AI And Defense Catalysts Will Support A Stronger Long Term Outlook

AnalystHighTarget

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

Published

28 Jan 26

Updated

23 Jul 26

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Not Invested

Shared on 23 Jul 26

Fair value Increased 79%

TTMI: AI And Defense Demand Will Drive Future Earnings Repricing

Wall Street is suddenly more upbeat on TTM Technologies, expecting strong demand from AI hardware and defense programs to lift its future profits. The catch is that this view depends on the company executing on new factory capacity and more complex products while the market stays willing to pay up for that growth.

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Fair Value vs Share Price

US$220

vs US$132.7939.6% undervalued

23.9%

Revenue growth

12.4%

Profit margin

Recent News & Updates

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Company analysis

Flawless balance sheet with solid track record.

Market capUS$13.8b

PB7.5x

Estimated Growth18.9%

Dividend YieldN/A

Full analysis

CEO & management

Edwin Roks

CEO

2.9yrs

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.