TTM Technologies (TTMI) is a critical supplier to the AI hardware and defense sectors, with 22% y/y sales growth and record earnings. TTMI's growth is driven by surging AI data center demand and robust aerospace & defense spending, with 80% of Q3 sales tied to these arenas. Despite a 189% YTD stock surge, TTMI trades at a discount on PEG and price/sales metrics relative to sector growth, justif...
TTM Technologies is positioned for significant long-term growth, driven by strong demand in aerospace, defense, and data center markets. TTMI's aggressive expansion, including new facilities in Wisconsin, Malaysia, and New York, supports its robust revenue growth and geographic diversification. Despite lower gross margins, TTMI delivers superior EBIT margins and maintains solid liquidity, enabl...
TTM Technologies has surged over 200% in a year as it pivots from commodity PCBs to a mission‑critical defense and AI infrastructure electronics provider. TTMI consistently beats guidance, posting 22% YoY revenue growth in Q3 and robust cash flow, with net debt/EBITDA at 1.0x. Roughly 80% of sales now come from aerospace/defense and AI‑linked datacenter/networking, with a 1.15 book‑to‑bill sign...
For 3Q25, the Macquarie Small Cap Value Fund Institutional class shares lagged the stronger return of its benchmark, the Russell 2000 Value Index. Stock selection and an underweight allocation detracted in the healthcare sector. Stock selection in technology detracted as the Fund's positions in the semiconductors and semiconductor equipment industries underperformed.
San Francisco-based Think Investments added 793,100 shares of TTMI valued at $45.7 million in the third quarter. The stake represents 6% of 13F reportable assets under management at quarter-end, making it the fund's fifth-largest holding.
SANTA ANA, Calif., Nov. 26, 2025 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ: TTMI), today announced that members of its management team will attend the following investor conferences: Dan Boehle, Chief Financial Officer, will participate in the BofA Securities Leveraged Finance Conference on December 2nd at the Boca Raton Hotel in Boca Raton, FL, with a presentation at 8:50am Eastern Ti...
TTM Technologies (TTMI) remains a buy as strong defense-driven PCB demand and operational execution drive a 30% stock price gain since last coverage. TTMI's 90-day backlog rose 14% to $0.61B, with 91% of revenues from US defense, benefiting from a projected $1T FY2026 defense budget. Q3'25 revenue grew 22% YoY to $752.74M and net profit surged 271%, outpacing peers and supporting a revised fair...
TTM Technologies is a leading global electronics manufacturer specializing in PCBs and RF components, benefiting from strong AI-driven demand. TTMI stock has surged over 200% in the past year, outpacing the market, yet still trades at a modest premium to peers. Despite its premium valuation, TTMI's double-digit growth and industry tailwinds suggest further upside, with future revenue growth not...
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