DailyIQ
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Sector:TechnologyAll sectors
Last updated 27 minutes ago

TTMI·TTM Technologies, Inc.

$.
-. (-.%)
High
$121.02
Open
$116.76
Market Cap
13.47B
52W High
$223.83
Low
$106.30
P. Close
$123.71
P/E
65.92
52W Low
$39.20
Fwd P/E
22.91
DailyIQ Est.
$213.74
Technical Score (1D)
18
SELL
News Sentiment
78
BULLISH
The most recent Farnborough showcase highlighted TTMI’s advanced printed circuit board and RF solutions for aerospace, defense, and AI infrastructure, underscoring its growing role in high‑end mission hardware. That event has prompted a renewed focus on the company’s potential to win new defense contracts, which could lift revenue in the next 1–10 trading days. Analysts now view TTMI as roughly 21 % undervalued, citing rising demand for AI‑related semiconductor hardware and the company’s strong margin expansion. The valuation gap suggests that any confirmation of new AI or defense deals could justify a higher multiple and support a positive trajectory. The product debut at Farnborough also introduced new sensor and communication modules that may appeal to defense procurement agencies, adding another layer of upside potential. Investors will be watching the upcoming Q2 2026 earnings conference call on August 5 to gauge whether revenue growth and margin trends align with the optimistic outlook. Analysts expect Q2 revenue growth but warn that earnings could miss the beat if high‑margin product expansion stalls or cost discipline falters. A positive earnings surprise would reinforce the undervaluation thesis, while a miss could dampen the rally and re‑establish valuation concerns. Over the next few weeks, traders should monitor the call for guidance on defense backlog, AI infrastructure contracts, and any updates on European expansion plans.
Earnings Summary
TTM Technologies, Inc. (TTMI) is a global manufacturer of advanced printed circuit boards and RF components, serving aerospace, defense, automotive, data‑center, and medical markets. The company operates through PCB and RF & Specialized Components segments, delivering high‑density interconnects, flexible circuits, and custom assemblies, positioning it within the high‑reliability electronic components industry. not enough information. The company has consistently posted earnings beats over the past five quarters, with Q4 2024 EPS 0.60 versus estimate 0.47333, Q1 2025 EPS 0.50 versus 0.395, Q2 2025 EPS 0.58 versus 0.5225, Q3 2025 EPS 0.67 versus 0.6025, and Q1 2026 EPS 0.75 versus 0.6824. Revenue has grown from $650.97 M in Q4 2024 to $845.98 M in Q1 2026, a YoY increase of roughly 30 % and a compound quarterly growth of about 12 %, underscoring robust top‑line expansion and consistent upside relative to analyst expectations. Recent Farnborough International Airshow coverage highlighted TTMI’s new advanced PCB and RF solutions for AI data centers and mission‑critical defense systems, suggesting a strategic push into high‑growth aerospace and defense segments. The showcase also underscored potential shifts in the revenue mix toward higher‑margin defense and AI‑centric orders, a development that could materially influence the company’s earnings trajectory in the near term. Investors should watch the forthcoming earnings guidance for any updates on defense‑related revenue projections, capacity expansion plans, and cost‑control initiatives, as these factors will shape margin dynamics amid rising component costs. Pay particular attention to any commentary on supply‑chain constraints and the timing of new defense contracts, which could serve as catalysts for future revenue growth.

EPS

EstBeatMiss
$0.32$0.48$0.65$0.81$0.97Q4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.90 - -
Q1'26$0.68$0.75+9.9%
Q3'25$0.60$0.67+11.2%
Q2'25$0.52$0.58+11.0%
Q1'25$0.40$0.50+26.6%
Q4'24$0.47$0.60+26.8%

Revenue

EstBeatMiss
$599M$707M$815M$923M$1.0BQ4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$981M - -
Q1'26$806M$846M+5.0%
Q3'25 - $753M -
Q2'25 - $731M -
Q1'25 - $649M -
Q4'24 - $651M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

TTMI Stock Snapshot

TTMI is currently trading at $107.16, giving TTM Technologies, Inc. a market cap of 13.47B and a P/E ratio of 65.9. Today's range spans $106.30–$121.02, with shares opening at $116.76 and moving down $16.55 (13.4%) from the prior close. DailyIQ's technical score sits at 18/100 (SELL) with a news sentiment reading of 78/100.

Over the past year TTMI has traded between $39.20 and $223.83 - the current price is +173.4% off the 52-week low and -52.1% from the high. 13 analysts cover the stock with a Buy consensus and a mean 12-month target of $212.00 (range $205.00–$220.00), implying upside of +97.8%.

TTM Technologies, Inc. (TTMI) is a large-cap in Technology with 13.47B in market cap, and the current technical read is bearish. Score: 18/100 (SELL). Sentiment: bullish at 78/100. Price: $107.16 (in the lower half of its 52-week range). The current P/E ratio stands at 65.9. The 52-week range of $39.20–$223.83 provides the structural context, and the current SELL designation suggests that prior support levels are more important to watch than usual.

Analyst coverage for TTMI becomes a double-edged factor in a SELL phase: at 13.47B in Technology market cap, active coverage is high enough that downgrade risk is real and impactful. The 18/100 technical reading and bullish sentiment (78/100) at $107.16 (in the lower half of its 52-week range) place the stock in the zone where one or two high-profile estimate cuts can convert a grinding decline into a sharper re-rating — the $39.20–$223.83 range establishes where that repricing lands.