Dark Forest Capital Management LP Purchases Shares of 51,055 Sanmina Corporation $SANM

Key Points

• Dark Forest Capital Management LP has acquired a new stake in Sanmina Corporation, purchasing 51,055 shares valued at approximately $3,889,000, representing about 0.10% of the company.
• Several institutional investors have also increased their holdings in Sanmina, with Nuveen LLC acquiring a position valued at $50.5 million and GAMMA Investing LLC increasing their stake by 10,112.8% in the first quarter.
• Sanmina reported $1.53 EPS for the most recent quarter, exceeding expectations, and set its Q4 2025 guidance at 1.520-1.620 EPS while also experiencing a 10.9% year-over-year revenue increase.

Dark Forest Capital Management LP purchased a new stake in Sanmina Corporation (NASDAQ:SANM - Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 51,055 shares of the electronics maker's stock, valued at approximately $3,889,000. Dark Forest Capital Management LP owned approximately 0.10% of Sanmina as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of SANM. EP Wealth Advisors LLC increased its stake in Sanmina by 11.6% during the 1st quarter. EP Wealth Advisors LLC now owns 3,683 shares of the electronics maker's stock valued at $281,000 after purchasing an additional 383 shares in the last quarter. Quarry LP boosted its holdings in Sanmina by 5,883.3% during the first quarter. Quarry LP now owns 718 shares of the electronics maker's stock worth $55,000 after buying an additional 706 shares in the last quarter. Vident Advisory LLC boosted its holdings in Sanmina by 19.6% during the first quarter. Vident Advisory LLC now owns 3,428 shares of the electronics maker's stock worth $261,000 after buying an additional 561 shares in the last quarter. Evergreen Capital Management LLC lifted its holdings in Sanmina by 5.7% during the first quarter. Evergreen Capital Management LLC now owns 6,955 shares of the electronics maker's stock valued at $530,000 after purchasing an additional 376 shares in the last quarter. Finally, State of Wyoming lifted its holdings in Sanmina by 305.1% during the first quarter. State of Wyoming now owns 2,990 shares of the electronics maker's stock valued at $228,000 after purchasing an additional 2,252 shares in the last quarter. Institutional investors own 92.71% of the company's stock.

Analysts Set New Price Targets

SANM has been the subject of several recent analyst reports. Wall Street Zen upgraded shares of Sanmina from a "buy" rating to a "strong-buy" rating in a research report on Saturday, August 30th. Bank of America increased their target price on shares of Sanmina from $100.00 to $120.00 and gave the stock a "neutral" rating in a research note on Friday, July 11th. Two analysts have rated the stock with a Hold rating, According to data from MarketBeat, Sanmina currently has an average rating of "Hold" and a consensus price target of $94.50.

Sanmina Trading Down 0.7%

Shares of NASDAQ SANM traded down $0.90 during midday trading on Monday, reaching $120.04. 65,501 shares of the stock were exchanged, compared to its average volume of 516,281. The company has a 50 day simple moving average of $110.51 and a 200 day simple moving average of $91.32. The stock has a market capitalization of $6.40 billion, a P/E ratio of 25.70, a PEG ratio of 1.77 and a beta of 1.21. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.21 and a current ratio of 1.91. Sanmina Corporation has a twelve month low of $62.76 and a twelve month high of $125.76.

Sanmina (NASDAQ:SANM - Get Free Report) last issued its quarterly earnings results on Monday, July 28th. The electronics maker reported $1.53 EPS for the quarter, beating the consensus estimate of $1.42 by $0.11. Sanmina had a net margin of 3.22% and a return on equity of 11.30%. The company had revenue of $2.04 billion during the quarter, compared to analysts' expectations of $1.98 billion. During the same quarter last year, the company posted $1.25 EPS. The firm's revenue was up 10.9% compared to the same quarter last year. Sanmina has set its Q4 2025 guidance at 1.520-1.620 EPS. As a group, equities analysts expect that Sanmina Corporation will post 5.15 earnings per share for the current year.

Sanmina Profile

Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacturing of components, subassemblies, and complete systems.