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SiTime

SITM

시가총액 US$142억

472.14 USD

-29.45

5.87%

장 마감 시점 업데이트됨 10월 16일 PM 4:00 EDT

프리마켓

시간외 거래

468.44

-3.70

0.78%

1일

-5.87%

5일

-20.11%

1개월

-13.98%

3개월

-16.37%

6개월

0.34%

연초 이후

27.62%

1년

63.65%

5년

112.03%

10년

2,431.58%

소개: SiTime Corp is a provider of Precision Timing solutions to the international electronics industry, providing the timing functionality needed for electronics to operate reliably and correctly. The Company's products are designed to address a wide range of applications across a broad array of end markets. The Company operates a fabless business model and leverages its international network of distributors to address the end markets it serves. The Company operates in one reportable segment related to the design, development, and sale of silicon timing systems solutions. It operates in Hong Kong, Taiwan, the United States, Singapore, and other regions, with the majority of revenue coming from Hong Kong.

직원 수: 441

정보기술 반도체

뉴스

긍정적

중립

부정적

투자 심리 3개월

긍정적 66.7%

중립 30.6%

부정적 2.8%

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Jim Cramer: Reddit Is 'Inexpensive' While SiTime Is ‘Expensive'

SiTime: Upgrading To Buy As Rapid TAM Expansion Outpaces Premium Valuation

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.

SiTime: Upgrading To Buy As Rapid TAM Expansion Outpaces Premium Valuation

Renesas' TPD Business Could Unlock Significant Earnings Growth For SiTime

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.

Renesas' TPD Business Could Unlock Significant Earnings Growth For SiTime

SiTime Corporation to Announce Third Quarter 2026 Financial Results on November 4, 2026

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.

SiTime Corporation to Announce Third Quarter 2026 Financial Results on November 4, 2026

SiTime: The Silicon Timing Inflection Point

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.

SiTime: The Silicon Timing Inflection Point

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SiTime: Wall Street May Be Underestimating Its Growth

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.

SiTime: Wall Street May Be Underestimating Its Growth

SiTime: I Strongly Agree With This Veteran Wall Street Analyst

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.

SiTime: I Strongly Agree With This Veteran Wall Street Analyst

SiTime: This Hidden Gem In AI Just Posted Nvidia-Like Numbers, But There's A Catch

SiTime Corporation delivered exceptional Q2 results, driven by surging AI demand and triple-digit growth in its key CED segment. SITM's gross and operating margins expanded, with management projecting sustained AI-driven growth, bolstered by the Renesas acquisition and a debt-light balance sheet. Despite strong fundamentals, SITM trades at a lofty 54x forward earnings, suggesting much of its growth is already priced in.

SiTime: This Hidden Gem In AI Just Posted Nvidia-Like Numbers, But There's A Catch

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Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth

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