智通财经APP获悉，中信证券发布研报称，AI算力对高端PCB的需求快速增长，在今年带来AI PCB明显 供需缺口。随着AI面向推理需求的持续扩张，ASIC芯片的增长有望成为2026年高端PCB增量需求的主 力。该行测算2026年全球AI PCB增量供需比位于80~103%区间，供需偏紧的状态有望持续。各家PCB厂 商的增量产值释放情况将对其AI业务的增长弹性起到决定作用。该行看好具备领先技术能力、积极扩 充高阶PCB产能、海外客户卡位合作相对领先的头部PCB公司持续受益，业绩增长仍具较强持续性和较 高确定性。 中信证券主要观点如下： 基于以上供需测算结果，同时考虑到高端PCB产线设备交期拉长，新产线还需经过客户审厂、产品验 证、良率爬坡等阶段，因此该行假设：1)上述头部厂商承接大部分AI PCB的增量需求订单，假设承接 比例为80~90%，2)但新增高阶PCB产值仍有部分将应用于高阶汽车电子、通用服务器等领域，该行假 设其中应用于AI领域的比例为70~80%。 AI芯片及高速网络对高端HDI、高速高层PCB的结构性需求快速增长，并向高多层层数、HDI阶数(2/3 阶至5/6阶)方向持续提升，共同驱动高端PCB ...

Key Takeaways Ubiquiti shares jumped 28.7% since Zacks upgraded the stock to a Buy rating in late April. Flotek has surged 101% since being upgraded to Outperform by Zacks on May 6. Goldman Sachs has returned 20.6% YTD as part of Zacks' Top 10 Stocks for 2025 list.The three most widely followed U.S. indexes — the Nasdaq Composite, the Dow Jones Industrial Average, and the S&P 500 — increased 3.27%, 2.91%, and 2.45%, respectively, last week. Investors showed cautious optimism, following a notable de-escala ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

TTM Technologies (TTMI) shares soared 7.5% in the last trading session to close at $35.70. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 23.7% gain over the past four weeks.TTM Technologies is benefiting from strong demand in aerospace and defense, data center computing driven by generative AI, and networking markets coupled with a diversified manufacturing footprint.This printed circuit board maker is expected to post quarterl ...

TTM Technologies (TTMI) shares have gained 28% over the past month, significantly outperforming the broader Zacks Computer and Technology sector’s return of 8.3% and the Zacks Electronics - Miscellaneous Components industry’s growth of 10%.TTM Technologies’ most recent rally is heavily influenced by its impressive first-quarter 2025 results, driven by solid year-over-year top and bottom-line growth, and an encouraging outlook for the second quarter of 2025. Revenues climbed 14% year over year to $648.7 mill ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

TTM Technologies, Inc. (TTMI) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, TTMI's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross."A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most common moving averages b ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Sty ...

SANTA ANA, Calif., May 09, 2025 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ:TTMI) today announced that its Board of Directors authorized a new share repurchase program allowing the Company to repurchase its outstanding common stock with an aggregate market value of up to $100 million from time to time through May 7, 2027. The Company’s previous two-year repurchase program expired on May 3, 2025. “Given the company’s solid cash flow generation and strong balance sheet, we believe repurchasing shares i ...

Company Acknowledges Kent Alder’s Visionary Leadership and Remarkable Impact on the Company’s GrowthSANTA ANA, Calif., May 08, 2025 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ: TTMI), a leading global manufacturer of technology solutions including mission systems, radio frequency (“RF”) components and RF microwave/microelectronic assemblies, quick-turn and technologically advanced printed circuit boards (“PCB”), today announced the retirement of its founder, former CEO and long-serving board member, ...