SANM Sanmina Corporation

SANM Sanmina Corporation

Technology · Electronic Components

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $150.08 · VWAP $189.33 · -17.8% vs 12m avg buyer

downtrend vol: expandinggaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

5 watchlists

Watchlists @thebuildout-connector-high-speed-interconnect@thebuildout-ems-contract-electronics-manufacturing@thebuildout-high-speed-pcbs-server-networking@thebuildout-optical-transceivers-modules@thebuildout-racks-chassis-mechanical-infrastructure

SANM Price Structure

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Peers

Every watchlist SANM belongs to, members best 30-day change first — SANM highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-high-speed-pcbs-server-networking
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APH-9.9% +1.4%1d -6.6%7d SANM-29.8% +0.8%1d -11.4%7d TTMI-36.3% +8.4%1d -14.7%7d
@thebuildout-ems-contract-electronics-manufacturing
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APH-9.9% +1.4%1d -6.6%7d JBL-11.3% +2.5%1d -1.5%7d FN-21.4% -0.9%1d -13.4%7d VRT-21.9% -0.7%1d -5.9%7d CLSE-28.1% -3.4%1d -14.4%7d SANM-29.8% +0.8%1d -11.4%7d FLEX-31.8% -0.2%1d -15.4%7d
@thebuildout-connector-high-speed-interconnect
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MMM+1.9% -1.2%1d +5.3%7d TEL-3.0% -0.2%1d -2.2%7d APH-9.9% +1.4%1d -6.6%7d MRVL-12.4% +2.3%1d +0.3%7d GLW-19.9% -0.2%1d -6.3%7d NVT-23.0% -1.8%1d -11.7%7d CRDO-24.0% -9.5%1d -13.2%7d SANM-29.8% +0.8%1d -11.4%7d TTMI-36.3% +8.4%1d -14.7%7d
@thebuildout-racks-chassis-mechanical-infrastructure
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DOV+5.4% +1.9%1d +1.7%7d HUBB-3.4% +0.5%1d -2.8%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d PH-9.3% -1.4%1d -8.6%7d APH-9.9% +1.4%1d -6.6%7d JBL-11.3% +2.5%1d -1.5%7d ETN-16.6% -0.8%1d -6.4%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d VRT-21.9% -0.7%1d -5.9%7d NVT-23.0% -1.8%1d -11.7%7d CLSE-28.1% -3.4%1d -14.4%7d SANM-29.8% +0.8%1d -11.4%7d MOD-30.9% -1.4%1d -10.4%7d FLEX-31.8% -0.2%1d -15.4%7d
@thebuildout-optical-transceivers-modules
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CSCO+0.1% +1.5%1d -0.8%7d TEL-3.0% -0.2%1d -2.2%7d GFS-4.4% +2.4%1d -4.9%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d AVGO-9.4% -0.5%1d -2.1%7d APH-9.9% +1.4%1d -6.6%7d CIEN-10.0% -0.7%1d -3.8%7d JBL-11.3% +2.5%1d -1.5%7d MRVL-12.4% +2.3%1d +0.3%7d MTSI-14.4% +2.8%1d -9.9%7d ANET-15.3% +0.8%1d -2.6%7d STM-16.1% -0.2%1d -3.0%7d LITE-19.3% +0.5%1d -8.3%7d FN-21.4% -0.9%1d -13.4%7d SMTC-22.1% +5.5%1d -3.5%7d NOK-23.4% +3.3%1d -10.9%7d CRDO-24.0% -9.5%1d -13.2%7d TSEM-27.3% -0.1%1d -14.3%7d INTC-29.1% +1.7%1d -3.2%7d SANM-29.8% +0.8%1d -11.4%7d COHR-30.4% +0.7%1d -10.1%7d AAOI-33.2% -0.8%1d -10.7%7d

Next earnings SANM reports in 17 days Nov 9

Against street estimates

How SANM's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 27 · projection Oct 23

Result
Jul 27 2.793.31+18.5%Beat
Apr 27 2.403.16+31.8%Beat
Jan 26 2.152.38+11.0%Beat
Nov 3 '25 1.571.67+6.7%Beat
Jul 28 '25 1.421.53+8.1%Beat
Apr 28 '25 1.381.41+2.5%Beat
Jan 27 '25 1.371.44+5.1%Beat
Nov 4 '24 1.271.43+12.6%Beat

Recent news

Headlines about SANM from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

SANM research tape

46 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-21 scan Monster Scan — 2026-10-19 scan Monster Scan — 2026-10-16 scan Monster Scan — 2026-10-15 scan Monster Scan — 2026-10-14
Types
Oct 21 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 19 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 15 Scan Monster Scan
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Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 13 Scan Monster Scan
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Oct 12 Scan Monster Scan
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Oct 9 Scan Monster Scan
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Oct 8 Scan Monster Scan
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Oct 7 Scan Monster Scan
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Oct 6 Scan Monster Scan
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Oct 5 Scan Monster Scan
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Oct 2 Scan Monster Scan
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Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
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Sep 28 Scan Monster Scan
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Sep 25 Scan Monster Scan
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Sep 24 Scan Monster Scan
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Sep 23 Scan Monster Scan
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Sep 21 Scan Monster Scan
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Sep 18 Scan Monster Scan
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Sep 17 Scan Monster Scan
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Sep 16 Scan Monster Scan
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Sep 15 Scan Monster Scan
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Sep 14 Scan Monster Scan
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Sep 11 Scan Monster Scan
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Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
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Sep 4 Scan Monster Scan
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Sep 3 Scan Monster Scan
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Sep 2 Scan Monster Scan
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Sep 1 Scan Monster Scan
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Aug 31 Scan Monster Scan
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Aug 28 Scan Monster Scan
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Aug 27 Scan Monster Scan
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Aug 26 Scan Monster Scan
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Aug 25 Scan Monster Scan
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Aug 24 Scan Monster Scan
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Aug 23 Scan Monster Scan
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Aug 22 Scan Monster Scan
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Aug 21 Scan Monster Scan
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Aug 20 Scan Monster Scan
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Aug 18 Scan Monster Scan
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Jul 27 Catalyst SANM earnings
SANM