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TTM Technologies, Inc. Stock Price

NasdaqGS:TTMI Community·US$12.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 78 Fair Values set on narratives written by author
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TTMI Share Price Performance

US$115.33
70.37 (156.52%)
​
US$212.00
Fair Value
US$115.33
70.37 (156.52%)
45.6% undervalued intrinsic discount
US$212.00
Fair Value
Price US$115.33
AnalystConsensusTarget US$212.00
AnalystHighTarget US$220.00
AnalystLowTarget US$205.00
Thu, 25 Jun 26
Fair ValueUS$212.00
Share Pricen/a

TTMI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$212 45.6% undervalued intrinsic discount

Aerospace And Data Center Momentum Will Drive Broader Market Expansion

0users have liked this narrative
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30users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$220 47.6% undervalued intrinsic discount

AI And Defense Catalysts Will Support A Stronger Long Term Outlook

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$205 43.7% undervalued intrinsic discount

Aerospace And Defense Dependence Will Expose AI Hardware And Capacity Risks

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
TTMI logo
TTM Technologies
47.6% undervalued intrinsic discount

AI And Defense Catalysts Will Support A Stronger Long Term Outlook

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AN
AnalystHighTarget
AnalystHighTarget
Updated 23 Jul
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TTMI logo
TTM Technologies
43.7% undervalued intrinsic discount

Aerospace And Defense Dependence Will Expose AI Hardware And Capacity Risks

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AN
AnalystLowTarget
AnalystLowTarget
Updated 9 Jul
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TTMI logo
TTM Technologies
45.6% undervalued intrinsic discount

Aerospace And Data Center Momentum Will Drive Broader Market Expansion

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Jun
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Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
TTMI logo

TTMI: AI And Defense Demand Will Drive Future Earnings Repricing

Fair Value: US$220 47.6% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
TTMI logo

TTMI: AI And Defense Capacity Expansion Will Drive Future Upside

Fair Value: US$205 43.7% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
TTMI logo

TTMI: AI And Defense Capacity Expansion Will Shape Future Earnings Power

Fair Value: US$212 45.6% undervalued intrinsic discount
30 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
3 Rewards
View Full Analysis

TTM Technologies, Inc. Key Details

US$3.4b

Revenue

US$2.7b

Cost of Revenue

US$715.6m

Gross Profit

US$478.9m

Other Expenses

US$236.8m

Earnings

Last Reported Earnings
Jun 29, 2026
Next Reporting Earnings
n/a
2.25
21.19%
7.01%
50.3%
View Full Analysis

About TTMI

Founded
1978
Employees
18200
CEO
Edwin Roks
WebsiteView website
www.ttm.com

TTM Technologies, Inc. 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. It operates in three segments, A&D, Commercial, and RF&S Components. The company offers various engineered systems and RF and microwave assemblies; PCBs and IC substrates, custom assemblies and integrated systems, passive and advanced ceramic RF components, hi-reliability multi-chip modules, and beamforming and switching networks; and design-for-manufacturability, PCB layout design, simulation and testing, quick turnaround (QTA) production, and specialized RF assembly and testing. It also provides multi-mode surveillance and weather avoidance radar systems for fixed- and rotary-wing aircraft, Unmanned Aerial Vehicles, and shipboard platforms; AN/APS-153 multi-mode radar; communications suite within the MH-60R/S multi-mission helicopters; and supports maritime surveillance, counter UAS, and advanced air mobility end markets under MOSAIC brand. In addition, the company offers identification friend; monopulse secondary surveillance radars, and air traffic control systems; wired and wireless communication systems; designs, produces, and tests specialized multi-chip RF modules and components; and manufactures off-the-shelf surface mount microwave components. Further, it provides thick-film ceramic substrates, custom designed application specific integrated circuits, and conventional PCBs; custom electronic assemblies; QTA services; and thermal management. The company serves original equipment manufacturers, electronic manufacturing services providers, original design manufacturers, distributors, and government agencies; and aerospace and defense, data center computing, automotive, medical, industrial, instrumentation, and networking markets. TTM Technologies, Inc. was incorporated in 1978 and is headquartered in Santa Ana, California.

Recent TTMI News & Updates

Seeking Alpha • Aug 25

TTM Technologies: Priced Like A Board Shop, Booked Like A Defense Prime

Summary TTM Technologies is transitioning from a cyclical, commoditized PCB supplier to a backlog-backed, contracted capacity provider with multi-year commitments in defense and data centers. TTMI's record $1.7B defense backlog, 37% YoY revenue growth, and 16.6% EBITDA margin highlight a durable, high-visibility profit mix and structural moat. A $1.2B data center expansion and $1.1B Epiq Solutions acquisition are underpinned by committed customer offtake, supporting a buy rating with 15–20% upside to $131.71. Risks include AI demand concentration, execution across multiple expansions and acquisitions, and potential margin compression if competitors ramp advanced capacity or customers diversify suppliers. Read the full article on Seeking Alpha

Recent updates

No updates

TTM Technologies, Inc. Competitors

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Market cap: US$59.4b
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