Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$16.8B
30M shares
52-week range
$243.68 – $901.81
46% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
32.0
EV / FCF (TTM)
254
SiTime Corp is a provider of Precision Timing solutions to the international electronics industry, providing the timing functionality needed for electronics to operate reliably and correctly. The Company's products are designed to address a wide range of applications across a broad array of end markets. The Company operates a fabless business model and leverages its international network of distributors to address the end markets it serves. The Company operates in one reportable segment related to the design, development, and sale of silicon timing systems solutions. It operates in Hong Kong, Taiwan, the United States, Singapore, and other regions, with the majority of revenue coming from Hong Kong.
www.sitime.comNo one on the platform currently holds SITM.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 13,455 | $4.6M |
| Renaissance Technologiesas of 2026-03-31 | 12,840 | $4.4M |
No one on the platform has traded SITM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 61.2% | 23.0% | ||||
| Profit Margin % | -13.1% | -18.5% | ||||
| Free Cash Flow Margin % | 10.6% | 2.9% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +26.1% on the P/E track.
At today's price, your expected annual return is +40.2% on the P/E track.
At today's price, your expected annual return is +57.8% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $875M | +177.5% | $11.25 | $10.70–$11.71 | 48.4× | 6 |
| 2027 | $1.4B | +54.9% | $14.92 | $13.91–$16.00 | 36.5× | 6 |
| 2028 | $1.7B | +27.3% | $20.14 | $15.34–$28.54 | 27.1× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $1.95 | $2.34 | +20.0% |
| 2026-05-06 | $1.16 | $1.44 | +24.1% |
| 2026-02-04 | $1.20 | $1.53 | +27.5% |
| 2025-11-05 | $0.71 | $0.87 | +22.5% |
| 2025-08-06 | $0.29 | $0.47 | +62.1% |
| 2025-05-07 | $0.11 | $0.26 | +136.4% |
| 2025-02-05 | $0.42 | $0.48 | +14.3% |
| 2024-11-06 | $0.26 | $0.40 | +53.5% |
| $5.2B |
| — |
| OLEDUniversal Display Corporation | $76.62 | -8.31% | $3.5B | — |
| ONTOOnto Innovation Inc. | $250.13 | -11.07% | $12.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
$SITM Most important swing factor is IPhone sales and $AAPL is coming in hot to the new releases…unfortunately, the retail has it swinging up and down with semis and AI even though growth will be durable, the biz outside AI is just as strong, and path to at least 30/share in eps on 2B in sales has been laid by mgmt over next 2-4 years
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$SMH chop chop MNDY 🐑 huckleberries then yo $SITM pretty like a 🧠 on the DLO
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$SITM $1.5 billion of that was paid out a few days later as part of the Renesas deal. The next report will show huge negative cash flow.
View on StockTwits ↗Few moar weeks the 50d is up huckleberry then $SMH is $SITM pretty as the 🧠 returned on the DLO
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$SITM Saw this on Equibles. SITIME Corp Chief Executive Officer VASHIST RAJESH reported selling 12,000 SITM shares on September 9, 2026, worth about $7.24 million, in a non-derivative Form 4.
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$SITM so under the radar. Love it. One of THE best AI infra names imo. LONG https://x.com/9_Invest_obey/status/2098008938125914240?s=20
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$SITM — three strong days off the 536 low, back above 600. Reclaim 628 (the Aug breakdown level) and the downtrend is over. Close back below 574 = I'm wrong, out.
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$SITM $MCHP 2 to watch in the MEMS (micro-electromechanical systems) component sector. Timing devices necessary for chips & data center functionality. Both at inflection points. Competitors.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.