Polianta Ltd Makes New Investment in SiTime Corporation $SITM

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

A number of other large investors also recently modified their holdings of SITM. Rakuten Securities Inc. raised its stake in shares of SiTime by 188.5% during the fourth quarter. Rakuten Securities Inc. now owns 75 shares of the company’s stock valued at $26,000 after purchasing an additional 49 shares in the last quarter. Parallel Advisors LLC lifted its position in SiTime by 26.2% in the first quarter. Parallel Advisors LLC now owns 77 shares of the company’s stock worth $27,000 after purchasing an additional 16 shares during the period. Caitong International Asset Management Co. Ltd bought a new position in SiTime during the fourth quarter valued at about $33,000. Larson Financial Group LLC boosted 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 purchasing an additional 96 shares in the last quarter. Finally, Danske Bank A S bought a new stake in SiTime during the fourth quarter worth approximately $35,000. 84.31% of the stock is owned by institutional investors and hedge funds.

Key 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

Insiders Place Their Bets

In other SiTime news, Director Akira Takata sold 1,500 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $860.86, for a total transaction of $1,291,290.00. Following the completion of the transaction, the director owned 12,234 shares of the company’s stock, valued at $10,531,761.24. The trade was a 10.92% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Rajesh Vashist sold 30,000 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $701.13, for a total transaction of $21,033,900.00. Following the sale, the chief executive officer owned 402,898 shares of the company’s stock, valued at $282,483,874.74. This trade represents a 6.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 ninety days. 1.40% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on SITM. Weiss Ratings reiterated a “sell (d-)” rating on shares of SiTime in a research report on Friday, July 17th. Barclays upgraded shares of SiTime from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $400.00 to $850.00 in a report on Thursday, May 7th. Needham & Company LLC boosted their price target on SiTime from $850.00 to $900.00 and gave the company a “buy” rating in a research note on Thursday. The Goldman Sachs Group restated a “buy” rating and set a $900.00 price target on shares of SiTime in a research note on Thursday. Finally, UBS Group lifted their price objective on shares of SiTime from $775.00 to $840.00 and gave the company a “buy” rating in a research note on Thursday. Eight investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $688.75.

SiTime Stock Up 5.5%

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

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

About SiTime

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.