TTM TECHNOLOGIES INC
In the published model solve dated 2026-Q2, anchored at $126.65, TTM TECHNOLOGIES INC (TTMI) is priced for today's economics sustained for ~12.5 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• TTM Technologies builds the printed circuit boards under the AI buildout and the U.S. defense electronics base, and the demand is real: revenue grew 30.4% year over year in the March 2026 quarter, with the FY2025 10-K attributing growth to aerospace and defense plus data center computing and networking end markets, ⟦"the latter two being driven by generative AI"⟧ (accession 0001193125-26-051976). • The concentration is climbing with the boom: the same filing discloses that sales to the ten lar
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502 institutional managers reported holding TTMI in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 49%. 120 opened new positions that quarter. Held by BlackRock, Vanguard Group, Invesco, among others. On the short side, 4.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
TTMI has cut its share count 3.1% over the past five years, spending $170.79M on repurchases. It pays no dividend. Cash returned over the past three years: $76.79M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at TTMI over the trailing three years: 2025: 2 buys totaling $413k. 25 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
TTMI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-11 | +2.3% | -14.0% |
| 2023-11-08 | +22.0% | +5.2% |
| 2024-02-28 | +5.1% | +0.1% |
| 2024-05-08 | +11.5% | +15.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
TTMI's latest 8-K filings: 2026-10-28 (items 7.01, 9.01); 2026-10-22 (items 2.02, 9.01); 2026-10-19 (items 8.01, 9.01); 2026-10-13 (items 7.01, 9.01); 2026-09-30 (items 1.01, 2.03, 7.01, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.