Park West Asset Management Acquires Shares in TTM Technologies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy TTMI?
Source: Fool
TTM Technologies Inc. saw a price increase of 5.83% as it crossed above the 5-day SMA, reflecting positive investor sentiment.
The recent acquisition of 543,167 shares by Park West Asset Management, valued at $37.48 million, indicates strong confidence in TTM's growth potential. The company reported a 19% revenue increase in Q4, reaching $774.3 million, with non-GAAP EPS of $0.70 and adjusted EBITDA margins expanding to 16.3%. This performance is driven by demand for generative AI in data center computing and aerospace and defense, suggesting a robust market outlook.
The implications of Park West's investment highlight the strategic importance of TTM's role in AI infrastructure, with expectations for revenue growth of 15% to 20% in 2026, reinforcing the company's position in high-demand markets.
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Analyst Views on TTMI
Wall Street analysts forecast TTMI stock price to fall
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 104.240
Low
72.00
Averages
80.75
High
91.00
Current: 104.240
Low
72.00
Averages
80.75
High
91.00
About TTMI
TTM Technologies, Inc. is a global manufacturer of technology solutions including mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and technologically advanced printed circuit boards (PCB). The A&D segment consists of PCBs, value-added assemblies, microelectronics, RF/microwave components and assemblies, and integrated mission systems. Its products support surveillance, intelligence, communications, and other critical missions for customers in the aerospace and defense industry. Commercial segment consists of PCBs using customer-supplied engineering and design plans supporting customers in the automotive, medical, industrial, and instrumentation, networking, and data center computing end markets. RF&S Components segment consists of TTM designed RF components for commercial customers in the telecommunications, industrial, and instrumentation markets, as well as commercial off-the-shelf components for certain aerospace and defense customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Park West Asset Management Acquires TTM Technologies Shares
- New Investment Position: Park West Asset Management disclosed a new position in TTM Technologies on February 17, 2026, acquiring 543,167 shares valued at $37.48 million during Q4, indicating confidence in the company's growth potential.
- Significant Performance Growth: TTM Technologies reported a 19% revenue increase in Q4, reaching $774.3 million, with non-GAAP EPS of $0.70 and adjusted EBITDA margins expanding to 16.3%, showcasing strong performance in high-demand markets.
- Optimistic Market Outlook: The company achieved full-year sales of $2.9 billion, also up 19%, driven by demand for generative AI, particularly in data center computing and aerospace and defense, reflecting sustained market demand.
- Strategic Investment Implications: Park West's acquisition not only diversifies its portfolio but also brings specialized hardware investment tied to AI infrastructure, with expectations for TTM to achieve 15% to 20% revenue growth in 2026.
See More
Metavasi Capital Acquires Stake in TTM Technologies
- New Investment Highlight: Metavasi Capital LP acquired 171,202 shares of TTM Technologies in Q4 2025, valued at approximately $11.81 million, making it the fund's eighth-largest holding, indicating a bullish outlook on TTM.
- Significant Performance Growth: TTM Technologies reported a 19% year-over-year sales increase in Q4 2026, reaching $774.3 million, with net income soaring from $5.2 million in 2024 to $50.7 million, reflecting strong market demand.
- Outstanding Stock Performance: As of February 17, 2026, TTM's stock price stood at $90.91, up 249.1% over the past year, significantly outperforming the S&P 500 by 231.79 percentage points, showcasing the company's competitiveness in high-growth markets.
- Cautious Investment Advice: Despite TTM's stock nearing a 52-week high of $111 and a price-to-earnings ratio of about 64, analysts recommend that investors wait for a price correction before considering entry to mitigate investment risks.
See More
Metavasi Capital Acquires $11.8 Million Stake in TTM Technologies
- New Investment Highlight: Metavasi Capital LP disclosed a new stake in TTM Technologies by acquiring 171,202 shares in Q4 2026, valued at approximately $11.81 million, indicating strong bullish sentiment and making it the firm's eighth largest holding.
- Significant Performance Growth: TTM Technologies reported a 19% year-over-year increase in Q4 2026 sales to $774.3 million, with net income soaring from $5.2 million in 2024 to $50.7 million, reflecting robust demand in the data center market.
- Outstanding Stock Performance: As of February 17, 2026, TTM shares were priced at $90.91, marking a 249.1% increase over the past year, significantly outperforming the S&P 500 by 231.79 percentage points, showcasing market confidence in its future growth.
- Investor Caution Advised: Despite TTM Technologies' impressive performance, analysts recommend caution for investors considering buying at high valuations, suggesting they wait for a more favorable entry point to avoid overpaying.
See More
Metavasi Capital Acquires TTMI Shares Worth $11.81 Million
- New Investment Highlight: Metavasi Capital LP acquired 171,202 shares of TTM Technologies (TTMI) in Q4 2025, with an estimated trade value of $11.81 million, indicating strong bullish sentiment towards the company and making TTMI its eighth largest holding, reflecting the fund's focus on growth stocks.
- Asset Management Growth: This acquisition resulted in a 4.81% increase in Metavasi Capital's 13F reportable assets under management, indicating the fund's proactive portfolio adjustments to seize market opportunities, particularly in high-growth sectors.
- Outstanding Market Performance: As of February 17, 2026, TTMI shares were priced at $90.91, up 249.1% over the past year, significantly outperforming the S&P 500 by 231.79 percentage points, showcasing TTM's strong performance in high-demand markets.
- Financial Performance Boost: TTM Technologies reported Q4 2024 sales of $774.3 million, a 19% year-over-year increase, with net income soaring to $50.7 million compared to $5.2 million in 2024, indicating robust demand in data centers and artificial intelligence sectors.
See More
U.S. Markets Increased on Friday; First Majestic Silver Saw the Largest Gain
- U.S. Stock Market Performance: Stock indexes in the U.S. experienced gains on Friday, with the overall market climbing.
- Index Increases: The S&P 500 rose by 0.90%, the Dow Jones increased by 0.69%, and the Nasdaq saw a rise of 0.47%.
See More
Supreme Court Rules Trump's Tariffs Invalid, Sparks Market Rally
- Significant Ruling: The U.S. Supreme Court's 6-3 decision invalidates President Trump's tariffs under the International Emergency Economic Powers Act (IEEPA), impacting trade flows and market dynamics for nearly a year, and is expected to boost economic recovery.
- Tariff History: Trump imposed tariffs of 25% on imports from Canada and Mexico and raised Chinese tariffs to as high as 125%, with the administration claiming these measures could reduce the federal deficit by $4 trillion.
- Positive Market Reaction: Following the ruling, U.S. equities rallied sharply, with 10 stocks boasting market capitalizations of at least $2 billion posting the largest gains, reflecting investor optimism regarding the removal of tariffs.
- Future Economic Outlook: The Court's ruling underscores Congress's exclusive power to levy taxes, which may lead to future trade policies relying more on legislative processes, thereby influencing U.S. trade agreements and economic growth strategies.
See More
Park West Asset Management Acquires TTM Technologies Shares
- New Investment Position: Park West Asset Management disclosed a new position in TTM Technologies on February 17, 2026, acquiring 543,167 shares valued at $37.48 million during Q4, indicating confidence in the company's growth potential.
- Significant Performance Growth: TTM Technologies reported a 19% revenue increase in Q4, reaching $774.3 million, with non-GAAP EPS of $0.70 and adjusted EBITDA margins expanding to 16.3%, showcasing strong performance in high-demand markets.
- Optimistic Market Outlook: The company achieved full-year sales of $2.9 billion, also up 19%, driven by demand for generative AI, particularly in data center computing and aerospace and defense, reflecting sustained market demand.
- Strategic Investment Implications: Park West's acquisition not only diversifies its portfolio but also brings specialized hardware investment tied to AI infrastructure, with expectations for TTM to achieve 15% to 20% revenue growth in 2026.
See More
Metavasi Capital Acquires Stake in TTM Technologies
- New Investment Highlight: Metavasi Capital LP acquired 171,202 shares of TTM Technologies in Q4 2025, valued at approximately $11.81 million, making it the fund's eighth-largest holding, indicating a bullish outlook on TTM.
- Significant Performance Growth: TTM Technologies reported a 19% year-over-year sales increase in Q4 2026, reaching $774.3 million, with net income soaring from $5.2 million in 2024 to $50.7 million, reflecting strong market demand.
- Outstanding Stock Performance: As of February 17, 2026, TTM's stock price stood at $90.91, up 249.1% over the past year, significantly outperforming the S&P 500 by 231.79 percentage points, showcasing the company's competitiveness in high-growth markets.
- Cautious Investment Advice: Despite TTM's stock nearing a 52-week high of $111 and a price-to-earnings ratio of about 64, analysts recommend that investors wait for a price correction before considering entry to mitigate investment risks.
See More
Metavasi Capital Acquires $11.8 Million Stake in TTM Technologies
- New Investment Highlight: Metavasi Capital LP disclosed a new stake in TTM Technologies by acquiring 171,202 shares in Q4 2026, valued at approximately $11.81 million, indicating strong bullish sentiment and making it the firm's eighth largest holding.
- Significant Performance Growth: TTM Technologies reported a 19% year-over-year increase in Q4 2026 sales to $774.3 million, with net income soaring from $5.2 million in 2024 to $50.7 million, reflecting robust demand in the data center market.
- Outstanding Stock Performance: As of February 17, 2026, TTM shares were priced at $90.91, marking a 249.1% increase over the past year, significantly outperforming the S&P 500 by 231.79 percentage points, showcasing market confidence in its future growth.
- Investor Caution Advised: Despite TTM Technologies' impressive performance, analysts recommend caution for investors considering buying at high valuations, suggesting they wait for a more favorable entry point to avoid overpaying.
See More
Metavasi Capital Acquires TTMI Shares Worth $11.81 Million
- New Investment Highlight: Metavasi Capital LP acquired 171,202 shares of TTM Technologies (TTMI) in Q4 2025, with an estimated trade value of $11.81 million, indicating strong bullish sentiment towards the company and making TTMI its eighth largest holding, reflecting the fund's focus on growth stocks.
- Asset Management Growth: This acquisition resulted in a 4.81% increase in Metavasi Capital's 13F reportable assets under management, indicating the fund's proactive portfolio adjustments to seize market opportunities, particularly in high-growth sectors.
- Outstanding Market Performance: As of February 17, 2026, TTMI shares were priced at $90.91, up 249.1% over the past year, significantly outperforming the S&P 500 by 231.79 percentage points, showcasing TTM's strong performance in high-demand markets.
- Financial Performance Boost: TTM Technologies reported Q4 2024 sales of $774.3 million, a 19% year-over-year increase, with net income soaring to $50.7 million compared to $5.2 million in 2024, indicating robust demand in data centers and artificial intelligence sectors.
See More
U.S. Markets Increased on Friday; First Majestic Silver Saw the Largest Gain
- U.S. Stock Market Performance: Stock indexes in the U.S. experienced gains on Friday, with the overall market climbing.
- Index Increases: The S&P 500 rose by 0.90%, the Dow Jones increased by 0.69%, and the Nasdaq saw a rise of 0.47%.
See More
Supreme Court Rules Trump's Tariffs Invalid, Sparks Market Rally
- Significant Ruling: The U.S. Supreme Court's 6-3 decision invalidates President Trump's tariffs under the International Emergency Economic Powers Act (IEEPA), impacting trade flows and market dynamics for nearly a year, and is expected to boost economic recovery.
- Tariff History: Trump imposed tariffs of 25% on imports from Canada and Mexico and raised Chinese tariffs to as high as 125%, with the administration claiming these measures could reduce the federal deficit by $4 trillion.
- Positive Market Reaction: Following the ruling, U.S. equities rallied sharply, with 10 stocks boasting market capitalizations of at least $2 billion posting the largest gains, reflecting investor optimism regarding the removal of tariffs.
- Future Economic Outlook: The Court's ruling underscores Congress's exclusive power to levy taxes, which may lead to future trade policies relying more on legislative processes, thereby influencing U.S. trade agreements and economic growth strategies.
See More
