SiTime (NASDAQ:SITM) Updates Q1 2026 Earnings Guidance

SiTime (NASDAQ:SITM) updated its first quarter 2026 earnings guidance on Friday. The company provided earnings per share guidance of 1.100-1.170 for the period, compared to the consensus earnings per share estimate of 0.420. The company issued revenue guidance of $101.0 million-$104.0 million, compared to the consensus revenue estimate of $91.0 million.

Analysts Set New Price Targets

Several brokerages recently issued reports on SITM. Roth Mkm reissued a “buy” rating and issued a $450.00 price target on shares of SiTime in a report on Thursday, February 5th. The Goldman Sachs Group initiated coverage on SiTime in a research note on Monday, December 15th. They issued a “buy” rating and a $420.00 target price on the stock. Barclays set a $400.00 price target on shares of SiTime in a report on Thursday, February 5th. UBS Group increased their price objective on shares of SiTime from $430.00 to $485.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Finally, Needham & Company LLC boosted their target price on shares of SiTime from $400.00 to $450.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Seven analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $409.38.

SiTime Stock Up 2.6%

SITM stock opened at $406.97 on Friday. The company has a market capitalization of $10.70 billion, a P/E ratio of -223.61 and a beta of 2.51. The company has a 50-day simple moving average of $372.94 and a 200 day simple moving average of $311.62. SiTime has a fifty-two week low of $105.40 and a fifty-two 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. The firm had revenue of $113.29 million for the quarter, compared to analysts’ expectations of $101.91 million. SiTime had a negative net margin of 13.13% and a negative return on equity of 2.06%. SiTime’s quarterly revenue was up 66.3% on a year-over-year basis. During the same quarter last year, the company earned $0.48 EPS. Equities analysts anticipate that SiTime will post -2.44 EPS for the current year.

Insider Activity

In other news, insider Fariborz Assaderaghi sold 2,112 shares of SiTime stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $428.08, for a total transaction of $904,104.96. Following the transaction, the insider directly owned 97,937 shares in the company, valued at approximately $41,924,870.96. This trade represents a 2.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Akira Takata sold 3,500 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $431.73, for a total value of $1,511,055.00. Following the completion of the sale, the director directly owned 13,734 shares in the company, valued at $5,929,379.82. This represents a 20.31% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 25,278 shares of company stock worth $9,796,580 in the last quarter. 2.10% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On SiTime

Several hedge funds have recently made changes to their positions in the business. Hollencrest Capital Management grew its position in SiTime by 952.2% in the fourth quarter. Hollencrest Capital Management now owns 705 shares of the company’s stock worth $249,000 after buying an additional 638 shares during the last quarter. Corient Private Wealth LLC lifted its position in shares of SiTime by 5.9% during the 4th quarter. Corient Private Wealth LLC now owns 703 shares of the company’s stock valued at $249,000 after acquiring an additional 39 shares during the last quarter. Advisors Asset Management Inc. boosted its stake in shares of SiTime by 29.7% during the 4th quarter. Advisors Asset Management Inc. now owns 695 shares of the company’s stock worth $245,000 after acquiring an additional 159 shares in the last quarter. Empowered Funds LLC acquired a new position in shares of SiTime in the 4th quarter worth $236,000. Finally, Smartleaf Asset Management LLC raised its position in shares of SiTime by 17.6% during the fourth quarter. Smartleaf Asset Management LLC now owns 502 shares of the company’s stock worth $183,000 after purchasing an additional 75 shares during the period. Institutional investors and hedge funds 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.