SiTime (NASDAQ:SITM) Releases Q2 2026 Earnings Guidance

SiTime (NASDAQ:SITM) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.850-2.000 for the period, compared to the consensus estimate of 0.980. The company issued revenue guidance of $140.0 million-$150.0 million, compared to the consensus revenue estimate of $112.1 million.

SiTime Trading Up 4.5%

SiTime stock traded up $36.17 during midday trading on Friday, reaching $833.48. The company’s stock had a trading volume of 449,710 shares, compared to its average volume of 408,737. SiTime has a 52 week low of $185.49 and a 52 week high of $845.00. The business has a 50-day moving average price of $422.53 and a 200-day moving average price of $370.64. The stock has a market cap of $22.00 billion, a PE ratio of -825.23 and a beta of 2.91.

SiTime (NASDAQ:SITM) last released its earnings results on Wednesday, May 6th. The company reported $1.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.14 by $0.30. SiTime had a positive return on equity of 0.53% and a negative net margin of 6.38%.The firm had revenue of $113.57 million for the quarter, compared to analysts’ expectations of $103.51 million. During the same quarter in the previous year, the business posted $0.26 earnings per share. The business’s revenue for the quarter was up 88.3% on a year-over-year basis. As a group, research analysts predict that SiTime will post 1.31 EPS for the current fiscal year.

Wall Street Analyst Weigh In

SITM has been the topic of a number of recent analyst reports. Stifel Nicolaus lifted their target price on SiTime from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Wall Street Zen cut SiTime from a “buy” rating to a “hold” rating in a report on Saturday, April 11th. UBS Group boosted their price target on SiTime from $675.00 to $775.00 and gave the stock a “buy” rating in a report on Thursday. Needham & Company LLC boosted their price target on SiTime from $450.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Roth Mkm restated a “buy” rating and set a $900.00 price target on shares of SiTime in a report on Thursday. Eight investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $661.88.

Insider Transactions at SiTime

In other news, insider Samsheer Ahamad sold 9,100 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $441.47, for a total transaction of $4,017,377.00. Following the sale, the insider directly owned 52,938 shares in the company, valued at approximately $23,370,538.86. The trade was a 14.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Raman Chitkara sold 501 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $425.03, for a total value of $212,940.03. Following the sale, the director owned 21,508 shares in the company, valued at approximately $9,141,545.24. This trade represents a 2.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 22,678 shares of company stock valued at $9,771,269. 1.40% of the stock is currently owned by company insiders.

Key Headlines Impacting SiTime

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: SiTime posted strong Q1 2026 results, with EPS of $1.44 beating consensus of $1.14 and revenue of $113.6 million topping estimates, while revenue jumped 88.3% year over year. SiTime Earnings Report
• Positive Sentiment: The company raised second-quarter 2026 guidance well above Wall Street expectations, calling for EPS of $1.85 to $2.00 and revenue of $140 million to $150 million versus much lower consensus forecasts. SiTime Q1 2026 Financial Results
• Positive Sentiment: UBS Group raised its price target on SiTime to $775 and kept a buy rating, while Needham lifted its target to $850, signaling continued analyst confidence after the earnings beat. UBS Price Target Raise
• Neutral Sentiment: Investors are also digesting the Q1 earnings call transcript and commentary around growth opportunities in AI data centers and LEO satellites, which may support the long-term story but is less immediate than the earnings/guidance update. SiTime Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the strong report, some coverage noted the stock initially fell after the release, likely reflecting lingering concerns about profitability since SiTime remains in a net loss position. SiTime Stock Falls on Q1 2026 Earnings

Hedge Funds Weigh In On SiTime

A number of hedge funds and other institutional investors have recently made changes to their positions in SITM. Larson Financial Group LLC lifted its stake in SiTime by 3,200.0% in the third quarter. Larson Financial Group LLC now owns 99 shares of the company’s stock valued at $30,000 after buying an additional 96 shares during the period. Caitong International Asset Management Co. Ltd acquired a new position in SiTime in the fourth quarter valued at approximately $33,000. Advisors Asset Management Inc. lifted its stake in SiTime by 33.6% in the first quarter. Advisors Asset Management Inc. now owns 350 shares of the company’s stock valued at $54,000 after buying an additional 88 shares during the period. State of Wyoming acquired a new position in SiTime in the second quarter valued at approximately $58,000. Finally, Sunbelt Securities Inc. acquired a new position in SiTime in the third quarter valued at approximately $71,000. 84.31% of the stock is owned by institutional investors and hedge funds.

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.