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After a very large 5 year return, TTM Technologies now screens as expensive on its Discounted Cash Flow (DCF) intrinsic value estimate, while traditional market multiples still point to a discount. This leaves investors with a split valuation picture to assess. Over 5 years, TTM Technologies has delivered a very large total return, which puts extra focus on whether recent gains already reflect its long term prospects. The agreed acquisition of Epiq Design Solutions for US$1.1b may support...

TTM Technologies' $7B-plus A&D pipeline, $1.7B backlog and 1.3 book-to-bill strengthen visibility into future defense revenue growth.

TTM Technologies (NasdaqGS: TTMI) announced a definitive agreement to acquire Epiq Solutions from Veritas Capital. The deal is intended to expand TTM Technologies' presence in specialized radio technology and embedded computing markets. The acquisition aligns with TTM Technologies' stated focus on building out higher value engineering and product capabilities. For readers who want to look at more companies tied to the build out of next generation compute and networking, the next stop is 56...

TTM Technologies surges 237% in a year, while AI data centers, defense growth, European expansion and a lower P/S point to further upside.

TTM Technologies (NASDAQ:TTMI) said it has agreed to acquire Epiq Solutions in an all-cash transaction valued at $1.1 billion, expanding its radio-frequency and digital signal processing capabilities for aerospace, defense and communications applications. The company expects the transaction to clos

TTM Technologies (TTMI) has agreed to acquire Epiq Design Solutions in a $1.1 billion all-cash deal

Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. […]

The average of price targets set by Wall Street analysts indicates a potential upside of 50.5% in TTM (TTMI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

TTM Technologies (NASDAQ:TTMI) crossed $1 billion in quarterly sales for the first time on its August 5 earnings call, and the number came with real momentum behind it. Revenue jumped 37% year-over-year while non-GAAP earnings per share climbed 71% to $0.99, both all-time highs for the printed circuit board maker. The obvious question is whether […]

TTM Technologies’ second quarter showed notable momentum, with the market reacting positively to results that surpassed Wall Street’s expectations. Management credited strong demand in both artificial intelligence (AI) and defense end markets as primary growth drivers, highlighting robust order pipelines and an 81% year-on-year increase in backlog. CEO Edwin Roks emphasized, “Approximately 80% of our net sales are related to these two megatrends,” and pointed to successful customer alignment in

TTM (TTMI) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Record $1 billion revenue milestone driven by AI and defense tailwinds.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Why TTM Technologies Stock Is Back in Focus After Q2 Earnings TTM Technologies (TTMI) is back on investor radar after reporting record second quarter revenue of about US$1.0b, raising full year 2026 sales guidance and highlighting demand tied to AI and defense markets. See our latest analysis for TTM Technologies. The earnings beat and higher 2026 sales guidance have quickly fed into the share price, with a 1-day share price return of 3.89% and 7-day gain of 18.05% partially reversing a...

TTM Technologies (NasdaqGS: TTMI) announced agreements to acquire Swiss Technology Group AG and Germany based ILFA GmbH as it moves into the European market. The deals mark TTM Technologies' first direct manufacturing presence in Europe as part of its stated growth strategy. The company framed the acquisitions as a way to broaden geographic reach and customer access beyond its traditional markets. For investors watching how electronics manufacturers expand to support global demand for...

Celestica's earnings outlook is climbing faster than its revenue outlook, and the operating leverage behind that gap, built on design-led, higher-value work, is what could carry the stock higher.

TTM Technologies' Q2 earnings and revenues beat estimates as AI demand, stronger bookings and margin gains fuel sharp year-over-year growth.

TTM Technologies enters the second half with AI and defense demand, an N+M PCB ramp and capacity investments supporting a stronger 2026 outlook.

Moby summary of TTM Technologies, Inc.'s Q2 2026 earnings call

Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.

TTM Technologies (NASDAQ:TTMI) reported second-quarter 2026 revenue of $1 billion, its first quarterly sales result at that level, as demand tied to artificial intelligence data centers, networking, medical products and aerospace and defense programs increased. Revenue rose 37% from $731 million in

TTM Technologies Inc (TTMI) reports a 37% year-over-year revenue surge to $1 billion, driven by robust data center and aerospace demand, while raising full-year 2026 guidance.

TTM (TTMI) delivered earnings and revenue surprises of +7.61% and +4.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PCB manufacturing company TTM Technologies (NASDAQ:TTMI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 37.4% year on year to $1.00 billion. On top of that, next quarter’s revenue guidance ($1.12 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $0.99 per share was 10.3% above analysts’ consensus estimates.

PCB manufacturing company TTM Technologies (NASDAQ:TTMI) will be announcing earnings results this Wednesday after the bell. Here’s what to look for.

TTM Technologies faces near-term risks from high spending, weak cash flow and AI concentration ahead of Q2 earnings despite strong defense momentum.

The announcements in June and July span industries such as agriculture, automotive, oncology and electronics.

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Its recent strength stands out, yet most of what you would be buying is a return stream that swings far harder than the U.S. market you already own.

Palantir tops a screen of defense companies for growth through 2028, but most of the expected best growers are small-cap stocks.