Skip to contentHome page Seeking Alpha - Power to InvestorsOct 28, 2026, 5:22 AM ETTTM Technologies, Inc. (TTMI) StockThe Value InvestorInvesting Group LeaderSummaryTTM Technologies has rapidly transitioned from a cyclical, lower-margin business to a high-growth, higher-margin data center and aerospace/defense play.Shares surged from $20 to $220 before a sharp correction to $80, with recent volatility driven by valuation expansion and strong operating momentum.Recent M&A, including Ophir Optics and Epiq Design Solutions, accelerates TTM's AI infrastructure and defense capabilities, supporting robust revenue and earnings growth.Despite a slowdown in sequential earnings, CEO guidance to double earnings by 2027 underpins a forward P/E of ~20x, but execution risk remains.Looking for more investing ideas like this one? Get them exclusively at Value In Corporate Events.