TTM Technologies, Inc. (TTMI)
TTM Technologies Surges 88.6% YTD: Buy, Sell or Hold the Stock?
AI infrastructure and defense demand are lifting TTMI, but investors may want to weigh growth against valuation.
TTMI's Defense Electronics Demand Remains Strong: What's Ahead?
TTM Technologies is riding strong defense electronics demand with a $1.6B backlog, key radar program wins and growing military bookings supporting long-term growth.
Turning Bullish On TTM Technologies: The Rationale Behind My Upgrade
TTM Technologies, Inc. delivered 30% YoY Q1 2026 revenue growth, driven by 61% growth in data center and networking end markets. TTMI's forward EV/EBITDA/Growth ratio of 0.73 signals undervaluation versus peers, despite a high current P/E and P/S. The company is transitioning to higher-margin products, with EBITDA projected to grow at a 31.43% CAGR through 2028.
TTM Technologies: AI And Defense Make The Valuation Interesting
TTM Technologies is evolving into a key AI infrastructure and defense electronics supplier, moving beyond its cyclical PCB roots. Q1 2026 saw 30% revenue growth to $846M, record non-GAAP EPS of $0.75, and a strong book-to-bill of 1.41, signaling robust demand. Data Center & Networking (36% of revenue) and Aerospace & Defense (40%) drive both growth and stability, balancing cyclical and secular trends.
TTM Technologies: The Tailwinds Are Piling Up
TTM Technologies has surged 123% since my last coverage, outperforming the benchmark and maintaining strong momentum. Despite trading at a 37x forward P/E, TTMI's premium is justified by robust earnings performance and potential top- and bottom-line growth. Key catalysts include expanding data center markets and aerospace/defense circuit demand, supporting my continued Buy rating.
TTM Technologies, Inc. Q2 Earnings Preview: Accumulate On Weakness
TTM Technologies delivered record Q1 2026 results, driven by AI data center and defense segments, with 30% YoY revenue growth and 50% EPS growth. AI and defense now comprise 80% of TTMI's business, with defense providing a regulatory moat and a countercyclical annuity undervalued by the market. Management guides Q2 net sales of $930–$970M and non-GAAP EPS of $0.82–$0.88, but consensus expects higher EPS, setting up for another potential beat.
Why TTM Technologies (TTMI) is a Top Growth Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
TTM (TTMI) Upgraded to Strong Buy: Here's What You Should Know
TTM (TTMI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Looking for a Growth Stock? 3 Reasons Why TTM (TTMI) is a Solid Choice
TTM (TTMI) possesses solid growth attributes, which could help it handily outperform the market.
3 Reasons Why Growth Investors Shouldn't Overlook TTM (TTMI)
TTM (TTMI) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Does TTM (TTMI) Have the Potential to Rally 26.6% as Wall Street Analysts Expect?
The mean of analysts' price targets for TTM (TTMI) points to a 26.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
TTM Technologies: Strong Demand Suggests The Transformation Is Long Over
TTM Technologies is transforming from a cyclical PCB manufacturer to a high-value AI infrastructure and defense supplier. Record Q1 2026 revenue of $846M (+30% YoY) and 61% growth in Data Center & Networking signal structural demand shifts. Robust 1.4 book-to-bill and $1.6B defense backlog provide multi-year revenue visibility and support aggressive growth forecasts.
