Zacks Investment Research
20 Jul 2026, 15:46 UTC · 15w ago
Impact · against what's priced in
TTMI shows strong operational momentum with a 61% surge in data center revenue and a significantly expanded backlog. UCTT remains a key beneficiary of the secular AI infrastructure buildout, though TTMI's specific Q1 2026 growth metrics provide more concrete near-term catalysts.
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What the story claims
3 claims · scored −1 bearish … +1 bullish
TTM Technologies (TTMI) reported a 30% year-over-year revenue increase to $846 million in Q1 2026, with data center and networking revenues surging 61%.
More positive than 92% of claims this week
TTMI's 90-day backlog grew to $787 million, up from $517 million the previous year, with a commercial book-to-bill ratio of 1.65.
So whatA significant increase in backlog and a book-to-bill ratio well above 1.0 indicate strong forward demand visibility.
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Q1 2026 revenue rose 30% to $846 million, led by a 61% increase in data center and networking revenues, while the 90-day backlog grew to $787 million.
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The company is positioned as a critical supplier of ultra-high-purity manufacturing solutions benefiting from rising semiconductor capital spending for AI.
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Scored by the NIS engine · methodology.
Top 1 mover · tap to explore
More positive than 84% of claims this week
TTM Technologies and Ultra Clean Holdings (UCTT) are experiencing growth driven by semiconductor capital spending for AI data centers and advanced packaging.
More positive than 75% of claims this week
Which stocks this story touches
More positive than 98% of ticker scores this week
Company is benefiting from rapid AI infrastructure buildout with rising revenues and a strong backlog.
More positive than 98% of ticker scores this week
Company is described as a key supplier benefiting from rising semiconductor capital spending and AI growth.
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Zacks Investment Research
1h ago
−51.5%
Price is moving against the score
$44.81 vs $92.43 close before publication (Jul 17) · not market-adjusted
UCTT chart →−46.0%
Price is moving against the score
$71.26 vs $132.00 close before publication (Jul 17) · not market-adjusted
TTMI chart →
