# Sanmina stock rating swings

> Live situation record from CLSTR: https://clstr.news/situations/sanmina-stock-rating-swings
> Updated: 2026-07-31T22:33:44.000Z. Sources: 5. Developments: 2.

In late July 2026, Sanmina Corp. saw its shares plunge after JPMorgan Chase downgraded the stock and cut its price target, citing a revenue guidance miss despite a strong earnings beat. The decline was sharp, with the price falling about 20% from the prior close.

A few days later, analyst sentiment shifted as Zacks and other firms upgraded Sanmina to a Strong‑Buy, raising the average price target and highlighting the company’s earnings beat and year‑over‑year revenue growth. The contrasting analyst actions illustrate rapid volatility in market expectations for Sanmina during this period.

## Timeline

### 2026-07-31: Renaissance Technologies expands stakes in LivaNova and Insight Enterprises

Renaissance Technologies raised its LivaNova stake to 183,000 shares ($11.6 M) and its Insight Enterprises stake to 180,573 shares ($12.1 M) in Q1, according to a 13F filing.

2 sources. https://clstr.news/cluster/newmarket-boosts-q2-earnings-amid-middle-east-supply-disruptions-gains-analyst-upgrade

### 2026-07-27: Sanmina shares tumble after JPMorgan downgrade and revenue guidance miss

Sanmina shares fell ~20% after JPMorgan cut its price target and the company’s revenue outlook missed expectations, despite a solid earnings beat.

5 sources. https://clstr.news/cluster/sanmina-shares-tumble-after-jpmorgan-downgrade-and-revenue-guidance-miss

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Cite as: Sanmina stock rating swings. CLSTR, https://clstr.news/situations/sanmina-stock-rating-swings