TTM Technologies, Inc.

NasdaqGS:TTMI 株式レポート

時価総額：US$16.3b

TTM Technologies 将来の成長

Future 基準チェック /46

TTM Technologiesは、35.3%と16.9%でそれぞれ年率35.3%で利益と収益が成長すると予測される一方、EPSはgrowで35.5%年率。

主要情報

35.3%

収益成長率

35.50%

EPS成長率

Electronic 収益成長24.6%
収益成長率16.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日30 Apr 2026

今後の成長に関する最新情報

Recent updates

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...

業績と収益の成長予測

NasdaqGS:TTMI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,819514402N/A1
12/31/20274,4504361776344
12/31/20263,806283-783604
3/30/20263,104195-12324N/A
12/29/20252,906177-1292N/A
9/29/20252,78313236315N/A
6/30/20252,6479318238N/A
3/31/20252,52178-17182N/A
12/30/20242,4435651237N/A
9/30/20242,3616823198N/A
7/1/20242,3171723192N/A
4/1/20242,258-2-2176N/A
1/1/20242,233-1927187N/A
10/2/20232,281-3077217N/A
7/3/20232,37951105239N/A
4/3/20232,45872182292N/A
1/2/20232,49595170273N/A
10/3/20222,47697162258N/A
7/4/20222,36274107194N/A
4/4/20222,3047588171N/A
1/3/20222,2495495177N/A
9/27/20212,1748588170N/A
6/28/20212,1313145238N/A
3/29/20212,134-16208300N/A
12/28/20202,105-16184287N/A
9/28/20202,117-45231362N/A
6/29/20202,13819207336N/A
3/30/20202,09422161303N/A
12/30/20192,13332N/A312N/A
9/30/20192,30874N/A334N/A
7/1/20192,53098N/A355N/A
4/1/20192,720170N/A324N/A
12/31/20182,238135N/A273N/A
10/1/20182,876170N/A274N/A
7/2/20182,787165N/A265N/A
4/2/20182,697101N/A269N/A
1/1/20182,659124N/A333N/A
10/2/20172,62673N/A278N/A
7/3/20172,60177N/A309N/A
4/3/20172,57575N/A330N/A
1/2/20172,53335N/A298N/A
9/26/20162,49646N/A341N/A
6/27/20162,50619N/A253N/A
3/28/20162,350-37N/A188N/A
12/28/20152,095-26N/A237N/A
9/28/20151,818-21N/A150N/A
6/29/20151,511-12N/A179N/A

アナリストによる今後の成長予測

収入対貯蓄率: TTMIの予測収益成長率 (年間35.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TTMIの収益 ( 35.3% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: TTMIの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TTMIの収益 ( 16.9% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: TTMIの収益 ( 16.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TTMIの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/11 08:53
終値2026/05/11 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 CrawfordB. Riley Securities, Inc.
Prabhakar GowrisankaranCanaccord Genuity
Christian SchwabCraig-Hallum Capital Group LLC