TTM Technologies: An AI Growth Story At Just 11x FY27 Earnings

TTMI is the focus, with analysis centered on iTTM Technologies (TTMI) is rated Buy, driven by robust growth in AI boards and defense backlog, withts current positioning and outlook. N+M technology adoption in data centers is accelerating, expected to reach 50% of TTMI's Data Center and Networking business by 2027, supporting higher margins. Aerospace and Defense backlog reached $2 billion with a 1.6x book-to-bill, providing strong revenue visibility and supporting capacity expansion.

Seeking Alpha • 11 hours ago

Here's Why TTM Technologies (TTMI) is a Strong Growth Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • 11 hours ago

Here is Why Growth Investors Should Buy TTM (TTMI) Now

TTM (TTMI) could produce exceptional returns because of its solid growth attributes.

Zacks Investment Research • 8 hours ago

TTM Technologies: Acquisitive As Some Skepticism Arrives

TTM Technologies has rapidly transitioned from a cyclical, lower-margin business to a high-growth, higher-margin data center and aerospace/defense play. Shares surged from $20 to $220 before a sharp correction to $80, with recent volatility driven by valuation expansion and strong operating momentum. Recent M&A, including Ophir Optics and Epiq Design Solutions, accelerates TTM's AI infrastructure and defense capabilities, supporting robust revenue and earnings growth.

Seeking Alpha • Oct 28, 2026

TTM Technologies: The Market Is Punishing The Cash Flow, But The Stock Is In An Interesting Zone

TTM Technologies is leveraged to both AI infrastructure and defense, and that combination is driving very fast revenue and EPS growth. Q3 results beat on revenue and adjusted EPS, but weak free cash flow and rising leverage after several acquisitions sent the stock down almost 15%. Management guided 2027 above consensus, but heavy capex and more acquisitions add risk until free cash flow starts to match earnings.

Seeking Alpha • Oct 28, 2026

TTM Technologies: PCB Commodity To AI Backbone - Meltdown Triggers Dip Buying Opportunity

The changing PCB investment thesis from the prior commoditization to the value-driven, customized platform "fundamental to the technology stack" underscores TTM Technologies' growth story. The diversified end-market exposure, accretive acquisitions, and expansion of the N+M PCB program may drive robust FY2027 sales growth. The recent >60% meltdown offers a compelling entry point, with TTMI trading at a cheaper P/E of 16.16x while offering a rich LTPT of $162.60, if not more.

Seeking Alpha • Oct 28, 2026

TTMI vs. AXTI: Which AI Infrastructure Stock Is the Better Pick?

TTM Technologies and AXT ride the AI infrastructure boom, but contrasting growth, China exposure and valuations reveal which stock offers the stronger long-term case.

Zacks Investment Research • Oct 28, 2026

TTM Announces Completion of Existing 2025 Share Repurchase Program and Authorization of New $100 Million Program

SANTA ANA, Calif., Oct. 27, 2026 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ:TTMI), a leading global manufacturer of technology products, including mission systems, radio frequency (“RF”) components, RF microwave/microelectronic assemblies, and technologically advanced interconnect products, including printed circuit boards and substrates, today announced it has completed its existing authorized share repurchase program, which was previously announced on May 8, 2025 (the “2025 Share Repurchase Program”).

GlobeNewsWire • Oct 27, 2026

TTM Technologies: Big Guidance Increase, Cheaper Stock Price

TTM Technologies maintains a Buy rating after a sharp sell-off, with 2027 EPS guidance raised to over 60% growth and shares trading under 10x PE. TTMI's next-generation N+M PCB drives both Commercial margin expansion and a 50% revenue growth outlook, supported by robust AI data center demand and a $2B defense backlog. 3Q26 saw Data Center & Networking up 115%, Aerospace & Defense up 21%, and a record book-to-bill of 2.1, with strong backlog momentum.

Seeking Alpha • Oct 27, 2026

TTM Technologies: Wall Street Is Selling A Peak That's At Least Two Years Away

TTM Technologies is upgraded from Sell to Buy following a significant valuation correction and improved fundamentals. N+M boards have driven a material margin expansion, with adjusted operating margins up ~510 bps YoY to ~17.4% in Q3. TTMI now trades at ~10.9x forward EV/EBITDA, well below sector median, while 2027 revenue and EPS outlooks are up ~48% and ~70%.

Seeking Alpha • Oct 27, 2026