TTMI

TTMD

Nasdaq / Technology Hardware & Equipment

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$150.00

Analysis reference price unavailable

Analysis 2026-04-29 · RankAlpha Sentiment Codex

Most likely

Base case

45%

Probability

Target price

$122.00

Analysis reference price unavailable

Analysis 2026-04-29 · RankAlpha Sentiment Codex

B-

Bear case

30%

Probability

Target price

$105.00

Analysis reference price unavailable

Analysis 2026-04-29 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

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