Neo Ivy Capital Management made a significant investment in TTM Technologies (TTMI) during the fourth quarter of 2025, acquiring 100,879 shares valued at approximately $6.96 million. The move reflects institutional confidence in the semiconductor equipment manufacturer, which has delivered exceptional returns to shareholders over the trailing twelve-month period.
TTMI stock has appreciated 259.82% over the past year, substantially outpacing broader market indices. The company's performance has been supported by robust operational metrics, including 19% revenue growth and margin expansion. The data center computing and artificial intelligence segments have emerged as significant growth drivers, accounting for 36% of total sales and positioning the company to capitalize on ongoing infrastructure buildout.
Management guidance for 2026 projects sales growth in the 15-20% range, suggesting the company expects continued momentum from its primary end markets. The combination of strong historical execution and favorable market tailwinds in AI-related computing infrastructure has attracted institutional capital allocation, as evidenced by Neo Ivy's recent stake acquisition.