New York, Jan 13, 2026, 11:23 EST — Regular session underway
- TTMI is leading gains among electronics stocks in late-morning trading
- Traders focus on management’s upcoming investor conference in New York
- Next to watch: results from investor meetings and the upcoming earnings season
TTM Technologies shares surged roughly 19% Tuesday, hitting $92.84 late morning. The circuit-board manufacturer pushed higher on strong volume, continuing its recent rally.
Investors zeroed in on TTM’s upcoming slot at the Needham Growth Conference in New York. CEO Edwin Roks and CFO Dan Boehle were set to speak early Tuesday.
This year’s Needham event spans several days, combining virtual and in-person sessions and attracting hundreds of companies. This format tends to funnel quick capital into high-momentum stocks.
TTM is often described as a picks-and-shovels play in data-heavy hardware, backed by a strong aerospace and defense segment. Company documents reveal aerospace and defense made up 46% of net sales in fiscal 2024, with data center computing contributing 21%.
TTM’s latest quarterly update showed net sales at $752.7 million, marking a 22% jump from last year. The company expects fourth-quarter net sales to land between $730 million and $770 million, with non-GAAP earnings per share projected from $0.64 to $0.70. Roks attributed the strong demand in data center computing and networking largely to the needs of generative AI.
The stock’s rally has already pushed it well beyond most Wall Street price targets. MarketBeat’s data lists an average target of $76.50, with the highest sitting at $91.00.
TTM stood out despite solid gains across electronics makers. Jabil ticked up around 4%, Sanmina edged about 4% higher, Flex gained just under 4%, and Plexus jumped nearly 5% during the session.
Company updates have been scarce over the last 24 hours, aside from a Jan. 12 announcement about a community-service award and a $20,000 contribution.
TTM’s investor-relations calendar lists no events beyond the conference stop, leaving the next formal update as the key date ahead.
But there’s a catch: after such a sharp jump, the stock can plunge fast at the slightest sign that demand is slipping or margins are under pressure from mix, pricing, or execution issues. If investor meetings don’t back up the growth story, this rally could unravel just as swiftly.
Investors are eager for clues from conference meetings and confirmation on when the next earnings report will drop. Zacks’ calendar points to Feb. 4 as the most probable date, based on historical trends.
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