TTMI stock performance and analyst price target increase

What happened: Twilio Inc (TWLO) shares surged past the average analyst 12-month target price of $69.50, closing at $73.64 on April 30, 2026. Meanwhile, TTM Technologies, Inc. (TTMI) saw its year-to-date performance reach 123.16%, making it one of the top 10 under-the-radar stocks. B. Riley raised its price target on TTMI to $165, and Jim Cramer endorsed the stock on Mad Money.

Market impact: The bullish sentiment on TWLO and TTMI is driving interest in cloud-based and tech manufacturing stocks. This narrative is pushing investors towards companies benefiting from the shift towards cloud computing and digital transformation.

What to watch next: On May 15, 2026, Twilio reports earnings, which could validate or challenge the bullish analyst targets. Additionally, any updates on TTM Technologies' contract wins or production capacity expansions will be crucial, with the next earnings release expected on June 15, 2026.