TTMI (US)

We reiterate our Outperform and $135 target on the shares of TTM Technologies (TTMI; $117.04) ahead of its Q1 results and guidance, scheduled for April 29th (after market). We expect management to produce a healthy…

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…

We believe an expanding war in Iran is starting to adjust investor thinking on end market risks within technology supply chains, for better as well as worse (e.g., aerospace & defense vs. auto and consumer…