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SISITM

SiTime Corporation

Rising onWhy it's trendingMoving on elevated volumeBacked by solid revenue growth
$SITM·$16B·Semiconductors·Technology
$472.14-5.9%YTD+78.2%1Y+73.0%
Price updated 14m ago·X counts updated 5d ago
SISITM
$SITMSiTime Corporation
$472.14-5.87%85 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SITM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

85X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SITM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-11

SiTime is bullish on X — revenue +127% YoY with 67% gross margins, FCF growth exceeding 100%, and stock still -35% from ATH. Oura rig MEMS oscillator use adds narrative ($16B Oura → $160B SITM meme); CPO switches use 3x timing content of pluggables. $1,500 PT by end of 2027.

Read what X is saying about $SITM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SITM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

SiTime is the silicon-timing pure-play with Q1 revenue +88% YoY — a $9M insider cluster from the founder is the counter-signal.

SiTime is the leading MEMS silicon-timing solutions provider — oscillators and clocks that replace legacy quartz-crystal components, with a growing CPO/data-center content story. The stock has +78% YTD on explosive revenue growth from the AI-infrastructure cycle.

  • Growth is accelerating hard: Q1 2026 revenue of $114M at +88% YoY after +66%, +45%, and +58% in prior quarters — the AI/CPO/data-center-switch timing-content ramp is landing, with the Renesas timing-business acquisition adding incremental scale.
  • EPS beats are compounding: last four prints at +20%, +24%, +28%, +23% — the 67% gross margin plus operating-margin recovery is converting the revenue beats to clean P&L leverage.
  • Insider selling is now visible: founder/director Vashist sold $7.2M on Sep 9, EVP Pangrazio $1.9M on Sep 11 — ~$9M in C-suite distribution right at the top of the TTM run, with the stock trading above the $535.89 GuruFocus GF Value.

Nov 4 Q3 earnings with revenue above $130M plus the Renesas-timing integration converting to revenue extends the move; a growth deceleration below 60% or a continued founder-level insider cluster and the stock gives back a chunk of the +136% TTM.

Agrees with X sentimentX correctly flags SiTime at +127% revenue growth, 67% gross margins, FCF +100%, Oura rig MEMS use ($16B Oura → $160B SITM meme framing), and CPO switches using 3x timing content of pluggables — real signals supporting the thesis. The $1,500 PT by 2027 is aspirational but consistent with the growth trajectory.

What to watch: Nov 4 Q3 earnings — revenue above $130M, gross-margin trend above 65%, Renesas-timing integration contribution, and operating-margin recovery. A clean beat extends the move; a growth deceleration below 60% YoY or continued Vashist-level insider selling and the stock gives back a chunk.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $SITM

Partial — Makes silicon MEMS timing oscillators replacing quartz crystals in telecom, data center, and automotive electronics.; participates in the broader semiconductor supply chain, with AI capex exposure dependent on customer concentration in hyperscaler programs.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%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 $3.61

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$875.4M$865.8M – $885.9M$11.22$10.62 – $11.628
FY27$1.4B$1.3B – $1.4B$14.92$13.64 – $15.698
FY28$1.7B$1.6B – $1.9B$20.06$15.28 – $28.435

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.2.4×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.39%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.-19.8%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.-7.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.8% 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.β2.885-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

SellOct 2Fariborz AssaderaghiSee Remarks1.4K sh$963KSellSep 11Vincent P PangrazioSee Remarks3.0K sh$1.9MSellSep 9Rajesh VashistCEO12.0K sh$7.2MSellAug 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$15.0M
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-KAcquisition completedJul 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.

+ 14 other (5 13Gs · 4 earnings 8-Ks · 2 10-Qs · 1 SD) in window

Recent news

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

SiTime: Upgrading To Buy As Rapid TAM Expansion Outpaces Premium Valuationseekingalpha.com·1d agoRenesas' TPD Business Could Unlock Significant Earnings Growth For SiTimeseekingalpha.com·3d agoSiTime (NASDAQ:SITM) Shares Gap Down – Here’s Whydefenseworld.net·4d agoSiTime (NASDAQ:SITM) Shares Down 4.8% – Time to Sell?defenseworld.net·6d agoSiTime Corporation to Announce Third Quarter 2026 Financial Results on November 4, 2026businesswire.com·9d ago

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