SiTime Corporation $SITM Stake Lessened by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. trimmed its stake in shares of SiTime Corporation (NASDAQ:SITM) by 14.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,300 shares of the company’s stock after selling 4,000 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in SiTime were worth $8,620,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Rakuten Securities Inc. increased its position in shares of SiTime by 188.5% in the 4th quarter. Rakuten Securities Inc. now owns 75 shares of the company’s stock worth $26,000 after purchasing an additional 49 shares during the last quarter. Hantz Financial Services Inc. lifted its position in shares of SiTime by 190.3% during the third quarter. Hantz Financial Services Inc. now owns 90 shares of the company’s stock worth $27,000 after purchasing an additional 59 shares during the last quarter. Optiver Holding B.V. grew its stake in SiTime by 56.1% in the third quarter. Optiver Holding B.V. now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 32 shares in the last quarter. Larson Financial Group LLC increased its holdings in SiTime by 3,200.0% in the third 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 last quarter. Finally, Danske Bank A S bought a new stake in SiTime in the fourth quarter valued at about $35,000. 84.31% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other SiTime news, insider Piyush B. Sevalia sold 2,419 shares of the stock in a transaction on Friday, April 17th. The stock was sold at an average price of $484.05, for a total value of $1,170,916.95. Following the sale, the insider directly owned 84,250 shares of the company’s stock, valued at $40,781,212.50. This trade represents a 2.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Fariborz Assaderaghi sold 4,984 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $406.45, for a total value of $2,025,746.80. Following the completion of the sale, the insider owned 89,194 shares in the company, valued at $36,252,901.30. The trade was a 5.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 22,678 shares of company stock valued at $9,771,269 in the last 90 days. Corporate insiders own 1.40% of the company’s stock.

SiTime Price Performance

Shares of SITM stock opened at $833.08 on Monday. The business has a 50 day moving average of $422.53 and a two-hundred day moving average of $370.64. SiTime Corporation has a 52 week low of $185.49 and a 52 week high of $845.00. The company has a market cap of $21.99 billion, a P/E ratio of -824.83 and a beta of 2.91.

SiTime (NASDAQ:SITM) last announced its quarterly earnings results on Wednesday, May 6th. The company reported $1.44 earnings per share for the quarter, topping analysts’ consensus estimates of $1.14 by $0.30. The business had revenue of $113.57 million for the quarter, compared to analysts’ expectations of $103.51 million. SiTime had a positive return on equity of 0.53% and a negative net margin of 6.38%.The business’s quarterly revenue was up 88.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.26 EPS. Analysts expect that SiTime Corporation will post 1.31 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have commented on SITM shares. Stifel Nicolaus increased their target price on SiTime from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Roth Mkm reiterated a “buy” rating and issued a $900.00 price target on shares of SiTime in a report on Thursday. UBS Group raised their price objective on SiTime from $675.00 to $775.00 and gave the stock a “buy” rating in a research note on Thursday. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $800.00 price objective on shares of SiTime in a report on Thursday. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of SiTime in a research note on Tuesday, April 21st. Eight analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $661.88.

SiTime News Roundup

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: SiTime posted strong Q1 2026 results, with EPS of $1.44 beating consensus of $1.14 and revenue of $113.6 million topping estimates, while revenue jumped 88.3% year over year. SiTime Earnings Report
• Positive Sentiment: The company raised second-quarter 2026 guidance well above Wall Street expectations, calling for EPS of $1.85 to $2.00 and revenue of $140 million to $150 million versus much lower consensus forecasts. SiTime Q1 2026 Financial Results
• Positive Sentiment: UBS Group raised its price target on SiTime to $775 and kept a buy rating, while Needham lifted its target to $850, signaling continued analyst confidence after the earnings beat. UBS Price Target Raise
• Neutral Sentiment: Investors are also digesting the Q1 earnings call transcript and commentary around growth opportunities in AI data centers and LEO satellites, which may support the long-term story but is less immediate than the earnings/guidance update. SiTime Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the strong report, some coverage noted the stock initially fell after the release, likely reflecting lingering concerns about profitability since SiTime remains in a net loss position. SiTime Stock Falls on Q1 2026 Earnings

SiTime Profile

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.