SiTime (NASDAQ:SITM) Releases Q3 2026 Earnings Guidance

SiTime (NASDAQ:SITM) issued an update on its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (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.

SiTime Stock Performance

Shares of NASDAQ SITM traded down $39.94 during midday trading on Wednesday, reaching $543.12. The company’s stock had a trading volume of 661,817 shares, compared to its average volume of 423,840. SiTime has a fifty-two week low of $187.56 and a fifty-two week high of $901.81. The business’s 50 day moving average price is $637.07 and its two-hundred day moving average price is $525.29. The company has a market cap of $14.34 billion, a P/E ratio of 7,288.25 and a beta of 2.94.

SiTime (NASDAQ:SITM) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $2.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $0.39. SiTime had a positive return on equity of 0.53% and a negative net margin of 6.38%.The business had revenue of $157.43 million for the quarter, compared to the consensus estimate of $146.46 million. During the same quarter in the prior year, the business posted $0.47 earnings per share. The firm’s quarterly revenue was up 126.5% compared to the same quarter last year. SiTime has set its Q3 2026 guidance at 3.500-3.650 EPS. Sell-side analysts forecast that SiTime will post 3.23 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently issued reports on SITM. Wall Street Zen raised SiTime from a “hold” rating to a “buy” rating in a report on Sunday, July 12th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of SiTime in a research note on Friday, July 17th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $800.00 price objective on shares of SiTime in a research report on Thursday, May 7th. Roth Capital reiterated a “buy” rating and set a $900.00 price objective on shares of SiTime in a research note on Thursday, May 7th. Finally, Zacks Research lowered shares of SiTime from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. Eight analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, SiTime currently has an average rating of “Moderate Buy” and a consensus price target of $661.88.

Insider Buying and Selling

In related news, insider Fariborz Assaderaghi sold 1,000 shares of SiTime stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $702.90, for a total transaction of $702,900.00. Following the sale, the insider directly owned 78,936 shares of the company’s stock, valued at approximately $55,484,114.40. The trade was a 1.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Rajesh Vashist sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $750.00, for a total transaction of $3,750,000.00. Following the transaction, the chief executive officer owned 9,781 shares of the company’s stock, valued at approximately $7,335,750. This represents a 33.83% 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 quarter. Corporate insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On SiTime

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Corient Private Wealth LLC boosted its stake in shares of SiTime by 5.9% during the fourth quarter. Corient Private Wealth LLC now owns 703 shares of the company’s stock valued at $249,000 after purchasing an additional 39 shares in the last quarter. T. Rowe Price Investment Management Inc. increased its stake in shares of SiTime by 2,164.4% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 137,878 shares of the company’s stock valued at $48,698,000 after buying an additional 131,789 shares during the period. Mercer Global Advisors Inc. ADV raised its holdings in SiTime by 18.0% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 1,036 shares of the company’s stock valued at $366,000 after buying an additional 158 shares during the last quarter. Summit Global Investments raised its holdings in SiTime by 63.3% in the 4th quarter. Summit Global Investments now owns 1,659 shares of the company’s stock valued at $586,000 after buying an additional 643 shares during the last quarter. Finally, State of Tennessee Department of Treasury boosted its position in SiTime by 3.7% during the 4th quarter. State of Tennessee Department of Treasury now owns 9,734 shares of the company’s stock worth $3,535,000 after buying an additional 345 shares during the period. 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.