TTM Technologies is expected to report Q3 2026 revenue of $1.13 billion (+50.3% YoY) and consensus EPS of $1.25 (+86.6% YoY), while shares currently trade at $99.10, well below the average analyst target of $204.75.
Investors are primarily focused on the growth of the AI data center and networking segment, which is projected to account for approximately 49% of total Q3 revenue.
Performance is bolstered by a record $1.7 billion defense backlog and recent strategic acquisitions like Epiq Solutions and Ophir Optics. However, the market is closely watching the company's $400 million manufacturing capacity expansion as it navigates recent technical volatility and supply chain complexities.