TTM Technologies
TTMIMarket price data through September 11, 2026.
Performance
Sep 2021 – Sep 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +79%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$71
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- January 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 8 months
- How long Benson has been tracking this pick.
About TTM Technologies
TTM Technologies makes printed circuit boards, the green boards that every electronic device is built on. It supplies two very different customers: AI data centers that need dense high speed boards, and defense contractors that need radar and radio systems built to military standards. That second business is unusually hard for rivals to enter.
The case for and against
Both sides of the story, in plain English.
- Record Quarter, Data Centers Doubling
Sales reached 1.0 billion dollars in the quarter ended June 2026, up 37 percent from a year earlier and the largest quarter in company history. The data center and networking part of the business grew 91 percent year over year. Adjusted earnings of 0.99 dollars per share were also an all time record.
- A Defense Business Behind It
Alongside the data center work, TTM builds radar systems, radio frequency components and microelectronics for defense programs. Those contracts run for years and require security clearances and certifications that take a long time to obtain, which keeps competitors out and makes the revenue far steadier than typical electronics work.
- Thin Profit On Each Sale
Circuit boards are a tough business. Even in a record quarter, only about 7 cents of every sales dollar became profit. That leaves very little cushion if input costs rise or a big customer pushes for a lower price, and the stock trades near 54 times earnings despite those slim margins.
- Tied To One Boom
The growth is coming overwhelmingly from AI data center spending. If that building slows, the 91 percent growth in that segment reverses quickly. The shares also move about twice as hard as the market.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-09-11. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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