TTMI
TTM Technologies, Inc.
October 12, 2026 · market open
- Rarity
- 1.25
- Peak move
- −11.47%
- Float cap
- $12.1B
TTM Technologies is a global manufacturer of advanced interconnect products, including PCBs and substrates, plus mission systems, RF components, and RF microwave/microelectronic assemblies. It serves approximately 1,300 customers across aerospace and defense, data center computing, automotive, medical, industrial and instrumentation, and networking. Customers include OEMs, EMS providers, ODMs, distributors, and domestic and allied foreign government agencies.
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What we found
9 events · 0 from SEC or newswire · 0 timed with the move- Key event
guidance_changeTTM Technologies announced a $400 million investment plan to expand advanced PCB and N+M interconnect capacity at four facilities in China and its Penang, Malaysia plant, incremental to its previously disclosed $1.2 billion commitment for 2025-2029, citing AI data center, hyperscaler and networking demand.
executive_remarkTTM CEO Edwin Roks said the AI boom has placed significant capacity demands on the AI hardware supply chain requiring rapid capacity increases across several TTM facilities, while COO Jim Walsh said leveraging the existing China and Penang footprint shortens the time between investment and revenue.
peer_disclosureCelestica introduced the DS6005, a co-packaged optics data center switch built on Broadcom's Tomahawk 6-Davisson chip delivering up to 102.4Tbps switching capacity with 64 x 1.6TbE ports in a liquid-cooled 1.5OU form factor for AI data center networks.
- Key event
policy_changeDebate over a proposed US restriction on Chinese-made PCBs in defense procurement from 2027, with domestic PCB makers led by TTM Technologies seeking quick exclusion of China-made boards while downstream firms seek a delay, as TTM expands US military-board capacity while continuing China plant investment.
- Key event
debt_financingTTM Technologies priced $500 million of 6.750% senior notes due 2034 in a private offering, with proceeds plus a $300 million incremental term loan A and $800 million incremental term loan B to fund the Epiq Solutions acquisition and related fees.
insider_saleA Form 144 report of proposed sale of securities for TTM Technologies (NASDAQ: TTMI) was filed with the SEC, notifying intent to sell company shares.
analyst_ratingAletheia Capital initiated coverage of TTM Technologies with a Buy rating and a $236 price target.
analyst_ratingAlembic Global Advisors initiated coverage of TTM Technologies with an Overweight rating and a $236 price target, implying 74% upside from $135.95, projecting data center and networking sales at a 79% CAGR from 2026 to 2028.
analyst_ratingAlethia Capital initiated coverage of TTM Technologies at Overweight, calling it a unique proxy for USA PCB manufacturing.