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TTTTMI

TTM Technologies, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 30% YoYRecent insider buyingConsistent chatter on X (109/wk), no spike
$TTMI·$14B·Hardware, Equipment & Parts·Technology
$118.92+0.2%YTD+90.1%1Y+164.5%
Mentions · last 7 days
2026-08-22: 3 posts109+3%
Price updated 14h ago·X counts updated 10d ago
TTTTMI
$TTMITTM Technologies, Inc.
$118.92+0.23%109 posts+3%
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 numbersWinding up for a moveAI verdict · as of 2026-09-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

CEO Roks bought $1.12M and Director Geveden $525K one day before NVDA earnings; 40% share on NVDA's VR200.

TTM Technologies is the only US-listed pure-play PCB (printed circuit board) maker, with a specific AI-data-center exposure through 40%+ share on NVIDIA's VR200 platform and 30% on the LPU inference rack.

Why the coil is loaded:

  • Insider tape is unusually specific — CEO Edwin Roks bought 10,000 shares at $111.77 ($1.12M) and Director Rex Geveden added 5,000 shares ($525K) one day before Nvidia earnings; a real open-market cluster with meaningful timing signal.
  • Growth is textbook AI-cycle — last quarter revenue grew 30% YoY to $850M at a 20% gross margin and 9% operating margin; consensus is $4B with $4.03 EPS.
  • The valuation is reasonable versus peers — 20.3x forward earnings for TTMI vs Asian peers at 25.6x; the US-pure-play argument is a specific multiple lever.
  • Structural tape is coiled at midrange — 42% of the 52-week range, at the 200-day, volume only 46% of average.
  • Options flow is bullish — $115 October calls running as 'massive unusual repeater flow'.
  • The one counter-signal is officer Dale Knecht's $3.72M open-market sale on Aug 10 — a real cluster in the opposite direction from the CEO buy.

The coil resolves higher on the Nov 4 print if VR200 revenue is dollar-quantified with continued NVDA-cycle-visibility and Q4 guide is above the run-rate; the wrong way if a specific Chinese-competitor share gain is disclosed or if AI-data-center order pace hints at cooling.

Agrees with X sentimentX captures the setup — the CEO buy, VR200 share, and options flow are real bullish inputs; the crowd is under-weighting the Knecht $3.72M sale, which is worth flagging alongside the CEO buy cluster.

What to watch: Nov 4 earnings — VR200 revenue dollar-quantification, Q4 guide, and any Chinese-competitor commentary; a share-loss signal or AI-data-center order cooling is the invalidation.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

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

Bullish sentiment10 posts analyzed · as of 2026-08-30

Sentiment on TTM Technologies is confidently bullish — CEO Edwin Roks bought 10,000 shares at $111.77 ($1.12M) and Director Rex Geveden added 5,000 shares ($525K) one day before Nvidia earnings, and bulls frame TTMI as the only U.S.-listed pure-play PCB maker at 20.3x forward earnings vs Asian peers at 25.6x, sitting on over 40% share on NVIDIA's VR200 platform and 30% on the LPU inference rack. The $115 October calls are running as "massive unusual repeater flow." One chart-only view calls the setup "ugly."

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

AI server infrastructure buildout drives compute shipment volumes; Dell and HPE are riding the same hyperscaler capex wave that lifted NVDA. Non-AI commercial refresh remains soft, so the bull case is concentrated in AI infrastructure exposure.

What this means for $TTMI

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Operating globally, TTM Technologies, Inc.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+110.5%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
Q2 2026Aug 5, 2026$0.99$0.89+10.7%
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%
Next earningsWed, Nov 4·consensus EPS $1.25

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$4.03$3.98 – $4.073
FY27$4.7B$4.7B – $4.7B$5.32$5.14 – $5.443
FY28$5.3B$5.2B – $5.4B$6.59$6.51 – $6.672

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.0.5×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.42%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.-16.1%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.+0.7%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 today1.4% 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.β2.165-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

BuyAug 24Rex D GevedenDirector5.0K sh$525KSellAug 10Knecht Dale MartinSVP Information Technology26.2K sh$3.7MSellJun 25Tom ClapproodPresA&D Interconnect Solutions1.2K sh$251KSellJun 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$20K
1–10 of 13
+ 21 other (20 awards · 1 inkind) 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-KMaterial agreementAug 178-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

TTM Technologies (TTMI) entered into a material definitive agreement (Item 1.01) and issued a Regulation FD disclosure (Item 7.01) on August 15, 2026. TTMI is a leading printed circuit board manufacturer serving aerospace, defense, and commercial markets. The material agreement likely covers a significant acquisition or strategic transaction; the simultaneous Reg FD filing suggests a companion investor presentation. TTM has been executing a defense-focused strategy; any acquisition of defense electronics capabilities would align with its growth roadmap and leverage elevated defense spending tailwinds. Investors should review the agreement and the investor presentation for transaction value, target company, and strategic rationale.

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.

+ 17 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Wall Street Analysts Think TTM (TTMI) Could Surge 77.83%: Read This Before Placing a Betzacks.com·1d agoTTMI vs. AMKR: Which Semiconductor Stock Should You Buy Now?zacks.com·5d agoBalance Capital Partners L.P. Acquires New Holdings in TTM Technologies, Inc. $TTMIdefenseworld.net·5d agoCan TTMI's AI Data-Center Boom Reshape Its Commercial Business?zacks.com·6d agoTTM Technologies CEO Edwin Roks Buys 10,000 Shares for $1.1 Million. What Is He Telling Investors?fool.com·6d 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 6 · 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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