Zacks Industry Outlook Highlights TTM Technologies, American Superconductor and Allient
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 30 2025
0mins
Should l Buy TTMI?
Source: NASDAQ.COM
Industry Overview: The Zacks Electronics - Miscellaneous Components industry is benefiting from increased automation and demand for AI and IoT technologies, despite facing challenges such as geopolitical tensions and export restrictions that impact semiconductor production.
Stock Performance: Companies like Allient, TTM Technologies, and American Superconductor show varied stock performance and earnings outlooks, with Allient experiencing a 29% increase year-to-date while TTM Technologies has seen a decline of 6.6%.
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Analyst Views on TTMI
Wall Street analysts forecast TTMI stock price to fall
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 92.330
Low
72.00
Averages
80.75
High
91.00
Current: 92.330
Low
72.00
Averages
80.75
High
91.00
About TTMI
TTM Technologies, Inc. is a global manufacturer of technology solutions including mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and technologically advanced printed circuit boards (PCB). The A&D segment consists of PCBs, value-added assemblies, microelectronics, RF/microwave components and assemblies, and integrated mission systems. Its products support surveillance, intelligence, communications, and other critical missions for customers in the aerospace and defense industry. Commercial segment consists of PCBs using customer-supplied engineering and design plans supporting customers in the automotive, medical, industrial, and instrumentation, networking, and data center computing end markets. RF&S Components segment consists of TTM designed RF components for commercial customers in the telecommunications, industrial, and instrumentation markets, as well as commercial off-the-shelf components for certain aerospace and defense customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Neo Ivy Capital Management Acquires TTM Technologies Shares
- New Investment Position: On February 13, 2026, Neo Ivy Capital Management disclosed a new position by acquiring 100,879 shares of TTM Technologies, valued at approximately $6.96 million, indicating strong investor confidence in the company.
- Holding Proportion Analysis: This acquisition positions TTM Technologies at 1.10% of Neo Ivy's 13F reportable AUM, highlighting its significance within a diversified portfolio and potentially increasing investor interest in the company.
- Performance Highlights: TTM Technologies reported total revenue of $2.9 billion for fiscal year 2025, a 19% increase, with fourth-quarter net sales reaching $774.3 million and a record non-GAAP EPS of $0.70, showcasing robust growth driven by AI demand.
- Market Outlook: With a backlog of $1.6 billion in aerospace and defense orders, TTM Technologies offers visibility beyond the AI cycle, and management projects sales growth of 15% to 20% in 2026, further solidifying its market position in the high-tech sector.
See More
Neo Ivy Capital Increases Stake in TTM Technologies
- Increased Holdings: Neo Ivy Capital Management acquired 100,879 shares of TTM Technologies in Q4 2026, valued at approximately $6.96 million, reflecting a 1.1% increase in the fund's 13F reportable assets under management.
- Performance Growth: TTM Technologies reported a 19% year-over-year increase in net sales for Q4 2025, reaching $774.3 million, with non-GAAP EPS hitting a record $0.70 and adjusted EBITDA margin expanding to 16.3%.
- Market Demand: Data Center Computing and Networking revenue constituted 36% of total sales, driven primarily by generative AI demand, showcasing the company's strong market position in technology-driven sectors.
- Long-Term Outlook: Although TTM Technologies was not recommended by The Motley Fool Stock Advisor, the company anticipates a 15% to 20% sales growth in 2026, indicating solid growth potential amid sustained AI demand.
See More
TTM Technologies to Announce Q4 Earnings on February 4
- Earnings Announcement: TTM Technologies is set to release its Q4 earnings on February 4 after market close, with a consensus EPS estimate of $0.68, reflecting a 13.3% year-over-year growth, indicating ongoing improvement in profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $752.96 million, representing a 15.7% year-over-year increase, which underscores TTM's steady sales growth amid strong market demand, further solidifying its market position.
- Historical Performance: Over the past two years, TTM has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, showcasing the company's stability and reliability in financial performance, thereby boosting investor confidence.
- Estimate Revision Status: In the last three months, there have been no upward or downward revisions to EPS or revenue estimates, indicating a stable market outlook for TTM's future performance and reflecting investor confidence in its continued growth.
See More
IWN ETF 52-Week Price Fluctuation Analysis
- Price Range Analysis: The IWN ETF has a 52-week low of $129.38 and a high of $200.7369, with the latest trade at $198.42, indicating strong performance near its peak, which may attract investor interest.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, helping to assess market trends and potential buying opportunities.
- ETF Unit Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on investor demand, impacting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights those experiencing significant inflows or outflows, where inflows necessitate purchasing underlying assets, while outflows may lead to selling, affecting the prices of their components.
See More
TTM Technologies to Join S&P MidCap 400 Index
- Index Changes: TTM Technologies will join the S&P MidCap 400 on January 30, replacing Civitas Resources, indicating an elevation in market standing and likely attracting increased investor interest.
- M&A Activity: Huntington Bancshares is acquiring Cadence Bank, while Fifth Third Bancorp is acquiring Comerica, with both deals expected to close soon, further consolidating resources in the banking sector and enhancing competitive positioning.
- Small Cap Adjustments: TTM Technologies will exit the S&P SmallCap 600 on January 30, replaced by Amneal Pharmaceuticals, reflecting a market reassessment of TTM's growth potential.
- Industry Outlook: Advanced Energy Industries is expected to accelerate growth in 2026, highlighting the sector's investment appeal and potential market demand in the coming years.
See More
TTM Technologies (TTMI) Stock Soars 36.7% Following Price Target Upgrades
- Stock Surge: TTM Technologies' stock jumped 36.7% last week, reaching an all-time high, primarily driven by an investment firm's price target increase from $91 to $113, reflecting strong market confidence in its future growth.
- Earnings Goals: The company announced plans to double its earnings per share and set annual sales growth targets between 15% and 20% over the next two years, indicating a positive outlook on its growth potential.
- Analyst Optimism: Truist Financial raised its 2027 EPS forecast to $4.27 based on optimism for TTM's above-modeled growth in AI, highlighting further upside potential in AI and defense sectors.
- Sales Expectations: TTM Technologies targets net sales of $730 million to $770 million for Q4 2025, with an EPS goal of $0.60 to $0.70, demonstrating confidence in its upcoming financial performance.
See More
Neo Ivy Capital Management Acquires TTM Technologies Shares
- New Investment Position: On February 13, 2026, Neo Ivy Capital Management disclosed a new position by acquiring 100,879 shares of TTM Technologies, valued at approximately $6.96 million, indicating strong investor confidence in the company.
- Holding Proportion Analysis: This acquisition positions TTM Technologies at 1.10% of Neo Ivy's 13F reportable AUM, highlighting its significance within a diversified portfolio and potentially increasing investor interest in the company.
- Performance Highlights: TTM Technologies reported total revenue of $2.9 billion for fiscal year 2025, a 19% increase, with fourth-quarter net sales reaching $774.3 million and a record non-GAAP EPS of $0.70, showcasing robust growth driven by AI demand.
- Market Outlook: With a backlog of $1.6 billion in aerospace and defense orders, TTM Technologies offers visibility beyond the AI cycle, and management projects sales growth of 15% to 20% in 2026, further solidifying its market position in the high-tech sector.
See More
Neo Ivy Capital Increases Stake in TTM Technologies
- Increased Holdings: Neo Ivy Capital Management acquired 100,879 shares of TTM Technologies in Q4 2026, valued at approximately $6.96 million, reflecting a 1.1% increase in the fund's 13F reportable assets under management.
- Performance Growth: TTM Technologies reported a 19% year-over-year increase in net sales for Q4 2025, reaching $774.3 million, with non-GAAP EPS hitting a record $0.70 and adjusted EBITDA margin expanding to 16.3%.
- Market Demand: Data Center Computing and Networking revenue constituted 36% of total sales, driven primarily by generative AI demand, showcasing the company's strong market position in technology-driven sectors.
- Long-Term Outlook: Although TTM Technologies was not recommended by The Motley Fool Stock Advisor, the company anticipates a 15% to 20% sales growth in 2026, indicating solid growth potential amid sustained AI demand.
See More
TTM Technologies to Announce Q4 Earnings on February 4
- Earnings Announcement: TTM Technologies is set to release its Q4 earnings on February 4 after market close, with a consensus EPS estimate of $0.68, reflecting a 13.3% year-over-year growth, indicating ongoing improvement in profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $752.96 million, representing a 15.7% year-over-year increase, which underscores TTM's steady sales growth amid strong market demand, further solidifying its market position.
- Historical Performance: Over the past two years, TTM has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, showcasing the company's stability and reliability in financial performance, thereby boosting investor confidence.
- Estimate Revision Status: In the last three months, there have been no upward or downward revisions to EPS or revenue estimates, indicating a stable market outlook for TTM's future performance and reflecting investor confidence in its continued growth.
See More
IWN ETF 52-Week Price Fluctuation Analysis
- Price Range Analysis: The IWN ETF has a 52-week low of $129.38 and a high of $200.7369, with the latest trade at $198.42, indicating strong performance near its peak, which may attract investor interest.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, helping to assess market trends and potential buying opportunities.
- ETF Unit Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on investor demand, impacting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights those experiencing significant inflows or outflows, where inflows necessitate purchasing underlying assets, while outflows may lead to selling, affecting the prices of their components.
See More
TTM Technologies to Join S&P MidCap 400 Index
- Index Changes: TTM Technologies will join the S&P MidCap 400 on January 30, replacing Civitas Resources, indicating an elevation in market standing and likely attracting increased investor interest.
- M&A Activity: Huntington Bancshares is acquiring Cadence Bank, while Fifth Third Bancorp is acquiring Comerica, with both deals expected to close soon, further consolidating resources in the banking sector and enhancing competitive positioning.
- Small Cap Adjustments: TTM Technologies will exit the S&P SmallCap 600 on January 30, replaced by Amneal Pharmaceuticals, reflecting a market reassessment of TTM's growth potential.
- Industry Outlook: Advanced Energy Industries is expected to accelerate growth in 2026, highlighting the sector's investment appeal and potential market demand in the coming years.
See More
TTM Technologies (TTMI) Stock Soars 36.7% Following Price Target Upgrades
- Stock Surge: TTM Technologies' stock jumped 36.7% last week, reaching an all-time high, primarily driven by an investment firm's price target increase from $91 to $113, reflecting strong market confidence in its future growth.
- Earnings Goals: The company announced plans to double its earnings per share and set annual sales growth targets between 15% and 20% over the next two years, indicating a positive outlook on its growth potential.
- Analyst Optimism: Truist Financial raised its 2027 EPS forecast to $4.27 based on optimism for TTM's above-modeled growth in AI, highlighting further upside potential in AI and defense sectors.
- Sales Expectations: TTM Technologies targets net sales of $730 million to $770 million for Q4 2025, with an EPS goal of $0.60 to $0.70, demonstrating confidence in its upcoming financial performance.
See More
