Aerospace And Defense Dependence Will Expose AI Hardware And Capacity Risks

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

14 Jan 26

Updated

09 Jul 26

Views

Not Invested

Shared on 09 Jul 26

Fair value Increased 185%

TTMI: AI And Defense Capacity Expansion Will Drive Future Upside

TTM Technologies is winning more support from Wall Street as demand tied to AI hardware and defense electronics looks stronger, helped by new and expanded factories and a push into more integrated products. The catch is that higher expectations leave less room for mistakes if new capacity takes longer to ramp or if AI and defense orders don’t hold up.

6 views

Fair Value vs Share Price

US$205

vs US$108.6947.0% undervalued

22.1%

Revenue growth

12.8%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on TTM Technologies

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Flawless balance sheet with solid track record.

Market capUS$12.8b

PB6.1x

Estimated Growth18.9%

Dividend YieldN/A

Full analysis

CEO & management

Edwin Roks

CEO

2.8yrs

CEO Tenure

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.