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Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
TTMI sees N+M scaling into a $600 million business in the second half as AI data-center demand and improving yields support growth.
TTM Technologies' 2.59X P/S, surging AI data-center demand and a $1.7B defense backlog support its growth case despite an 83.3% YTD gain.
TTM Technologies (TTMI) drew fresh attention after its second quarter 2026 report showed non GAAP earnings and revenue above expectations, supported by AI related demand in Data Center and Networking markets. The earnings surprise and AI related demand helped TTM Technologies’ share price jump 8.85% on the day to US$125.60. However, the 30 day share price return is down 4.30% and the 90 day share price return is down 25.07%, even as the 1 year total shareholder return of 163.31% and very...
The average of price targets set by Wall Street analysts indicates a potential upside of 77.8% in TTM (TTMI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
This circuit board maker is a top performer in its class, but it also carries the highest price tag, forcing investors to ask if the premium is earned or just assumed.
TTM Technologies' stronger AI-driven growth and earnings outlook make it more attractive than Amkor Technology despite its premium valuation.
Roks expanded his direct stake by 18% through open-market purchases at $111.77 per share, bringing his total position to 64,814 shares valued at $7.28 million.
Dan Loeb opened new positions in SpaceX, Warner Bros. Discovery, and TTM Technologies in Q2.
TTM Technologies surges 237% in a year, while AI data centers, defense growth, European expansion and a lower P/S point to further upside.
TTM Technologies (NASDAQ:TTMI) said it has agreed to acquire Epiq Solutions in an all-cash transaction valued at $1.1 billion, expanding its radio-frequency and digital signal processing capabilities for aerospace, defense and communications applications. The company expects the transaction to clos
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. […]
The average of price targets set by Wall Street analysts indicates a potential upside of 50.5% in TTM (TTMI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
TTM (TTMI) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.
TTM Technologies faces near-term risks from high spending, weak cash flow and AI concentration ahead of Q2 earnings despite strong defense momentum.
Palantir tops a screen of defense companies for growth through 2028, but most of the expected best growers are small-cap stocks.
Shares of PCB manufacturing company TTM Technologies (NASDAQ:TTMI) jumped 9.3% in the afternoon session after the company showcased its role in aerospace and defense electronics at the 2026 Farnborough International Airshow.Investors reacted positively to the company's position in high-end mission hardware and growing interest in its offerings for Artificial Intelligence (AI) infrastructure. TTM Technologies supplies complex printed circuit boards (PCBs) and RF systems, which are essential compo
AI infrastructure and defense demand are lifting TTMI, but investors may want to weigh growth against valuation.
TTM Technologies Inc. (NASDAQ:TTMI) is one of the best large cap stocks to buy according to analysts. On June 17, TTM Technologies announced that its Mini-Xinger RF product portfolio has achieved AEC-Q200 qualification. This milestone validates the product line’s conformance to the highest industry standards for passive component reliability, specifically tailored for automotive and high-reliability […]
Is TTMI a good stock to buy? We came across a bullish thesis on TTM Technologies, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on TTMI. TTM Technologies, Inc.’s share was trading at $187.02 as of June 30th. TTMI’s trailing P/E was 101.64 according to Yahoo Finance. TTM Technologies, […]
TTM (TTMI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
TTMI, STM, and IX made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 29, 2026.
IX, TTMI, ALB, IDR and PRM have been added to the Zacks Rank #1 (Strong Buy) List on June 29, 2026.
A number of stocks jumped in the afternoon session after yields tumbled as the Trump Administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.
The mean of analysts' price targets for TTM (TTMI) points to a 26.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
TTMI, ESLT and KEYS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 1st, 2026.
PGY, TTMI, GDOT, OXY and CIVB have been added to the Zacks Rank #1 (Strong Buy) List on June 1st, 2026.
TTM Technologies (TTMI) is back in focus after record-breaking Q1 2026 results and management’s updated outlook for continued revenue and earnings growth, supported by data center demand and a sizable aerospace and defense backlog. See our latest analysis for TTM Technologies. The stock’s momentum has been strong, with a 27.45% 30 day share price return and 168.97% year to date share price return, alongside a very large 1 year total shareholder return, as investors respond to record results,...
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