Public Sector Pension Investment Board Increases Stock Holdings in SiTime Corporation $SITM

Public Sector Pension Investment Board increased its position in SiTime Corporation (NASDAQ:SITM) by 19.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 85,194 shares of the company’s stock after acquiring an additional 14,008 shares during the quarter. Public Sector Pension Investment Board owned about 0.33% of SiTime worth $25,670,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Hantz Financial Services Inc. lifted its stake in SiTime by 190.3% in the 3rd quarter. Hantz Financial Services Inc. now owns 90 shares of the company’s stock worth $27,000 after purchasing an additional 59 shares in the last quarter. Salomon & Ludwin LLC bought a new position in shares of SiTime in the third quarter worth $47,000. Global Retirement Partners LLC raised its position in shares of SiTime by 3,220.0% in the third quarter. Global Retirement Partners LLC now owns 166 shares of the company’s stock worth $50,000 after buying an additional 161 shares in the last quarter. Advisors Asset Management Inc. raised its position in shares of SiTime by 33.6% in the first quarter. Advisors Asset Management Inc. now owns 350 shares of the company’s stock worth $54,000 after buying an additional 88 shares in the last quarter. Finally, Bessemer Group Inc. boosted its stake in SiTime by 27.4% during the third quarter. Bessemer Group Inc. now owns 186 shares of the company’s stock valued at $55,000 after buying an additional 40 shares during the period. Hedge funds and other institutional investors own 84.31% of the company’s stock.

Key Stories Impacting SiTime

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

Insider Buying and Selling

In related news, Director Akira Takata sold 3,500 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $431.73, for a total transaction of $1,511,055.00. Following the transaction, the director directly owned 13,734 shares in the company, valued at $5,929,379.82. This trade represents a 20.31% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Fariborz Assaderaghi sold 2,112 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $428.08, for a total value of $904,104.96. Following the completion of the sale, the insider owned 97,937 shares of the company’s stock, valued at $41,924,870.96. The trade was a 2.11% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 24,712 shares of company stock worth $9,562,777 in the last ninety days. Corporate insiders own 2.10% of the company’s stock.

SiTime Stock Performance

SITM stock opened at $420.23 on Friday. The company has a market capitalization of $11.05 billion, a PE ratio of -230.90 and a beta of 2.51. SiTime Corporation has a one year low of $105.40 and a one year high of $446.95. The company’s 50 day moving average price is $369.02 and its two-hundred day moving average price is $303.45.

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 company had revenue of $113.29 million for the quarter, compared to analyst estimates of $101.91 million. SiTime had a negative net margin of 13.13% and a negative return on equity of 2.06%. The firm’s quarterly revenue was up 66.3% compared to the same quarter last year. During the same quarter last year, the firm earned $0.48 EPS. On average, research analysts predict that SiTime Corporation will post -2.44 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on SITM. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of SiTime in a report on Thursday, January 22nd. Wall Street Zen upgraded shares of SiTime from a “hold” rating to a “buy” rating in a research report on Saturday. 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. Loop Capital started coverage on shares of SiTime in a research note on Friday, November 21st. They issued a “buy” rating and a $350.00 price target for the company. Finally, Needham & Company LLC raised their price objective on shares of SiTime from $400.00 to $450.00 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 assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $409.38.

SiTime 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.