simplywall.stSEP 242 min read$TTMI

TTM Technologies (TTMI) Could Be 41% Undervalued On Raised Guidance And New Debt

TTM Technologies (TTMI) issued $500M in senior notes, raised 2026 revenue guidance, and expanded M&A activity. The stock is up 12% in 30 days but down 34.3% in 90 days. Analysts debate valuation, with one narrative suggesting a 41% undervaluation to $212, while a DCF model indicates overvaluation at $106.24.

Original reporting

simplywall.st

Published Sep 24, 2026, 1:01 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 24, 2026, 2:44 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

TTM Technologies (TTMI) Could Be 41% Undervalued On Raised Guidance And New Debt — source image — Source · simplywall.st

Decision brief

The 30-second read

$TTMINeutralLow

Why it matters

Provides a balanced view of upside versus leverage risk without introducing new data.

Market read

Relevant for investors monitoring TTMI's valuation and leverage; no immediate trading trigger.

What to watch

Potential execution risk of new facilities and customer concentration.

Relevance 4/10Novelty 2/10Timing: post‑release recap

Background

The article synthesizes existing guidance, debt issuance, and valuation models for TTM Technologies.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$TTMINeutralMedium confidence

Context

Article recaps TTM Technologies' raised 2026 guidance and $500M senior notes issuance, citing recent price moves and valuation estimates.

Expected impact

Limited short‑term impact; price may remain range‑bound pending fresh news.

Evidence & confidence

All facts were previously disclosed; the piece provides analysis only.

Market effects

Sector

Discusses AI infrastructure and defense exposure, but no new sector‑wide developments.

Regional

US‑focused; no broader regional effect.

Global

Limited to investors tracking TTMI.

Counterpoint

What could challenge this read

Valuation may be overstated if new capacity underutilizes; risk of leverage outweighs upside.

Key entities

Company
TTM Technologies
Electronics manufacturer with recent guidance raise and debt issuance.

Read at source ← All news

OCT 2

Med

Stafford's TTM Technologies Awarded Additional Defense Contract

TTM Technologies received 6% of a $511M contract for Navy's SPY-6 radar systems, following a similar $1.809B contract in July. The company employs about 1,000 people in Connecticut, producing electronic systems for aerospace and defense. Rep. Joe Courtney highlighted the contract as a sign of the region's defense manufacturing growth.

patch.com2 min

OCT 1

HighAI 9/10

TTM Technologies Closes $1.1B Epiq Acquisition

TTM Technologies acquired Epiq Design Solutions for $1.1B, expanding its aerospace and defense portfolio. Epiq brings software-defined radios and RF equipment. TTM financed the deal with $300M Term Loan A, $800M Term Loan B, and senior notes. Epiq is expected to contribute to adjusted EBITDA immediately, with a dilutive impact in 2027 and accretive in 2028.

govconwire.com2 min

SEP 30

$TTMIHighAI 9/10

TTM Technologies, Inc. Completes Acquisition of Epiq Solutions, Enhancing TTM’s Strategic A&D Portfolio

TTM Technologies (TTMI) completed its $1.1B acquisition of Epiq Solutions, a provider of AI-enabled software-defined radios and RF products. The deal is expected to be immediately accretive to adjusted EBITDA, moderately dilutive to non-GAAP EPS in 2027, and accretive to non-GAAP EPS in 2028. TTM funded the purchase with proceeds from new debt and a senior notes offering.

globenewswire.com2 min

SEP 24

$TTMIMed

Soaring Defense Spending Means Great News for These 2 Stocks

TTM Technologies (TTMI) and Amphenol (APH) have seen significant stock gains this year due to increased defense spending. TTM reported Q2 revenue of $1B (+37% YoY) and EPS of $0.77 (+92.5% YoY). Amphenol reported Q2 revenue of $8.8B (+55% YoY) and EPS of $1.37 (+59% YoY). Both companies benefit from defense electronics supply chain and AI infrastructure surges. They also have other revenue streams, with AI data center spending contributing significantly.

fool.com3 min

SEP 22

$TTMIHighAI 8/10

TTM Technologies (TTMI) Piles On Debt To Chase Growth

TTM Technologies (TTMI) raised $500M in senior notes at 6.750% to fund acquisitions and growth. Q2 sales rose 37% YoY to $1B, with GAAP net income up to $83M. The company plans $1.6B in additional loans for deals, including Swiss Technology Group AG and ILFA GmbH, with guidance for Q3 sales of $1.1B-$1.14B and full-year sales near $4.4B.

insidermonkey.com3 min

SEP 21