Strong 91% YoY growth in Data Center & Networking segment, successful N+M technology ramp with $600M expected H2 2026 revenues, improving margins, record EPS of $0.99, attractive 2.41X forward P/S valuation, diversified end markets, and Zacks Rank #1 (Strong Buy) rating.
Strong growth catalysts with $600M N+M revenue expected in H2 2026, 91% YoY sales growth in data center segment, better-than-expected yields, projected 50.88% revenue growth in 2026, and Zacks Rank #1 Strong Buy rating.
The company is executing strategic acquisitions to expand into Europe, diversify geographically and by product, add specialized technology capabilities in high-growth sectors (medical, aerospace, defense), and the deals are expected to be immediately accretive to earnings.
Company delivered record-breaking Q1 results with 30% sales growth and 52% profit growth, both significantly exceeding analyst expectations. Strong forward guidance for Q2 also beat estimates. The company is well-positioned to benefit from sustained AI infrastructure expansion, representing a solid long-term growth opportunity.
Strong 259.82% one-year stock performance, robust Q4 earnings with 19% YoY sales growth, record non-GAAP EPS of $0.70, expanding margins (16.3% adjusted EBITDA), significant AI-driven demand in data center segment (36% of sales), solid backlog visibility ($1.6B in aerospace/defense), and management guidance for 15-20% growth in 2026.
Articles that tag TTMI but are mainly about other companies.
Data Center and Networking revenues jumped 91% YoY driven by AI infrastructure and defense demand. Full-year 2026 outlook raised to $4.4 billion with 15-20% organic growth expected in 2027-2028. Earnings projected to grow 95.9% this year with 96.1% maximum upside potential.
Benefiting from AI infrastructure demand by supplying semiconductors and components for data center solutions.
Strong 57% YoY growth in data center computing segment with guided 66% increase in Q1 2026. Recently joined S&P MidCap 400 with $1.61B aerospace/defense backlog including $200M Raytheon contract. Positioned as undervalued pick-and-shovel play.
25.08% weekly gain driven by AI and data center infrastructure demand
As a printed circuit board manufacturer, TTM benefits from increased AI hardware deployment. Data center and networking segments are fastest-growing; if TurboQuant increases AI adoption as analysts predict, growth projections may be underestimated.
Only profitable company of the three with net income more than doubling to $177.4M in 2025. Strong revenue growth (19% to $2.9B) with forecasted 15-20% growth ahead. Improving bottom line through disciplined cost management demonstrates operational excellence.
Declined 2.55% as semiconductor and tech stocks sold off following Powell's comments on persistent inflation
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Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology
