Mar. 25 at 4:47 AM
$TTMI is absolutely ripping — up 5.49% today to
$106.99, +55% YTD, and +52% just this quarter. This ain't a rumor, it's a re-rating.
PCB manufacturer turned defense/AI growth story. ~
$2.2B revenue, aerospace/defense now 35-40% of mix, EBITDA margins expanding, and DoD tailwinds filling the backlog. Trades ~6-8x EV/EBITDA — still cheap vs peers.
Sitting well above SMA20 (
$99.29) and SMA50 (
$97.99). RSI 58.55 — not overbought. 52-week high is
$113.46. Watching for a break above that level as next catalyst.
#TTMI #DefenseStocks #PCB