SiTime (NASDAQ:SITM) Upgraded by Wall Street Zen to “Buy” Rating

Wall Street Zen upgraded shares of SiTime (NASDAQ:SITM) from a hold rating to a buy rating in a report published on Saturday.

SITM has been the subject of several other reports. Barclays set a $400.00 price objective on SiTime in a report on Thursday, February 5th. Roth Mkm reissued a “buy” rating and set a $450.00 price target on shares of SiTime in a research note on Thursday, February 5th. Weiss Ratings restated a “sell (d-)” rating on shares of SiTime in a report on Thursday, January 22nd. Stifel Nicolaus set a $450.00 target price on shares of SiTime in a report on Thursday, February 5th. Finally, UBS Group upped their target price on shares of SiTime from $430.00 to $485.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Seven research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, SiTime currently has an average rating of “Moderate Buy” and an average price target of $409.38.

SiTime Stock Performance

NASDAQ:SITM opened at $420.23 on Friday. The company has a market cap of $11.05 billion, a price-to-earnings ratio of -230.90 and a beta of 2.51. The stock’s fifty day moving average price is $369.02 and its two-hundred day moving average price is $304.22. SiTime has a 52-week low of $105.40 and a 52-week high of $446.95.

SiTime (NASDAQ:SITM) last released its earnings results on Wednesday, February 4th. The company reported $1.53 EPS for the quarter, beating the consensus estimate of $1.20 by $0.33. SiTime had a negative return on equity of 2.06% and a negative net margin of 13.13%.The company had revenue of $113.29 million during the quarter, compared to analysts’ expectations of $101.91 million. During the same period last year, the firm earned $0.48 EPS. The business’s revenue for the quarter was up 66.3% on a year-over-year basis. On average, equities analysts predict that SiTime will post -2.44 EPS for the current fiscal year.

Insider Activity

In other news, Director Akira Takata sold 3,500 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $431.73, for a total value of $1,511,055.00. Following the completion of the transaction, the director owned 13,734 shares of the company’s stock, valued at $5,929,379.82. The trade was a 20.31% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Samsheer Ahamad sold 9,100 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $441.47, for a total value of $4,017,377.00. Following the sale, the insider directly owned 52,938 shares in the company, valued at $23,370,538.86. The trade was a 14.67% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 24,712 shares of company stock valued at $9,562,777. 2.10% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On SiTime

Several institutional investors have recently modified their holdings of SITM. Vanguard Group Inc. raised its holdings in SiTime by 2.2% during the 4th quarter. Vanguard Group Inc. now owns 2,825,402 shares of the company’s stock worth $997,904,000 after buying an additional 61,336 shares during the period. Invesco Ltd. increased its position in shares of SiTime by 1.8% during the third quarter. Invesco Ltd. now owns 1,037,305 shares of the company’s stock worth $312,550,000 after acquiring an additional 18,165 shares in the last quarter. State Street Corp raised its holdings in shares of SiTime by 3.7% during the second quarter. State Street Corp now owns 911,280 shares of the company’s stock worth $194,176,000 after acquiring an additional 32,178 shares during the period. Ameriprise Financial Inc. lifted its position in SiTime by 22.0% in the 2nd quarter. Ameriprise Financial Inc. now owns 736,281 shares of the company’s stock valued at $156,887,000 after acquiring an additional 132,948 shares in the last quarter. Finally, Geode Capital Management LLC boosted its stake in SiTime by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 539,425 shares of the company’s stock worth $190,550,000 after purchasing an additional 15,850 shares during the period. Institutional investors own 84.31% of the company’s stock.

More SiTime News

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: Q4 beat and strong revenue growth — SiTime reported $1.53 EPS vs. $1.20 expected and revenue of $113.3M (up ~66% YoY), providing a clear near‑term fundamental tailwind. Earnings & data
• Positive Sentiment: Analyst support — multiple brokerages have Buy/Outperform calls and raised targets (UBS, Needham, Stifel, Barclays among them), giving a consensus “Moderate Buy” and average target near $409, which supports longer‑term upside. Analyst coverage
• Neutral Sentiment: High institutional ownership and momentum — institutions hold ~84% of shares and the stock has traded near 52‑week highs, which can amplify moves in either direction. Ownership data
• Neutral Sentiment: Business exposure — SiTime’s MEMS timing products serve telecom, data center, automotive and industrial markets (structurally attractive but still cyclical with semiconductor demand). Company profile
• Negative Sentiment: Large insider sale by Samsheer Ahamad — sold 9,100 shares (~$4.02M) on Feb 11, a ~14.7% reduction in his stake; sizable single‑day sellings often weigh on sentiment. Insider sale
• Negative Sentiment: Additional insider/director selling — Director sale reported at ~$1.51M plus Fariborz Assaderaghi sold 2,112 shares (~$904k) and 500 shares (~$208k) across Feb 10–11; multiple Form 4s increase near‑term selling pressure and may raise investor questions. Director sale SEC filing

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.