SANM CLUSTER SEC Filing Analysis

Latest settled — T+20d

SANM ▲ +25.45% at T+20d

NEUTRAL call ✓ call won +25.45% · α vs SPY +20.50% · entry $221.89 → $278.36

Next anchor: T+60d in 7w

Currently $255.20 · +15.01% from $221.89 entry

Entry anchored
May 4, 2026
via day open

T+1d

+7.51%

call +7.51% · α +6.12%

$238.55

settled 6w ago

T+5d

+6.29%

call +6.29% · α +4.30%

$235.84

settled 5w ago

T+20d

+25.45%

call +25.45% · α +20.50%

$278.36

settled 11d ago

T+60d

—

call — · α —

—

in 7w

Price Chart

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Executive Summary

Three Sanmina insiders sold a total of $4.23M in open-market shares over a week following strong Q2 FY2026 earnings. The sales are trivial relative to the $12B market cap (0.035%), suggesting routine profit-taking rather than a bearish signal.

Key Financial Metrics

Direction

selling

Total Value

$4.2M

Insiders

3

Actionable Insight

Insider selling is too small to warrant a directional trade. Monitor for any larger clusters or changes in insider sentiment. The strong earnings and buyback authorization remain the dominant signals for SANM.

Key Facts

Total open-market sales: $4.23M across 4 trades by 3 insiders
Sales represent 0.035% of Sanmina's $12B market cap
Largest sale: Director Joseph Licata sold $3.52M on April 29
Cluster follows strong Q2 earnings: revenue $4.01B, non-GAAP EPS $3.16, raised FY2026 guidance
Board authorized $600M share repurchase program on April 27

Financial Impact

Insider sales of $4.23M are immaterial relative to market cap

Risk Factors

Insider sales could accelerate if stock continues to rally
Potential for increased selling as lockups or option exercises expire

Market Snapshot

Exchange

Nasdaq

Sector

Printed Circuit Boards

Analyst Consensus

64% bullish (11 analysts)

Documents Analyzed

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

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-SANM-1777924905428

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 11d ago	Insider Cluster NEUTRAL ★ 2/10	$278.36 $282.72	▲ +1.57%	▲ +2.29%	$255.20 (−8.32%)
May 1, 2026 6w ago	Insider Cluster BEARISH ★ 5/10	$223.27 $216.54	▲ +3.01%	▲ +2.67%	$255.20 (−14.30%)
Apr 29, 2026 6w ago	Insider Cluster MIXED ★ 5/10	$208.67 $217.82	▲ +4.38%	▲ +3.36%	$255.20 (+22.30%)
Apr 29, 2026 6w ago	Insider Cluster NEUTRAL ★ 2/10	$208.67 $217.82	▲ +4.38%	▲ +3.36%	$255.20 (+22.30%)
Apr 29, 2026 6w ago	Insider Cluster NEUTRAL ★ 2/10	$221.89 $238.55	▲ +7.51%	▲ +6.12%	$255.20 (+15.01%)
Apr 29, 2026 6w ago	Insider Cluster NEUTRAL ★ 3/10	$208.67 $217.82	▲ +4.38%	▲ +3.36%	$255.20 (+22.30%)
Feb 24, 2026 15w ago	Insider Cluster BEARISH ★ 6/10	$158.17 $161.32	▼ −1.99%	▼ −1.16%	$255.20 (−61.35%)

US Market Status

Market Closed — Opens Mon (48h 51m)

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