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SiTime

SITM

Market cap $20B

666.13 USD

+9.48

1.44%

At close Updated Sep 29, 9:53 AM EDT

1 day

1.44%

5 days

6.17%

1 month

17.81%

3 months

-6.24%

6 months

114.03%

Year to date

80.05%

1 year

127.27%

5 years

248.78%

10 years

3,471.74%

About: 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.

Employees: 441

Technology Semiconductors

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 64.7%

Neutral 32.4%

Negative 2.9%

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

These stocks are the ‘four horsemen of AI' — and they're not the ones you'd think

Looking beyond the artificial-intelligence stocks that have become almost household names for investors, there are other ways to play the boom in computing hardware.

These stocks are the ‘four horsemen of AI' — and they're not the ones you'd think

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

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

Despite investor concerns over the durability of data center spending, the long-term growth outlook continues to strengthen, reinforcing the AI infrastructure investment case. PwC expects global data center capex to reach $31.6T through 2050, with an increasing percentage tied to AI infrastructure. As U.S. data center construction spending surges 57% YoY to record levels, and AI adoption expands, the market may be underpricing the pace and scale of the AI buildout.

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

SiTime Corporation (SITM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SiTime Corporation (SITM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SiTime Corporation (SITM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Zacks Investment Research

Why Is SiTime (SITM) Down 16.4% Since Last Earnings Report?

SiTime (SITM) reported earnings 30 days ago. What's next for the stock?

Why Is SiTime (SITM) Down 16.4% Since Last Earnings Report?

SiTime to Present at the Goldman Sachs Communacopia + Technology Conference on September 9, 2026

SANTA CLARA, Calif.--(BUSINESS WIRE)--SiTime Corporation (Nasdaq: SITM), the Precision Timing company, today announced that the Company will participate at the Goldman Sachs Communacopia + Technology Conference to be held at the Palace Hotel, San Francisco. SiTime management is scheduled to host a fireside chat at 3:45 p.m. Pacific Time on Wednesday, September 9, 2026. A live and archived webcast of the Company's fireside chat will be available in the Events section of SiTime's Investor Relatio.

SiTime to Present at the Goldman Sachs Communacopia + Technology Conference on September 9, 2026

Zacks Investment Research

Buy 5 AI-Powered Momentum Stocks for September After a Strong August

NVDA, SMCI, SMTC, SITM and KEYS are five AI-powered stocks that combine strong momentum with robust growth prospects as September begins.

Buy 5 AI-Powered Momentum Stocks for September After a Strong August

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