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Why AI Demand, Global Tensions Are Fueling A Breakout Call On TTM Technologies

· Source: benzinga.com

In short

Analyst James Ricchiuti reiterates a Buy rating on TTM Technologies, raising the price target due to strong AI-related demand and geopolitical tensions boosting defense budgets. The company's aerospace and defense business, along with its data center computing segment, shows robust revenue visibility and growth potential.

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In the issue of week 25, 2025: Agentic AI and Ecosystem Collaboration Drive Supply Chain Transformation

Tags: defense, AI, electronics, geopolitical, supply chain

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