SiTime (NASDAQ:SITM) Releases Q3 2026 Earnings Guidance

SiTime (NASDAQ:SITM) updated its third quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 3.500-3.650 for the period, compared to the consensus 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

Several equities research analysts recently weighed in on SITM shares. Stifel Nicolaus increased their price target on SiTime from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Weiss Ratings reissued a “sell (d-)” rating on shares of SiTime in a report on Friday, July 17th. UBS Group lifted their price objective on SiTime from $775.00 to $840.00 and gave the company a “buy” rating in a report on Thursday. Roth Capital restated a “buy” rating and issued a $900.00 price target on shares of SiTime in a research note on Thursday, May 7th. Finally, Barclays upgraded SiTime from an “equal weight” rating to an “overweight” rating and increased their price objective for the stock from $400.00 to $850.00 in a research report on Thursday, May 7th. Eight investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, SiTime currently has an average rating of “Moderate Buy” and a consensus price target of $688.75.

SiTime Stock Performance

SiTime stock opened at $746.38 on Friday. The company has a market capitalization of $19.70 billion, a price-to-earnings ratio of 1,527.59 and a beta of 2.94. SiTime has a fifty-two week low of $195.75 and a fifty-two week high of $901.81. The stock has a fifty day moving average of $636.23 and a two-hundred day moving average of $527.52.

SiTime (NASDAQ:SITM) last announced its earnings results on Wednesday, August 5th. The company reported $2.34 earnings per share for the quarter, beating the consensus estimate of $1.95 by $0.39. SiTime had a net margin of 3.01% and a return on equity of 4.86%. The firm had revenue of $157.43 million during the quarter, compared to the consensus estimate of $146.46 million. During the same quarter in the previous year, the company posted $0.47 EPS. The firm’s revenue for the quarter was up 126.5% on a year-over-year basis. SiTime has set its Q3 2026 guidance at 3.500-3.650 EPS. On average, analysts forecast that SiTime will post 3.23 EPS for the current fiscal year.

Insider Buying and Selling

In other SiTime news, insider Fariborz Assaderaghi sold 1,709 shares of the stock in a transaction on 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 transaction, the insider owned 81,436 shares of the company’s stock, valued at $59,569,619.64. This represents a 2.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Raman Chitkara sold 2,000 shares of the company’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $727.38, for a total value of $1,454,760.00. Following the completion of the transaction, the director owned 19,898 shares of the company’s stock, valued at $14,473,407.24. The trade was a 9.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 69,709 shares of company stock worth $50,230,546 in the last three months. 1.40% of the stock is currently owned by insiders.

Trending Headlines about 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 versus consensus estimates near $1.95, while revenue reached $157.4 million, up 126.5% year over year and ahead of the $146.5 million estimate. The improvement was supported by growth in its communications, enterprise, and data-center businesses. SiTime Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Outlook was sharply raised: SiTime guided for third-quarter revenue of $285 million to $295 million and EPS of $3.50 to $3.65, far above analyst expectations of approximately $163.8 million in revenue and $1.90 EPS. The forecast indicates a substantial sequential acceleration and improved visibility into 2027. SiTime Q2 Earnings Beat Estimates
• Positive Sentiment: AI and product demand are strengthening: Management cited rising timing content in AI infrastructure and telecom, along with momentum in its timing platform devices (TPD) business. Longer-duration customer orders and a Renesas relationship are also improving demand visibility. SITM Q2 Earnings Call Points to AI Growth
• Positive Sentiment: Analyst confidence increased: Needham raised its SiTime price target from $850 to $900 and maintained a Buy rating, citing the strong earnings report and growth outlook. Needham Raises SiTime Price Target
• Neutral Sentiment: Broader semiconductor strength helped sentiment: SiTime participated in a wider rebound in chip stocks, adding a sector-wide catalyst beyond the company’s own fundamentals. Chip Stocks Stage Comeback

Institutional Investors Weigh In On SiTime

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Larson Financial Group LLC lifted its stake in shares of SiTime by 3,200.0% in the 3rd quarter. Larson Financial Group LLC now owns 99 shares of the company’s stock valued at $30,000 after purchasing an additional 96 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in SiTime during the 4th quarter worth approximately $33,000. Advisors Asset Management Inc. increased its position 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 in the last quarter. State of Wyoming purchased a new position in SiTime in the second quarter valued at approximately $58,000. Finally, Sunbelt Securities Inc. purchased a new position in SiTime in the third quarter valued at approximately $71,000. 84.31% of the stock is currently 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.