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SISITM

SiTime Corporation

$SITM·$17B·Semiconductors·Technology
$564.59-7.8%YTD+54.4%1Y+174.5%
Mentions · last 7 days
2026-07-10: 5 posts2026-07-11: 2 posts2026-07-12: 3 posts2026-07-13: 2 posts2026-07-14: 4 posts2026-07-15: 3 posts2026-07-16: 3 posts29+15%
Price updated 12h ago·X counts updated 11h ago
SISITM
$SITMSiTime Corporation
$564.59-7.80%29 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SITM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

SiTime up 175% t12m with Renesas timing acquisition and 88% Q1 growth.

SiTime Corporation is a leading provider of silicon-based timing solutions — MEMS oscillators and clocks that replace legacy quartz-based products across communications, data centers, and increasingly AI applications.

What the setup shows:

  • Growth is exceptional: Q1 revenue up 88% YoY to $114M, and the four-quarter growth stack is 45-88% — real acceleration.
  • Losses continue: operating margin -4% in Q1, FCFy 0.3% (barely positive).
  • The multiple is extreme: PE -680, PS 43x — priced entirely for continued growth.
  • The July 1 Renesas Timing acquisition completion + July 9 SC 13D showing Renesas holding 11.9% (3.56M shares) is real strategic combination.
  • Insider action: none disclosed.
  • Position: 53% of 52-week range, YTD +54%, t12m +175%.
  • Today's -7.8% is a specific mark-down.

The forward view: the August 5 Q2 print is the referee. A beat with continued 80%+ growth plus specific Renesas-integration commentary restarts the coil upward. What keeps it stuck: an in-line print. What breaks it lower: a specific AI-customer timing-solution loss.

Agrees with X sentimentThe bullish X read on the alleged TSLA-SITM relationship and AI-inflection thesis is directionally right on the narrative. Our take agrees the setup is compelling but flags the extreme valuation.

What to watch: August 5 Q2 earnings and Renesas-integration commentary; an AI-customer timing-solution loss would break the cooling into a real reset.

On the calendar: 2026-08-05 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-12

Posts describe SiTime as under-discussed by the AI community despite an alleged TSLA-SITM relationship secret. Bulls have accumulated SITM to ~30% of their portfolio and are loading vol2 SITM to 'outperform the entire galaxy'. New SITM perps also listed on AlphaX 24/7 with zero fees for retail exposure.

Read the AI verdict + X sentiment for $SITM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes silicon MEMS timing oscillators replacing quartz crystals in telecom, data center, and automotive electronics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $SITM.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $SITM

Partial — Makes silicon MEMS timing oscillators replacing quartz crystals in telecom, data center, and automotive electronics; the AI capex and HBM/compute demand cycle creates tailwinds for one product line, not the full operation.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-679.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
43.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-2.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$1.44$1.16+24.1%
Q4 2025Feb 4, 2026$1.53$1.20+27.5%
Q3 2025Nov 5, 2025$0.87$0.71+22.5%
Q2 2025Aug 6, 2025$0.47$0.29+62.1%
Next earningsWed, Aug 5·consensus EPS $1.93

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$113.6M+88.3%59.0%-4.2%$-0.20$17.9M
Q4 FY25$113.3M+66.3%56.4%4.2%$0.35$12.8M
Q3 FY25$83.6M+44.8%53.5%-19.2%$-0.31$26.3M
Q2 FY25$69.5M+58.4%51.9%-35.4%$-0.84$-2.8M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$637.0M$631.2M – $641.6M$7.95$7.92 – $7.973
FY27$887.7M$853.2M – $909.4M$11.05$9.98 – $12.594
FY28$1.3B$1.3B – $1.4B$16.85$11.12 – $22.574

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.53%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-19.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 15Rajesh VashistCEO20.0K sh$15.0MSellJun 15Lionel BonnotSee Remarks500 sh$368KSellJun 12Raman ChitkaraDirector2.0K sh$1.5MSellJun 12Vincent P PangrazioSee Remarks2.0K sh$1.5MSellJun 11Lionel BonnotSee Remarks1.0K sh$700KSellJun 4Fariborz AssaderaghiSee Remarks1.0K sh$711KSellJun 3Rajesh VashistCEO40.0K sh$28.0MSellJun 3Fariborz AssaderaghiSee Remarks1.0K sh$703KSellJun 2Christine HeckartDirector1.3K sh$903KSellMay 29Fariborz AssaderaghiSee Remarks1.5K sh$1.1M
1–10 of 26
+ 33 other (15 awards · 14 inkinds · 4 gifts) in window

See when $SITM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 93
AI summary

SiTime Corporation (SITM) — Form 3 initial ownership for Renesas Electronics America Inc. (10%+ owner), reporting 3,558,691 shares directly held, representing approximately 11.9% of SiTime. Renesas America is the US subsidiary through which Japanese parent Renesas Electronics holds its SiTime stake. Administrative — 10%+ owner initial-form disclosure required upon crossing threshold; confirms Renesas's strategic investment.

SC 13DActivist position (5%+)Jul 9SC 13D
AI summary

SiTime Corporation (SITM) — SC 13D initial filing by Renesas Electronics Corporation (Japan) reporting beneficial ownership of 3,558,691 shares (approximately 11.9%) held through its US subsidiary Renesas Electronics America. Renesas is a strategic investor in SiTime, a timing semiconductor company. Material — a large Japanese chipmaker crossing 5% in SiTime with a strategic intent warrants attention; investors will watch for potential deeper partnership or acquisition.

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

SiTime Corporation (SITM) completed its acquisition of Renesas Electronics America Inc.'s timing and synchronization product portfolio (Asset Purchase Agreement signed February 4, 2026) and simultaneously entered into a $200 million senior secured revolving credit facility with Wells Fargo Bank as administrative agent (effective June 30, 2026), including a $10 million letter of credit sublimit. Additional items include unregistered equity issuances (3.02), a director or officer change (5.02), and an investor Reg FD presentation (7.01). This acquisition meaningfully expands SiTime's precision timing portfolio into markets relevant to AI infrastructure and data center applications.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

SiTime Corporation held its Annual Meeting on May 29, 2026 and submitted three proposals to stockholder vote: election of three Class I directors to serve until the 2029 annual meeting and other routine items described in the proxy statement. Final vote tallies are reported in the 8-K. This is a routine annual meeting governance disclosure with no material corporate actions.

8-KMaterial agreementMay 228-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

SiTime Corporation (SITM) filed an 8-K on May 19, 2026 disclosing a material definitive agreement (Item 1.01), creation of a direct financial obligation (Item 2.03), and an other-event disclosure (Item 8.01). SiTime is a Santa Clara, California-based MEMS timing semiconductor company listed on Nasdaq. The combination of Items 1.01 and 2.03 likely reflects a new credit facility or convertible debt financing; this is a material capital structure event filed concurrently with SiTime's 424B5 convertible note offering.

424B5Prospectus supplement (offering)May 21424B5
AI summary

SiTime Corporation (SITM) priced a $1.2 billion offering of 0% Convertible Senior Notes due June 15, 2031, per a 424B5 filed May 21, 2026; the notes bear no regular interest and will not accrete in principal. Holders may convert at specified conditions including stock price exceeding 130% of the conversion price for five trading days in any calendar quarter after Q3 2026. This is a large convertible debt offering for a MEMS semiconductor company that represents significant future dilution if converted; proceeds are likely for corporate purposes and balance sheet flexibility.

424B5Prospectus supplement (offering)May 19424B5
AI summary

SiTime Corporation (SITM) filed a preliminary 424B5 on May 19, 2026 for a $1.1 billion offering of Convertible Senior Notes due June 15, 2031 (interest rate and exact terms blank, pending final pricing). The notes include investor conversion options beginning after Q3 2026 upon satisfaction of specified conditions. Filed one day before the final $1.2B zero-coupon deal, this preliminary filing established the offering structure; the final terms (0% coupon, $1.2B size) were priced the following day.

8-KMaterial agreementMar 248-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

SITM entered into a material definitive agreement (8-K Item 1.01, dated 2026-03-24). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 21 other (6 13Gs · 3 earnings 8-Ks · 2 proxys · 2 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SiTime Corporation to Announce Second Quarter 2026 Financial Results on August 5, 2026globenewswire.com·8d agoSiTime Completes Acquisition of Renesas' Timing Businessbusinesswire.com·16d agoSiTime: This AI Inflection Isn't Priced Inseekingalpha.com·25d agoMicrochip Launches TimePictra 12 Platform: Catalyst for More Growth?zacks.com·36d agoVanguard vs. JPMorgan: Which is the Better Small-Cap ETF?fool.com·43d ago

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Voices on X · last 7 days

No standout posts about $SITM on X in the last 7 days.

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