SANM CLUSTER SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

SANM ▲ +14.32% at T+5d

NEUTRAL call ✓ call won +14.32% · α vs SPY +11.21% · entry $208.67 → $238.55

Next anchor: T+20d in 7d

Currently $231.18 · +10.79% 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 21d ago

T+5d

+14.32%

call +14.32% · α +11.21%

$238.55

settled 15d ago

T+20d

—

call — · α —

—

in 7d

T+60d

—

call — · α —

—

in 2mo

Price Chart

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Executive Summary

Five Sanmina insiders sold $31.4M in stock over the past week, led by CEO Jure Sola ($27.1M sale). The selling follows strong Q2 earnings (revenue $4.01B, non-GAAP EPS $3.16) and a $600M buyback authorization, suggesting profit-taking rather than distress. The cluster is modest at 0.25% of market cap, but the CEO's large sale warrants attention.

Key Financial Metrics

Direction

selling

Total Value

$31.4M

Insiders

5

Actionable Insight

Monitor for additional insider selling in coming weeks. The CEO's large sale after strong earnings could signal near-term caution. However, the buyback authorized and positive outlook provide a counterbalance. Watch Q3 guidance updates for potential inflection.

Key Facts

CEO Jure Sola sold 118,368 shares worth $27.1M on May 6, 2026
4 other insiders sold a combined $4.3M
Total insider sales: $31.4M (0.25% of market cap)
Insider cluster follows strong Q2 FY2026 earnings released April 27
Company authorized $600M share repurchase program in same earnings release

Financial Impact

Total insider sales of $31.4M represent 0.25% of Sanmina's $12.7B market cap

insider sellingmarket sentiment

Risk Factors

CEO selling could indicate lack of confidence in stock near current levels
Insider selling may pressure stock short-term despite strong fundamentals
Possible deeper selling if stock continues to rise

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-1778270499216

6 reports for SANM

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

Track record builds as more directional reports settle.

Filters

Reports for SANM — sortable, filterable
	Type				Now
May 1, 2026 19d ago	Insider Cluster BEARISH ★ 5/10	$223.27 $248.35	▼ −11.23%	▼ −8.89%	$231.18 (−3.54%)
Apr 29, 2026 21d ago	Insider Cluster MIXED ★ 5/10	$208.67 $238.55	▲ +14.32%	▲ +11.21%	$231.18 (+10.79%)
Apr 29, 2026 21d ago	Insider Cluster NEUTRAL ★ 2/10	$208.67 $238.55	▲ +14.32%	▲ +11.21%	$231.18 (+10.79%)
Apr 29, 2026 21d ago	Insider Cluster NEUTRAL ★ 2/10	$221.89 $235.84	▲ +6.29%	▲ +4.30%	$231.18 (+4.19%)
Apr 29, 2026 21d ago	Insider Cluster NEUTRAL ★ 3/10	$208.67 $221.89	▲ +6.34%	▲ +3.23%	$231.18 (+10.79%)
Feb 24, 2026 12w ago	Insider Cluster BEARISH ★ 6/10	$158.17 $137.97	▲ +12.77%	▲ +11.74%	$231.18 (−46.16%)

US Market Status

Market Closed — Opens Thu (< 1m)

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