Here’s What Boosted TTM Technologies (TTMI) in Q3

Group 1: Market Overview - US equities showed strong performance in Q3 2025, driven by easing tariff concerns, a pro-growth budget from Congress, and expectations of further rate cuts by the Federal Reserve [1] - The Loomis Sayles Small Cap Value Fund returned 6.21% in Q3 2025, underperforming the Russell 2000 Value Index, which returned 12.60% [1] Group 2: Company Focus - TTM Technologies, Inc. - TTM Technologies, Inc. (NASDAQ:TTMI) is the largest US-domiciled supplier of printed circuit boards, essential for many electronic products [3] - The company reported net sales of $752.7 million in Q3 2025, up from $616.5 million in the same period of 2024, indicating strong revenue growth [4] - TTM Technologies' stock gained 186.46% over the last 52 weeks, closing at $72.59 per share with a market capitalization of $7.501 billion on December 24, 2025 [2] - The company has improved revenue quality and margins through factory consolidation, with significant growth driven by demand from the AI servers and aerospace/defense sectors [3] Group 3: Investment Sentiment - TTM Technologies was held by 43 hedge fund portfolios at the end of Q3 2025, an increase from 40 in the previous quarter, indicating growing interest among institutional investors [4] - Despite the positive outlook for TTM Technologies, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4]