TTM Technologies（TTMI）株式概要
TTM Technologies, Inc.は、ミッションシステム、無線周波数（RF）部品、RFマイクロ波／マイクロエレクトロニクスアセンブリ、プリント回路基板（PCB）および基板を米国、台湾、および海外で製造・販売している。 詳細
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Analyst Price Targets
TTM Technologies, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$171.87 |
| 52週高値 | US$180.00 |
| 52週安値 | US$28.12 |
| ベータ | 2.11 |
| 1ヶ月の変化 | 42.35% |
| 3ヶ月変化 | 87.22% |
| 1年変化 | 490.62% |
| 3年間の変化 | 1,209.98% |
| 5年間の変化 | 1,045.04% |
| IPOからの変化 | 720.87% |
最新ニュース
Recent updates
ナラティブの更新 • May 11
TTMI: Radar Programs And Margin Discipline Will Shape Balanced Future Earnings Prospects
Analysts have lifted the TTM Technologies price target from $125.25 to $170.00, citing updated assumptions that include a higher projected revenue growth rate, a revised discount rate, a lower profit margin figure, and a higher future P/E multiple supported by recent research from firms that raised their targets by $3, $65, $35, $40, and $36. Analyst Commentary Recent research has centered on how the new US$170.00 price target lines up with updated assumptions on revenue growth, profitability, and the appropriate P/E multiple for TTM Technologies.Seeking Alpha • Apr 26
TTM Technologies: The AI Bottleneck Story Is Fully Valued, Earnings Preview (Rating Downgrade)
Summary TTM Technologies has surged over 150% in six months, reflecting a major narrative shift toward its AI infrastructure and defense roles. Despite strong Q4 results and growth in data center and defense segments, TTMI's valuation multiples have expanded significantly, capping near-term upside. Heavy capex for new facilities in Penang, Syracuse, and Wisconsin supports long-term growth, but has pressured free cash flow and margins. I'm downgrading TTMI to 'Hold' due to limited upside at current valuations, despite robust fundamentals and positive catalysts from facility ramp-ups. Read the full article on Seeking Alphaナラティブの更新 • Apr 21
TTMI: Radar Programs And Margin Execution Will Shape Future Earnings Power
TTM Technologies' analyst price target has shifted from $118.50 to $125.25, as analysts point to revised assumptions around growth, margins, and future P/E multiples reflected in recent updates from Stifel, B. Riley, and Needham.ナラティブの更新 • Apr 06
TTMI: Radar Programs And Raised Earnings Power Will Support Future Upside
Analyst price targets for TTM Technologies have been raised by up to $36, with changes supported by updated views on future earnings potential and valuation metrics, including modest adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent Street research on TTM Technologies points to a cluster of higher price targets, with analysts updating their views on earnings power, valuation and execution risks.ナラティブの更新 • Mar 23
TTMI: Radar Demand And Margin Discipline Will Support Future Upside
Analysts have lifted their price targets on TTM Technologies by up to $36, with the latest updates pointing to refined assumptions on discount rates, revenue growth, profit margins, and future P/E. These changes keep the model fair value steady at $118.50.
新しいナラティブ • Mar 09
TTM Technologies (TTMI): The Backbone of the AI Tsunami and Defense Modernization.
TTM Technologies has evolved into a mission-critical "pick-and-shovel" play for both the generative AI buildout and the global defense recapitalization. Trading at $87.91 as of the March 6, 2026 close, the stock is currently undergoing a sharp correction from its 52-week high of $113.46 , having dropped over 11% in a single session.ナラティブの更新 • Mar 07
TTMI: Radar And Data Center Demand Will Support Future Margins
Analysts have increased their blended 12 month price target on TTM Technologies by $36 to $118.50, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Street research around TTM Technologies has centered on how updated assumptions on discount rates, revenue trajectory, profit margins, and future P/E multiples flow through to valuation.ナラティブの更新 • Feb 20
TTMI: Radar Contracts And Data Center Demand Will Support Margins
Analysts have lifted their price targets on TTM Technologies, with our fair value estimate moving from $103.25 to $118.50 as they factor in updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street reports on TTM Technologies reflect a more constructive stance on the stock, with several bullish analysts lifting their price targets by varying amounts.ナラティブの更新 • Feb 05
TTMI: Data Center Capacity And Radar Contracts Will Support Margins Into 2026
Analysts have lifted their price targets on TTM Technologies, supporting an increase in our fair value estimate from $92.75 to $103.25. They cite stronger expectations for revenue growth, higher profit margins, and a lower future P/E assumption.
新しいナラティブ • Jan 28
AI And Defense Catalysts Will Support A Stronger Long Term Outlook
Catalysts About TTM Technologies TTM Technologies supplies complex printed circuit boards, modules and subsystems for high performance electronics across aerospace and defense, data center, networking and industrial markets. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jan 22
TTMI: Data Center Momentum And AI Confidence Will Support Margins Into 2026
Analysts have lifted their price targets and now support a fair value estimate of US$92.75 for TTM Technologies, up from US$80.75, citing ongoing data center momentum, higher confidence in AI driven growth into 2026, stronger margin assumptions and a lower expected future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value tying closely to what they describe as ongoing momentum in Data Center Computing, with that segment framed as the primary growth engine supporting higher price targets.分析記事 • Jan 14
TTM Technologies, Inc.'s (NASDAQ:TTMI) P/E Is Still On The Mark Following 29% Share Price Bounce
TTM Technologies, Inc. ( NASDAQ:TTMI ) shares have continued their recent momentum with a 29% gain in the last month...ナラティブの更新 • Jan 08
TTMI: Data Center Computing Strength Will Support AI Margins Into 2026
Narrative Update on TTM Technologies Analysts have lifted their TTM Technologies price targets into the high US$70s, with recent moves to US$78 and US$79, citing continued strength in data center computing demand, positive read through from capacity additions in China and Penang, and higher confidence in AI related growth and margins into 2026. Analyst Commentary Bullish analysts are lifting their price targets into the high US$70s after recent management meetings and quarterly results, pointing to execution in data center computing and an improving view on AI linked growth into 2026.分析記事 • Jan 04
These 4 Measures Indicate That TTM Technologies (NASDAQ:TTMI) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブの更新 • Dec 23
TTMI: Data Center And AI Demand Will Drive Earnings Upside Into 2026
We raise our TTM Technologies price target to $80.75 from $77.50, as analysts point to sustained beat and raise execution, strengthening data center and AI demand into 2026, and added capacity at advanced PCB facilities as key drivers of higher growth and earnings visibility. Analyst Commentary Bullish analysts remain constructive on TTM Technologies, highlighting a combination of improving execution, strong data center exposure, and expanding advanced PCB capacity as key pillars supporting upward revisions to price targets and earnings forecasts into 2026.ナラティブの更新 • Dec 09
TTMI: Data Center And AI Demand Will Drive Measured Upside Into 2026
Analysts have increased our TTM Technologies fair value estimate to $77.50 from $76.00, reflecting increased conviction in accelerating data center and AI driven revenue growth, improving margins, and the companys expanded high end PCB capacity into 2026. Analyst Commentary Bullish analysts are broadly constructive on TTM Technologies, citing stronger than expected execution, rising confidence in AI driven demand, and expanding high end PCB capacity as key supports for the higher valuation framework into 2026.ナラティブの更新 • Nov 25
TTMI: Data Center Expansion Will Drive Stronger Outlook Into 2026
Analysts have raised their price target for TTM Technologies, now estimating fair value at $76.00 per share. They cite ongoing momentum in the data center computing segment and an improving company outlook for future growth and margin expansion.分析記事 • Nov 11
TTM Technologies, Inc. (NASDAQ:TTMI) Stocks Shoot Up 30% But Its P/E Still Looks Reasonable
Despite an already strong run, TTM Technologies, Inc. ( NASDAQ:TTMI ) shares have been powering on, with a gain of 30...ナラティブの更新 • Nov 08
TTMI: Continued AI Momentum Will Drive Robust Outlook Through 2026
Analysts have increased their price target for TTM Technologies from $62.75 to $75.50. They cite sustained outperformance, greater confidence in future AI-driven growth, and improving financial metrics as factors driving the company's robust outlook.ナラティブの更新 • Oct 24
Aerospace And Data Center Momentum Will Drive Broader Market Expansion
Analysts have increased their price target for TTM Technologies from $43 to $56, citing robust Q2 results. The upgrade is attributed to strength in Aerospace and Defense in addition to broader commercial outperformance.ナラティブの更新 • Oct 10
New Data Centers And Manufacturing Sites Will Secure Lasting Demand
Analysts have raised their fair value estimate for TTM Technologies from $59 to $62.75 per share, citing stronger than expected Q2 performance and improved growth outlook across core business segments. Analyst Commentary Bullish analysts highlighted several encouraging trends and performance metrics that contributed to the upward revision in TTM Technologies’ valuation outlook.ナラティブの更新 • Sep 24
New Data Centers And Manufacturing Sites Will Secure Lasting Demand
The consensus analyst price target for TTM Technologies has risen to $59.00, reflecting stronger-than-expected Q2 results—driven by strength in Aerospace & Defense and Data Center segments—which bolster confidence in sustained growth momentum. Analyst Commentary Bullish analysts raise targets following TTM Technologies' much stronger-than-expected Q2 revenues and EPS.分析記事 • Sep 19
TTM Technologies, Inc. (NASDAQ:TTMI) Looks Just Right With A 30% Price Jump
Despite an already strong run, TTM Technologies, Inc. ( NASDAQ:TTMI ) shares have been powering on, with a gain of 30...分析記事 • Sep 12
Here's Why TTM Technologies (NASDAQ:TTMI) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 22
Optimistic Investors Push TTM Technologies, Inc. (NASDAQ:TTMI) Shares Up 29% But Growth Is Lacking
TTM Technologies, Inc. ( NASDAQ:TTMI ) shares have continued their recent momentum with a 29% gain in the last month...分析記事 • May 24
Should You Investigate TTM Technologies, Inc. (NASDAQ:TTMI) At US$28.59?
TTM Technologies, Inc. ( NASDAQ:TTMI ), might not be a large cap stock, but it led the NASDAQGS gainers with a...株主還元
| TTMI | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | 11.8% | 5.5% | 1.1% |
| 1Y | 490.6% | 98.4% | 26.7% |
業界別リターン: TTMI過去 1 年間で98.4 % の収益を上げたUS Electronic業界を上回りました。
リターン対市場: TTMI過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| TTMI volatility | |
|---|---|
| TTMI Average Weekly Movement | 12.2% |
| Electronic Industry Average Movement | 8.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TTMIの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: TTMIの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1978 | 18,200 | Edwin Roks | www.ttm.com |
TTM Technologies, Inc.は、ミッションシステム、無線周波数（RF）部品、RFマイクロ波／マイクロエレクトロニクスアセンブリ、プリント基板（PCB）および基板を米国、台湾、および海外で製造・販売している。A&D、コマーシャル、RF&Sコンポーネントの3つのセグメントで事業を展開している。同社は、様々な設計システム、RFおよびマイクロ波アセンブリ、PCBおよびIC基板、カスタムアセンブリおよび統合システム、受動および高度なセラミックRFコンポーネント、高信頼性マルチチップモジュール、ビームフォーミングおよびスイッチングネットワーク、製造可能設計、PCBレイアウト設計、シミュレーションおよびテスト、クイックターンアラウンド（QTA）生産、特殊RFアセンブリおよびテストを提供している。また、固定翼・回転翼航空機、無人航空機、船舶プラットフォーム向けのマルチモード偵察・天候回避レーダーシステム、AN/APS-153マルチモードレーダー、MH-60R/Sマルチミッションヘリコプター内の通信スイート、MOSAICブランドで海上偵察、対UAS、高度航空機動性エンドマーケットをサポートしている。さらに、同社は、識別友人、モノパルス二次監視レーダー、航空交通管制システム、有線および無線通信システム、特殊なマルチチップRFモジュールおよびコンポーネントの設計、製造、テスト、および既製の表面実装マイクロ波コンポーネントの製造も提供している。さらに、厚膜セラミック基板、カスタム設計の特定用途向け集積回路、従来型PCB、カスタム電子アセンブリ、QTAサービス、熱管理も提供している。同社は、相手先商標製品メーカー、電子機器製造サービスプロバイダー、相手先商標設計メーカー、流通業者、政府機関、航空宇宙・防衛、データセンターコンピューティング、自動車、医療、産業、計測機器、ネットワーキングなどの市場にサービスを提供している。TTMテクノロジーズ社は1978年に設立され、カリフォルニア州サンタアナに本社を置いている。
TTM Technologies, Inc. 基礎のまとめ
| TTMI 基礎統計学 | |
|---|---|
| 時価総額 | US$17.53b |
| 収益（TTM） | US$195.26m |
| 売上高(TTM) | US$3.10b |
91.4x
PER（株価収益率5.8x
P/SレシオTTMI は割高か？
公正価値と評価分析を参照収益と収入
| TTMI 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.10b |
| 売上原価 | US$2.45b |
| 売上総利益 | US$651.90m |
| その他の費用 | US$456.64m |
| 収益 | US$195.26m |
直近の収益報告
Mar 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.88 |
| グロス・マージン | 21.00% |
| 純利益率 | 6.29% |
| 有利子負債／自己資本比率 | 49.8% |
TTMI の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/14 05:04 |
| 終値 | 2026/05/14 00:00 |
| 収益 | 2026/03/30 |
| 年間収益 | 2025/12/29 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
TTM Technologies, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11
| アナリスト | 機関 |
|---|---|
| Michael Crawford | B. Riley Securities, Inc. |
| Prabhakar Gowrisankaran | Canaccord Genuity |
| Christian Schwab | Craig-Hallum Capital Group LLC |