3.36%

$217.82

settled 6w ago

T+5d

+14.32%

call +14.32% · α +11.21%

$238.55

settled 5w ago

T+20d

+25.47%

call +25.47% · α +20.01%

$261.82

settled 14d ago

T+60d

—

call — · α —

—

in 6w

Price Chart

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Executive Summary

A cluster of four insider sales totaling $4.34M (0.036% of market cap) at Sanmina following a strong Q2 earnings report and $600M buyback authorization. The dollar amount is trivial relative to market cap, indicating routine portfolio diversification rather than bearish sentiment.

Key Financial Metrics

Direction

selling

Total Value

$4.3M

Insiders

4

Actionable Insight

The insider sales are immaterial relative to company size and occur after strong earnings and a buyback announcement. No bearish signal — monitor for any future larger-scale selling or changes in insider sentiment.

Key Facts

Four insiders sold shares totaling approximately $4.34M between April 30 and May 4, 2026.
Sales represent only 0.036% of Sanmina's $11.9B market capitalization.
Cluster follows positive Q2 FY2026 earnings (revenue $4.01B, non-GAAP EPS $3.16) and a $600M share repurchase authorization.

Financial Impact

Total insider sales of $4.34M, or 0.036% of market cap.

insider selling volume

Market Snapshot

Exchange

Nasdaq

Sector

Printed Circuit Boards

Analyst Consensus

58% bullish (12 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-SANM-1778097726669

7 reports for SANM

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for SANM — sortable, filterable
	Type				Now
Jun 1, 2026 8d ago	Insider Cluster NEUTRAL ★ 2/10	$278.36 $282.72	▲ +1.57%	▲ +2.29%	$242.36 (−12.93%)
May 1, 2026 5w ago	Insider Cluster BEARISH ★ 5/10	$223.27 $216.54	▲ +3.01%	▲ +2.67%	$242.36 (−8.55%)
Apr 29, 2026 6w ago	Insider Cluster MIXED ★ 5/10	$208.67 $217.82	▲ +4.38%	▲ +3.36%	$242.36 (+16.15%)
Apr 29, 2026 6w ago	Insider Cluster NEUTRAL ★ 2/10	$208.67 $217.82	▲ +4.38%	▲ +3.36%	$242.36 (+16.15%)
Apr 29, 2026 6w ago	Insider Cluster NEUTRAL ★ 2/10	$221.89 $238.55	▲ +7.51%	▲ +6.12%	$242.36 (+9.23%)
Apr 29, 2026 6w ago	Insider Cluster NEUTRAL ★ 3/10	$208.67 $217.82	▲ +4.38%	▲ +3.36%	$242.36 (+16.15%)
Feb 24, 2026 15w ago	Insider Cluster BEARISH ★ 6/10	$158.17 $161.32	▼ −1.99%	▼ −1.16%	$242.36 (−53.23%)

US Market Status

Market Closed — Opens Thu (10h 57m)

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