SiTime (NASDAQ:SITM) Issues Q3 2026 Earnings Guidance

SiTime (NASDAQ:SITM) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 3.500-3.650 for the period, compared to the consensus earnings per share estimate of 1.900. The company issued revenue guidance of $285.0 million-$295.0 million, compared to the consensus revenue estimate of $163.8 million.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the stock. Wall Street Zen raised shares of SiTime from a “hold” rating to a “buy” rating in a report on Sunday, July 12th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of SiTime in a report on Friday, July 17th. Barclays raised SiTime from an “equal weight” rating to an “overweight” rating and lifted their price objective for the company from $400.00 to $850.00 in a report on Thursday, May 7th. UBS Group restated a “buy” rating on shares of SiTime in a research report on Thursday. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $800.00 price target on shares of SiTime in a research note on Thursday, May 7th. Eight investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $668.12.

SiTime Trading Down 6.9%

Shares of SiTime stock opened at $543.12 on Thursday. The firm has a market capitalization of $14.34 billion, a PE ratio of -537.74 and a beta of 2.94. The firm’s 50 day moving average is $637.07 and its 200 day moving average is $525.29. SiTime has a 1 year low of $187.56 and a 1 year high of $901.81.

SiTime (NASDAQ:SITM) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $2.34 EPS for the quarter, beating the consensus estimate of $1.95 by $0.39. SiTime had a negative net margin of 6.38% and a positive return on equity of 0.53%. The business had revenue of $157.43 million during the quarter, compared to the consensus estimate of $146.46 million. During the same quarter in the prior year, the firm earned $0.47 EPS. The firm’s revenue was up 126.5% compared to the same quarter last year. SiTime has set its Q3 2026 guidance at 3.500-3.650 EPS. As a group, research analysts anticipate that SiTime will post 3.23 earnings per share for the current year.

Insider Activity at SiTime

In other news, Director Torsten Kreindl sold 710 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $720.00, for a total value of $511,200.00. Following the completion of the transaction, the director owned 13,141 shares of the company’s stock, valued at $9,461,520. This represents a 5.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Christine Heckart sold 1,290 shares of SiTime stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $700.00, for a total transaction of $903,000.00. Following the sale, the director owned 790 shares in the company, valued at approximately $553,000. This represents a 62.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 69,709 shares of company stock valued at $50,230,546. Corporate insiders own 1.40% of the company’s stock.

Key Stories Impacting SiTime

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: Q2 results exceeded expectations. SiTime reported adjusted earnings of $2.34 per share, above estimates of approximately $1.93-$1.95 and up sharply from $0.47 a year earlier. Revenue increased 126.5% year over year to $157.43 million, beating the roughly $146.5 million consensus estimate. SiTime Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Q3 outlook is far ahead of Wall Street expectations. Management guided for earnings of $3.50-$3.65 per share and revenue of $285 million-$295 million, compared with consensus estimates of $1.90 per share and $163.8 million in revenue. The forecast signals continued momentum, potentially tied to strong demand for precision-timing products in communications, data-center and artificial-intelligence infrastructure. SiTime Reports Second Quarter 2026 Financial Results
• Neutral Sentiment: The earnings call provided additional management commentary on the quarterly performance and outlook, which investors will use to assess whether the unusually strong growth rate can continue. SiTime Q2 2026 Earnings Call Transcript
• Negative Sentiment: Valuation and profitability remain risks. SiTime’s market capitalization is about $14.3 billion, while its reported net margin remains negative. With the stock trading at a very high valuation and exhibiting elevated volatility, investors may be selling on the news even after the earnings and guidance beats.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Royal Bank of Canada raised its position in shares of SiTime by 12.5% during the first quarter. Royal Bank of Canada now owns 4,411 shares of the company’s stock worth $675,000 after acquiring an additional 491 shares during the last quarter. Advisors Asset Management Inc. raised its holdings in SiTime by 33.6% during the 1st quarter. Advisors Asset Management Inc. now owns 350 shares of the company’s stock worth $54,000 after purchasing an additional 88 shares during the last quarter. AQR Capital Management LLC lifted its position in shares of SiTime by 310.8% in the 1st quarter. AQR Capital Management LLC now owns 10,754 shares of the company’s stock worth $1,557,000 after purchasing an additional 8,136 shares during the period. Intech Investment Management LLC lifted its position in shares of SiTime by 21.6% in the 1st quarter. Intech Investment Management LLC now owns 8,322 shares of the company’s stock worth $1,272,000 after purchasing an additional 1,477 shares during the period. Finally, M&T Bank Corp bought a new stake in shares of SiTime in the 2nd quarter valued at $240,000. 84.31% of the stock is owned by institutional investors and hedge funds.

SiTime Company 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.