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TTM Technologies logo

TTM Technologies

TTMI
$73.89
▲ +5%since Benson's first pick

Market price data through October 22, 2026.

Performance

Oct 2021 – Oct 2026

Benson's first pick
$0$79$159$238Oct 2021Jan 2023Apr 2024Jul 2025Oct 2026Benson picked · $67.99
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
4.0 / 5
Benson's overall conviction in this stock right now.
Risk
High risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
+5%
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
9 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 also builds radar and radio systems for the military. Think of it as the wiring inside both AI data centers and defense equipment, and its defense work needs security clearances that take years to earn, which makes it hard for rivals to copy.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Sixty Percent Surge

    Sales hit a record 1.2 billion dollars in the quarter ended September, up 60 percent from a year ago. Data center and networking sales more than doubled, up 115 percent, and now make up 41 percent of the business. Management expects next quarter to be even bigger, at 1.42 to 1.44 billion dollars.

  • Defense Backbone

    Aerospace and defense made up 34 percent of sales and grew 21 percent, with 2.0 billion dollars of orders already on the books. These radar and radio programs run for years and need security clearances that take ages to earn, which keeps rivals out. That steady base supports a company that expects at least 6.5 billion dollars in sales next year.

Bear case
  • Thin Final Profit

    Even in a record quarter, TTM kept just 84.8 million dollars of profit on 1.2 billion dollars of sales, about 7 cents per dollar. Its tax bill jumped to 56.9 million dollars from 8.8 million a year ago, which ate a big chunk of the gains. Circuit boards leave little cushion if costs rise or a big customer pushes for lower prices.

  • Deals And Debt

    TTM is buying several companies at once, including a 650 million dollar optics business paid for partly with borrowed money. Its debt is now above management's own comfort zone, and combining that many companies at once adds risk. With data centers now 41 percent of sales and shares that swing about twice as hard as the market, this ride can get bumpy.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-10-22. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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