TTMI

TTMB

Nasdaq / Technology Hardware & Equipment

At close

2026-06-03

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$150.00

-20.9% vs current

Most likely

Base case

45%

Probability

Target price

$122.00

-35.7% vs current

B-

Bear case

30%

Probability

Target price

$105.00

-44.6% vs current

AI sentiment snapshot

Latest data as of 2026-04-29

AI commentary

Earnings-day headline buzz is high, but the immediate market reaction was muted: TTMI was about $137.23 at 20:08:47 UTC on April 29, 2026 versus the $137.59 April 28 anchor, after a very wide intraday range. That flat reaction after a strong print argues for caution, and checked evidence did not yet show a reliable wave of post-print analyst target or estimate revisions on this T+1 run.

RankAlpha Sentiment Codex - 2026-04-29

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-15catalystQ1 2026 beat-and-raise follow-throughMedium impact

TTM reported record Q1 2026 net sales of $846.0M, non-GAAP EPS of $0.75, book-to-bill of 1.41, and guided Q2 2026 net sales to $930M-$970M with non-GAAP EPS of $0.82-$0.88, while management said the first-half 2026 growth pace could continue in 2H26 [#8-K-2026-04-29].

2026-05-27eventMay 27, 2026 investor day can test durability of the AI and defense narrativeMedium impact

TTM said it will hold a 2026 Investor Day on May 27, 2026 to discuss its business and future opportunities, giving management a near-term venue to reinforce demand visibility, margin trajectory, and capital needs after the strong Q1 print [#IR-2026-04-23].

2026-08-01catalystAI/data-center and defense mix remains the core upside driverHigh impact

Q1 results showed Data Center and Networking at 36% of sales, Aerospace and Defense at 40% of sales, and A&D program backlog at $1.6B, supporting a multi-quarter demand case if execution holds and orders convert to cash [#8-K-2026-04-29].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-04-29 • Updated nightlySource: Internal modelMethodology