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

Last close $251.95 (close Jun 8) · +20.74% 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

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

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%	$251.95 (−9.49%)
May 1, 2026 5w ago	Insider Cluster BEARISH ★ 5/10	$223.27 $216.54	▲ +3.01%	▲ +2.67%	$251.95 (−12.85%)
Apr 29, 2026 6w ago	Insider Cluster MIXED ★ 5/10	$208.67 $217.82	▲ +4.38%	▲ +3.36%	$251.95 (+20.74%)
Apr 29, 2026 6w ago	Insider Cluster NEUTRAL ★ 2/10	$208.67 $217.82	▲ +4.38%	▲ +3.36%	$251.95 (+20.74%)
Apr 29, 2026 6w ago	Insider Cluster NEUTRAL ★ 2/10	$221.89 $238.55	▲ +7.51%	▲ +6.12%	$251.95 (+13.55%)
Apr 29, 2026 6w ago	Insider Cluster NEUTRAL ★ 3/10	$208.67 $217.82	▲ +4.38%	▲ +3.36%	$251.95 (+20.74%)
Feb 24, 2026 15w ago	Insider Cluster BEARISH ★ 6/10	$158.17 $161.32	▼ −1.99%	▼ −1.16%	$251.95 (−59.29%)

US Market Status

Market Closed — Opens in 7h 17m

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