SiTime (NASDAQ:SITM) Issues Q3 2026 Earnings Guidance

SiTime (NASDAQ:SITM) issued an update on its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.500-3.650 for the period, compared to the consensus estimate of 1.900. The company issued revenue guidance of $285.0 million-$295.0 million, compared to the consensus revenue estimate of $163.8 million.

SiTime Stock Performance

Shares of SiTime stock traded down $39.94 during trading on Wednesday, reaching $543.12. The company’s stock had a trading volume of 661,817 shares, compared to its average volume of 480,633. SiTime has a one year low of $187.56 and a one year high of $901.81. The firm has a market cap of $14.34 billion, a price-to-earnings ratio of -537.74 and a beta of 2.94. The business’s fifty day moving average price is $640.73 and its 200-day moving average price is $523.95.

SiTime (NASDAQ:SITM) last announced its earnings results on Wednesday, August 5th. The company reported $2.34 earnings per share for the quarter, beating the consensus estimate of $1.95 by $0.39. The firm had revenue of $157.43 million during the quarter, compared to the consensus estimate of $146.46 million. SiTime had a positive return on equity of 0.53% and a negative net margin of 6.38%.The firm’s revenue for the quarter was up 126.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.47 EPS. SiTime has set its Q3 2026 guidance at 3.500-3.650 EPS. Sell-side analysts anticipate that SiTime will post 3.23 EPS for the current year.

Analysts Set New Price Targets

SITM has been the subject of a number of research analyst reports. The Goldman Sachs Group reiterated a “buy” rating and set a $800.00 price target on shares of SiTime in a report on Thursday, May 7th. Needham & Company LLC boosted their target price on shares of SiTime from $450.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Roth Capital reiterated a “buy” rating and set a $900.00 target price on shares of SiTime in a research note on Thursday, May 7th. Wall Street Zen raised shares of SiTime from a “hold” rating to a “buy” rating in a report on Sunday, July 12th. Finally, UBS Group raised their price target on shares of SiTime from $675.00 to $775.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Eight research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, SiTime presently has an average rating of “Moderate Buy” and a consensus price target of $661.88.

Insider Transactions at SiTime

In related news, Director Christine Heckart sold 1,290 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $700.00, for a total value of $903,000.00. Following the completion of the transaction, the director directly owned 790 shares of the company’s stock, valued at $553,000. This trade represents a 62.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Rajesh Vashist sold 30,000 shares of SiTime stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $701.13, for a total transaction of $21,033,900.00. Following the sale, the chief executive officer owned 402,898 shares in the company, valued at $282,483,874.74. This represents a 6.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 69,709 shares of company stock valued at $50,230,546 over the last 90 days. Corporate insiders own 1.40% of the company’s stock.

Institutional Trading of SiTime

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Larson Financial Group LLC raised its position in SiTime by 3,200.0% in the third quarter. Larson Financial Group LLC now owns 99 shares of the company’s stock worth $30,000 after purchasing an additional 96 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of SiTime in the 4th quarter worth approximately $33,000. Advisors Asset Management Inc. lifted its position in shares of SiTime by 33.6% during the 1st quarter. Advisors Asset Management Inc. now owns 350 shares of the company’s stock worth $54,000 after buying an additional 88 shares during the period. State of Wyoming bought a new position in shares of SiTime during the 2nd quarter worth approximately $58,000. Finally, Sunbelt Securities Inc. acquired a new stake in SiTime in the 3rd quarter valued at $71,000. Institutional investors own 84.31% of the company’s stock.

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.