SiTime Corporation

11 days ago · seekingalpha.com

SiTime dominates MEMS timing solutions, capturing 80% of the share in AI data center timing as demand for precision accelerates with AI infrastructure growth. SITM delivered Q2 2026 revenue of $157.4M, up 127% YoY, with operating margins expanding to 34% and all segments showing robust sequential and annual growth. Forward PE for SITM is 33.3x 2027E EPS, with earnings expected to grow 33.3% next year; Wall Street targets imply 65% upside from current levels.

13 days ago · seekingalpha.com

SiTime Corporation and Roundhill Memory ETF are compelling long-term plays on the AI infrastructure buildout, especially after recent pullbacks. SITM demonstrates robust growth, with triple-digit revenue increases, expanding margins, and a debt-light balance sheet, supporting a price target of $849.50. DRAM offers concentrated exposure to global memory chip leaders, benefiting from AI's memory bottleneck, with a 72% gain since inception despite recent volatility.

18 days ago · seekingalpha.com

SiTime is upgraded from Hold to Buy as its TAM expands rapidly across AI data centers, optical modules, and Apple's internal modem adoption. SITM's Q2 revenue and EPS beat consensus by 8% and 21%, with non-GAAP EBIT up 647% YoY, driven by strong CED segment growth and operating leverage. The Renesas TPD acquisition accelerates SITM's clock IC portfolio, delivering faster-than-expected revenue and positioning the company as a complete timing solutions provider.

19 days ago · seekingalpha.com

I'm rating SiTime Corporation a Strong Buy with an $850 price target, implying 49% upside from current levels. I believe growth will be driven by higher precision timing content in AI servers, optical networking upgrades, Renesas clocking products, and expanding automotive and industrial demand. SITM trades at a 0.49x FWD non-GAAP PEG, representing a 61% discount to the sector median of 1.26x. My projected 2028 EPS of $17.72 supports an $850 price target.

26 days ago · businesswire.com

SANTA CLARA, Calif.--(BUSINESS WIRE)--SiTime Corporation (Nasdaq: SITM), the Precision Timing company, will announce its third quarter 2026 financial results on Wednesday, November 4, 2026, after market close. Rajesh Vashist, chief executive officer, and Beth Howe, chief financial officer, will broadcast a conference call at 2:00 p.m. Pacific Time to discuss the company's results. Analysts and investors are invited to join the conference call using the following information: Date: Wednesday, No.

1 month ago · gurufocus.com

On October 01, 2026, SiTime Corp (SITM) shares rose 4.1% to $678.87, reflecting a strong price performance amid a 52-week range of $243.68 to $901.81. This upti

1 month ago · seekingalpha.com

SiTime is at an inflection point, benefiting from surging MEMS timing adoption and robust topline growth, with a near-monopoly in its niche. SITM's Q2 2026 revenue soared 126.5% Y/Y to $157.43M, marking its first GAAP profit and highlighting accelerating operational leverage. The Renesas clock and timing business acquisition nearly doubled SITM's revenue base, expanding its customer reach and annualized run rate to $1.1B.

1 month ago · seekingalpha.com

SiTime is rated a buy, as I believe the market underestimates its earnings potential and ability to beat conservative estimates. SITM's competitive edge lies in MEMS-based timing, rapid delivery, and a singular focus on timing solutions, unlike diversified competitors. The recent Renesas acquisition and the transition to 1.6T technology offer significant upside, with high-margin business and easing supply constraints.

1 month ago · seekingalpha.com

SiTime Corp. is positioned for robust earnings growth, driven by dominant market share in precision timing components for AI data centers. SITM's optical networking solutions now command nearly 80% market share, with ASPs rising 40-50%. Stabilized inventory and anticipated Q3 gross margins of 68%, and ~100 bp sequential expansion reflect strong demand and operational improvement versus prior cycles.