SiTime (NASDAQ:SITM) Updates Q1 2026 Earnings Guidance

SiTime (NASDAQ:SITM) issued an update on its first quarter 2026 earnings guidance on Friday morning. The company provided EPS guidance of 1.100-1.170 for the period, compared to the consensus EPS estimate of 0.420. The company issued revenue guidance of $101.0 million-$104.0 million, compared to the consensus revenue estimate of $91.0 million.

Analysts Set New Price Targets

Several analysts have recently weighed in on SITM shares. Stifel Nicolaus set a $450.00 price objective on shares of SiTime in a research note on Thursday, February 5th. The Goldman Sachs Group initiated coverage on shares of SiTime in a report on Monday, December 15th. They set a “buy” rating and a $420.00 price objective on the stock. Wall Street Zen upgraded SiTime from a “hold” rating to a “buy” rating in a research note on Saturday, February 14th. Weiss Ratings reiterated a “sell (d-)” rating on shares of SiTime in a report on Thursday, January 22nd. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of SiTime in a research report on Tuesday, December 2nd. Seven analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $409.38.

SiTime Stock Up 2.6%

NASDAQ SITM traded up $10.40 on Friday, reaching $406.97. The company had a trading volume of 254,284 shares, compared to its average volume of 378,229. The company’s fifty day moving average is $372.94 and its 200 day moving average is $310.83. SiTime has a 52-week low of $105.40 and a 52-week high of $446.95. The stock has a market capitalization of $10.70 billion, a P/E ratio of -223.61 and a beta of 2.51.

SiTime (NASDAQ:SITM) last posted its earnings results on Wednesday, February 4th. The company reported $1.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.33. SiTime had a negative net margin of 13.13% and a negative return on equity of 2.06%. The firm had revenue of $113.29 million during the quarter, compared to analyst estimates of $101.91 million. During the same quarter in the prior year, the business posted $0.48 EPS. The business’s revenue was up 66.3% compared to the same quarter last year. On average, research analysts expect that SiTime will post -2.44 EPS for the current year.

Insiders Place Their Bets

In related news, insider Fariborz Assaderaghi sold 2,112 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $428.08, for a total transaction of $904,104.96. Following the completion of the transaction, the insider owned 97,937 shares in the company, valued at approximately $41,924,870.96. This represents a 2.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Rajesh Vashist sold 2,000 shares of SiTime stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $369.20, for a total transaction of $738,400.00. Following the completion of the sale, the chief executive officer directly owned 431,609 shares in the company, valued at approximately $159,350,042.80. This represents a 0.46% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 25,278 shares of company stock valued at $9,796,580. 2.10% of the stock is currently owned by insiders.

Hedge Funds Weigh In On SiTime

Several institutional investors have recently bought and sold shares of the company. Larson Financial Group LLC increased its position in SiTime by 3,200.0% in the third quarter. Larson Financial Group LLC now owns 99 shares of the company’s stock worth $30,000 after buying an additional 96 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in SiTime in the 4th quarter worth about $33,000. Advisors Asset Management Inc. raised its stake in SiTime by 33.6% in the 1st quarter. Advisors Asset Management Inc. now owns 350 shares of the company’s stock valued at $54,000 after acquiring an additional 88 shares during the period. State of Wyoming purchased a new stake in SiTime during the second quarter valued at about $58,000. Finally, Sunbelt Securities Inc. purchased a new position in shares of SiTime in the third quarter worth about $71,000. Hedge funds and other institutional investors own 84.31% of the company’s stock.

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.