TTM Technologies (TTMI) 주식 개요
는 미국, 대만 및 전 세계에서 미션 시스템, 무선 주파수(RF) 부품, RF 마이크로파/마이크로전자 어셈블리, 인쇄 회로 기판(PCB) 및 기판을 제조 및 판매하는 회사입니다. 자세히 보기
TTMI Community Fair Values
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Analyst Price Targets
TTM Technologies, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$190.67 |
| 52주 최고가 | US$200.68 |
| 52주 최저가 | US$29.26 |
| 베타 | 2.11 |
| 1개월 변동 | 38.58% |
| 3개월 변동 | 82.91% |
| 1년 변동 | 538.12% |
| 3년 변동 | 1,322.91% |
| 5년 변동 | 1,160.21% |
| IPO 이후 변동 | 810.66% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| TTMI | US Electronic | US 시장 | |
|---|---|---|---|
| 7D | 9.2% | 7.1% | 1.3% |
| 1Y | 538.1% | 98.9% | 27.7% |
수익률 대 산업: TTMI은 지난 1년 동안 98.9%의 수익을 기록한 US Electronic 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: TTMI은 지난 1년 동안 27.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| TTMI volatility | |
|---|---|
| TTMI Average Weekly Movement | 12.5% |
| Electronic Industry Average Movement | 8.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
안정적인 주가: TTMI의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: TTMI의 주간 변동성(12%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1978 | 18,200 | Edwin Roks | www.ttm.com |
는 미국, 대만 및 전 세계에서 미션 시스템, 무선 주파수(RF) 부품, RF 마이크로파/마이크로전자 어셈블리, 인쇄 회로 기판(PCB) 및 기판을 제조 및 판매하는 회사입니다. A&D, 상업용, RF&S 부품의 세 가지 부문으로 운영되고 있습니다. 이 회사는 다양한 엔지니어링 시스템과 RF 및 마이크로파 어셈블리, PCB 및 IC 기판, 맞춤형 어셈블리 및 통합 시스템, 수동 및 고급 세라믹 RF 부품, 고신뢰성 멀티칩 모듈, 빔포밍 및 스위칭 네트워크, 제조용 설계, PCB 레이아웃 설계, 시뮬레이션 및 테스트, 빠른 처리(QTA) 생산, 특수 RF 조립 및 테스트 등을 제공합니다.
TTM Technologies, Inc. 기초 지표 요약
| TTMI 기초 통계 | |
|---|---|
| 시가총액 | US$19.80b |
| 순이익 (TTM) | US$195.26m |
| 매출 (TTM) | US$3.10b |
101.4x
주가수익비율(P/E)6.4x
주가매출비율(P/S)TTMI는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TTMI 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.10b |
| 매출원가 | US$2.45b |
| 총이익 | US$651.90m |
| 기타 비용 | US$456.64m |
| 순이익 | US$195.26m |
최근 보고된 실적
Mar 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.88 |
| 총이익률 | 21.00% |
| 순이익률 | 6.29% |
| 부채/자본 비율 | 49.8% |
TTMI의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/28 09:38 |
| 종가 | 2026/05/27 00:00 |
| 수익 | 2026/03/30 |
| 연간 수익 | 2025/12/29 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
TTM Technologies, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Crawford | B. Riley Securities, Inc. |
| Prabhakar Gowrisankaran | Canaccord Genuity |
| Christian Schwab | Craig-Hallum Capital Group LLC |