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    Why TTM Technologies (TTMI) Is Up 6.7% After Raising Guidance On AI-Driven PCB Demand And What's Next

    Simply Wall St·12/11/2025 16:20:14
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    • Recently, analysts lifted their fair value estimates for TTM Technologies after the company reported stronger-than-expected Q3 results and issued Q4 guidance above prior consensus, reinforcing confidence in its execution.
    • What stands out is how expanding advanced PCB capacity for AI and data center computing is reshaping perceptions of TTM’s long-term earnings power and business mix.
    • We’ll now examine how analysts’ growing confidence in AI-driven data center demand may reshape TTM Technologies’ existing investment narrative and risk balance.

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    TTM Technologies Investment Narrative Recap

    To own TTM Technologies, you need to believe AI and data center demand will keep pulling more of its business toward advanced, higher value PCBs. The recent Q3 beat and higher Q4 guidance support that thesis in the near term, but they do not remove key risks around heavy capital spending and the potential for underutilized new facilities if demand eventually disappoints.

    The July 2025 acquisition of the 750,000 square foot Eau Claire, Wisconsin facility is especially relevant here, as it is closely tied to expected AI and data center computing demand. While this expands TTM’s ability to serve large domestic customers, it also amplifies the existing risk that higher cost U.S. manufacturing could pressure margins if volumes or long term customer commitments fall short of expectations.

    Yet against this stronger AI-driven demand story, investors should still be aware of the risk that...

    Read the full narrative on TTM Technologies (it's free!)

    TTM Technologies’ narrative projects $3.2 billion revenue and $251.1 million earnings by 2028. This requires 6.4% yearly revenue growth and about a $157.9 million earnings increase from $93.2 million today.

    Uncover how TTM Technologies' forecasts yield a $77.50 fair value, in line with its current price.

    Exploring Other Perspectives

    TTMI 1-Year Stock Price Chart
    TTMI 1-Year Stock Price Chart

    Three fair value estimates from the Simply Wall St Community span roughly US$29.84 to US$77.50, showing how far apart individual views can be. When you weigh those against TTM’s AI focused data center expansion and the higher cost risk of new U.S. capacity, it becomes even more important to compare several perspectives before forming a view on the company’s potential performance.

    Explore 3 other fair value estimates on TTM Technologies - why the stock might be worth as much as $77.50!

    Build Your Own TTM Technologies Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.