SiTime (NASDAQ:SITM) Releases Q2 2026 Earnings Guidance

SiTime (NASDAQ:SITM) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.850-2.000 for the period, compared to the consensus earnings per share estimate of 0.980. The company issued revenue guidance of $140.0 million-$150.0 million, compared to the consensus revenue estimate of $112.1 million.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Needham & Company LLC upped their price target on shares of SiTime from $450.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday. Wall Street Zen upgraded shares of SiTime from a “hold” rating to a “buy” rating in a research note on Saturday. Barclays upgraded shares of SiTime from an “equal weight” rating to an “overweight” rating and upped their price target for the company from $400.00 to $850.00 in a research note on Thursday. Stifel Nicolaus upped their price target on shares of SiTime from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $800.00 price target on shares of SiTime in a research note on Thursday. Eight investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $661.88.

SiTime Trading Up 4.5%

SiTime stock traded up $35.77 during trading hours on Friday, reaching $833.08. 639,918 shares of the stock were exchanged, compared to its average volume of 408,992. The company has a market cap of $21.99 billion, a P/E ratio of -824.83 and a beta of 2.91. SiTime has a twelve month low of $185.49 and a twelve month high of $845.00. The stock has a 50 day moving average of $422.53 and a two-hundred day moving average of $370.64.

SiTime (NASDAQ:SITM) last announced its quarterly earnings data on Wednesday, May 6th. The company reported $1.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.14 by $0.30. The firm had revenue of $113.57 million for the quarter, compared to the consensus estimate of $103.51 million. SiTime had a negative net margin of 6.38% and a positive return on equity of 0.53%. The business’s revenue for the quarter was up 88.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.26 earnings per share. On average, analysts expect that SiTime will post 1.31 earnings per share for the current fiscal year.

Insider Activity

In other SiTime news, insider Samsheer Ahamad sold 9,100 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $441.47, for a total transaction of $4,017,377.00. Following the sale, the insider directly owned 52,938 shares in the company, valued at $23,370,538.86. This represents a 14.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Raman Chitkara sold 501 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $425.03, for a total transaction of $212,940.03. Following the completion of the sale, the director owned 21,508 shares in the company, valued at approximately $9,141,545.24. The trade was a 2.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 22,678 shares of company stock valued at $9,771,269. Corporate insiders own 1.40% of the company’s stock.

More SiTime News

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: SiTime posted strong Q1 2026 results, with EPS of $1.44 beating consensus of $1.14 and revenue of $113.6 million topping estimates, while revenue jumped 88.3% year over year. SiTime Earnings Report
• Positive Sentiment: The company raised second-quarter 2026 guidance well above Wall Street expectations, calling for EPS of $1.85 to $2.00 and revenue of $140 million to $150 million versus much lower consensus forecasts. SiTime Q1 2026 Financial Results
• Positive Sentiment: UBS Group raised its price target on SiTime to $775 and kept a buy rating, while Needham lifted its target to $850, signaling continued analyst confidence after the earnings beat. UBS Price Target Raise
• Neutral Sentiment: Investors are also digesting the Q1 earnings call transcript and commentary around growth opportunities in AI data centers and LEO satellites, which may support the long-term story but is less immediate than the earnings/guidance update. SiTime Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the strong report, some coverage noted the stock initially fell after the release, likely reflecting lingering concerns about profitability since SiTime remains in a net loss position. SiTime Stock Falls on Q1 2026 Earnings

Institutional Investors Weigh In On SiTime

Hedge funds have recently made changes to their positions in the stock. Larson Financial Group LLC boosted its stake in shares of SiTime by 3,200.0% in the 3rd quarter. Larson Financial Group LLC now owns 99 shares of the company’s stock valued at $30,000 after purchasing an additional 96 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of SiTime in the 4th quarter valued at approximately $33,000. Advisors Asset Management Inc. boosted its stake 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 approximately $58,000. Finally, Sunbelt Securities Inc. acquired a new stake in shares of SiTime in the 3rd quarter valued at approximately $71,000. 84.31% of the stock is currently owned by institutional investors and hedge funds.

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.