SITM · NASDAQ · Semiconductors

SiTime

Builds programmable MEMS oscillators, clock ICs, resonators, and embedded synchronization software.

$558.24
After-hours close+0.56 (+0.10%)
At close$557.68(−7.04%)
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Profile

SiTime CorporationSITMInformation Technology

Sells programmable precision-timing systems spanning MEMS resonators, oscillators, clock ICs, and embedded synchronization software for datacenters, communications, automotive, industrial, aerospace, and consumer electronics. A broadened clocking portfolio now complements the oscillator core, while fabless production and distributor-led sales create supplier and channel dependencies.

Designs programmable precision-timing systems built around silicon MEMS resonators, oscillators, clock ICs, and embedded synchronization software. Its in-house MEMS, analog mixed-signal, packaging, and systems expertise enables configurable products that maintain stable timing across temperature shifts, vibration, and other demanding conditions.

The expanded clocking portfolio, including network synchronizers, jitter cleaners, generators, and buffers, complements its oscillator core and standalone resonators. Products serve communications, AI datacenters, enterprise networking, automotive, industrial, aerospace and defense, and mobile and consumer electronics worldwide.

Revenue comes mainly through distributors, with some direct sales to end customers. The completed acquisition of Renesas' timing assets substantially broadened the clocking catalog. Manufacturing remains fabless: third-party foundries and assembly-and-test contractors, largely outside the United States, handle production, creating supplier and channel dependencies.

Company facts

CEORajesh Vashist
ListedNov 21, 2019
ExchangeNASDAQ
HeadquartersSanta Clara, CA
CountryUnited States
Employees441
CIK0001451809
ISINUS82982T1060

Key statistics

Market cap$14.73B
EPS (ttm)$0.4900
P/E (ttm)1,138.49
ROE1.3%
P/B14.39
P/S31.48
Dividend yield
Beta2.85vs XLK 1.68

Year to date +50.7% · Average volume (30d) 447.9K

Analysts

Price target, next 12 months$875.00+56.8%Median of 9 analysts · vs the Aug 28 close
ConsensusBuy9 of 9 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 19, 2026BenchmarkInitiateBuy
Aug 6, 2026Goldman SachsReiterateBuy$800$900
Aug 6, 2026UBSReiterateBuy$485$840
Aug 6, 2026NeedhamReiterateBuy$450$900
May 7, 2026Goldman SachsTarget$420$800

Earnings

EPS

Estimate$3.55
ReportedDue Nov 4, 2026

Revenue

Estimate$292.1M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$1.95$2.34+20.0%$146.5M$157.4M+7.5%+26.58%
May 6, 2026Q1 FY26$1.14$1.44+26.3%$103.5M$113.6M+9.7%+27.91%
Feb 4, 2026Q4 FY25$1.20$1.53+27.5%$101.8M$113.3M+11.2%+17.91%
Nov 5, 2025Q3 FY25$0.71$0.87+22.5%$78.1M$83.6M+7.0%+21.77%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$60.3M$69.5M$83.6M$113.3M$113.6M$157.4M
Gross profit$30.3M$36.1M$44.7M$63.9M$67.0M$99.1M
Operating income−$28.1M−$24.6M−$16.0M$4.8M−$4.7M$8.2M
Net income−$23.9M−$20.2M−$8.0M$9.2M−$5.2M$18.2M
Diluted EPS−$1.01−$0.84−$0.31$0.34−$0.20$0.66
Gross margin50.3%51.9%53.5%56.4%59.0%63.0%
Operating margin-46.6%-35.4%-19.2%4.2%-4.2%5.2%

Fiscal years (4-quarter sums)FY21 $218.8M · FY22 $283.6M · FY23 $144.0M · FY24 $202.7M · FY25 $326.7M

Revenue by product · Q2 FY26

Reportable Segment$157.4M · 100%

Balance sheet, Jun 30, 2026Cash & short-term investments $1.92B · Total debt $1.32B · Total assets $2.51B · Shareholders' equity $1.03B

Dividends

No dividends on record.

Ownership

Institutions 157.59%Insiders 3.07%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 26.40M · Float 23.05M · 87.3% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
FMR LLC3.97M15.04%13FAug 13, 2026
Renesas Electronics America Inc. · 10 percent owner3.56M13.48%Form 4Jul 9, 2026
Megachips Corp /FI · 10 percent owner3.02M11.44%Form 4May 18, 2026
BlackRock, Inc.2.39M9.05%13FAug 7, 2026
Vanguard Portfolio Management LLC1.21M4.59%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 17, 2026Edward H. Frankdirector−1,000$745.00
Aug 17, 2026Torsten Kreindldirector−345$750.12
Aug 14, 2026Torsten Kreindldirector−350$700.00
Aug 10, 2026Lionel Bonnotofficer: See Remarks−1,500$725.00
Aug 11, 2026Katherine Schuelkedirector−500$698.05
View details

Peers

  • Microchip Technology

    Only other MEMS timing maker; competes across quartz OSC and clock ICs.

  • Texas Instruments

    Broadest clock IC portfolio; BAW oscillators compete in datacenter and 5G timing.

  • Skyworks Solutions

    Acquired Silicon Labs timing business in 2021; competes in clock ICs and crystal oscillators.

CompareAfter-hours close

CompanyPriceChange
SiTime$558.24+0.10%$14.73B1,138.539.731.5+126.5%
Microchip Technology$73.03+0.14%$39.60B101.218.77.7+38.1%
Texas Instruments$258.44−0.09%$236.20B39.327.212.1+22.8%
Skyworks Solutions$65.74−0.12%$9.90B34.113.72.5−3.1%
Median39.318.77.7+22.8%