SiTime (NASDAQ:SITM) Releases Q1 2026 Earnings Guidance

SiTime (NASDAQ:SITM) issued an update on its first quarter 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 1.100-1.170 for the period, compared to the consensus estimate of 0.420. The company issued revenue guidance of $101.0 million-$104.0 million, compared to the consensus revenue estimate of $91.0 million.

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Wall Street Zen upgraded SiTime from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Needham & Company LLC boosted their price target on shares of SiTime from $400.00 to $450.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Loop Capital assumed coverage on shares of SiTime in a report on Friday, November 21st. They issued a “buy” rating and a $350.00 price objective for the company. Barclays set a $400.00 target price on shares of SiTime in a research note on Thursday, February 5th. Finally, Stifel Nicolaus set a $450.00 target price on shares of SiTime in a report on Thursday, February 5th. Seven equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $409.38.

SiTime Trading Up 2.6%

NASDAQ SITM traded up $10.40 during trading hours on Friday, reaching $406.97. The company had a trading volume of 254,284 shares, compared to its average volume of 334,141. The stock has a market capitalization of $10.70 billion, a P/E ratio of -223.61 and a beta of 2.51. The stock has a 50-day moving average of $372.04 and a 200 day moving average of $309.40. SiTime has a 1-year low of $105.40 and a 1-year high of $446.95.

SiTime (NASDAQ:SITM) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $1.53 earnings per share for the quarter, beating analysts’ consensus estimates of $1.20 by $0.33. SiTime had a negative net margin of 13.13% and a negative return on equity of 2.06%. The business had revenue of $113.29 million during the quarter, compared to analysts’ expectations of $101.91 million. During the same period last year, the business earned $0.48 earnings per share. The business’s revenue for the quarter was up 66.3% on a year-over-year basis. As a group, sell-side analysts predict that SiTime will post -2.44 EPS for the current year.

Insider Activity at SiTime

In related news, insider Fariborz Assaderaghi sold 2,112 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $428.08, for a total value of $904,104.96. Following the sale, the insider owned 97,937 shares in the company, valued at approximately $41,924,870.96. The trade was a 2.11% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Akira Takata sold 3,500 shares of SiTime stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $431.73, for a total value of $1,511,055.00. Following the completion of the transaction, the director directly owned 13,734 shares of the company’s stock, valued at approximately $5,929,379.82. This represents a 20.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 25,278 shares of company stock valued at $9,796,580 over the last ninety days. 2.10% of the stock is owned by insiders.

Institutional Investors Weigh In On SiTime

Several large investors have recently added to or reduced their stakes in SITM. Larson Financial Group LLC boosted its position in SiTime by 3,200.0% in the 3rd quarter. Larson Financial Group LLC now owns 99 shares of the company’s stock valued at $30,000 after buying an additional 96 shares during the period. Caitong International Asset Management Co. Ltd acquired a new stake in shares of SiTime in the fourth quarter valued at $33,000. Advisors Asset Management Inc. boosted its holdings in SiTime by 33.6% in the first quarter. Advisors Asset Management Inc. now owns 350 shares of the company’s stock valued at $54,000 after purchasing an additional 88 shares during the period. State of Wyoming acquired a new position in SiTime during the 2nd quarter worth $58,000. Finally, Sunbelt Securities Inc. acquired a new stake in SiTime in the 3rd quarter valued at about $71,000. 84.31% of the stock is owned by hedge funds and other institutional investors.

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.