Samsheer Ahamad Sells 9,100 Shares of SiTime (NASDAQ:SITM) Stock

SiTime Corporation (NASDAQ:SITM) insider Samsheer Ahamad sold 9,100 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $441.47, for a total value of $4,017,377.00. Following the completion of the sale, the insider owned 52,938 shares of the company’s stock, valued at $23,370,538.86. This trade represents a 14.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link.

Samsheer Ahamad also recently made the following trade(s):

• On Monday, December 1st, Samsheer Ahamad sold 4,000 shares of SiTime stock. The shares were sold at an average price of $291.10, for a total transaction of $1,164,400.00.

SiTime Stock Performance

Shares of NASDAQ:SITM opened at $420.23 on Friday. The company’s fifty day moving average is $369.02 and its two-hundred day moving average is $303.45. SiTime Corporation has a 1-year low of $105.40 and a 1-year high of $446.95. The stock has a market capitalization of $11.05 billion, a price-to-earnings ratio of -230.90 and a beta of 2.51.

SiTime (NASDAQ:SITM) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $1.53 EPS for the quarter, beating the consensus estimate of $1.20 by $0.33. The business had revenue of $113.29 million during the quarter, compared to analyst estimates of $101.91 million. SiTime had a negative net margin of 13.13% and a negative return on equity of 2.06%. The company’s quarterly revenue was up 66.3% on a year-over-year basis. During the same period in the previous year, the business posted $0.48 EPS. Sell-side analysts expect that SiTime Corporation will post -2.44 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. American Century Companies Inc. acquired a new stake in SiTime in the second quarter worth approximately $64,873,000. Norges Bank acquired a new stake in shares of SiTime in the fourth quarter valued at $83,977,000. Fuller & Thaler Asset Management Inc. bought a new position in SiTime during the fourth quarter valued at about $59,452,000. Wellington Management Group LLP boosted its stake in SiTime by 36.8% during the third quarter. Wellington Management Group LLP now owns 537,741 shares of the company’s stock valued at $162,027,000 after buying an additional 144,671 shares in the last quarter. Finally, Ameriprise Financial Inc. raised its position in SiTime by 22.0% in the second quarter. Ameriprise Financial Inc. now owns 736,281 shares of the company’s stock worth $156,887,000 after acquiring an additional 132,948 shares in the last quarter. 84.31% of the stock is currently owned by institutional investors.

Key SiTime News

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: Q4 beat and strong revenue growth — SiTime reported $1.53 EPS vs. $1.20 expected and revenue of $113.3M (up ~66% YoY), providing a clear near‑term fundamental tailwind. Earnings & data
• Positive Sentiment: Analyst support — multiple brokerages have Buy/Outperform calls and raised targets (UBS, Needham, Stifel, Barclays among them), giving a consensus “Moderate Buy” and average target near $409, which supports longer‑term upside. Analyst coverage
• Neutral Sentiment: High institutional ownership and momentum — institutions hold ~84% of shares and the stock has traded near 52‑week highs, which can amplify moves in either direction. Ownership data
• Neutral Sentiment: Business exposure — SiTime’s MEMS timing products serve telecom, data center, automotive and industrial markets (structurally attractive but still cyclical with semiconductor demand). Company profile
• Negative Sentiment: Large insider sale by Samsheer Ahamad — sold 9,100 shares (~$4.02M) on Feb 11, a ~14.7% reduction in his stake; sizable single‑day sellings often weigh on sentiment. Insider sale
• Negative Sentiment: Additional insider/director selling — Director sale reported at ~$1.51M plus Fariborz Assaderaghi sold 2,112 shares (~$904k) and 500 shares (~$208k) across Feb 10–11; multiple Form 4s increase near‑term selling pressure and may raise investor questions. Director sale SEC filing

Analysts Set New Price Targets

A number of research analysts recently issued reports on SITM shares. The Goldman Sachs Group began coverage on SiTime in a research report on Monday, December 15th. They set a “buy” rating and a $420.00 price objective for the company. UBS Group boosted their price target on shares of SiTime from $430.00 to $485.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Roth Mkm reaffirmed a “buy” rating and issued a $450.00 price objective on shares of SiTime in a report on Thursday, February 5th. Needham & Company LLC lifted their price objective on shares of SiTime from $400.00 to $450.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of SiTime in a research report on Thursday, January 22nd. Seven investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $409.38.

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.