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SANM Billionaire Ken Fisher's Top 15 Moves

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Top Movers

Ticker	Sector	Change
SANM	Industrials	+75.9%

Sentiment Timeline

Sector Performance

Event Timeline

Jun 13, 2026 Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s … Bullish

May 04, 2026 The AI Supercycle's Most Undervalued Manufacturer Bullish

Apr 28, 2026 Analyst Report: Sanmina Corp Bullish

Mar 19, 2026 Sanmina Corporation (SANM): Billionaire Ken Fisher Is Loading Up on This Stock Neutral

Analyst Report: Sanmina Corp Yahoo Finance · Apr 28, 2026 Mixed Sanmina Corporation (SANM): Billionaire Ken Fisher Is Loading Up on This Stock Yahoo Finance · Mar 19, 2026

Top Movers

Ticker	Sector	Change
SANM	Industrials	+75.9%

🤖 AI Overview

What happened: Sanmina Corporation (NASDAQ: SANM), an electronics manufacturing services provider, is gaining traction as a key player in the artificial intelligence (AI) hardware supercycle. In the second quarter of 2026, Sanmina's revenue grew 15% year-over-year, driven by its AI and data center businesses. Billionaire Ken Fisher's fund has been accumulating Sanmina shares since Q3 2025, purchasing nearly 167,000 shares at an average price of $27.35. Analysts at Argus recently raised their target price for Sanmina, citing exceptional AI momentum.

Market impact: The AI hardware supercycle is pushing demand for Sanmina's services, benefiting the company and its peers in the EMS sector. Sanmina's strong performance in AI and data center segments is attracting institutional investors like Fisher's fund, potentially leading to further stock price appreciation. This narrative could reprice valuations for other EMS companies exposed to AI growth.

What to watch next: Sanmina's third-quarter earnings, scheduled for October 2026, will provide insights into the sustainability of its AI-driven growth. Additionally, monitor Fisher's fund activity around Sanmina's stock, as further purchases could signal continued confidence in the company's AI prospects. Lastly, track AI hardware demand trends, as they will directly impact Sanmina's business and the broader EMS sector.

AI Overview as of May 04, 2026

Timeline

First SeenMar 19, 2026

Last UpdatedOct 04, 2026

SANM Billionaire Ken Fisher's Top 15 Moves

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