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Stifel Raises Target as TTM Technologies, Inc. (TTMI) Shows Strong Performance

TTM Technologies, Inc. (NASDAQ:TTMI) is among the best NASDAQ stocks under $50 to buy. Stifel has maintained a Buy rating on TTM Technologies, Inc. (NASDAQ:TTMI), while raising the price target to $40 from $33 due to the company’s solid performance in key sectors, including aerospace, defense, and data centers.

Recently, the financial services company hosted Thomas Edman, the President and CEO of TM, and Sameer Desai, the VP of Corporate Development and Investor Relations, at its 2025 Stifel CSI Conference. Considering the returns, the giant has consistently outperformed the market. While the one-year return by the broader market stands at 11.07%, TTM Technologies, Inc. (NASDAQ:TTMI) delivered an impressive 105.37% return. Similarly, the three-year and five-year returns by TTMI surpass the market by 131.24% and 119.39%, respectively.

A close-up view of an electronic component being installed on a PCB.

The effort to shift to more stable and higher-margin markets is certainly paying off. But the real intrigue lies in the giant’s role in the next wave of defense projects, particularly the Golden Dome missile defense system. By 2026, U.S. defense spending will exceed the $1 trillion mark, and this means more popularity of companies providing defense electronics.

TTM Technologies, Inc. (NASDAQ:TTMI) is a California-based manufacturer of technology solutions, mainly mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and printed circuit boards (PCB). Founded in 1978, the company is focused on delivering superior value.

While we acknowledge the potential of TTMI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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