SiTime Corporation (SITM) AI Stock Analysis

NASDAQ: SITMAI research summary: business, growth, valuation, analysts, bull and bear case.

SITM AI stock analysis summary

AI Research

SiTime Corporation (NASDAQ: SITM) designs and sells silicon timing systems solutions including resonators, clock integrated circuits, and oscillators. Over the trailing twelve months, the company generated $467.9M in revenue with an operating margin of 10.6% and net EPS of $0.56. While quarterly revenue expanded 126.5% year-over-year in the latest quarter ending June 30, 2026, the stock trades at an elevated trailing P/E of 843.1x.

Market cap
$14.14B
Revenue (TTM)
$467.9M
P/E
843.1x
fwd 44.4x
1Y return
63.7%
S&P 500 16.8%
Avg. target
$849.50
79.9% vs last close

Bull case

  • Quarterly revenue grew 126.5% year-over-year in the quarter ended June 30, 2026, while trailing twelve-month revenue reached $467.9M.
  • The company holds $1.92B in cash and short-term investments, providing a net cash reserve of $603.6M and a current ratio of 19.45.
  • Analysts project full-year EPS to surge 248.0% to $11.14 for FY2026, accompanied by a mean price target of $849.50.

Bear case

  • Valuation multiples remain elevated, featuring a trailing P/E of 843.1x and an EV/EBITDA of 389.0x compared to peer medians of 28.1x and 16.6x.
  • Quarterly earnings fell 60.6% year-over-year in the latest quarter ending June 30, 2026.
  • The company incurred consecutive annual net losses from FY2023 through FY2025, including a loss of -$42.9M in FY2025.

What SiTime does

SiTime Corporation specializes in the design, development, and sale of silicon timing systems solutions across global markets such as Taiwan, Hong Kong, and the United States. Its product portfolio features resonators, clock integrated circuits, and oscillators designed for precision timing applications. These timing components serve customers across communications and enterprise, automotive, industrial automation, Internet of Things (IoT), mobile devices, consumer electronics, and aerospace and defense sectors. SiTime delivers its products globally through a specialized network of distributors and resellers, supplying precision timing hardware to organizations ranging from smaller enterprises to multinational corporations.

Growth and profitability

SiTime posted a 5-year revenue CAGR of 23.0% from FY2020 to FY2025. After revenue fell 49.2% in FY2023 to $144.0M, the company recovered with revenue rising 40.8% to $202.7M in FY2024 and 61.2% to $326.7M in FY2025. Gross margin was 53.6% in FY2025 compared to 63.7% in FY2021, while net losses narrowed to -$42.9M from -$93.6M in FY2024. For the trailing twelve months, revenue reached $467.9M with a profit margin of 3.0%. In the latest quarter ended June 30, 2026, quarterly revenue grew 126.5% year-over-year, though quarterly earnings fell 60.6%.

SITM income statement →

Balance sheet and cash flow

As of June 30, 2026, SiTime held $1.92B in cash and short-term investments against total debt of $1.32B, yielding a net cash balance of $603.6M. The current ratio stood at 19.45, with a debt-to-equity ratio of 1.29 on shareholders' equity of $1.03B. Total assets stood at $2.51B. During FY2025, operating cash flow was $87.2M, capital expenditures were $52.5M, and free cash flow reached $34.7M. Over the last 5 years, the company's share count increased by 24.5%.

SITM balance sheet →

Valuation and performance

SITM trades at a trailing P/E of 843.1x and a forward P/E of 44.4x, well above the median of its US-listed Technology peers of 28.1x and 18.8x, respectively. Its enterprise value of $17.72B results in an EV/EBITDA of 389.0x and price-to-sales of 30.2x, compared to peer group medians of 16.6x and 2.8x. Over the past year, SITM gained 63.7%, outperforming the S&P 500 benchmark SPY return of 16.8%. Over 5 years, SITM gained 112.2% against 83.0% for the index, though the stock sat 12.6% below its 200-day average as of October 16, 2026.

SITM key metrics →

What analysts expect

Wall Street coverage includes 6 Strong Buy, 4 Buy, and 1 Hold recommendations, with zero Sell or Strong Sell ratings. The mean price target is $849.50, representing an upside of 79.9% above the last close of $472.14. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $870.0M and EPS of $11.14, reflecting 248.0% EPS growth. For the following fiscal year, 11 analysts estimate revenue of $1.35B and EPS of $14.92. SiTime beat EPS estimates in each of the last 4 quarters, with next earnings scheduled for November 4, 2026.

SITM forecast and price target →

Key risks and what to watch

  • A high beta of 2.88 indicates significant share price volatility relative to the broader market.
  • Share count expanded 24.5% over the past 5 years, which dilutes existing shareholders.
  • Debt levels have climbed to $1.32B as of June 30, 2026, resulting in a debt-to-equity ratio of 1.29.
  • Short interest stands at 7.5% of the float, reflecting market skepticism toward current valuation levels.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this SITM AI stock analysis

This page is an AI-written research summary of SiTime Corporation (SITM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SITM income statement, SITM balance sheet, SITM key metrics, SITM analyst forecast, SITM chart. See the SITM stock overview for the latest quote and news.

SITM AI stock analysis FAQ

What is SiTime's core business?

SiTime Corporation designs and sells silicon-based timing solutions, such as resonators, clock ICs, and oscillators, used across communications, automotive, IoT, consumer, and industrial systems.

Does SiTime pay a dividend?

SiTime does not pay a regular dividend. The company directs its operating cash flow toward research and development, which totaled $118.9M in FY2025, and capital expenditures of $52.5M.

What are analysts forecasting for SITM earnings in FY2026?

Analysts anticipate FY2026 EPS of $11.14 on revenue of $870.0M, representing an annual EPS growth projection of 248.0%.

How does SiTime's valuation compare to other technology stocks?

SiTime trades at a premium to peers, with a trailing P/E of 843.1x and price-to-sales of 30.2x, versus median US-listed Technology peer multiples of 28.1x and 2.8x, respectively.

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