TTM Technologies shares jump as analysts lift targets and investors position ahead of Q1 results

TTM Technologies (TTMI) is up 10.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks driven by a mix of bullish positioning ahead of TTM’s scheduled Q1 2026 earnings release and a fresh wave of positive analyst attention, rather than a single new fundamental headline. With the stock already in a strong uptrend, incremental catalysts like reaffirmed “buy” views and higher price targets can amplify momentum into an earnings date.

Details:

TTM scheduled its first-quarter 2026 earnings release for after the market close on April 29, 2026, with a same-day conference call led by its CEO and CFO.

One major sell-side firm recently reiterated a bullish stance and published a $135 price target (dated April 20, 2026), which may have helped pull in incremental buyers as the stock approached new highs.

In its most recent quarterly update, the company issued Q1 2026 net sales guidance of $770 million to $810 million and non-GAAP EPS guidance of $0.64 to $0.70, supporting expectations for continued demand in its end markets.

This could also be a momentum/positioning move as traders anticipate another upside guidepost or a beat when results are reported.

Sources:

TTM Technologies Investor Relations, Benzinga, TTM Technologies (SEC filing/earnings release)

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TTMI Insider Trading Activity

$TTMI insiders have traded $TTMI stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.

Here’s a breakdown of recent trading of $TTMI stock by insiders over the last 6 months:

THOMAS T EDMAN has made 0 purchases and 5 sales selling 79,950 shares for an estimated $7,387,868.
CATHERINE A GRIDLEY (EVP, A&D Sector President) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $3,069,900.
DANIEL J WEBER (EVP, General Counsel) sold 12,000 shares for an estimated $1,126,560
JOHN G MAYER sold 9,167 shares for an estimated $624,579
ROBERT P. FARRELL (President C&C) has made 0 purchases and 2 sales selling 4,119 shares for an estimated $282,669.
JULIE SPICER ENGLAND sold 3,784 shares for an estimated $239,678
ANTHONY JOSEPH SANDEEN (President, AMI&I Business Unit) sold 2,000 shares for an estimated $134,593
STEVEN SPOTO (VP Finance A&D) sold 1,000 shares for an estimated $66,950

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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$TTMI Hedge Fund Activity

We have seen 232 institutional investors add shares of $TTMI stock to their portfolio, and 221 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WHALE ROCK CAPITAL MANAGEMENT LLC added 2,260,035 shares (+112.1%) to their portfolio in Q4 2025, for an estimated $155,942,415
MACQUARIE GROUP LTD removed 2,057,778 shares (-99.9%) from their portfolio in Q4 2025, for an estimated $141,986,682
CASTLE HOOK PARTNERS LP added 1,932,618 shares (+inf%) to their portfolio in Q4 2025, for an estimated $133,350,642
WESTFIELD CAPITAL MANAGEMENT CO LP removed 994,282 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $68,605,458
JPMORGAN CHASE & CO added 949,171 shares (+230.0%) to their portfolio in Q4 2025, for an estimated $65,492,799
FENGHE FUND MANAGEMENT PTE. LTD. removed 940,071 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $64,864,899
D. E. SHAW & CO., INC. removed 847,271 shares (-91.6%) from their portfolio in Q4 2025, for an estimated $58,461,699

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$TTMI Government Contracts

We have seen $5,262,320 of award payments to $TTMI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

AWARD CLINS 0007 AND 0009 TO ALLOW WORK ON PASSIVE MODE S/ADS-B: $1,500,000
JUNCTION BOX ASSEMB: $500,325
EVALUATION OF SIGNAL PROC (MINO)S AND RECEIVER/TRANSMITTER FOR THE SUPPORT OF THE HC-144 AIRCRAFT.: $303,436
REPAIR OF RECEIVER/TRANSMITTER: $269,942
CONTROL,COMMUNICATI: $236,700

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$TTMI Analyst Ratings

Wall Street analysts have issued reports on $TTMI in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 02/05/2026
Truist Securities issued a "Buy" rating on 10/30/2025

To track analyst ratings and price targets for $TTMI, check out Quiver Quantitative's $TTMI forecast page.

$TTMI Price Targets

Multiple analysts have issued price targets for $TTMI recently. We have seen 4 analysts offer price targets for $TTMI in the last 6 months, with a median target of $124.0.

Here are some recent targets:

Ruben Roy from Stifel set a target price of $135.0 on 04/20/2026
James Ricchiuti from Needham set a target price of $125.0 on 02/05/2026
Mike Crawford from B. Riley Securities set a target price of $123.0 on 01/22/2026
William Stein from Truist Securities set a target price of $91.0 on 12/19/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.