New insider activity at Sanmina-Sci ( (SANM) ) has taken place on February 6, 2026.
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EVP & Global Sales Charlie Mason has executed a notable transaction involving Sanmina-Sci stock, selling a total of 13,150 shares. This sale amounts to a substantial $1,935,811 in total value, highlighting a significant move by a key executive within the company’s leadership team.
Recent Updates on SANM stock
Over the last 24 hours, Sanmina-Sci has been in focus after posting a strong fiscal Q1 2026 beat and issuing upbeat guidance, which has driven bullish analyst reassessments of the stock despite elevated expectations priced into options. Argus raised its price target, emphasizing the substantial Q1 earnings and revenue beat, Sanmina’s extensive and agile manufacturing footprint in the Americas, and the fact that tariffs have not been a material headwind. Analysts are also reacting to powerful AI- and cloud-driven momentum: revenue surged 59% year over year, EPS climbed more than 60%, and margins stayed solid, supported by the successful, EPS-accretive integration of ZT Systems, which is expanding Sanmina’s role in AI and data-center infrastructure. Forward guidance for Q2 points to continued high growth and strong profitability, underpinned by structural AI demand and a growing communications and cloud/AI mix, while robust cash generation and liquidity give the company room to fund higher capex, inventory, and leverage. Options trading ahead of earnings showed implied volatility consistent with expectations for a sizable price move, reflecting heightened investor focus on whether Sanmina can sustain this AI-led growth trajectory and manage near-term risks from working capital, higher capital spending, and a choppy macro backdrop.
Spark’s Take on SANM Stock
According to Spark, TipRanks’ AI Analyst, SANM is a Outperform.
The score is driven primarily by solid underlying financials (especially strong free cash flow) and a constructive earnings outlook with accretive acquisition-driven growth. These positives are tempered by weak near-term technicals (below key moving averages with negative MACD) and a higher P/E multiple with no dividend yield provided.
To see Spark’s full report on SANM stock, click here.
More about Sanmina-Sci
YTD Price Performance: -5.15%
Average Trading Volume: 786,831
Technical Sentiment Signal: Buy
Current Market Cap: $7.96B