SiTime (NASDAQ:SITM) Issues Q1 2026 Earnings Guidance

SiTime (NASDAQ:SITM) issued an update on its first quarter 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 1.100-1.170 for the period, compared to the consensus earnings per share estimate of 0.420. The company issued revenue guidance of $101.0 million-$104.0 million, compared to the consensus revenue estimate of $91.0 million.

Wall Street Analysts Forecast Growth

Several research firms have commented on SITM. The Goldman Sachs Group began coverage on shares of SiTime in a report on Monday, December 15th. They issued a “buy” rating and a $420.00 price objective on the stock. Barclays set a $400.00 price target on shares of SiTime in a research note on Thursday, February 5th. Wall Street Zen upgraded shares of SiTime from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Roth Mkm restated a “buy” rating and set a $450.00 price objective on shares of SiTime in a report on Thursday, February 5th. Finally, Needham & Company LLC increased their target price on SiTime from $400.00 to $450.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Seven equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $409.38.

SiTime Price Performance

SiTime stock traded up $10.40 during midday trading on Friday, hitting $406.97. The company’s stock had a trading volume of 254,284 shares, compared to its average volume of 334,141. The company has a market cap of $10.70 billion, a price-to-earnings ratio of -223.61 and a beta of 2.51. SiTime has a 1-year low of $105.40 and a 1-year high of $446.95. The company has a 50-day moving average price of $372.04 and a two-hundred day moving average price of $309.40.

SiTime (NASDAQ:SITM) last announced its earnings results on Wednesday, February 4th. The company reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.20 by $0.33. SiTime had a negative net margin of 13.13% and a negative return on equity of 2.06%. The firm had revenue of $113.29 million for the quarter, compared to analyst estimates of $101.91 million. During the same quarter in the prior year, the business posted $0.48 EPS. The business’s revenue was up 66.3% compared to the same quarter last year. Sell-side analysts forecast that SiTime will post -2.44 EPS for the current year.

Insider Activity

In other SiTime news, insider Fariborz Assaderaghi sold 2,112 shares of SiTime stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $428.08, for a total value of $904,104.96. Following the completion of the transaction, the insider directly owned 97,937 shares of the company’s stock, valued at $41,924,870.96. The trade was a 2.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Rajesh Vashist sold 2,000 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $369.20, for a total value of $738,400.00. Following the sale, the chief executive officer directly owned 431,609 shares in the company, valued at approximately $159,350,042.80. This trade represents a 0.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 25,278 shares of company stock worth $9,796,580. 2.10% of the stock is currently owned by insiders.

Hedge Funds Weigh In On SiTime

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Larson Financial Group LLC boosted its position in shares of SiTime by 3,200.0% during the 3rd quarter. Larson Financial Group LLC now owns 99 shares of the company’s stock worth $30,000 after acquiring an additional 96 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in SiTime during the fourth quarter valued at approximately $33,000. Advisors Asset Management Inc. boosted its holdings in shares of SiTime by 33.6% in the 1st quarter. Advisors Asset Management Inc. now owns 350 shares of the company’s stock valued at $54,000 after purchasing an additional 88 shares in the last quarter. State of Wyoming acquired a new stake in shares of SiTime in the 2nd quarter valued at $58,000. Finally, Sunbelt Securities Inc. bought a new position in shares of SiTime in the 3rd quarter valued at $71,000. 84.31% of the stock is currently owned by institutional investors and hedge funds.

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.