TTM Technologies, Inc. (TTMI)
TTM Technologies to Report Q3 Earnings: Buy, Sell or Hold the Stock?
TTMI heads into Q3 earnings with projected 86.57% EPS growth and strong AI demand, but its rich valuation and supply constraints leave investors weighing risks.
TTMI's Defense Pipeline Strengthens: Is Long-Term Growth Ahead?
TTM Technologies' $1.7B defense backlog, $7 billion-plus pipeline and advanced manufacturing investments strengthen its growth prospects amid rising demand.
Reasons to Hold TTMI Stock Despite 11% Decline in Three Months
TTM Technologies' 11% stock decline raises concerns, but booming AI data-center demand, expanding defense opportunities and an upbeat 2026 view support a hold.
As War Fades Away, It's Time To Buy Defense Stocks - Starting With Northrop Grumman
Northrop Grumman is well-positioned amid rising Western defense budgets and strong management under CEO Kathy Warden. NOC fundamentals are robust: a large and growing backlog (2.4x TTM revenue, +16% pa), accelerating revenue growth, stable 8-9% cash flow margins, and declining leverage. Valuation is attractive at under 2x TTM revenue and under 22x TTM unlevered pretax FCF, with technicals suggesting a possible bottom near $426.
TTMI Targets Defense Growth With Epiq Acquisition to Stay Ahead
TTM Technologies expands its defense reach with Epiq, adding software-defined radios, advanced RF and space computing while deepening vertical integration.
TTM Technologies: A High-Growth Electronics Play With Increasing Visibility
TTM Technologies is transforming from a PCB manufacturer into a high-value advanced electronics platform, serving AI infrastructure and aerospace & defense markets. TTMI posted 37.4% YoY revenue growth in Q2 2026, with Data Center and Networking sales surging 91% and A&D maintaining double-digit growth. Operating leverage is accelerating: adjusted EPS reached a record $0.99, and margins have expanded for six consecutive quarters, supporting a robust earnings-growth thesis.
TTM Technologies' N+M Technology Ramps Up: Can Revenue Soar?
TTMI sees N+M scaling into a $600 million business in the second half as AI data-center demand and improving yields support growth.
Is it the Right Time to Buy TTMI Stock at a P/S Multiple of 2.59X?
TTM Technologies' 2.59X P/S, surging AI data-center demand and a $1.7B defense backlog support its growth case despite an 83.3% YTD gain.
We Move To Accumulate Rating On Applied Materials
Applied Materials offers a broad portfolio in semiconductor capital equipment. AMAT delivered a strong quarter with 25% YoY revenue growth, 34% TTM EBITDA margins, and 23% TTM unlevered pretax FCF margins. Valuation is demanding at 11.6x TTM revenue for 8% TTM growth, but technicals and sector positioning support an accumulation thesis.
Why Is TTM (TTMI) Down 15.4% Since Last Earnings Report?
TTM (TTMI) reported earnings 30 days ago. What's next for the stock?
TTMI's Europe Expansion Adds Capabilities: Can It Drive Growth?
TTM Technologies' planned Swiss and German acquisitions add advanced capabilities and a European foothold that could support long-term revenue growth.
TTM Technologies: A Rare Opportunity To Exploit Investors' Fears; Buy
TTM Technologies makes products, mainly printed circuit boards (PCBs) and radio frequency gizmos, that seem as mundane as anything out there.
