TTMI TTM Technologies Inc Loading... : Bullish and Bearish Analyst Opinions
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17:56
Aug 17
Aug 17
Buy TTMI on AI PCB bottleneck
Buy TTMI at 20x forward earnings as a rare cheap US-listed AI PCB pure-play with >40% share on NVIDIA's VR200 rack and ~$300M revenue potential from that generation, since rising high-layer board complexity and ASPs make every AI architecture need its boards.
MED
17:55
Aug 17
Aug 17
TTMI is the sole US-based publicly traded pure-play PCB manufacturer, uniquely positioned to benefit from surging AI server PCB demand, massive ASP expansion due to board complexity, and a geopolitica
TTMI is the sole US-based publicly traded pure-play PCB manufacturer, uniquely positioned to benefit from surging AI server PCB demand, massive ASP expansion due to board complexity, and a geopolitical premium as buyers diversify away from Asian monopolies.
HIGH
01:10
Aug 15
Aug 15
Long TTMI as AI-defense interconnect play.
Buy TTMI because the author is explicitly long and views it as the AI/defense interconnect trade, supported by record forecasts, a $1.6B defense backlog, and high-quality fund buying into the drawdown.
HIGH
02:20
Aug 07
Aug 07
Watch TTMI on defense/A&D backlog growth
Watch TTMI; the author details strong defense/A&D demand, record program backlog, and radar-related bookings but gives no personal position or forward call.
MED
02:20
Aug 07
Aug 07
Author shares a Bloomberg terminal AI query result mentioning these tickers as research context.
Author shares a Bloomberg terminal AI query result mentioning these tickers as research context, with no explicit position or directional call.
LOW
02:10
Aug 07
Aug 07
"Watch defense-electronics arsenal-rebuild beneficiaries"
"Watch this defense-electronics arsenal-rebuild basket as a beneficiary map, not an author-owned long. The research note spans replacement, capacity-reset, and modernization cycles with varying purity; no position or ownership is disclosed."
MED
22:35
Aug 05
Aug 05
Watch TTMI on strong AI PCB demand
Watch TTMI after Q2 beat and raised guidance; 91% data-center revenue growth and 1.63 book-to-bill point to durable AI/defense PCB demand.
MED
21:05
Aug 05
Aug 05
Observes stock holding up after earnings
Observes stock holding up well after reporting a fantastic quarter.
MED
20:51
Aug 05
Aug 05
TTMI beats and guides Q3 above consensus
Reports TTMI beat revenue and EPS estimates and guided Q3 EPS about 14% above consensus; no directional position stated.
MED
20:04
Aug 05
Aug 05
Watch TTMI after guide beat, no position
Watch TTMI: the automated summary shows Q2 revenue/EPS beats and Q3 guidance above consensus, but no author-owned position or directional call is attached, so treat as watch.
MED
14:15
Aug 05
Aug 05
Author teases a next all-in challenge buy among four possible names but hasn't revealed.
Author teases a next all-in challenge buy among four possible names but hasn't revealed or committed to a position yet, while noting mixed tape and hoping QQQ holds flat.
LOW
00:14
Aug 04
Aug 04
TTMI long into earnings catalyst
Buy TTMI as a short-term trade ahead of earnings; author sees a potential catalyst-driven move into the print, though conviction is hedged with "may be ok" language.
MED
22:05
Aug 02
Aug 02
TTM Technologies earnings: AI PCB demand watch
TTM Technologies reporting this week; PCB demand for AI infrastructure flagged as the key earnings focus area.
LOW
22:43
Jul 28
Jul 28
Watch advanced-substrate and PCB suppliers as KLA’s call confirms accelerating demand from HPC.
Watch advanced-substrate and PCB suppliers as KLA’s call confirms accelerating demand from HPC, driving strong growth for these names.
MED
15:46
Jul 28
Jul 28
Watch memory/semiconductor suppliers due to positive read-through from non-refundable long-lead.
Watch memory/semiconductor suppliers due to positive read-through from non-refundable long-lead orders and strong AI demand visibility.
MED
23:20
Jul 27
Jul 27
Watch TTMI for capacity utilization and margin recovery as advanced PCB demand in AI.
Watch TTMI for capacity utilization and margin recovery as advanced PCB demand in AI and defense outstrips supply; high positive impact expected.
MED
20:32
Jul 22
Jul 22
Adds TTMI to parent's thesis on GOOG capex/TPU benefits.
Adds TTMI to parent's thesis on GOOG capex/TPU benefits, no explicit position or direction stated.
LOW
13:27
Jul 20
Jul 20
TTMI cited in quoted supply chain research as a multilayer PCB maker facing ~6-month lead time.
TTMI cited in quoted supply chain research as a multilayer PCB maker facing ~6-month lead time bottlenecks; author flags with no directional view.
LOW
06:22
Jul 20
Jul 20
Watch TTMI as a multilayer PCB supplier facing ~6-month bottleneck timelines per Digitimes.
Watch TTMI as a multilayer PCB supplier facing ~6-month bottleneck timelines per Digitimes sourced supply-chain mapping; research basket, no author position stated.
MED
21:27
Jun 22
Jun 22
Watch TTMI as the strategic nexus of AI and defense infrastructure.
Watch TTMI as the strategic nexus of AI and defense infrastructure; research note highlights margin improvement and durable backlog but no position taken.
MED
17:23
Jun 08
Jun 08
Author added TTMI and CLFD to tracking list as connector/interconnect plays in AI physical.
Author added TTMI and CLFD to tracking list as connector/interconnect plays in AI physical infrastructure.
LOW
04:32
Jun 04
Jun 04
Watch TTMI as a PCB company potentially affected by US concerns over Chinese circuit boards.
Watch TTMI as a PCB company potentially affected by US concerns over Chinese circuit boards; no explicit position from the author.
MED
13:06
May 30
May 30
Watch TTMI; Whale Rock's Alex Sacerdote called it out as a long at Sohn 2026.
Watch TTMI; Whale Rock's Alex Sacerdote called it out as a long at Sohn 2026, citing growing complexity of PCBs in AI infrastructure buildout — relayed approvingly by thevalueist who views Whale Rock as best-positioned in the GAI trade.
MED
13:23
May 27
May 27
The tweet notes TTMI's strategic positioning as a potential national champion in PCBs but lacks.
The tweet notes TTMI's strategic positioning as a potential national champion in PCBs but lacks a clear forward-looking bullish or bearish trade call.
LOW
12:21
May 22
May 22
Reports Morgan Stanley analysis showing PCB value uplift (+233%) in Nvidia’s next-gen rack.
Reports Morgan Stanley analysis showing PCB value uplift (+233%) in Nvidia’s next-gen rack, which may benefit PCB suppliers like TTMI. No directional view from speaker.
MED
11:03
May 22
May 22
The tweet explains why PCB stocks like TTMI surged due to Morgan Stanley's analysis of NVIDIA's.
The tweet explains why PCB stocks like TTMI surged due to Morgan Stanley's analysis of NVIDIA's next-generation rack, but the author does not express a personal forward-looking view.
HIGH
03:42
May 22
May 22
Buy TTMI despite competitive pressure from Chinese PCB producers — the stock is still rallying.
Buy TTMI despite competitive pressure from Chinese PCB producers — the stock is still rallying, suggesting resilience or mispriced strength.
HIGH
09:02
May 21
May 21
The tweet cryptically references tickers TTMI and 2383.TT alongside a quoted NVDA analysis.
The tweet cryptically references tickers TTMI and 2383.TT alongside a quoted NVDA analysis, but the author provides no forward-looking opinion or trade idea.
HIGH
02:38
May 21
May 21
The tweet is a brief mention of TTMI in a reply with no forward-looking opinion or directional.
The tweet is a brief mention of TTMI in a reply with no forward-looking opinion or directional view expressed.
HIGH
18:42
May 20
May 20
The author humorously comments on a supply chain bottleneck involving TTM Technologies.
The author humorously comments on a supply chain bottleneck involving TTM Technologies and a Taiwan-listed stock without expressing a clear directional view.
HIGH
About TTMI Analyst Coverage
Buzzberg tracks TTMI (TTM Technologies Inc) across 14 sources. 7 bullish vs 0 bearish calls from 13 analysts. Sentiment: predominantly bullish (16%). 44 total trade ideas tracked. Latest voices: michaelsikand, Asymmetrical Bets, TheValueist.