Polianta Ltd Makes New $1.86 Million Investment in SiTime Corporation $SITM

Polianta Ltd purchased a new stake in SiTime Corporation (NASDAQ:SITM) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,500 shares of the company’s stock, valued at approximately $1,863,000.

A number of other large investors have also recently added to or reduced their stakes in the stock. Rakuten Securities Inc. lifted its position in shares of SiTime by 188.5% during the fourth 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. Parallel Advisors LLC increased its holdings in shares of SiTime by 26.2% in the 1st quarter. Parallel Advisors LLC now owns 77 shares of the company’s stock valued at $27,000 after acquiring an additional 16 shares during the last quarter. Larson Financial Group LLC raised its position in shares of SiTime by 3,200.0% during the 3rd quarter. Larson Financial Group LLC now owns 99 shares of the company’s stock valued at $30,000 after acquiring an additional 96 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of SiTime during the 4th quarter valued at approximately $33,000. Finally, Danske Bank A S bought a new position in SiTime during the fourth quarter worth $35,000. 84.31% of the stock is currently owned by institutional investors.

Insider Buying and Selling at SiTime

In other SiTime news, Director Raman Chitkara sold 2,000 shares of the business’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $727.38, for a total transaction of $1,454,760.00. Following the completion of the transaction, the director directly owned 19,898 shares of the company’s stock, valued at $14,473,407.24. The trade was a 9.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Fariborz Assaderaghi sold 1,709 shares of the company’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $731.49, for a total transaction of $1,250,116.41. Following the completion of the transaction, the insider owned 81,436 shares of the company’s stock, valued at approximately $59,569,619.64. This trade represents a 2.06% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 69,709 shares of company stock valued at $50,230,546. Corporate insiders own 1.40% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on SITM. UBS Group lifted their price objective on shares of SiTime from $775.00 to $840.00 and gave the stock a “buy” rating in a report on Thursday. Barclays raised shares of SiTime from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $400.00 to $850.00 in a report on Thursday, May 7th. Roth Capital restated a “buy” rating and issued a $900.00 price target on shares of SiTime in a research report on Thursday, May 7th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $900.00 price target 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 Friday, July 17th. Eight analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, SiTime has an average rating of “Moderate Buy” and a consensus price target of $688.75.

More SiTime News

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: SiTime reported second-quarter adjusted earnings of $2.34 per share, above estimates of approximately $1.93–$1.95, while revenue rose 126.5% year over year to $157.4 million, exceeding expectations of about $146.5 million. SiTime Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: The company issued significantly stronger third-quarter guidance, calling for revenue of $285 million to $295 million and EPS of $3.50 to $3.65, well above consensus revenue of roughly $163.8 million and EPS of $1.90. SiTime Q2 Earnings Beat Estimates, Revenues Increase Year Over Year
• Positive Sentiment: Management highlighted accelerating demand for timing products in AI infrastructure and timing performance devices, with higher content per system, longer customer orders, and improving visibility into 2027. A Renesas relationship was also cited as supporting the outlook. SITM Q2 Earnings Call Points to AI Growth and TPD Upside
• Positive Sentiment: Needham raised its SiTime price target from $850 to $900 and maintained a Buy rating, reinforcing bullish analyst sentiment following the results. SiTime Price Target Raised at Needham
• Neutral Sentiment: SITM also benefited from a broader recovery in chip stocks, which may have amplified the positive reaction beyond the company-specific earnings catalysts. MACOM, SiTime Jump as Chip Stocks Stage Comeback

SiTime Trading Up 5.5%

NASDAQ:SITM opened at $725.28 on Friday. The firm has a market capitalization of $19.15 billion, a P/E ratio of 1,480.16 and a beta of 2.94. The business has a 50 day simple moving average of $636.53 and a 200 day simple moving average of $528.90. The company has a debt-to-equity ratio of 1.29, a current ratio of 19.44 and a quick ratio of 11.28. SiTime Corporation has a 12-month low of $195.75 and a 12-month high of $901.81.

SiTime (NASDAQ:SITM) last issued its earnings results on Wednesday, August 5th. The company reported $2.34 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.39. The firm had revenue of $157.43 million for the quarter, compared to analyst estimates of $146.46 million. SiTime had a return on equity of 4.99% and a net margin of 3.01%.The firm’s revenue for the quarter was up 126.5% on a year-over-year basis. During the same period last year, the company earned $0.47 earnings per share. SiTime has set its Q3 2026 guidance at 3.500-3.650 EPS. Equities research analysts predict that SiTime Corporation will post 3.23 EPS for the current year.

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.