SITM
SiTime Corporation

SiTime CorporationSITM

Technology · Semiconductors
633.72USD
-0.72%
Sep 23, 2026
SITM overview ready
Precision MEMS Timing Solutions Enabling Low-Jitter AI Data-Center Synchronization
SiTime is a differentiated precision-timing component supplier to AI data-center and high-performance-system designs, with MEMS resonators, oscillators, clock ICs, and synchronization software rather than compute, networking, or facility infrastructure itself.
Strong narrative exposure
Exposed to the AI Compute Infrastructure Buildout narrative through AI Data-Center Timing and Synchronization — component supplier.
An early price trend
Longer-term context reads extended trend, with a near-term setup of daily advance.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Fundamentals under pressure
Free cash flow yield is weak.
Primary risk
Dependence on semiconductor industry cycles.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 7

Conviction Level

NarrativeHeat9.5ThemeHeat6.4PriceAction8.9Valuation1.3CompanyPosition7.3
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads extended trend, with a near-term setup of daily advance.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA100 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$19.1B
Avg Volume (60D)
463.2K
60 sessions
Revenue Growth YoY
+61.2%
FY2025 vs FY2024
Gross Margin
+58.7%
Trailing twelve months
Operating Margin
-3.9%
Trailing twelve months
Free Cash Flow Yield
+0.4%
Distance from 200DMA
+22.5%
Next Earnings
2026-11-04
P/E
1352.3x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
SiTime Corporation has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. The business behind it shows an operating margin of -4%.

Company Research

Thesis
SiTime is a differentiated precision-timing component supplier to AI data-center and high-performance-system designs, with MEMS resonators, oscillators, clock ICs, and synchronization software rather than compute, networking, or facility infrastructure itself.
Opportunity
High opportunity
AI-cluster and high-speed data-center architecture spending that requires highly accurate clocking, synchronization, and timing components to coordinate accelerators, switches, optical modules, and distributed compute workloads.
Key risk
Dependence on semiconductor industry cycles.

Narrative & Theme

AI Compute Infrastructure Buildout
Part of AI Data-Center Timing and Synchronization, with strong fit.
SITM is a genuine, direct picks-and-shovels beneficiary of AI infrastructure buildout: distributed AI systems and high-speed interconnects require increasingly precise synchronization.
Narrative HeatHot9.5 / 10
Theme HeatNeutral6.4 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Semiconductors
What they do

SiTime designs, develops, and sells silicon timing system solutions including oscillators, clock ICs, resonators, and synchronization software for various electronic applications globally.

How it earns

The company generates revenue primarily through transactional sales of its silicon timing products and related software.

Products & services
Silicon oscillators
Clock integrated circuits
Resonators
Synchronization software
Customers & end markets
Artificial intelligence systems
Data centers
Communications
Enterprise
Automotive
Industrial
Aerospace
Defense
Mobile
Internet of Things
Consumer electronics
Market position

Niche leader in silicon timing systems within the semiconductor industry.

Demand drivers
Medium cyclicality

Demand is linked to semiconductor and electronics industry cycles but diversified across multiple end markets.