Loomis Sayles released its third-quarter 2025 investor letter, reporting a 6.21% return for its Small Cap Value Fund, outperforming the Russell 2000 Value Index. Strong US equity results were driven by easing tariff concerns and anticipation of further Federal Reserve rate cuts.

In the same letter, Loomis Sayles highlighted TTM Technologies, Inc. (NASDAQ:TTMI), a company specializing in mission systems, RF components, and PCBs. TTMI stock showed a one-month return of 6.30% and gained 186.46% over the last 52 weeks, closing at $72.59 per share on December 24, 2025.

TTM Technologies, Inc. (NASDAQ:TTMI) is the largest US supplier of printed circuit boards, with a focus on improving revenue quality and margins through factory consolidation. The company experienced accelerated revenue growth in Q3, driven by AI servers and aerospace/defense industry demand, maintaining the Fund’s investment due to strong revenue visibility and margin opportunities.

Despite TTM Technologies, Inc. (NASDAQ:TTMI) not being among the 30 most popular stocks among hedge funds, the company reported net sales of $752.7 million in Q3 2025, showing growth from the previous year. While the potential for TTMI as an investment is acknowledged, there are AI stocks offering greater upside potential with less downside risk.

Read more at Yahoo Finance: Here’s What Boosted TTM Technologies (TTMI) in Q3