TTM Technologies Insider Bought Shares Worth $1,117,700, According to a Recent SEC Filing

TTM Technologies (TTMI) and Amkor Technology (AMKR) are semiconductor companies with exposure to AI infrastructure. TTMI reported Q2 2026 sales of $1B, up 37%, with strong data center growth. AMKR saw Q2 2026 revenues rise 26% to $1.9B. TTMI expects 15-20% organic growth in 2027-2028, while AMKR projects $1.95-2.05B in Q3 2026 sales. TTMI's stock is up 77.6% YTD, outperforming AMKR's 24.4%.

S&P Global Ratings revised TTM Technologies' outlook to stable from positive, affirming its 'BB' credit rating. The change follows TTM's $1.1 billion acquisition of Epiq Solutions, expected to increase leverage temporarily. S&P projects 50% revenue growth in 2026 and mid-teens in 2027, driven by AI data center demand, with leverage improving by 2027. The rating could be lowered if leverage exceeds 3x or upgraded if leverage stays below 2x with strong cash flow.

TTM Technologies (TTMI) reported a 57.1% YoY increase in Commercial segment sales to $621.6M in Q2 2026, driven by AI data-center demand. Data Center and Networking revenues surged 91% YoY, with expectations to more than double for the full year. TTMI projects $600M in N+M revenues for H2 2026, with improving margins. Competitors include Celestica (CLS) and Sanmina (SANM). TTMI's stock is up 152.4% YoY, with a forward P/E of 19.99X. Analysts expect 2026 earnings of $4.82 per share, a 95.93% YoY

TTM Technologies (TTMI) saw significant investments from hedge funds like Lone Pine Capital and Whale Rock Capital. The company reported record Q2 sales of $1 billion, up 37% YoY, driven by AI infrastructure demand. TTMI's Data Center and Networking segment grew 91% and is expected to double by 2026. The stock has fallen 21% in five days but trades at 23x 2026 EPS. Hedge funds increased holdings by 37% in Q2, while short interest remains low.

Moody’s affirmed TTM Technologies' Ba2 ratings and upgraded its outlook to positive, citing strong revenue growth driven by AI demand and acquisitions. The agency expects revenues to reach $4B by 2026, up from $2B in 2024. TTM's ratings could improve with further growth and diversification or worsen with revenue declines or higher leverage.

Tradr ETFs launched five new 2X leveraged ETFs tracking Ciena (CIEN), Quantinuum (QNT), Rambus (RMBS), Tower Semiconductor (TSEM), and TTM Technologies (TTMI). The ETFs aim to deliver 200% of the daily performance of the underlying stocks and are listed on Cboe. Tradr manages $10B in assets across 72 leveraged ETFs, targeting sophisticated investors.