New insider activity at Sanmina-Sci ( (SANM) ) has taken place on May 4, 2026.
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Sanmina-Sci saw notable insider activity as two senior leaders executed stock sales. EVP of Global Human Resources Alan Mcwilliams Reid sold 1,000 shares of Sanmina-Sci stock in a transaction valued at $218,170. In a separate move, Director David V III Hedley sold 500 shares of Sanmina-Sci stock for a total transaction value of $109,760. These sales highlight recent share disposals by key members of the company’s leadership team.
Recent Updates on SANM stock
Sanmina-Sci shares jumped sharply over the last 24 hours after Q2 results and guidance highlighted a step-change in scale and profitability. The move was driven by record revenue more than doubling estimates on strong ZT Systems contribution, core organic growth, margin expansion, and cash generation, plus a sizable new buyback authorization that reinforced confidence in long-term growth and capital returns.
Analysts’ price target revisions were primarily tied to the earnings beat versus expectations, the upgraded multiyear revenue outlook, and evidence of operating leverage despite near-term mix pressure and integration costs. Commentary also cited accelerating hyperscaler demand, ZT’s robust run-rate potential, and reaffirmed FY26 guidance toward at least $13.7B–$14.3B in revenue as key factors supporting higher long-term profitability assumptions despite acknowledged risks from supply constraints and shipment timing volatility.
Spark’s Take on SANM Stock
According to Spark, TipRanks’ AI Analyst, SANM is a Outperform.
The score is driven primarily by strong earnings-call guidance and robust cash generation/revenue momentum, offset by balance-sheet risk from the step-up in leverage and technically overextended momentum signals that raise pullback risk; valuation appears reasonable but not meaningfully discounted.
To see Spark’s full report on SANM stock, click here.
More about Sanmina-Sci
YTD Price Performance: 48.78%
Average Trading Volume: 793,786
Technical Sentiment Signal: Buy
Current Market Cap: $11.97B