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Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Why TTM Technologies Stock Is Back in Focus After Q2 Earnings TTM Technologies (TTMI) is back on investor radar after reporting record second quarter revenue of about US$1.0b, raising full year 2026 sales guidance and highlighting demand tied to AI and defense markets. See our latest analysis for TTM Technologies. The earnings beat and higher 2026 sales guidance have quickly fed into the share price, with a 1-day share price return of 3.89% and 7-day gain of 18.05% partially reversing a...

TTM Technologies (NasdaqGS: TTMI) announced agreements to acquire Swiss Technology Group AG and Germany based ILFA GmbH as it moves into the European market. The deals mark TTM Technologies' first direct manufacturing presence in Europe as part of its stated growth strategy. The company framed the acquisitions as a way to broaden geographic reach and customer access beyond its traditional markets. For investors watching how electronics manufacturers expand to support global demand for...

Celestica's earnings outlook is climbing faster than its revenue outlook, and the operating leverage behind that gap, built on design-led, higher-value work, is what could carry the stock higher.

TTM Technologies' Q2 earnings and revenues beat estimates as AI demand, stronger bookings and margin gains fuel sharp year-over-year growth.

TTM Technologies enters the second half with AI and defense demand, an N+M PCB ramp and capacity investments supporting a stronger 2026 outlook.

Moby summary of TTM Technologies, Inc.'s Q2 2026 earnings call

Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.

TTM Technologies (NASDAQ:TTMI) reported second-quarter 2026 revenue of $1 billion, its first quarterly sales result at that level, as demand tied to artificial intelligence data centers, networking, medical products and aerospace and defense programs increased. Revenue rose 37% from $731 million in

TTM Technologies Inc (TTMI) reports a 37% year-over-year revenue surge to $1 billion, driven by robust data center and aerospace demand, while raising full-year 2026 guidance.

TTM (TTMI) delivered earnings and revenue surprises of +7.61% and +4.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PCB manufacturing company TTM Technologies (NASDAQ:TTMI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 37.4% year on year to $1.00 billion. On top of that, next quarter’s revenue guidance ($1.12 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $0.99 per share was 10.3% above analysts’ consensus estimates.

PCB manufacturing company TTM Technologies (NASDAQ:TTMI) will be announcing earnings results this Wednesday after the bell. Here’s what to look for.

TTM Technologies faces near-term risks from high spending, weak cash flow and AI concentration ahead of Q2 earnings despite strong defense momentum.

The announcements in June and July span industries such as agriculture, automotive, oncology and electronics.

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Its recent strength stands out, yet most of what you would be buying is a return stream that swings far harder than the U.S. market you already own.

Palantir tops a screen of defense companies for growth through 2028, but most of the expected best growers are small-cap stocks.

TTM Technologies (TTMI) is back in focus after its presence at the 2026 Farnborough International Airshow highlighted its printed circuit board and RF systems used in aerospace, defense, and artificial intelligence infrastructure. See our latest analysis for TTM Technologies. After the Farnborough showcase, TTM Technologies has seen mixed short term trading, with the share price down 34.66% over the past month but still up 104.93% year to date. At the same time, the one year total shareholder...

TTM Technologies has delivered a very large 5 year return, yet its valuation checks are split, with a Discounted Cash Flow (DCF) estimate pointing to a discount to intrinsic value while traditional market multiples lean the other way. Over the past 5 years, TTM Technologies has returned about 9.5x an initial investment, which puts extra focus on whether the current price is still supported by fundamentals. Revenue linked to AI infrastructure and aerospace and defense programs can support...

Earlier this month, TTM Technologies presented at the Farnborough International Airshow in the UK, highlighting its advanced printed circuit board and RF solutions for aerospace, defense, and AI infrastructure applications. The showcase emphasized TTM’s role in supplying complex electronics for AI data centers and mission-critical defense systems, underscoring how deeply it is embedded in next-generation mission hardware supply chains. Next, we’ll examine how this Farnborough spotlight on...

TTM (TTMI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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

TTM Technologies and Ultra Clean Holdings are riding the AI infrastructure boom, but differences in growth, execution and valuation could shape the better opportunity.

Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. But increasing competition from AI-driven upstarts has tempered enthusiasm, limiting the industry’s gains to 8% over the past six months. This return lagged the S&P 500’s 10.8% climb.

AI infrastructure and defense demand are lifting TTMI, but investors may want to weigh growth against valuation.

What a time it’s been for TTM Technologies. In the past six months alone, the company’s stock price has increased by a massive 40.2%, reaching $135.36 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

TTM Technologies is riding strong defense electronics demand with a $1.6B backlog, key radar program wins and growing military bookings supporting long-term growth.

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 […]

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.