SiTime (NASDAQ:SITM) Price Target Raised to $450.00

SiTime (NASDAQ:SITM) had its price objective hoisted by equities researchers at Needham & Company LLC from $400.00 to $450.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Needham & Company LLC’s price objective suggests a potential upside of 29.33% from the stock’s current price.

Other equities research analysts have also recently issued reports about the company. Loop Capital began coverage on SiTime in a research note on Friday, November 21st. They set a “buy” rating and a $350.00 price objective on the stock. Stifel Nicolaus boosted their target price on SiTime from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Roth Mkm restated a “buy” rating and issued a $350.00 price target on shares of SiTime in a research report on Thursday, November 6th. Raymond James Financial reaffirmed an “outperform” rating on shares of SiTime in a research note on Tuesday, December 2nd. Finally, The Goldman Sachs Group started coverage on shares of SiTime in a research note on Monday, December 15th. They issued a “buy” rating and a $420.00 target price on the stock. Seven research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $383.75.

SiTime Stock Performance

SITM stock opened at $347.96 on Thursday. The firm has a fifty day moving average price of $354.90 and a 200 day moving average price of $293.30. SiTime has a fifty-two week low of $105.40 and a fifty-two week high of $398.59. The firm has a market cap of $9.08 billion, a PE ratio of -117.55 and a beta of 2.51.

SiTime (NASDAQ:SITM) last posted its earnings results on Wednesday, November 5th. The company reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.71 by $0.16. The firm had revenue of $83.57 million for the quarter, compared to the consensus estimate of $78.08 million. SiTime had a negative net margin of 25.18% and a negative return on equity of 5.69%. The business’s quarterly revenue was up 44.8% on a year-over-year basis. During the same period in the previous year, the firm posted $0.40 EPS. On average, equities analysts predict that SiTime will post -2.44 EPS for the current year.

Insiders Place Their Bets

In other news, insider Samsheer Ahamad sold 4,000 shares of SiTime stock in a transaction on Monday, December 1st. The stock was sold at an average price of $291.10, for a total transaction of $1,164,400.00. Following the completion of the sale, the insider directly owned 51,711 shares in the company, valued at approximately $15,053,072.10. This trade represents a 7.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Fariborz Assaderaghi sold 1,500 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $291.58, for a total transaction of $437,370.00. Following the sale, the insider directly owned 84,815 shares of the company’s stock, valued at $24,730,357.70. This represents a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 9,500 shares of company stock worth $2,922,210 over the last quarter. Company insiders own 2.10% of the company’s stock.

Hedge Funds Weigh In On SiTime

A number of hedge funds have recently added to or reduced their stakes in the stock. Oregon Public Employees Retirement Fund raised its stake in shares of SiTime by 2.6% during the fourth quarter. Oregon Public Employees Retirement Fund now owns 5,003 shares of the company’s stock valued at $1,767,000 after acquiring an additional 127 shares in the last quarter. Ethic Inc. increased its holdings in SiTime by 8.6% during the 4th quarter. Ethic Inc. now owns 1,847 shares of the company’s stock worth $652,000 after purchasing an additional 146 shares during the period. Principal Financial Group Inc. raised its position in SiTime by 3.9% during the 4th quarter. Principal Financial Group Inc. now owns 363,953 shares of the company’s stock valued at $128,545,000 after purchasing an additional 13,577 shares in the last quarter. Strs Ohio lifted its holdings in shares of SiTime by 27.8% in the 4th quarter. Strs Ohio now owns 4,600 shares of the company’s stock worth $1,625,000 after buying an additional 1,000 shares during the period. Finally, Kornitzer Capital Management Inc. KS grew its position in shares of SiTime by 7.4% during the 4th quarter. Kornitzer Capital Management Inc. KS now owns 19,017 shares of the company’s stock worth $6,717,000 after buying an additional 1,312 shares in the last quarter. 84.31% of the stock is currently owned by institutional investors.

More SiTime News

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: Q4 beat and margin improvement — SiTime reported Q4 revenue of $113.3M (66% YoY), GAAP net income of $9.2M and non‑GAAP EPS $1.53; non‑GAAP gross margin of 61.2% and $808M of cash/short‑term investments, signaling strong execution and liquidity. SiTime Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Acquisition to scale — SiTime agreed to acquire Renesas’ timing business (reported purchase price ~$1.5B) and signed an MOU to integrate MEMS resonators into Renesas products; management says the deal accelerates SiTime’s path to $1B revenue. SiTime to Acquire Renesas’ Timing Business
• Positive Sentiment: Management targets higher margins — Management outlined a vision for $1B revenue and said the Renesas assets should materially boost gross margin (management and press coverage suggest potential to move toward ~70% non‑GAAP gross margin over time). SiTime outlines $1B revenue vision with Renesas timing acquisition while projecting 70% gross margin boost
• Neutral Sentiment: Earnings call details — The conference call/transcript provides color on demand drivers (AI/Datacenter demand, CED growth) and integration plans; useful for assessing cadence and guidance but contains routine forward‑looking caveats. SiTime Corporation (SITM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst momentum and valuation chatter — Several analysts have raised targets after the print; market is re‑pricing growth expectations but valuation has already run up after a big 2025 rally. Analysts Continue to Raise SiTime Corporation’s (SITM) Target Price
• Negative Sentiment: Acquisition size and accounting impacts — $1.5B purchase and integration will increase intangible/amortization and could pressure near‑term GAAP metrics; full benefits depend on successful integration and customer transitions. SiTime to Acquire Renesas’ Timing Business
• Negative Sentiment: GAAP vs non‑GAAP divergence and insider sales — Fiscal 2025 GAAP net loss was $42.9M (large non‑GAAP adjustments from stock‑based comp and amortization). Public filings and data show meaningful insider selling activity that some investors view as a governance/valuation flag. SiTime Corporation Reports Q4 2025 Financial Results with 66% Year-Over-Year Revenue Growth

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.