TTM Technologies: Riding The Defense And Data Center Supercycles To A Stronger Future

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, enabling strategic reinvestment and manageable leverage.

Seeking Alpha • 20 hours ago

TTM Technologies Rides Both Defense Supercycle And Datacenter Gold Rush

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 signaling sustained demand and backlog growth ahead.

Seeking Alpha • Dec 10, 2025

TTM Technologies, Inc. (TTMI) Hits Fresh High: Is There Still Room to Run?

TTM (TTMI) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Zacks Investment Research • Dec 5, 2025

4 Stocks to Buy for the Next Leg of the AI Rally

Bull markets are a lot like the zombies in apocalypse movies: you might think they're finally dead, but then they're back on their feet before you even have a chance to reload.

Benzinga • Dec 3, 2025

Macquarie Small Cap Value Fund Q3 2025 Portfolio Performance

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.

Seeking Alpha • Nov 30, 2025

These stocks may benefit from a shift towards Google's highly specialized AI microchips

If there's widespread adoption of Google's TPU ecosystem, there are plenty of stocks that may flourish as a consequence.

Market Watch • Nov 28, 2025

Here's Why One Fund Just Bet $46 Million on This Surging Printed Circuit Board Stock

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.

The Motley Fool • Nov 27, 2025

TTM Technologies, Inc. Announces Upcoming Conference Participation

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 Time, and Edwin Roks, President and Chief Executive Officer, and Dan Boehle will participate in the UBS Global Technology and AI Conference on December 3rd and 4th at The Phoenician in Scottsdale, AZ.

GlobeNewsWire • Nov 26, 2025

Wall Street Analysts Think TTM (TTMI) Could Surge 30.03%: Read This Before Placing a Bet

The consensus price target hints at a 30% upside potential for TTM (TTMI). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Zacks Investment Research • Nov 21, 2025

3 Reasons Why Growth Investors Shouldn't Overlook TTM (TTMI)

TTM (TTMI) possesses solid growth attributes, which could help it handily outperform the market.

Zacks Investment Research • Nov 19, 2025