Seeking Alpha
27 Oct 2026, 03:55 UTC · 1h ago
TTM Technologies: Wall Street Is Selling A Peak That's At Least Two Years Away
Impact · against what's priced in
TTMI's valuation has undergone a significant correction to 10.9x forward EV/EBITDA, creating a disconnect between the current price and improving fundamentals. The combination of margin expansion to 17.4% and steep 2027 growth projections suggests the stock is undervalued relative to its trajectory.
- TTMI+0.60
No priced-in read yet
- In context
The company's adjusted operating margins rose 510 bps YoY to 17.4% in Q3, while 2027 revenue and EPS outlooks have increased by approximately 48% and 70% respectively, against a contracted valuation of 10.9x forward EV/EBITDA.
Read from the article alone
