Needham & Company LLC Issues Positive Forecast for SiTime (NASDAQ:SITM) Stock Price

SiTime (NASDAQ:SITM) had its target price lifted by investment analysts at Needham & Company LLC from $400.00 to $450.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the stock. Needham & Company LLC’s price target suggests a potential upside of 29.33% from the stock’s previous close.

Other analysts have also recently issued research reports about the company. UBS Group upped their price objective on SiTime from $375.00 to $430.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of SiTime in a research report on Thursday, January 22nd. Roth Mkm reissued a “buy” rating and issued a $350.00 price objective on shares of SiTime in a report on Thursday, November 6th. Raymond James Financial restated an “outperform” rating on shares of SiTime in a research report on Tuesday, December 2nd. Finally, The Goldman Sachs Group assumed coverage on shares of SiTime in a report on Monday, December 15th. They set a “buy” rating and a $420.00 target price for the company. Seven investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $383.75.

SiTime Stock Down 1.0%

Shares of SiTime stock opened at $347.96 on Thursday. SiTime has a twelve month low of $105.40 and a twelve month high of $398.59. The company’s 50 day moving average is $354.90 and its 200 day moving average is $293.30. The company has a market cap of $9.08 billion, a price-to-earnings ratio of -117.55 and a beta of 2.51.

SiTime (NASDAQ:SITM) last announced its earnings results on Wednesday, November 5th. The company reported $0.87 earnings per share for the quarter, beating analysts’ consensus estimates of $0.71 by $0.16. The business had revenue of $83.57 million during the quarter, compared to analyst estimates of $78.08 million. SiTime had a negative net margin of 25.18% and a negative return on equity of 5.69%. The company’s quarterly revenue was up 44.8% compared to the same quarter last year. During the same period in the previous year, the business earned $0.40 EPS. Sell-side analysts expect that SiTime will post -2.44 EPS for the current fiscal year.

Insiders Place Their Bets

In other SiTime news, CEO Rajesh Vashist sold 2,000 shares of SiTime stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $369.20, for a total transaction of $738,400.00. Following the transaction, the chief executive officer owned 431,609 shares of the company’s stock, valued at $159,350,042.80. The trade was a 0.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Fariborz Assaderaghi sold 1,500 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $291.58, for a total transaction of $437,370.00. Following the completion of the sale, the insider directly owned 84,815 shares of the company’s stock, valued at approximately $24,730,357.70. This trade represents a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 9,500 shares of company stock worth $2,922,210. Company insiders own 2.10% of the company’s stock.

Hedge Funds Weigh In On SiTime

Large investors have recently made changes to their positions in the business. Optiver Holding B.V. lifted its holdings in SiTime by 56.1% in the 3rd quarter. Optiver Holding B.V. now owns 89 shares of the company’s stock worth $27,000 after purchasing an additional 32 shares in the last quarter. Atlas Brown Inc. lifted its stake in SiTime by 1.6% in the 4th quarter. Atlas Brown Inc. now owns 2,292 shares of the company’s stock worth $810,000 after purchasing an additional 37 shares in the last quarter. CWM LLC boosted its holdings in shares of SiTime by 4.2% during the 4th quarter. CWM LLC now owns 951 shares of the company’s stock valued at $336,000 after purchasing an additional 38 shares during the last quarter. Verdence Capital Advisors LLC grew its position in shares of SiTime by 3.7% during the third quarter. Verdence Capital Advisors LLC now owns 1,118 shares of the company’s stock valued at $309,000 after purchasing an additional 40 shares in the last quarter. Finally, Bessemer Group Inc. increased its holdings in shares of SiTime by 27.4% in the third quarter. Bessemer Group Inc. now owns 186 shares of the company’s stock worth $55,000 after purchasing an additional 40 shares during the last quarter. 84.31% of the stock is currently owned by hedge funds and other institutional investors.

More SiTime News

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: Q4 beat and margin improvement — SiTime reported Q4 revenue of $113.3M (66% YoY), GAAP net income of $9.2M and non‑GAAP EPS $1.53; non‑GAAP gross margin of 61.2% and $808M of cash/short‑term investments, signaling strong execution and liquidity. SiTime Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Acquisition to scale — SiTime agreed to acquire Renesas’ timing business (reported purchase price ~$1.5B) and signed an MOU to integrate MEMS resonators into Renesas products; management says the deal accelerates SiTime’s path to $1B revenue. SiTime to Acquire Renesas’ Timing Business
• Positive Sentiment: Management targets higher margins — Management outlined a vision for $1B revenue and said the Renesas assets should materially boost gross margin (management and press coverage suggest potential to move toward ~70% non‑GAAP gross margin over time). SiTime outlines $1B revenue vision with Renesas timing acquisition while projecting 70% gross margin boost
• Neutral Sentiment: Earnings call details — The conference call/transcript provides color on demand drivers (AI/Datacenter demand, CED growth) and integration plans; useful for assessing cadence and guidance but contains routine forward‑looking caveats. SiTime Corporation (SITM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst momentum and valuation chatter — Several analysts have raised targets after the print; market is re‑pricing growth expectations but valuation has already run up after a big 2025 rally. Analysts Continue to Raise SiTime Corporation’s (SITM) Target Price
• Negative Sentiment: Acquisition size and accounting impacts — $1.5B purchase and integration will increase intangible/amortization and could pressure near‑term GAAP metrics; full benefits depend on successful integration and customer transitions. SiTime to Acquire Renesas’ Timing Business
• Negative Sentiment: GAAP vs non‑GAAP divergence and insider sales — Fiscal 2025 GAAP net loss was $42.9M (large non‑GAAP adjustments from stock‑based comp and amortization). Public filings and data show meaningful insider selling activity that some investors view as a governance/valuation flag. SiTime Corporation Reports Q4 2025 Financial Results with 66% Year-Over-Year Revenue Growth

SiTime Company Profile

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.