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TTM Technologies (TTMI) is rated Buy, balancing AI-driven growth with a strong defense sector moat and production expertise. TTMI's high security clearance and status as a trusted defense supplier underpin a durable competitive advantage, especially in aerospace and unmanned AI applications. Capex expansion above $300M/year targets higher-margin, complex PCB production, with EBIT margins expected to rise from 10% toward 16% long term.
Baader Bank Aktiengesellschaft bought a new position in shares of TTM Technologies, Inc. (NASDAQ: TTMI) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 15,800 shares of the technology company's stock, valued at approximately $1,539,000. Other hedge funds
TTM Technologies and Ultra Clean Holdings are riding the AI infrastructure boom, but differences in growth, execution and valuation could shape the better opportunity.
This article highlights stocks that are down as much as 30% from all-time highs, yet still earn Strong Buy ratings supported by sector-leading forward growth metrics. These four companies remain fundamentally strong despite recent bear-market declines, demonstrating the resilience of objective, data-driven stock selection. Forward growth and cash flow metrics suggest improving fundamentals even as market volatility has pressured share prices.
AI infrastructure and defense demand are lifting TTMI, but investors may want to weigh growth against valuation.
TTM Technologies is riding strong defense electronics demand with a $1.6B backlog, key radar program wins and growing military bookings supporting long-term growth.
SANTA ANA, Calif., July 14, 2026 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ: TTMI) (“TTM”), a leading global manufacturer of advanced electronics and interconnect solutions for aerospace, defense, and high-technology markets, today announced its exhibition at the upcoming 2026 Farnborough International Airshow — the world's premier aerospace and defense event.
TTM Technologies, Inc. delivered 30% YoY Q1 2026 revenue growth, driven by 61% growth in data center and networking end markets. TTMI's forward EV/EBITDA/Growth ratio of 0.73 signals undervaluation versus peers, despite a high current P/E and P/S. The company is transitioning to higher-margin products, with EBITDA projected to grow at a 31.43% CAGR through 2028.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.