TTM Technologies outlook raised by Moody’s on strong AI demand
Moody's Ratings has upgraded TTM Technologies' outlook from stable to positive, affirming its Ba2 corporate family rating. This change is attributed to robust demand across various markets, especially for AI-related data center computing and networking, alongside steady demand in aerospace and defense. Moody's anticipates TTM's revenues will grow significantly, reaching the mid-$4 billion range by 2026, and recognizes the company's strengthened scale and diversification through recent acquisitions.
TTM Technologies Inc (TTMI) Stock Down 3.3% but Still Overvalued -- GF Score: 77/100
TTM Technologies Inc (TTMI) shares dropped 3.3% to $110.54, yet the stock is considered significantly overvalued with a GF Value of $36.74, indicating a 200.9% premium. Despite an above-average GF Score of 77/100, driven by strong growth potential, its valuation rank is low. Insider selling totaling $37.5 million over the past year, without any buying, suggests a lack of confidence among insiders.
Tocqueville Asset Management L.P. Purchases Shares of 18,855 TTM Technologies, Inc. $TTMI
Tocqueville Asset Management L.P. has acquired a new stake of 18,855 shares in TTM Technologies, Inc. (NASDAQ:TTMI) worth approximately $3.5 million. Institutional investors now own 95.79% of the company's outstanding stock. TTM Technologies recently reported strong quarterly earnings, beating estimates with $0.99 EPS and revenue increasing 37.4% year-over-year, leading analysts to maintain a "Buy" rating with an average price target of $214.25, despite recent insider share sales.
Mitsubishi UFJ Asset Management Co. Ltd. Invests $10.13 Million in TTM Technologies, Inc. $TTMI
Mitsubishi UFJ Asset Management Co. Ltd. has acquired a new position in TTM Technologies, Inc. worth approximately $10.13 million, representing a 0.05% stake in the company. Despite positive analyst sentiment and strong quarterly earnings where TTM Technologies exceeded revenue and EPS expectations, insiders have sold a significant amount of stock. The company's stock shows strong market capitalization and a positive P/E ratio, and it has received several "Buy" ratings from analysts with a consensus price target of $214.25.
10,979,290 Shares in TTM Technologies, Inc. $TTMI Bought by BlackRock Inc.
BlackRock Inc. has acquired 10,979,290 shares of TTM Technologies, Inc. (NASDAQ:TTMI), a stake valued at approximately $2.05 billion and representing 10.57% of the company. Institutional investors now own 95.79% of TTMI. Despite recent insider selling and a stock price below its 12-month high, analysts maintain a "Buy" rating for TTM Technologies, with a consensus price target of $214.25, following strong quarterly earnings that surpassed expectations.
TTM Technologies (TTMI) Stock Could Be 10% Overvalued On Its $1.1B Acquisition
A Simply Wall St. analysis indicates that TTM Technologies (TTMI) stock may be 10% overvalued based on its Discounted Cash Flow (DCF) model, despite appearing undervalued on some earnings multiples. This split valuation is influenced by the company's recent US$1.1 billion acquisition of Epiq Design Solutions, which investors are likely factoring into future cash flow expectations. The article emphasizes that while some metrics suggest undervaluation, broader checks remain weak, posing a question about whether current optimism is justified.
TTM Technologies (TTMI) Stock Could Be 19% Overvalued Despite Record $1B Revenue
TTM Technologies (TTMI) has seen an 8x return over the last five years, driven by strong AI and defense-related product demand. While a Discounted Cash Flow (DCF) model suggests the stock is 19.3% overvalued at $105 per share, earnings-based multiples indicate it might be undervalued. The company's recent record quarterly revenue of $1 billion and increased credit facilities support positive cash flow expectations, but overall valuation checks remain cautious given the stock's significant multi-year run.
Can TTMI Convert Its Defense Pipeline Into Future Revenue Growth?
TTM Technologies (TTMI) is experiencing significant growth in its Aerospace & Defense (A&D) business, with a 14% year-over-year revenue increase in Q2 2026 and a strategic pipeline exceeding $7 billion. The company's A&D backlog has grown to $1.7 billion, driven by strong defense spending and strategic program alignments. TTMI is expanding its facilities and increasing production of Ultra-HDI products to meet national security requirements, leading to a Zacks Rank #1 (Strong Buy) and an impressive earnings growth estimate for 2026.
Meeder Asset Management Inc. Invests $2.12 Million in TTM Technologies, Inc. $TTMI
Meeder Asset Management Inc. has initiated a new position in TTM Technologies, Inc. (NASDAQ:TTMI), purchasing 11,309 shares valued at approximately $2.12 million. This investment comes as institutional investors collectively own 95.79% of the company, and analysts maintain a "Buy" rating with a consensus price target of $214.25. Despite recent insider stock sales totaling over $20.9 million, TTM Technologies recently exceeded quarterly earnings estimates and plans an acquisition of Epiq to strengthen its defense and space-electronics businesses, though this deal introduces increased leverage and integration risks.
TTM Technologies (TTMI) Reaches Definitive Agreement To Acquire A Radio Technology Business
TTM Technologies has announced a definitive agreement to acquire Epiq Solutions from Veritas Capital, aiming to expand its presence in specialized radio technology and embedded computing markets. This acquisition aligns with TTM's strategy to build higher-value engineering and product capabilities, particularly supporting its focus on AI, cloud, and defense workloads. The deal is expected to close by the end of 2026, with investors watching for detailed updates on Epiq's contribution to TTM's integrated electronics offerings.
$100 Invested In TTM Technologies 15 Years Ago Would Be Worth This Much Today
TTM Technologies (NASDAQ: TTMI) has significantly outperformed the market over the last 15 years, achieving an average annual return of 18.97%. An initial investment of $100 in TTMI stock 15 years ago would now be valued at $1,428.37. This demonstrates the powerful impact of compounded returns on investment growth over time.
Latham & Watkins Advises Veritas Capital on US$1.1 Billion Sale of Epiq Solutions to TTM Technologies
Latham & Watkins LLP represented Veritas Capital in the US$1.1 billion sale of its affiliate, EPIQ Design Solutions LLC (Epiq), to TTM Technologies, Inc. The transaction, involving a multidisciplinary legal team, is subject to regulatory conditions and is expected to close by the end of 2026. Veritas Capital is a leading investor in technology and government sectors, while TTM Technologies is a global manufacturer of technology products.
TTM Technologies (NASDAQ:TTMI) Stock Price Down 9.3% - Here's What Happened
TTM Technologies (NASDAQ:TTMI) saw its stock price drop 9.3% on Tuesday, despite strong quarterly results and bullish analyst ratings. The decline is primarily attributed to concerns surrounding its $1.1 billion all-cash acquisition of Epiq Design Solutions, which raises financing, integration, and regulatory risks, as well as an increase in leverage. Analysts maintain a "Buy" rating with an average price target of $214.25, but acknowledge the premium valuation requires sustained execution.
TTM Technologies Drops 9.5% Amid Sector-Wide Selling
TTM Technologies shares dropped 9.5% on Tuesday, closing at $127.56, as a broad selloff impacted the electronics manufacturing sector. This decline was part of a wider trend, with several peer companies also experiencing significant losses, indicating a sector-wide rotation away from the industry rather than company-specific issues. The selloff was marked by high trading volume, suggesting increased investor concern and raising questions about the near-term momentum for TTM Technologies.
TTMI Stock Surges 237% in a Year: Does it Have More Room to Run?
TTM Technologies (TTMI) stock has surged 237.1% over the past year, significantly outperforming its industry and the broader sector, driven by its exposure to AI data-center infrastructure and aerospace and defense. The company is strategically expanding into Europe and expects substantial revenue and EPS growth in 2026, supported by strong demand and strategic acquisitions. Despite its impressive performance and growth prospects, TTMI trades at a forward P/S ratio of 2.93X, suggesting it may still be undervalued compared to its peers and offering potential for further upside.
TTM Technologies Makes $1.1 Billion Defense Push With Epiq Solutions Deal
TTM Technologies announced its acquisition of Epiq Design Solutions for approximately $1.1 billion in cash, aiming to expand its presence in defense and space electronics. Epiq specializes in AI-enabled software-defined radios and radiation-tolerant space computing. TTM anticipates the deal will enhance its integrated electronics business and be accretive to non-GAAP diluted earnings per share by 2028.
TTM Technologies to Buy Software-Defined Radio Maker Epiq for $1.1B
TTM Technologies has announced its acquisition of Epiq Design Solutions for approximately $1.1 billion in cash. Epiq specializes in AI-enabled software-defined radios and high-performance RF products, which TTM anticipates will expand its opportunities in various defense sectors, including missile defense and electronic warfare. The acquisition is expected to be funded through committed financing from JPMorgan, Bank of America, and Barclays, with TTM projecting a net leverage of 2.3x at closing.
TTM Technologies Buys Epiq Solutions for $1.1B to Boost Defense RF Capabilities
TTM Technologies (NASDAQ:TTMI) has announced its acquisition of Epiq Solutions for $1.1 billion in cash, a move designed to significantly enhance its radio-frequency and digital signal processing capabilities, particularly for defense applications. The deal, expected to close in Q4 2026, will be financed through debt and is projected to add approximately $160 million in revenue for Epiq in 2027 with strong EBITDA margins. TTM anticipates immediate adjusted EBITDA-margin accretion and non-GAAP EPS accretion by 2028, along with around $9 million in annual synergies.
NewEdge Advisors LLC Has $1.23 Million Stock Holdings in TTM Technologies, Inc. $TTMI
NewEdge Advisors LLC significantly increased its stake in TTM Technologies, Inc. by 385.0% in the first quarter, bringing its holdings to $1.23 million. Other institutional investors like Invesco Ltd. and Whale Rock Capital Management LLC also increased their positions. Analysts have set an average "Buy" rating and a target price of $214.25 for TTM Technologies, which recently reported strong quarterly earnings exceeding expectations.
Veritas Capital to Sell Epiq Solutions to TTM Technologies for $1.1 Billion
Veritas Capital is selling Epiq Solutions to TTM Technologies, Inc. (Nasdaq: TTMI) for $1.1 billion, concluding a four-year investment that saw Epiq expand its offerings in defense technology. The transaction is expected to close by the end of 2026, subject to regulatory conditions. This sale highlights Veritas's strategy of investing in companies at the intersection of technology and government, fostering growth through product development and strategic acquisitions to broaden market reach.
TTM Technologies: Strong Demand, But The Valuation Requires Exceptional Execution (NASDAQ:TTMI)
TTM Technologies (TTMI) is experiencing strong demand with Q2 sales reaching $1.0B and a robust $1.7B backlog. However, the author rates the stock a "Sell" due to its current valuation implying unrealistic future cash conversion, as the company still exhibits negative free cash flow despite strong GAAP earnings. The author estimates a fair value of $35 per share, significantly lower than the $138.88 reference close.
Veritas Capital Announces $1.1 Billion Sale of Epiq Solutions to TTM Technologies
Veritas Capital has announced the sale of Epiq Solutions, a specialized radio technology provider, to TTM Technologies for $1.1 billion. Epiq, acquired by Veritas in 2022, has expanded its offerings in mission-critical RF and embedded computing through organic growth and strategic acquisitions. The transaction is expected to close by the end of 2026, marking a new phase of growth for Epiq under TTM Technologies.
Horizon Investment Services LLC Purchases New Position in TTM Technologies, Inc. $TTMI
Horizon Investment Services LLC has acquired a new stake of 18,053 shares, valued at $3.38 million, in TTM Technologies, Inc. during the second quarter. Other institutional investors have also adjusted their holdings, with institutional ownership of the company reaching 95.79%. Despite strong earnings that beat analyst expectations and a consensus "Buy" rating from analysts, several company insiders have sold a significant number of shares recently.
TTM’s Planned $1.1B Deal Reaches Into Software-Defined Radios
TTM Technologies (NASDAQ: TTMI) is set to acquire Epiq Design Solutions, a provider of AI-enabled software-defined radios and high-performance RF products, for approximately $1.1 billion in an all-cash deal. This acquisition aims to advance TTM's vertical integration strategy, expand its presence in defense sectors like missile defense and electronic warfare, and is expected to be immediately accretive to Adjusted EBITDA margin and accretive to non-GAAP diluted EPS by 2028. The transaction, financed by JPMorgan, Bank of America, and Barclays, will add a high-margin, long-cycle business to TTM's financial model.
TTM Technologies, Inc. Continues Global Growth Strategy
TTM Technologies, Inc. announced its plan to acquire EPIQ Design Solutions LLC for $1.1 billion in an all-cash transaction. This acquisition is part of TTM's strategy to enhance its offerings in technologically differentiated markets, particularly in mission-critical signals intelligence and electronic warfare applications. The deal is expected to be immediately accretive to Adjusted EBITDA margin and accretive to Non-GAAP Diluted EPS during 2028, reinforcing TTM's long-term growth strategy.
TTM Technologies to Acquire Epiq Solutions for $1.1 Billion, Backed by $1.1 Billion Loans
TTM Technologies has signed an agreement to acquire Epiq Solutions for $1.1 billion in cash, pending regulatory approvals. To finance this acquisition and related expenses, TTM has secured a $1.1 billion debt commitment from JPMorgan, Barclays, and Bank of America. This strategic move aims to expand TTM's product portfolio and market exposure.
TTM Technologies to Acquire Epiq Solutions for $1.1 Billion in All-Cash Deal
TTM Technologies announced its definitive agreement to acquire EPIQ Design Solutions LLC for approximately $1.1 billion in an all-cash deal. This acquisition aims to enhance TTM's capabilities in mission-critical signals intelligence and electronic warfare, aligning with its strategy for long-term growth and portfolio diversification. The deal is expected to be immediately accretive to TTM’s Adjusted EBITDA margin and Non-GAAP Diluted EPS during 2028, strengthening the company's financial profile and expanding its opportunities in high-priority defense areas.
Ttm Technologies SVP sells $3.7m in common stock
Dale Martin Knecht, SVP of Information Technology at TTM Technologies Inc. (NASDAQ:TTMI), sold 26,198 shares of common stock for $3,720,116 on August 10, 2026. This sale follows a remarkable 235% return for the company over the past year, though the stock is considered overvalued relative to its Fair Value. TTM Technologies also recently reported strong Q2 2026 results, exceeding revenue and earnings expectations.
TTM Technologies (NASDAQ:TTMI) Upgraded by Zacks Research to "Strong-Buy" Rating
Zacks Research has upgraded TTM Technologies (NASDAQ:TTMI) to a "Strong-Buy" rating, with other analysts also raising price targets, leading to a consensus "Buy" rating and an average target price of $214.25. The company recently reported strong quarterly earnings, beating estimates with $0.99 EPS and $1 billion in revenue, up 37.4% year-over-year. Despite recent insider stock sales totaling $20.9 million, institutional investors and hedge funds collectively hold 95.79% of the company's shares.
Trade Alert: Senior Vice President & Chief Information Officer Of TTM Technologies Dale Knecht Has Sold Stock
Dale Knecht, Senior Vice President & Chief Information Officer of TTM Technologies (NASDAQ: TTMI), recently sold US$3.7m worth of company stock at US$142 per share, reducing his total holding by 39%. While this is the largest insider sale in the past year, TTM Technologies remains profitable and growing, with insiders owning 1.5% of the company. The article notes caution due to the sale but also highlights the company's profitability and significant insider ownership.
Understanding Momentum Shifts in (TTMI)
This article analyzes Ttm Technologies Inc. (TTMI), highlighting a neutral near and mid-term outlook that could moderate a long-term positive bias. It identifies a mid-channel oscillation pattern and an exceptional 96.4:1 risk-reward setup targeting a 27.6% gain against 0.3% risk. The piece also details three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, alongside a multi-timeframe signal analysis.
Assenagon Asset Management S.A. Sells 14,849 Shares of TTM Technologies, Inc. $TTMI
Assenagon Asset Management S.A. reduced its stake in TTM Technologies, Inc. by 43.6% in the second quarter, selling 14,849 shares and retaining 19,226 shares valued at $3.596 million. Other institutional investors have also adjusted their positions in TTMI. The article also details TTM Technologies' stock performance, recent earnings, analyst ratings, and insider trading activity.
TTM Technologies (TTMI) Q2 2026 Earnings Call Transcript
TTM Technologies reported a record-breaking Q2 2026 with $1 billion in revenue, driven by strong demand in artificial intelligence and defense sectors. The company exceeded guidance with non-GAAP EPS of $0.99 and saw significant growth in data center, networking, medical, industrial, instrumentation, and aerospace and defense markets. TTM is expanding its manufacturing capabilities, including ramping up N+M asymmetrical interconnect PCBs and acquiring two European firms to establish a footprint in Europe, while also increasing capital expenditures to support future growth.
Trade Alert: Senior Vice President & Chief Information Officer Of TTM Technologies Dale Knecht Has Sold Stock
Dale Knecht, Senior Vice President & Chief Information Officer of TTM Technologies (NASDAQ: TTMI), recently sold US$3.7 million worth of company stock, reducing his holding by 39%. While this is a significant sale, the company maintains high insider ownership at 1.5%. Despite recent insider selling, TTM Technologies is noted as profitable and growing, though analysts advise caution and highlight two warning signs for potential investors.
TTM Technologies Jumps 5.8% Amid Sector-Wide Rally
TTM Technologies (NASDAQ: TTMI) saw its stock surge by 5.8% to $138.34, reaching a market cap of $14.6 billion, as part of a broad sector-wide rally in electronic components and technology hardware. This movement, echoed by gains in peers like FLEX, SANM, and NLST, suggests a sector rotation rather than company-specific news. Analyst sentiment remains positive, with recent price target increases and no downgrades, providing a supportive backdrop for the stock's advance.
Trade Alert: Senior Vice President & Chief Information Officer Of TTM Technologies Dale Knecht Has Sold Stock
TTM Technologies' Senior Vice President & Chief Information Officer, Dale Knecht, recently sold US$3.7 million worth of stock at US$142 per share, reducing his holding by 39%. While this is the largest insider sale in the past year, TTM Technologies is profitable and growing, and insiders still own 1.5% of the company, valued at US$204 million. Despite the insider selling, the high insider ownership suggests alignment with shareholders, though some caution remains.
TTM Technologies (TTMI) insider details planned stock sales and recent disposals
TTM Technologies insider Dale Knecht has filed a Form 144 notice indicating potential sales of 26,198 shares of common stock through Merrill Lynch. The filing also details previous restricted stock unit vests between 2022 and 2024, and recent sales in June 2026 totaling 8,768 shares with aggregate proceeds exceeding $1.8 million. The information provides transparency regarding an insider's future selling intentions and past transactions.
If You Invested $100 In TTM Technologies Stock 10 Years Ago, You Would Have This Much Today
This article analyzes the hypothetical return of an investment in TTM Technologies (NASDAQ: TTMI) stock over the past 10 years. An initial investment of $100 would have grown to $1,260.69, reflecting an annualized return of 29.08%. The piece highlights the power of compounded returns on wealth growth over time.
TTM Technologies Inc (TTMI) Shares Fall 5.2% -- GF Value Says Still Overvalued
TTM Technologies Inc (TTMI) shares fell 5.2% on August 10, 2026, closing at $130.08, despite a significant year-to-date gain of 88.5%. According to GuruFocus' GF Value, the stock is considered significantly overvalued at 279.6% above its intrinsic value of $34.27, and its P/E ratio is substantially higher than its historical median. Insider selling of $20.9 million in the last three months further indicates a lack of confidence and potential risks for investors.
TTM Technologies (TTMI) Enters Europe With Two Deals And $1 Billion Credit Firepower
TTM Technologies (TTMI) is expanding its European presence by acquiring Swiss Technology Group AG and German PCB manufacturer ILFA GmbH. The company is also securing new financing, including a $1 billion revolving credit facility, to support future growth. This strategic move aims to diversify TTM's production footprint beyond the U.S. and Asia and directly serve European customers in key sectors.
TTM Technologies Insider Sold Shares Worth $3,720,116, According to a Recent SEC Filing
An insider at TTM Technologies recently sold shares totaling $3,720,116, as reported in a recent SEC filing. This transaction may be of interest to investors tracking insider activity within the company.
TTM Technologies Insider Sold Shares Worth $3,720,116, According to a Recent SEC Filing
An insider at TTM Technologies recently sold shares totaling $3,720,116, as disclosed in a recent SEC filing. This transaction occurred on August 10, 2026. TTM Technologies is a global manufacturer of technology solutions, including printed circuit boards and RF components for various industries.
TTM Technologies SVP Information Technology Sold Shares Worth Over $3.7M
Knecht Dale Martin, SVP Information Technology at TTM Technologies, sold 26,198 shares of common stock at $142.00 per share, totaling over $3.7 million. This transaction was an open market sale, and following it, Knecht Dale Martin directly owns 40,138 shares. The information is based on an SEC Form 4 filing.
TTM Technologies (TTMI) SVP IT sells 26,198 shares at $142 single price
Dale Martin Knecht, SVP of Information Technology at TTM Technologies (TTMI), sold 26,198 shares of company stock at a single price of $142.00 per share on August 10, 2026. This open-market transaction reduced his direct holdings to 40,138 shares. The sale totaled approximately $3.72 million.
TTM Technologies (NASDAQ:TTMI) SVP Sells $3,720,116.00 in Stock
TTM Technologies (NASDAQ:TTMI) Senior Vice President Dale Martin Knecht sold 26,198 shares of the company's stock, valued at over $3.72 million, reducing his direct ownership by 39.49%. The sale occurred on Monday, August 10th, following previous sales in June. Despite this insider selling, analysts maintain a "Moderate Buy" consensus for TTMI with an average price target of $214.25, and the company recently surpassed quarterly earnings and revenue expectations.
If You Invested $100 In TTM Technologies Stock 10 Years Ago, You Would Have This Much Today
TTM Technologies (NASDAQ: TTMI) has shown strong performance over the last decade, outperforming the market with an average annual return of 29.08%. An investment of $100 in TTMI stock ten years ago would now be worth $1,260.69, highlighting the power of compounded returns. The company currently has a market capitalization of $14.83 billion.
TTM Technologies Inc (TTMI) Insider Sell: SVP Information Techno
Dale Knecht, SVP of Information Technology at TTM Technologies Inc (TTMI), sold 26,198 shares for approximately $3.72 million on August 10, 2026. This sale contributes to a pattern of significant insider selling, with 40 insider sells versus only 1 insider buy over the past year. GuruFocus assesses TTMI as significantly overvalued, trading at $142 against a GF Value of $34.27.
17,676 Shares in TTM Technologies, Inc. $TTMI Bought by Pacer Advisors Inc.
Pacer Advisors Inc. recently purchased 17,676 shares of TTM Technologies, Inc. (NASDAQ:TTMI) worth approximately $1.72 million, contributing to institutional ownership of 95.79%. Despite significant insider selling totaling $17.2 million over the past 90 days, analysts maintain a "Moderate Buy" rating for TTM with an average price target of $214.25, following the company's strong Q1 earnings which surpassed revenue and EPS estimates.
31,600 Shares in TTM Technologies, Inc. $TTMI Bought by UNICOM Systems Inc.
UNICOM Systems Inc. acquired 31,600 shares of TTM Technologies (NASDAQ:TTMI) for approximately $5.91 million in the second quarter of 2026. This purchase contributes to the 95.79% institutional ownership of TTM Technologies' stock. The company recently reported strong Q2 earnings, beating analyst estimates, and Wall Street analysts maintain a "Moderate Buy" consensus rating for the stock.
TTM Technologies (NASDAQ:TTMI) Rating Increased to Buy at Wall Street Zen
Wall Street Zen has upgraded TTM Technologies (NASDAQ:TTMI) from a "Hold" to a "Buy" rating, aligning with five other analysts. The company reported strong quarterly earnings with an EPS of $0.99, beating estimates, and revenue of $1 billion, surpassing expectations by 37.4% year-over-year. Despite insider stock sales, institutional investors hold a significant majority of the shares.
