Management just penciled in 2027 revenue of $6.5 billion to $6.75 billion, a target that resets what this business is worth owning today. AI data-center boards now drive the growth behind it.
Latest Activity
TTMI Coverage
Hedge Funds Are Selling Tech Stock Hand Over Fist. Is the 2026 Melt-Up On Its Last Legs?
Hedge funds have net-sold U.S. technology stocks for four straight weeks, with semiconductor and hardware names at the center of the unwind, according to Goldman Sachs prime brokerage data cited by Reuters.…
This Unknown Stock is Up 600%, Has a $1.6B Defense Backlog, and You Don’t Know It
There is a new class of up-and-coming businesses that are delivering multibagger gains month after month, and you don’t know many of them. TTM Technologies (NASDAQ:TTMI) is one of them, and it…
TTM Technologies Could Be One of the Biggest Winners from Google’s $185 Billion Capex Plan
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) announced $175 to $185 billion in capital expenditures for 2026, nearly doubling previous spending. This is a full-scale commitment to building AI infrastructure. When Google spends…
The Nvidia Blackwell vs. Google TPU Battle Explained – AI’s Biggest 2026 Showdown
Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ: GOOGL) | GOOGL Price Prediction’s…