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TTTTMI

TTM Technologies, Inc.

Trending onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$TTMI·$15B·Hardware, Equipment & Parts·Technology
$130.14-9.4%YTD+86.3%1Y+184.1%
Mentions · last 7 days
2026-07-09: 17 posts2026-07-10: 20 posts2026-07-11: 16 posts2026-07-12: 34 posts2026-07-13: 56 posts2026-07-14: 28 posts2026-07-15: 68 posts240+6%
Price updated 13h ago·X counts updated 2d ago
TTTTMI
$TTMITTM Technologies, Inc.
$130.14-9.39%240 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TTMI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-17

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

TTM Technologies is the AI-and-defense PCB compounder — Ultra-HDI Syracuse facility is the specific catalyst.

TTM Technologies makes the specific high-density interconnect printed circuit boards used in AI-datacenter compute and defense applications. The stock is up 184% over twelve months on the AI-and-defense PCB re-rate.

Why the setup reads clean:

  • The Syracuse Ultra-HDI facility is category-defining: opening a new UHDI PCB manufacturing facility positions TTMI as the specific domestic supplier for AI-and-defense customers that require ITAR-compliant sourcing.
  • Fundamentals justify the compounder framing: 9% operating margin, 8% return on invested capital, and 20% gross margin at 89x TTM P/E — the specific numbers that let a scale PCB manufacturer earn a durable multiple in an AI-defense mix.
  • The tape has cooled sharply into earnings: sitting 25% below the 50-day but 21% above the 200-day at 49% of the 52-week range with today's -9.4% drop — a healthy pullback in an aggressive uptrend, not a broken structure.
  • The check is the multiple: 89x TTM P/E leaves no room for a soft Q — the print has to specifically deliver on aerospace-and-defense mix and Syracuse commercialization commentary.

July 29 earnings is the trigger. A number confirming aerospace-and-defense revenue mix plus specific Syracuse-commercialization commentary extends the leg; a soft aerospace-defense print with muted Syracuse commentary is the specific setup that would compress the multiple back to peers.

Agrees with X sentimentX is bullish on the Syracuse UHDI facility opening, the Needham target raise, and the decade-long-base breakout pattern, and the fundamentals genuinely justify the story — a domestic UHDI facility for defense customers is a specific moat. The gap the corpus isn't sizing is the multiple; at 89x TTM P/E, the specific aerospace-and-defense mix has to deliver.

What to watch: The July 29 print — aerospace-and-defense revenue mix, Syracuse UHDI commercialization commentary, and gross margin trajectory. Above-consensus AeD mix plus Syracuse traction extend the leg; a soft AeD print activates the compression risk.

On the calendar: 2026-07-29 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-26

TTM Technologies announced the opening of a new Ultra-High-Density Interconnect printed circuit board manufacturing facility in Syracuse, New York, with the stock at $221.47 (+5.03). Needham raised its price target and posters cite TTMI as a strategic AI and defense infrastructure compounder. Bulls cite TTMI alongside HLIT as decade-long-base breakouts, with the $26.39 entry now at $216.44 demonstrating the parabolic move pattern.

Read the AI verdict + X sentiment for $TTMI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures printed circuit boards, RF/microwave circuits, and passive RF components for defense, aerospace, and automotive customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $TTMI.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $TTMI

Partial — Manufactures printed circuit boards, RF/microwave circuits, and passive RF components for defense, aerospace, and automotive customers; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
89.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$0.75$0.66+13.6%
Q4 2025Feb 4, 2026$0.70$0.68+2.9%
Q3 2025Oct 29, 2025$0.67$0.61+9.8%
Q2 2025Jul 30, 2025$0.58$0.52+11.5%
Next earningsWed, Jul 29·consensus EPS $0.92

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$846.0M+30.4%20.8%8.8%$0.48$-85.1M
Q4 FY25$774.3M+18.9%20.0%9.9%$0.49$-6.5M
Q3 FY25$752.7M+22.1%20.8%9.6%$0.51$42.4M
Q2 FY25$730.6M+20.7%20.3%8.5%$0.41$37.4M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.0B$4.0B – $4.0B$4.05$4.02 – $4.073
FY27$4.7B$4.7B – $4.7B$5.32$5.14 – $5.443
FY28$5.3B$5.3B – $5.3B$6.47$6.42 – $6.532

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.49%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-25.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 102.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 25Tom ClapproodPresA&D Interconnect Solutions1.2K sh$254KSellJun 25James P WalshCOO2.1K sh$441KSellJun 25Elizabeth RomoChief Accounting Officer720 sh$150KSellJun 25Daniel L. BoehleCFO4.2K sh$881KSellJun 23Tom ClapproodPresA&D Interconnect Solutions3.0K sh$637KSellJun 23Daniel J WeberEVP, CLO & Secretary8.5K sh$1.8MSellJun 23Daniel L. BoehleCFO6.3K sh$1.3MSellJun 23Robert P. FarrellPresident99 sh$20KSellJun 23Knecht Dale MartinSVP Information Technology230 sh$47KSellMay 1Thomas T EdmanDirector16.8K sh$2.6M
1–10 of 17
+ 38 other (28 awards · 10 inkinds) in window

See when $TTMI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAgreement terminatedJun 38-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 3.03 · Item 7.01: Press release / Reg FD
AI summary

TTMI (TTMI) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $400.0 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KPress release / Reg FDMay 278-K — Item 7.01: Press release / Reg FD
AI summary

TTM Technologies, Inc. held its 2026 Investor Day on May 27, 2026 at the Nasdaq Exchange in New York City, with key executives presenting. The company reiterated its recently raised $4.0 billion revenue expectation for fiscal year 2026 and also provided fiscal year guidance beyond 2026. Investor Day presentations from a printed circuit board manufacturer are typically accompanied by long-term revenue and margin framework disclosures; reiterating a raised target is a positive confidence signal.

8-KPress release / Reg FDMay 188-K — Item 7.01: Press release / Reg FD
AI summary

TTM Technologies (TTMI) disclosed via Reg FD that CEO Dr. Edwin Roks, in an Orange County Business Journal interview published May 11, 2026, projected the company would 'be ending this year at $4 billion for the full year' in revenue — implying approximately 38% year-over-year growth for fiscal 2026. This builds on prior guidance that first-half growth would continue at a similar pace in the second half. The company has a 2026 Investor Day scheduled for May 27, 2026. This is a materially bullish forward revenue guidance update for a global printed circuit board manufacturer.

8-K/AOfficer or director change (amended)May 88-K/A — Item 5.02: Officer or director change
AI summary

TTMI disclosed a personnel change (8-K Item 5.02, dated 2026-05-08). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeMay 88-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

TTMI disclosed a personnel change (8-K Item 5.02, dated 2026-05-08). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

3New insider — initial holdingsMay 83
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for TTMI on 2026-05-08, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 83
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for TTMI on 2026-05-08, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsFeb 23
+ 16 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TTMI's Defense Electronics Demand Remains Strong: What's Ahead?zacks.com·3d agoTTM Technologies Arrives at the 2026 Farnborough International Airshowglobenewswire.com·3d agoTurning Bullish On TTM Technologies: The Rationale Behind My Upgradeseekingalpha.com·4d agoCan Strong AI PCB Demand Driver Further Upside in TTMI's Revenues?zacks.com·8d agoHedge Funds Are Selling Tech Stock Hand Over Fist. Is the 2026 Melt-Up On Its Last Legs?247wallst.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureDefense & DronesAdvanced Packaging & AI Interconnect

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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