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TTM Technologies and Amphenol have seen their shares soar so far this year.

AI is no longer just a tech story. With Washington and Beijing now debating AI safety, export controls and sanctions, the real action sits in the hardware and data center build-out that keeps this computing race alive. That is where capital is flowing and where rule changes can quickly reshape winners and laggards. This piece explores three stocks exposed to that news backdrop and how the same headlines can help or hurt your portfolio. The stocks in the list below are just a starting sample,...

TTM Technologies (TTMI) has drawn fresh attention after a 6% share price move that coincided with activist investor Third Point taking a new stake and Bank of America initiating a position. Recent trading shows momentum building in TTM Technologies, with a 7 day share price return of 13.35% and a 30 day gain of 15.32%, while the 90 day move is still down 39.22% from earlier levels. That rebound sits within a much stronger long run picture, where total shareholder return is 125.45% over one...

AI infrastructure stocks AMKR, CIEN and TTMI have rallied over 30% in 2026 yet trade more than 30% below 52-week highs.

TTM Technologies has turned into a major winner for shareholders over the past few years, which naturally raises a question about whether the current share price still lines up with the cash the business can generate. After such a run, the key issue for anyone looking at TTM Technologies today is how well its market value is anchored in its underlying cash flows rather than recent momentum. Over the last 3 years the stock has delivered a very large gain of about 888%, which puts a lot of...

In September 2026, TTM Technologies completed a US$500 million private offering of 6.750% senior unsecured notes due 2034, supported by incremental term loans, to help finance its planned acquisitions of Epiq Solutions and Swiss Technology Group and cover related corporate purposes, with a conditional redemption feature if Epiq Solutions is not acquired by the agreed outside date. By pairing this financing activity with a presence at Electronica India 2026 in Bengaluru, the company signaled...

On September 10, TTM Technologies (NASDAQ:TTMI) priced $500 million in senior notes due 2034, carrying a 6.750% coupon. The private sale is expected to close September 24, and it lands in the middle of one of the busiest stretches in company history. TTM is chasing two acquisitions at once, lining up more than a billion […]

Shares of PCB manufacturing company TTM Technologies (NASDAQ:TTMI) jumped 6% in the afternoon session after activist investor Third Point acquired a new stake in the company and Bank of America established a new position, according to TipRanks. The advance also coincided with a synchronized rally across the electronic component sector, where TTM Technologies outperformed peer companies such as Flex, Sanmina, and IPG Photonics. Separately, Needham analyst James Ricchiuti reiterated a Buy rating o

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

TTM Technologies benefits from AI data-center demand, N+M growth, strong earnings momentum and valuation, unlike Applied Digital's capital-heavy model.

Billionaire activist investor Dan Loeb‘s Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc. in the second quarter. A Bet Beyond the Chipmakers TTM does not design chips. It manufactures...

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

TTM Technologies currently trades at $116.27 and has been a dream stock for shareholders. It’s returned 788% since September 2021, blowing past the S&P 500’s 71.6% gain. The company has also beaten the index over the past six months as its stock price is up 19.2% thanks to its solid quarterly results.

TTMI sees N+M scaling into a $600 million business in the second half as AI data-center demand and improving yields support growth.

TTM Technologies' 2.59X P/S, surging AI data-center demand and a $1.7B defense backlog support its growth case despite an 83.3% YTD gain.

TTM Technologies (TTMI) drew fresh attention after its second quarter 2026 report showed non GAAP earnings and revenue above expectations, supported by AI related demand in Data Center and Networking markets. The earnings surprise and AI related demand helped TTM Technologies’ share price jump 8.85% on the day to US$125.60. However, the 30 day share price return is down 4.30% and the 90 day share price return is down 25.07%, even as the 1 year total shareholder return of 163.31% and very...

TTM Technologies stock has delivered an exceptionally strong three year gain, yet current valuation checks now lean toward a premium, with the Discounted Cash Flow (DCF) estimate sitting below the market price while earnings based multiples look broadly in line with peers. With the share price near US$125.60 and a low overall value score, the recent run raises questions about how much of the AI and data center growth story is already reflected in the valuation. TTM Technologies has returned...

TTM (TTMI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

TTM Technologies' planned Swiss and German acquisitions add advanced capabilities and a European foothold that could support long-term revenue growth.

The average of price targets set by Wall Street analysts indicates a potential upside of 77.8% 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.

This circuit board maker is a top performer in its class, but it also carries the highest price tag, forcing investors to ask if the premium is earned or just assumed.

TTM Technologies' stronger AI-driven growth and earnings outlook make it more attractive than Amkor Technology despite its premium valuation.

Shares of PCB manufacturing company TTM Technologies (NASDAQ:TTMI) jumped 7.6% in the afternoon session after a regulatory filing revealed that President and Chief Executive Officer Edwin Roks purchased 10,000 shares of company stock for approximately $1.1 million. According to an SEC Form 4 filing, Roks acquired the shares in open-market transactions at a weighted average price of $111.77 per share.The purchase increased his direct stake to a total of 64,814 shares. Significant open-market purc

The company bought back nothing in its June quarter, and where that cash is going instead is the real case for the shares.

TTM Technologies' AI data-center surge is lifting Commercial sales, margins and backlog as N+M PCB revenues ramp in the second half of 2026.

Roks expanded his direct stake by 18% through open-market purchases at $111.77 per share, bringing his total position to 64,814 shares valued at $7.28 million.

The manufacturer of printed circuit boards and radio frequency components reported a notable insider stock sale amid a 155% one-year return.

Insider Monkey’s investor database shows several prominent growth investors converging on a relatively obscure AI infrastructure name. Stephen Mandel’s Lone Pine Capital disclosed a 2.74 million-share position in TTM Technologies in Q2, worth about $512 million as of June 30. Alex Sacerdote’s Whale Rock Capital increased its TTMI stake by about 20% during Q2 to […]

Dan Loeb opened new positions in SpaceX, Warner Bros. Discovery, and TTM Technologies in Q2.