TTM Technologies (TTMI)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-29
$87.63-3.48%
Close 2026-10-29 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-29
Research Workspace
Put TTMI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating margin improvement through execution and product mix: Comparison needs review.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 67% in its worst 12-month stretch.
View RiskTTMI’s bet rests on acquisition-led product and geographic growth, backed by faster revenue growth. Third-quarter revenue rose 60% year over year, and earnings beat consensus. TTMI trades at 25 times P/E versus peers’ 34 times. Its price reflects less growth than our forecast. The 26% next-quarter miss probability adds risk. Weak cash backing for reported profits could weaken confidence. The margin-improvement comparison needs review, so the risk is unverified. Peer multiples imply a price about 32% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. TTMI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering TTMI (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for TTMI in the last 4 months.
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Compare TTMI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TTMI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Manufacturing Services — fair value, gap to price, and forward P/E.
Compare the value case
Put TTMI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Improve margins and operating performance
Earnings beat and above-consensus EPS guidance support operating performance and profitability.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $87.63
The last 12 months of price, then the range of analyst 12-month targets from today’s $87.63.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Advances: Expand geographic and product portfolio via acquisitions
Reported $650M acquisition expands TTM’s product portfolio and supports its acquisition-led growth objective.
Advances: Expand geographic and product portfolio via acquisitions
Capacity expansion supports geographic and product portfolio growth.
Advances: Expand geographic and product portfolio via acquisitions
Acquisition expands product portfolio and geographic reach.
Advances: Strengthen financial position with new credit facilities
New credit facilities strengthen financial position.
Advances: Increase revenue growth
Earnings beat supports revenue growth objective.
Threatens: Expand geographic and product portfolio via acquisitions
S&P outlook cut indicates potential acquisition challenges.
Advances: Increase revenue growth
Strong AI demand supports revenue growth outlook.
