TTM TECHNOLOGIES INC
In the published model solve dated 2026-Q2, anchored at $131.26, TTM TECHNOLOGIES INC (TTMI) is priced for today's economics sustained for ~13.8 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: 2026-08-06 (items 2.02, 9.01); 2026-06-18 (items 8.01, 9.01); 2026-06-03 (items 1.01, 1.02, 2.03, 3.03, 7.01, 9.01); 2026-05-27 (items 7.01); 2026-05-18 (items 7.01).
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.