SiTime

SITM

Market cap $12.4B

During the quarter, we initiated new positions in Semtech, Tradeweb Markets and SiTime. We also added to Edwards Lifesciences, Waters and Arthur J. Gallagher during the quarter. We ended our investment campaigns in Ares, CCC Intelligent Solutions and Parsons during the quarter.

AI chip stock SiTime is hitting an all-time high amid the data center boom. First-quarter earnings are due on May 6.

SiTime Corporation (SITM) is at an inflection point after a $1.5B acquisition of Renesas' timing business, transforming its risk and growth profile. Organic revenue growth and margin expansion are exceptional, but the new debt, dilution, and integration risk from the acquisition complicate the investment case. At $345, SITM is neither obviously cheap nor expensive; the Hold rating reflects a balanced risk/reward pending evidence from Q1 2026 results and deal integration.

SANTA CLARA, Calif., April 09, 2026 (GLOBE NEWSWIRE) -- SiTime Corporation (Nasdaq: SITM), the Precision Timing company, will announce its first quarter 2026 financial results on Wednesday, May 6, 2026, after market close.

Tonight's S&P quarterly rebalancing is a clean snapshot of where the market's center of gravity has shifted.

SiTime Corporation (SITM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SANTA CLARA, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- SiTime Corporation (Nasdaq: SITM), the Precision Timing company, today announced that SiTime's chief executive officer, Rajesh Vashist, and chief financial officer, Beth Howe, will participate at the Morgan Stanley Technology, Media & Telecom Conference to be held at The Palace Hotel in San Francisco, CA. SiTime management is scheduled to host a fireside chat at 12:20 p.m. Pacific Time on Wednesday, March 4, 2026.

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

SiTime (SITM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

SiTime (SITM) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.