Lumida
/SANM
⌘K
Sanmina Corp

Sanmina Corp

SANM
$216.00USD+6.24%+12.69 today

MARKET CAP

11.6B

P/E (TTM)

45.7x

FWD P/E

DAY RANGE

$206 – $219

52W RANGE

$110
$289

AI Summary

Stalk
StalkMedium

SANM has cleared the $200–203 resistance cluster and reclaimed key EMAs on strong volume, but price is now extended above rising 9- and 20-day EMAs and nearing overbought. Under the Momentum + EPS strategy, patience is warranted: wait for a shallow pullback into the EMA zone (200–203) and confirmation of acceptance above short-term structure before initiating a long.

  • Q3 revenue $3.46B (+69.7% YoY) led by AI infrastructure growth
  • Non-GAAP operating margin at 8.0%, reflecting improved efficiency
  • P/E at 38.6x vs 5-year median flags overvaluation
Full analysis →

Buying

9

institutions

Selling

5

institutions

New Positions

1

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

SELL5.50 M1.39 B+-3.10 M+24.9%0.02%
FA

Fisher Asset Management, LLC

Q2 2026

SELL767.70 K194.29 M+-66.15 K+79.7%0.06%
MM

Millennium Management LLC

Q2 2026

BUY689.49 K174.50 M+269.33 K+220.4%0.06%
CA

Citadel Advisors LLC

Q2 2026

BUY560.29 K141.80 M+297.96 K+317.0%0.02%
JC

Jpmorgan Chase & Co

Q2 2026

SELL370.09 K89.55 M+-47.97 K+72.7%0.01%
RT

Renaissance Technologies LLC

Q2 2026

BUYNEW138.03 K34.93 M+138.03 K+0.0%0.05%
BA

Bridgewater Associates, LP

Q2 2026

BUY103.96 K26.31 M+48.58 K+266.4%0.11%
CP

California Public Employees Retirement System

Q2 2026

BUY101.86 K25.78 M+15.04 K+129.1%0.01%
AC

Aqr Capital Management LLC

Q2 2026

BUY87.04 K22.03 M+2.03 K+99.9%0.01%
PA

Point72 Asset Management, L.P.

Q2 2026

BUY68.00 K17.21 M+66.10 K+6886.3%0.02%
JH

Janus Henderson Group Plc

Q1 2026

SELL67.87 K8.79 M+-59.70 K-54.1%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

BUY11.50 K2.91 M+4.63 K+226.9%0.02%
MG

Man Group Plc

Q2 2026

SELL5.90 K1.49 M+-6.47 K-6.9%0.00%
RC

Rockefeller Capital Management L.P.

Q2 2026

BUY1.78 K450.74 K+227.00+123.7%0.00%