SITM
SiTime Corporation

SiTime CorporationSITM

Technology · Semiconductors
416.92USD
+17.44%
Nov 08, 2026
SITM overview ready
Precision Timing Components Enabling AI Data-Center Synchronization
SiTime is a precision-timing component supplier.
Primary theme is lagging
Analog Semiconductors is lagging (-10.8pp vs SPY over 21 sessions; 3 of 10 members ahead of SPY).
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Low free cash flow yield
Free cash flow yield is weak.
Primary risk
Technology obsolescence risk due to rapid innovation.
Market Nov 6Filing Sep 30Price action Nov 7Research Oct 8

Conviction Level

PriceAction5.4BusinessPerformance9.0BusinessQuality3.8Valuation2.9ThemeMomentum1.0Accelerating — Revenue growth has accelerated across 4 consecutive quarters, rising from +66% to +257% year over year. Earnings turned positive: diluted EPS of $0.14 against a loss of -$0.31 a year earlier. — Accelerating describes growth momentum measured in recent filed quarters. It is not proof that the acceleration will continue.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
−10.8pp
Theme return
−15.8%
Beating SPY
3 of 10
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
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Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryConstructive

Structure is constructive, but price remains well extended from the long-term weekly base and the earlier reset has already been partly recovered — a workable rather than ideal entry location.

Key Financials

Market Cap
$12.6B
Avg Volume (60D)
618.5K
60 sessions
Revenue Growth YoY
+61.2%
FY2025 vs FY2024
Gross Margin
+56.2%
Trailing twelve months
Operating Margin
+0.9%
Trailing twelve months
Free Cash Flow Yield
+0.3%
Distance from 200DMA
-23.9%
Next Earnings
2027-02-03
P/E
476.0x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Accelerating

Revenue growth has accelerated across 4 consecutive quarters, rising from +66% to +257% year over year. Earnings turned positive: diluted EPS of $0.14 against a loss of -$0.31 a year earlier.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthAccelerating
+257%
$299M in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +66%
  2. +88%
  3. +127%
  4. +257%
Earnings growthTurned profitable
$0.14
Diluted EPS $0.14 vs -$0.31 a year earlier · GAAP
Too few comparable EPS quarters: a loss or a turn to profit has no meaningful percentage.
Operating marginExpanding
2.8%
+22.0 pp YoY · gross margin 51.6% (-1.9 pp)
The share count is rising

Business Quality

3.8 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
SiTime Corporation has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. It trades at a 0.3% free-cash-flow yield, which requires sustained delivery to be justified.

What changed

  • SITM rose 17.4% in one session
    SITM closed +17.4% while the broad market was close to flat (+0.3%).
    2026-11-06

Company Research

Thesis
SiTime is a precision-timing component supplier. It designs MEMS resonators and silicon timing products, and its July 2026 acquisition of Renesas' timing business materially expanded its clock-generator, buffer, and synchronization portfolio for communications, enterprise, and data-center customers.
Opportunity
High opportunity
AI-server, networking, and data-center deployments require increasingly precise low-jitter clock generation, distribution, and time-synchronization components to coordinate high-speed compute, PCIe, networking, and fabric operations.
Key risk
Technology obsolescence risk due to rapid innovation.

Economic classification

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Business & Markets

Technology · Semiconductors
What they do

SiTime designs, develops, and sells silicon timing system solutions including MEMS resonators and clock integrated circuits for various global markets.

How it earns

The company generates revenue primarily through transactional sales of its timing components and related synchronization software.

Products & services
Silicon oscillators
Clock integrated circuits
MEMS resonators
Synchronization software
Customers & end markets
Data centers
Communications
Enterprise
Automotive
Industrial
Aerospace and defense
Mobile
Internet of Things
Consumer electronics
Market position

Niche leader in silicon timing solutions with expanded portfolio after acquiring Renesas' timing business.

Demand drivers
Medium cyclicality

Demand is linked to semiconductor and technology sector cycles, influenced by AI and data-center investment trends.