SiTime Corporation (NASDAQ:SITM) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of SiTime Corporation (NASDAQ:SITM) have received an average recommendation of “Moderate Buy” from the nine analysts that are presently covering the stock, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, one has issued a hold rating and seven have issued a buy rating on the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $367.50.

A number of brokerages recently issued reports on SITM. The Goldman Sachs Group assumed coverage on SiTime in a report on Monday, December 15th. They issued a “buy” rating and a $420.00 price target for the company. Stifel Nicolaus upped their target price on shares of SiTime from $360.00 to $400.00 and gave the company a “buy” rating in a report on Friday, January 16th. UBS Group increased their target price on shares of SiTime from $375.00 to $430.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Raymond James Financial reissued an “outperform” rating on shares of SiTime in a research report on Tuesday, December 2nd. Finally, Roth Mkm reaffirmed a “buy” rating and set a $350.00 price objective on shares of SiTime in a report on Thursday, November 6th.

Insider Buying and Selling

In other news, CEO Rajesh Vashist sold 2,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $369.20, for a total value of $738,400.00. Following the completion of the sale, the chief executive officer directly owned 431,609 shares of the company’s stock, valued at approximately $159,350,042.80. This represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Fariborz Assaderaghi sold 1,500 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $291.58, for a total transaction of $437,370.00. Following the transaction, the insider owned 84,815 shares in the company, valued at approximately $24,730,357.70. This trade represents a 1.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 9,500 shares of company stock worth $2,922,210 in the last quarter. 2.10% of the stock is owned by insiders.

Institutional Trading of SiTime

Several institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. grew its position in SiTime by 2.2% during the 4th quarter. Vanguard Group Inc. now owns 2,825,402 shares of the company’s stock worth $997,904,000 after purchasing an additional 61,336 shares during the last quarter. Invesco Ltd. boosted its stake in shares of SiTime by 1.8% during the third quarter. Invesco Ltd. now owns 1,037,305 shares of the company’s stock worth $312,550,000 after buying an additional 18,165 shares during the period. State Street Corp grew its holdings in shares of SiTime by 3.7% during the second quarter. State Street Corp now owns 911,280 shares of the company’s stock worth $194,176,000 after buying an additional 32,178 shares during the last quarter. Ameriprise Financial Inc. grew its holdings in shares of SiTime by 22.0% during the second quarter. Ameriprise Financial Inc. now owns 736,281 shares of the company’s stock worth $156,887,000 after buying an additional 132,948 shares during the last quarter. Finally, Wellington Management Group LLP increased its position in SiTime by 36.8% in the 3rd quarter. Wellington Management Group LLP now owns 537,741 shares of the company’s stock valued at $162,027,000 after acquiring an additional 144,671 shares during the period. Hedge funds and other institutional investors own 84.31% of the company’s stock.

SiTime Price Performance

Shares of NASDAQ SITM opened at $347.96 on Thursday. The business has a 50-day moving average of $354.90 and a two-hundred day moving average of $293.30. The company has a market capitalization of $9.08 billion, a price-to-earnings ratio of -117.55 and a beta of 2.51. SiTime has a 1 year low of $105.40 and a 1 year high of $398.59.

SiTime (NASDAQ:SITM) last issued its earnings results on Wednesday, November 5th. The company reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.71 by $0.16. The business had revenue of $83.57 million for the quarter, compared to analyst estimates of $78.08 million. SiTime had a negative return on equity of 5.69% and a negative net margin of 25.18%.The business’s quarterly revenue was up 44.8% on a year-over-year basis. During the same quarter last year, the company earned $0.40 EPS. As a group, equities research analysts expect that SiTime will post -2.44 earnings per share for the current year.

SiTime News Summary

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: Q4 results materially beat expectations: non‑GAAP EPS $1.53 vs. consensus ~$1.20 and revenue $113.3M (+66% YoY), with a 61.2% non‑GAAP gross margin and strong cash/investment balance ($808.4M). These operational beats and healthy margins support the growth story. SiTime (SITM) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: SiTime announced it will acquire Renesas’ timing business (deal disclosed at $1.5B), a strategic move that expands product breadth and is billed as accelerating SiTime’s path to ~$1B revenue — a clear growth catalyst if integration goes well. SiTime to Acquire Renesas’ Timing Business
• Neutral Sentiment: Management reaffirmed broad-based growth driven by Communications, Enterprise & Datacenter (CED) and held a conference call to outline outlook — investors should watch guide and Q1 commentary for confirmation of acceleration. Earnings Press Release / Conference Call
• Negative Sentiment: Despite the beats, FY2025 GAAP results show a $42.9M net loss and high operating expenses (R&D + SG&A), leaving GAAP profitability mixed; some investors may discount non‑GAAP metrics. SiTime Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Negative Sentiment: Insider selling and questions about how SiTime will fund a large acquisition (cash + investments cover only part of the disclosed $1.5B) likely pressured the stock — financing could mean debt or equity dilution. SiTime Q4 Results + Insider Activity (Quiver)
• Negative Sentiment: Earlier media reported a larger potential price tag (Bloomberg/Investing.com reported ~\$3B talk), adding uncertainty around deal terms — market reaction often punishes deal-size ambiguity. SiTime nears $3 bln deal to buy Renesas timing unit (Investing.com)

About SiTime

SiTime Corporation is a fabless semiconductor company specializing in silicon timing solutions that leverage micro-electromechanical systems (MEMS) technology as an alternative to traditional quartz crystals. Its portfolio of programmable oscillators, resonators, clock generators, jitter attenuators and network synchronizers addresses precision timekeeping requirements across a wide range of electronic systems. By integrating MEMS resonators with advanced mixed-signal control circuitry, SiTime’s products offer enhanced reliability, resistance to shock and vibration, and a smaller footprint compared with conventional quartz devices.

The company’s timing devices serve diverse end markets, including telecommunications infrastructure, data center and enterprise networking, consumer electronics, automotive systems, industrial automation, and aerospace and defense applications.