SiTime Corporation (SITM) - What Are Brokerages Thinking About This Stock?

Key Points

• Analysts remain broadly bullish: SiTime has a “Moderate Buy” consensus from 13 analysts, with 10 buy ratings, one strong buy and two holds. The average 12-month price target is $721, while individual targets range as high as $850.
• Recent operating results exceeded expectations: SiTime reported quarterly EPS of $2.34 versus the $1.95 consensus and revenue of $157.43 million versus estimates of $146.46 million. Revenue increased 126.5% year over year, and the company guided for third-quarter 2026 EPS of $3.50–$3.65.
• Institutional ownership is substantial, but insiders have been selling: Institutional investors own 84.31% of the company, with BlackRock establishing a $1.78 billion stake. Insiders sold 15,924 shares worth approximately $10.1 million over the past 90 days.

Shares of SiTime Corporation (NASDAQ:SITM - Get Free Report) have been given an average recommendation of "Moderate Buy" by the thirteen research firms that are covering the company, MarketBeat reports. Two investment analysts have rated the stock with a hold recommendation, ten have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year target price among analysts that have issued ratings on the stock in the last year is $721.00.

Several analysts have commented on the stock. Seaport Research Partners assumed coverage on shares of SiTime in a research note on Tuesday, September 22nd. They issued a "neutral" rating for the company. Weiss Ratings raised SiTime from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, October 8th. Benchmark assumed coverage on SiTime in a research report on Wednesday, August 19th. They issued a "buy" rating and a $850.00 price objective for the company. Rosenblatt Securities assumed coverage on SiTime in a research note on Tuesday. They issued a "buy" rating and a $750.00 target price for the company. Finally, Zacks Research downgraded SiTime from a "strong-buy" rating to a "hold" rating in a research report on Monday, October 5th.

Insider Buying and Selling

In other news, CEO Rajesh Vashist sold 12,000 shares of the company's stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $603.47, for a total transaction of $7,241,640.00. Following the completion of the transaction, the chief executive officer owned 345,544 shares of the company's stock, valued at $208,525,437.68. This represents a 3.36% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Torsten Kreindl sold 1,050 shares of the stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $721.67, for a total transaction of $757,753.50. Following the transaction, the director owned 12,481 shares in the company, valued at approximately $9,007,163.27. The trade was a 7.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 15,924 shares of company stock worth $10,056,661 over the last ninety days. Insiders own 1.40% of the company's stock.

Institutional Trading of SiTime

Institutional investors have recently modified their holdings of the company. BlackRock Inc. acquired a new stake in shares of SiTime in the second quarter worth $1,781,937,000. Bank of New York Mellon Corp boosted its position in SiTime by 5.4% during the 1st quarter. Bank of New York Mellon Corp now owns 372,943 shares of the company's stock worth $128,796,000 after purchasing an additional 18,983 shares during the period. Bank of America Corp DE boosted its position in SiTime by 53.7% during the 1st quarter. Bank of America Corp DE now owns 151,021 shares of the company's stock worth $52,155,000 after purchasing an additional 52,754 shares during the period. Arrowstreet Capital Limited Partnership increased its holdings in SiTime by 865.1% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 79,178 shares of the company's stock valued at $27,344,000 after purchasing an additional 70,974 shares in the last quarter. Finally, Bamco Inc. NY acquired a new stake in SiTime in the 2nd quarter valued at $52,341,000. Hedge funds and other institutional investors own 84.31% of the company's stock.

SiTime Price Performance

SiTime stock opened at $495.75 on Tuesday. SiTime has a 12-month low of $243.68 and a 12-month high of $901.81. The stock has a market capitalization of $14.91 billion, a P/E ratio of 1,011.73 and a beta of 2.88. The firm's 50-day moving average is $614.89 and its two-hundred day moving average is $617.37. The company has a debt-to-equity ratio of 1.29, a current ratio of 19.44 and a quick ratio of 18.50.

SiTime (NASDAQ:SITM - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $2.34 earnings per share for the quarter, beating analysts' consensus estimates of $1.95 by $0.39. The business had revenue of $157.43 million during the quarter, compared to analyst estimates of $146.46 million. SiTime had a net margin of 3.01% and a return on equity of 4.99%. The company's revenue was up 126.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.47 earnings per share. SiTime has set its Q3 2026 guidance at 3.500-3.650 EPS. Equities analysts predict that SiTime will post 6.37 earnings per share for the current year.

SiTime Company Profile

SiTime Corporation NASDAQ: SITM develops and supplies precision timing solutions for electronic systems. Its products are designed to generate, distribute and maintain accurate timing signals, which help connected devices and infrastructure operate reliably and efficiently.

The company's portfolio includes silicon MEMS-based resonators and oscillators, clock generators, clock synchronizers, jitter attenuators and other timing components. These products are used in applications such as data centers, telecommunications and networking equipment, automotive systems, industrial machinery, aerospace and defense electronics, and consumer devices.

SiTime's technology is intended to address demanding requirements for frequency stability, signal integrity, power efficiency and resilience in challenging operating environments.

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