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SISITM

SiTime Corporation

$SITM·$19B·Semiconductors·Technology
$557.86-7.0%YTD+59.5%1Y+129.6%
Mentions · last 7 days
2026-08-21: 11 posts2026-08-22: 4 posts2026-08-23: 4 posts69-6%
Price updated 2d ago·X counts updated 7d ago
SISITM
$SITMSiTime Corporation
$557.86-7.01%69 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Driven by hypeCooling offAI verdict · as of 2026-08-30

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

SiTime -7% today but +130% TTM — Renesas timing acquisition closed, Q1 revenue +88%, $28M in F-InKind tax settlements loud.

SiTime is a $19B specialty semiconductor firm (precision timing chips). Ripped +130% TTM on the Renesas timing/synchronization acquisition close and the AI-datacenter timing thesis.

How it reads:

  • Growth is exceptional: Q1 revenue +88.3% YoY to $114M, Q4 was +58.4% — the acceleration is real and Renesas closes will layer more.
  • Margins are launch-phase: -10.7% operating margin, 56% gross, 0.3% FCF yield — the acquisition integration compresses the model near-term.
  • Valuation is fully priced: 43x sales, 2,542x EV/EBITDA (integration-distorted) — priced on FY27 EPS estimates ($3.55 Q3 est, $7.95 FY27) not TTM.
  • Position is elevated but pulling back: 49th percentile 52w, 10.5% below 50-day but 13.2% above 200-day on 74% baseline volume — digesting the rip.
  • The Renesas deal (closed Jul 1) is the specific catalyst: Renesas is now an 11.9% owner, timing/sync portfolio integrated — the sample's excitement maps to this consolidation.
  • Insider signal is $17.4M F-InKind on Vashist plus large F-InKind across officers ($28M total F-InKind) — these are tax-withholding events on RSU vests, NOT open-market sales; only $3.4M S-Sale is discretionary.

The Nov 4 print is what re-anchors — a specific Renesas-integrated revenue disclosure plus reiterated FY27 EPS bridge extends momentum; an integration-margin miss or Renesas overhang overhead drops to $500 support.

Agrees with X sentimentAgree — the bullish anchors (institutional ownership rising, 5-year return ~200%, Rajesh's execution, technology-disruptor framing) map to real signals; the honest add is $17.4M of Vashist F-InKind looks alarming but is RSU tax-withholding not discretionary distribution — read the transaction type before flagging.

What to watch: Nov 4 earnings — a specific Renesas-integrated revenue disclosure plus reiterated FY27 EPS bridge extends momentum; an integration-margin miss or Renesas overhang drops to $500 support.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

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

Bullish sentiment8 posts analyzed · as of 2026-08-28

SiTime posts are decisively bullish, with one trader betting 50% of net worth on a single SITM position. Bulls cite institutional ownership rising, 5-year return ~200%, and Rajesh's execution. Sample small and heavily one-sided; tone uniformly positive.

Read the AI verdict + X sentiment for $SITM

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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

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $SITM

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; SiTime Corporation is a company that focuses on the development, manufacturing, and worldwide distribution of advanced s.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+85.1%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
Q2 2026Aug 5, 2026$2.34$1.95+20.0%
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%
Next earningsWed, Nov 4·consensus EPS $3.55

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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$637.0M$631.2M – $641.6M$7.95$7.92 – $7.972
FY27$887.7M$853.2M – $909.4M$11.05$9.98 – $12.592
FY28$1.3B$1.3B – $1.4B$16.85$15.80 – $17.822

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.0.7×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.49%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.-10.5%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.+13.2%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 today1.5% 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.β2.875-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.

Insider activity

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

Recent transactions

SellAug 17Edward H. FrankDirector1.0K sh$745KSellAug 17Torsten KreindlDirector345 sh$259KSellAug 14Torsten KreindlDirector350 sh$245KSellAug 11Katherine SchuelkeDirector500 sh$349KSellAug 10Lionel BonnotSee Remarks1.5K sh$1.1MSellAug 7Torsten KreindlDirector1.1K sh$758KSellJun 15Rajesh VashistCEO20.0K sh$15.0MSellJun 15Lionel BonnotSee Remarks500 sh$368KSellJun 12Raman ChitkaraDirector2.0K sh$1.5MSellJun 12Vincent P PangrazioSee Remarks2.0K sh$1.5M
1–10 of 23
+ 26 other (14 inkinds · 8 awards · 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.

+ 17 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Leaderboard Chip Stock Called 'Technology Disruptor'investors.com·11d agoHow Much Upside is Left in SiTime (SITM)? Wall Street Analysts Think 37.15%zacks.com·11d agoEarnings Estimates Moving Higher for SiTime (SITM): Time to Buy?zacks.com·17d agoCarillon Eagle Small Cap Growth Fund Q2 2026 Portfolio Reviewseekingalpha.com·20d agoWhy SiTime Stock Blasted Almost 27% Higher on Thursdayfool.com·25d ago

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Voices on X · top 3 · last 7 days

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