Tidal Investments LLC Buys 5,419 Shares of SiTime Corporation $SITM

Tidal Investments LLC grew its stake in shares of SiTime Corporation (NASDAQ:SITM) by 231.3% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 7,762 shares of the company’s stock after acquiring an additional 5,419 shares during the period. Tidal Investments LLC’s holdings in SiTime were worth $5,787,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SITM. Global Retirement Partners LLC bought a new stake in SiTime during the 2nd quarter worth approximately $48,000. Parallel Advisors LLC increased its holdings in shares of SiTime by 26.2% in the first quarter. Parallel Advisors LLC now owns 77 shares of the company’s stock worth $27,000 after purchasing an additional 16 shares during the period. Persistent Asset Partners Ltd purchased a new stake in shares of SiTime in the second quarter worth $57,000. Quantbot Technologies LP purchased a new stake in shares of SiTime in the second quarter worth $63,000. Finally, Allworth Financial LP bought a new stake in SiTime during the second quarter valued at $67,000. 84.31% of the stock is currently owned by institutional investors.

SiTime Price Performance

SITM stock opened at $635.66 on Monday. The firm has a market cap of $19.11 billion, a P/E ratio of 1,297.27 and a beta of 2.86. The firm’s fifty day moving average is $601.84 and its 200 day moving average is $571.16. SiTime Corporation has a 52 week low of $243.68 and a 52 week high of $901.81. The company has a debt-to-equity ratio of 1.29, a quick ratio of 18.50 and a current ratio of 19.44.

SiTime (NASDAQ:SITM) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $2.34 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.39. SiTime had a net margin of 3.01% and a return on equity of 4.99%. The business had revenue of $157.43 million during the quarter, compared to the consensus estimate of $146.46 million. During the same period in the previous year, the firm posted $0.47 earnings per share. The firm’s revenue for the quarter was up 126.5% on a year-over-year basis. SiTime has set its Q3 2026 guidance at 3.500-3.650 EPS. Research analysts predict that SiTime Corporation will post 6.33 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO Rajesh Vashist sold 12,000 shares of the stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $603.47, for a total transaction of $7,241,640.00. Following the completion of the sale, the chief executive officer directly owned 345,544 shares in the company, valued at $208,525,437.68. This represents a 3.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Edward Frank sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $745.00, for a total value of $745,000.00. Following the transaction, the director owned 10,999 shares in the company, valued at approximately $8,194,255. The trade was a 8.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 14,550 shares of company stock worth $9,093,418. Insiders own 1.40% of the company’s stock.

Key SiTime News

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: AI data-center demand supports growth outlook: Management highlighted increasing demand for precision timing in hyperscale data centers, 800G and 1.6T optical modules, and communications infrastructure. Its communications, enterprise and data-center revenue exceeded $100 million in the latest quarter, up 181% year over year. SiTime AI data-center and timing-market commentary
• Positive Sentiment: Product portfolio expansion improves positioning: SiTime completed its acquisition of Renesas’ timing business on July 1, adding more than 550 clocking products and broadening its reach across precision-timing applications. Management also sees substantial room for timing-market expansion through 2030. SiTime Goldman Sachs conference transcript
• Positive Sentiment: Bullish analyst coverage added support: Benchmark initiated coverage with a Buy rating and an $850 price target, citing the growing importance of precision timing for system manufacturers. The broader analyst consensus remains favorable, with reported targets generally above the recent trading range. Benchmark Buy rating for SiTime
• Neutral Sentiment: Strong operating momentum is already reflected in the valuation: SiTime’s latest quarterly revenue rose 126.5% year over year to $157.4 million, while EPS beat estimates. However, the stock trades at an exceptionally high reported price-to-earnings multiple, increasing sensitivity to any slowdown in AI-related growth expectations.
• Negative Sentiment: CEO stock sale may weigh on sentiment: CEO Rajesh Vashist sold 12,000 shares for approximately $7.2 million, reducing his direct stake by 3.36%. The transaction follows a broader pattern of insider selling, with no insider purchases reported in the cited six-month period. SiTime CEO stock sale

Analyst Ratings Changes

Several analysts have weighed in on the company. Benchmark started coverage on SiTime in a report on Wednesday, August 19th. They issued a “buy” rating and a $850.00 price target on the stock. Zacks Research raised SiTime from a “hold” rating to a “strong-buy” rating in a report on Thursday, August 13th. UBS Group upped their price objective on shares of SiTime from $775.00 to $840.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $900.00 target price on shares of SiTime in a research note on Thursday, August 6th. Finally, Weiss Ratings upgraded shares of SiTime from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, September 8th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $761.25.

SiTime Profile

SiTime Corporation (NASDAQ: SITM) is a semiconductor company that develops precision timing solutions based on microelectromechanical systems (MEMS) technology. Its products are designed to generate, distribute and synchronize the timing signals used by electronic systems and are intended to provide alternatives to traditional quartz-based timing components.

The company’s portfolio includes MEMS oscillators, clock generators, clock buffers, resonators and related timing devices. These products are used in applications such as data centers, wired and wireless communications infrastructure, automotive systems, industrial equipment, consumer electronics, aerospace and defense systems, and other high-performance electronic devices.

SiTime was founded in 2004 and is headquartered in Santa Clara, California.